Independent Franchise Partners LLP
26 holdingsFiling period: 2026-06-30Current AUM: $17.39Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BMY | BRISTOL-MYERS SQUIBB CO | 21.79M | $1.26B | $1.39B | 7.99% | +517.4K | 2026-06-30 |
| 2 | SOLV | SOLVENTUM CORP | 16.17M | $1.25B | $1.46B | 8.37% | +436.5K | 2026-06-30 |
| 3 | LYV | LIVE NATION ENTERTAINMENT IN | 6.01M | $1.10B | $1.02B | 5.89% | +148.7K | 2026-06-30 |
| 4 | TRU | TRANSUNION | 13.98M | $1.01B | $1.08B | 6.19% | +1.84M | 2026-06-30 |
| 5 | KVUE | KENVUE INC | 50.43M | $963.7M | $903.7M | 5.20% | +1.22M | 2026-06-30 |
| 6 | CRM | SALESFORCE INC | 5.82M | $911.6M | $1.49B | 8.55% | +1.78M | 2026-06-30 |
| 7 | — | AON PLC | 2.65M | $878.0M | $878.0M | 5.05% | +58.9K | 2026-06-30 |
| 8 | NWSA | NEWS CORP NEW | 32.07M | $796.4M | $976.2M | 5.61% | +1.15M | 2026-06-30 |
| 9 | ABNB | AIRBNB INC | 5.42M | $776.1M | $912.9M | 5.25% | +148.1K | 2026-06-30 |
| 10 | JNJ | JOHNSON & JOHNSON | 3.04M | $772.9M | $813.1M | 4.68% | +71.8K | 2026-06-30 |
| 11 | IT | GARTNER INC | 5.58M | $723.7M | $1.09B | 6.28% | +982.2K | 2026-06-30 |
| 12 | ICE | INTERCONTINENTAL EXCHANGE IN | 5.25M | $646.7M | $824.2M | 4.74% | +297.9K | 2026-06-30 |
| 13 | Z | ZILLOW GROUP INC | 16.30M | $513.8M | $530.1M | 3.05% | +3.10M | 2026-06-30 |
| 14 | EBAY | EBAY INC. | 4.55M | $508.1M | $491.2M | 2.82% | -2,225,579 | 2026-06-30 |
| 15 | PM | PHILIP MORRIS INTL INC | 2.58M | $466.4M | $500.5M | 2.88% | +17.8K | 2026-06-30 |
| 16 | FOXA | FOX CORP | 8.40M | $438.1M | $567.5M | 3.26% | +224.0K | 2026-06-30 |
| 17 | EL | LAUDER ESTEE COS INC | 4.94M | $390.1M | $475.6M | 2.73% | -1,686,803 | 2026-06-30 |
| 18 | OTIS | OTIS WORLDWIDE CORP | 5.15M | $368.9M | $352.9M | 2.03% | +4.15M | 2026-06-30 |
| 19 | WMG | WARNER MUSIC GROUP CORP | 13.00M | $351.9M | $377.6M | 2.17% | -36,450 | 2026-06-30 |
| 20 | FOX | FOX CORP | 5.48M | $256.8M | $330.8M | 1.90% | +174.8K | 2026-06-30 |
| 21 | NWS | NEWS CORP NEW | 9.02M | $253.2M | $304.8M | 1.75% | -87,903 | 2026-06-30 |
| 22 | WBD | WARNER BROS DISCOVERY INC | 8.16M | $217.5M | $228.7M | 1.31% | -539,797 | 2026-06-30 |
| 23 | ZG | ZILLOW GROUP INC | 3.67M | $115.2M | $121.9M | 0.70% | +934.5K | 2026-06-30 |
| 24 | RYAN | RYAN SPECIALTY HOLDINGS INC | 2.65M | $99.9M | $103.7M | 0.60% | -175,065 | 2026-06-30 |
| 25 | CTVA | CORTEVA INC | 1.12M | $94.4M | $93.0M | 0.53% | -73,784 | 2026-06-30 |
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