Independent Franchise Partners LLP
Institutional investor · Portfolio as of Q1 2020
Top Holdings26 positions
Johnson & Johnson | 5.1M | $670.5M | 8.3% | $113.77 | -3.58% | 5 qtrssince 2019-Q1 | Decreased 0 |
Fox Corp | 22.1M | $521.4M | 6.4% | $32.90 | -33.88% | 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% | $39.45 | +9.91% | 3 qtrssince 2019-Q3 | Increased 71 |
Priceline Group Inc/The | 368,037 | $495.1M | 6.1% | $68.54 | -22.93% | 5 qtrssince 2019-Q1 | Increased 68 |
Apple Inc | 1.9M | $472.2M | 5.8% | $45.22 | +35.62% | 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 |
International Business Machine | 3.5M | $384.6M | 4.7% | $83.80 | 0.00% | 1 qtr | New 87 |
Corteva Inc | 16.1M | $379.4M | 4.7% | $4.00 | -18.32% | 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 Union Co/The | 19.7M | $357.8M | 4.4% | $12.65 | +0.58% | 5 qtrssince 2019-Q1 | Decreased 0 |
Philip Morris International In | 4.8M | $353.2M | 4.4% | $58.97 | -9.56% | 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 | 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 | 31.3M | $281.2M | 3.5% | $11.47 | -26.21% | 5 qtrssince 2019-Q1 | Increased 61 |
Facebook Inc | 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% | $32.91 | -17.85% | 5 qtrssince 2019-Q1 | Decreased 0 |
Molson Coors Brewing Co | 5.9M | $228.5M | 2.8% | $49.75 | -25.23% | 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 Score: 4.5/5.0.
Active quarter - 6 new positions, 2 exits, 8 increased. Top move: IBM (NEW, conviction 87). Portfolio: $8.1B across 26 positions.
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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
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