Institutional investor · Portfolio as of Q4 2025
Quarterly Portfolio Change
Independent Franchise Partners LLP manages $15.7B across 27 positions as of Q4 2025. Top holdings: SOLV (7.7%), BMY (7.1%), IT (5.3%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 4/5.0.
Added 1 new position, exited 3, increased 18, trimmed 8. Top move: TRU (INCREASED, conviction 95). Portfolio: $15.7B across 27 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile