Independent Franchise Partners LLP
Institutional investor · Portfolio as of Q1 2019
Top Holdings22 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
JOHNSON & JOHNSON | 7.8M | $1.1B | 12.3% | $115.59 | 0.00% | 1 qtr | New 99 |
MICROSOFT CORP | 6.9M | $816.2M | 9.2% | $110.82 | 0.00% | 1 qtr | New 99 |
APPLE INC | 3.8M | $712.9M | 8.0% | $45.30 | 0.00% | 1 qtr | New 99 |
ACCENTURE PLC-CL A | 3.4M | $595.2M | 6.7% | $159.24 | 0.00% | 1 qtr | New 98 |
ALTRIA GROUP INC | 9.3M | $534.9M | 6.0% | $33.82 | 0.00% | 1 qtr | New 98 |
EQUIFAX INC | 4.4M | $526.5M | 5.9% | $112.23 | 0.00% | 1 qtr | New 98 |
MOLSON COORS BEVERAGE CO - B | 8.6M | $514.8M | 5.8% | $49.81 | 0.00% | 1 qtr | New 98 |
S&P GLOBAL INC | 2.4M | $497M | 5.6% | $198.90 | 0.00% | 1 qtr | New 98 |
FOX CORP - CLASS A | 11.9M | $437.7M | 4.9% | $33.43 | 0.00% | 1 qtr | New 87 |
ORACLE CORP | 8.1M | $435.5M | 4.9% | $48.47 | 0.00% | 1 qtr | New 87 |
CHIPOTLE MEXICAN GRILL INC | 590,697 | $419.6M | 4.7% | $14.21 | 0.00% | 1 qtr | New 87 |
BOOKING HOLDINGS INC | 236,980 | $413.5M | 4.7% | $68.52 | 0.00% | 1 qtr | New 87 |
EBAY INC | 10.5M | $390.7M | 4.4% | $33.18 | 0.00% | 1 qtr | New 87 |
PHILIP MORRIS INTERNATIONAL | 4.4M | $386.7M | 4.4% | $62.25 | 0.00% | 1 qtr | New 87 |
NEWS CORP - CLASS A | 29.8M | $371M | 4.2% | $11.62 | 0.00% | 1 qtr | New 87 |
ELECTRONIC ARTS INC | 2.5M | $256.8M | 2.9% | $98.81 | 0.00% | 1 qtr | New 81 |
WESTERN UN CO | 9M | $166M | 1.9% | $11.98 | 0.00% | 1 qtr | New 70 |
TIFFANY & CO NEW | 982,862 | $103.7M | 1.2% | — | — | 1 qtr | New 69 |
TRANSUNION | 1.5M | $97.5M | 1.1% | $64.77 | 0.00% | 1 qtr | New 69 |
NEWS CORP - CLASS B | 5.5M | $68.6M | 0.8% | $11.69 | 0.00% | 1 qtr | New 59 |
Independent Franchise Partners LLP manages $8.9B across 22 positions as of Q1 2019. Top holdings: JNJ (12.3%), MSFT (9.2%), AAPL (8.0%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 22 new positions, 0 exits, 0 increased. Top move: JNJ (NEW, conviction 99). Portfolio: $8.9B across 22 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer