Activity Feed

Free — 5 of 30

Data as of Q4 2025

All position changes for Independent Franchise Partners LLP. Excludes unchanged positions.

Unique Stocks

Quarters

New Positions

Exits

5 position changes

Per page:

Quarter	Stock	Action	Shares	Change	Value	Weight	Conviction
2025-Q4	SOLV Solventum Corp	Increased	15.4M	+19.0%	$1.2B	7.7%	74
2025-Q4	BMY Bristol-Myers Squibb Co	Increased	20.8M	+1.0%	$1.1B	7.1%	63
2025-Q4	IT Gartner Inc	Increased	3.3M	+3.5%	$834.7M	5.3%	65
2025-Q4	KVUE Kenvue Inc	Increased	48.1M	+56.3%	$830.5M	5.3%	88
2025-Q4	EL Estee Lauder Cos Inc/The	Increased	7.8M	+1.1%	$820.7M	5.2%	63
Showing 5 of 30 results.PROUpgrade to see all →

Upgrade to Pro for 2 years of historical data, full analytics access, and CSV exports

Starting at $16/mo billed annually

Join investors tracking institutional hedge fund positions

Cancel anytime — no lock-in