Independent Franchise Partners LLP
Institutional investor · Portfolio as of Q1 2020
Top Holdings26 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
JOHNSON & JOHNSON | 5.1M | $670.5M | 8.3% | $115.59 | -2.19% | 5 qtrssince 2019-Q1 | Decreased 0 |
FOX CORP - CLASS A | 22.1M | $521.4M | 6.4% | $33.21 | -31.98% | 5 qtrssince 2019-Q1 | Increased 62 |
MICROSOFT CORP | 3.3M | $517.1M | 6.4% | $110.97 | +37.47% | 5 qtrssince 2019-Q1 | Decreased 0 |
BRISTOL-MYERS SQUIBB CO | 8.9M | $496.3M | 6.1% | $39.83 | +8.54% | 3 qtrssince 2019-Q3 | Increased 71 |
BOOKING HOLDINGS INC | 368,037 | $495.1M | 6.1% | $68.54 | -22.93% | 5 qtrssince 2019-Q1 | Increased 68 |
APPLE INC | 1.9M | $472.2M | 5.8% | $45.30 | +35.92% | 5 qtrssince 2019-Q1 | Decreased 0 |
ELECTRONIC ARTS INC | 4.4M | $435.9M | 5.4% | $100.07 | -5.09% | 5 qtrssince 2019-Q1 | Decreased 0 |
INTL BUSINESS MACHINES CORP | 3.5M | $384.6M | 4.7% | $83.80 | 0.00% | 1 qtr | New 87 |
CORTEVA INC | 16.1M | $379.4M | 4.7% | $26.33 | -14.65% | 2 qtrssince 2019-Q4 | Increased 65 |
ORACLE CORP | 7.5M | $364.6M | 4.5% | $48.51 | -4.67% | 5 qtrssince 2019-Q1 | Decreased 0 |
WESTERN UN CO | 19.7M | $357.8M | 4.4% | $12.65 | +0.58% | 5 qtrssince 2019-Q1 | Decreased 0 |
PHILIP MORRIS INTERNATIONAL | 4.8M | $353.2M | 4.4% | $60.43 | -9.96% | 5 qtrssince 2019-Q1 | Increased 73 |
S&P GLOBAL INC | 1.3M | $322.1M | 4.0% | $199.33 | +18.16% | 5 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC-CL A | 1.9M | $304.2M | 3.7% | $159.24 | -1.93% | 5 qtrssince 2019-Q1 | Decreased 0 |
ALTRIA GROUP INC | 7.7M | $298.5M | 3.7% | $32.68 | -27.29% | 5 qtrssince 2019-Q1 | Decreased 0 |
NEWS CORP - CLASS A | 31.3M | $281.2M | 3.5% | $11.55 | -27.47% | 5 qtrssince 2019-Q1 | Increased 61 |
META PLATFORMS INC-CLASS A | 1.5M | $243.1M | 3.0% | $164.80 | 0.00% | 1 qtr | New 80 |
EQUIFAX INC | 1.9M | $231.4M | 2.9% | $112.23 | +4.21% | 5 qtrssince 2019-Q1 | Decreased 0 |
EBAY INC | 7.6M | $229.2M | 2.8% | $33.21 | -14.76% | 5 qtrssince 2019-Q1 | Decreased 0 |
MOLSON COORS BEVERAGE CO - B | 5.9M | $228.5M | 2.8% | $49.75 | -14.03% | 5 qtrssince 2019-Q1 | Decreased 0 |
Independent Franchise Partners LLP manages $8.1B across 26 positions as of Q1 2020. Top holdings: JNJ (8.3%), FOXA (6.4%), MSFT (6.4%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 4/5.0.
Active quarter - 6 new positions, 2 exits, 8 increased. Top move: IBM (NEW, conviction 87). Portfolio: $8.1B across 26 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer