Independent Franchise Partners LLP
26 holdingsFiling period: 2026-06-30Current AUM: $17.42Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BMY | Bristol-Myers Squibb Co | 21.79M | $1.26B | $1.36B | 7.82% | +517.4K | 2026-06-30 |
| 2 | SOLV | Solventum Corp | 16.17M | $1.25B | $1.32B | 7.55% | +436.5K | 2026-06-30 |
| 3 | LYV | Live Nation Entertainment in | 6.01M | $1.10B | $1.07B | 6.14% | +148.7K | 2026-06-30 |
| 4 | TRU | Transunion | 13.98M | $1.01B | $1.07B | 6.16% | +1.84M | 2026-06-30 |
| 5 | KVUE | Kenvue Inc | 50.43M | $963.7M | $973.8M | 5.59% | +1.22M | 2026-06-30 |
| 6 | CRM | Salesforce Inc | 5.82M | $911.6M | $1.33B | 7.66% | +1.78M | 2026-06-30 |
| 7 | — | Aon PLC | 2.65M | $878.0M | $878.0M | 5.04% | +58.9K | 2026-06-30 |
| 8 | NWSA | News Corp New | 32.07M | $796.4M | $934.0M | 5.36% | +1.15M | 2026-06-30 |
| 9 | ABNB | Airbnb Inc | 5.42M | $776.1M | $891.6M | 5.12% | +148.1K | 2026-06-30 |
| 10 | JNJ | Johnson & Johnson | 3.04M | $772.9M | $831.4M | 4.77% | +71.8K | 2026-06-30 |
| 11 | IT | Gartner Inc | 5.58M | $723.7M | $1.28B | 7.33% | +982.2K | 2026-06-30 |
| 12 | ICE | Intercontinental Exchange in | 5.25M | $646.7M | $887.0M | 5.09% | +297.9K | 2026-06-30 |
| 13 | Z | Zillow Group Inc | 16.30M | $513.8M | $504.7M | 2.90% | +3.10M | 2026-06-30 |
| 14 | EBAY | Ebay Inc. | 4.55M | $508.1M | $553.1M | 3.18% | -2,225,579 | 2026-06-30 |
| 15 | PM | Philip Morris Intl Inc | 2.58M | $466.4M | $538.3M | 3.09% | +17.8K | 2026-06-30 |
| 16 | FOXA | Fox Corp | 8.40M | $438.1M | $531.1M | 3.05% | +224.0K | 2026-06-30 |
| 17 | EL | Lauder Estee Cos Inc | 4.94M | $390.1M | $539.8M | 3.10% | -1,686,803 | 2026-06-30 |
| 18 | OTIS | Otis Worldwide Corp | 5.15M | $368.9M | $390.3M | 2.24% | +4.15M | 2026-06-30 |
| 19 | WMG | Warner Music Group Corp | 13.00M | $351.9M | $398.0M | 2.29% | -36,450 | 2026-06-30 |
| 20 | FOX | Fox Corp | 5.48M | $256.8M | $308.1M | 1.77% | +174.8K | 2026-06-30 |
| 21 | NWS | News Corp New | 9.02M | $253.2M | $286.4M | 1.64% | -87,903 | 2026-06-30 |
| 22 | WBD | Warner Bros Discovery Inc | 8.16M | $217.5M | $217.5M | 1.25% | -539,797 | 2026-06-30 |
| 23 | ZG | Zillow Group Inc | 3.67M | $115.2M | $117.1M | 0.67% | +934.5K | 2026-06-30 |
| 24 | RYAN | Ryan Specialty Holdings Inc | 2.65M | $99.9M | $116.0M | 0.67% | -175,065 | 2026-06-30 |
| 25 | CTVA | Corteva Inc | 1.12M | $94.4M | $13.0M | 0.07% | -73,784 | 2026-06-30 |
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