Independent Franchise Partners LLP
26 holdingsFiling period: 2026-03-31Current AUM: $15.44Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BMY | BRISTOL-MYERS SQUIBB CO | 21.28M | $1.29B | $1.39B | 9.00% | +447.3K | 2026-03-31 |
| 2 | SOLV | SOLVENTUM CORP | 15.73M | $1.03B | $1.34B | 8.71% | +377.8K | 2026-03-31 |
| 3 | LYV | LIVE NATION ENTERTAINMENT IN | 5.86M | $894.4M | $1.02B | 6.62% | +131.0K | 2026-03-31 |
| 4 | KVUE | KENVUE INC | 49.21M | $848.4M | $946.8M | 6.13% | +1.06M | 2026-03-31 |
| 5 | TRU | TRANSUNION | 12.13M | $839.4M | $953.8M | 6.18% | +3.00M | 2026-03-31 |
| 6 | — | AON PLC | 2.59M | $835.4M | $835.4M | 5.41% | +472.5K | 2026-03-31 |
| 7 | ICE | INTERCONTINENTAL EXCHANGE IN | 4.96M | $779.4M | $755.6M | 4.89% | +123.3K | 2026-03-31 |
| 8 | NWSA | NEWS CORP NEW | 30.92M | $770.9M | $852.3M | 5.52% | +990.5K | 2026-03-31 |
| 9 | CRM | SALESFORCE INC | 4.04M | $753.2M | $742.5M | 4.81% | +3.50M | 2026-03-31 |
| 10 | IT | GARTNER INC | 4.60M | $728.5M | $694.8M | 4.50% | +1.29M | 2026-03-31 |
| 11 | JNJ | JOHNSON & JOHNSON | 2.97M | $726.3M | $761.7M | 4.93% | -684,893 | 2026-03-31 |
| 12 | ABNB | AIRBNB INC | 5.28M | $666.2M | $799.4M | 5.18% | +129.4K | 2026-03-31 |
| 13 | EBAY | EBAY INC. | 6.77M | $616.4M | $772.1M | 5.00% | -975,945 | 2026-03-31 |
| 14 | Z | ZILLOW GROUP INC | 13.20M | $546.1M | $449.5M | 2.91% | +2.24M | 2026-03-31 |
| 15 | FOXA | FOX CORP | 8.17M | $477.4M | $476.0M | 3.08% | -1,602,825 | 2026-03-31 |
| 16 | EL | LAUDER ESTEE COS INC | 6.63M | $475.7M | $556.1M | 3.60% | -1,208,709 | 2026-03-31 |
| 17 | PM | PHILIP MORRIS INTL INC | 2.56M | $423.4M | $488.6M | 3.17% | -1,263,162 | 2026-03-31 |
| 18 | WMG | WARNER MUSIC GROUP CORP | 13.03M | $332.9M | $338.4M | 2.19% | -61,951 | 2026-03-31 |
| 19 | FOX | FOX CORP | 5.31M | $281.8M | $275.7M | 1.79% | +133.2K | 2026-03-31 |
| 20 | NWS | NEWS CORP NEW | 9.11M | $259.8M | $284.9M | 1.85% | -49,695 | 2026-03-31 |
| 21 | WBD | WARNER BROS DISCOVERY INC | 8.70M | $238.8M | $228.7M | 1.48% | -3,999,444 | 2026-03-31 |
| 22 | ZG | ZILLOW GROUP INC | 2.74M | $113.3M | $95.0M | 0.62% | +713.9K | 2026-03-31 |
| 23 | CTVA | CORTEVA INC | 1.19M | $99.5M | $93.6M | 0.61% | -9,306,492 | 2026-03-31 |
| 24 | RYAN | RYAN SPECIALTY HOLDINGS INC | 2.82M | $95.2M | $124.6M | 0.81% | +705.5K | 2026-03-31 |
| 25 | TKO | TKO GROUP HOLDINGS INC | 457.6K | $92.3M | $83.2M | 0.54% | -28,232 | 2026-03-31 |
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