Independent Franchise Partners LLP
Institutional investor · Portfolio as of Q1 2021
Top Holdings24 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
PHILIP MORRIS INTERNATIONAL | 10.5M | $933.4M | 7.4% | $60.03 | +18.42% | 9 qtrssince 2019-Q1 | Increased 73 |
FOX CORP - CLASS A | 23.8M | $859.2M | 6.8% | $32.05 | +9.09% | 9 qtrssince 2019-Q1 | Decreased 0 |
CORTEVA INC | 18.4M | $857M | 6.8% | $26.36 | +68.96% | 6 qtrssince 2019-Q4 | Decreased 0 |
ORACLE CORP | 11.9M | $838.1M | 6.7% | $51.39 | +28.20% | 9 qtrssince 2019-Q1 | Increased 64 |
AON PLC | 3.4M | $780.1M | 6.2% | $199.11 | +11.29% | 3 qtrssince 2020-Q3 | Increased 63 |
NEWS CORP - CLASS A | 30.4M | $772.4M | 6.2% | $11.56 | +113.31% | 9 qtrssince 2019-Q1 | Decreased 0 |
BOOKING HOLDINGS INC | 311,333 | $725.4M | 5.8% | $69.16 | +32.28% | 9 qtrssince 2019-Q1 | Increased 63 |
BRISTOL-MYERS SQUIBB CO | 10.4M | $654.6M | 5.2% | $41.40 | +23.34% | 7 qtrssince 2019-Q3 | Increased 66 |
JOHNSON & JOHNSON | 3.9M | $639.5M | 5.1% | $116.71 | +23.42% | 9 qtrssince 2019-Q1 | Increased 64 |
MICROSOFT CORP | 2.7M | $626.5M | 5.0% | $115.26 | +93.46% | 9 qtrssince 2019-Q1 | Increased 60 |
ACCENTURE PLC-CL A | 2M | $540.3M | 4.3% | $164.47 | +58.18% | 9 qtrssince 2019-Q1 | Increased 60 |
EBAY INC | 8.3M | $509.8M | 4.1% | $36.42 | +52.26% | 9 qtrssince 2019-Q1 | Increased 59 |
ALPHABET INC-CL A | 243,983 | $503.2M | 4.0% | $60.73 | +67.24% | 5 qtrssince 2020-Q1 | Increased 59 |
WESTERN UN CO | 20.2M | $496.9M | 4.0% | $12.77 | +36.06% | 9 qtrssince 2019-Q1 | Increased 59 |
S&P GLOBAL INC | 1.4M | $488.6M | 3.9% | $276.55 | +22.66% | 9 qtrssince 2019-Q1 | Increased 94 |
ELECTRONIC ARTS INC | 3.6M | $487.5M | 3.9% | $101.24 | +29.43% | 9 qtrssince 2019-Q1 | Increased 59 |
ALTRIA GROUP INC | 8.9M | $456.1M | 3.6% | $31.61 | +11.74% | 9 qtrssince 2019-Q1 | Decreased 0 |
CME GROUP INC | 2M | $398.8M | 3.2% | $147.59 | +15.36% | 2 qtrssince 2020-Q4 | Increased 59 |
APPLE INC | 2.8M | $343.1M | 2.7% | $83.53 | +39.81% | 9 qtrssince 2019-Q1 | Increased 55 |
NEWS CORP - CLASS B | 13.1M | $306.8M | 2.4% | $12.33 | +85.77% | 9 qtrssince 2019-Q1 | Increased 57 |
Independent Franchise Partners LLP manages $12.6B across 24 positions as of Q1 2021. Top holdings: PM (7.4%), FOXA (6.8%), CTVA (6.8%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2.5/5.0.
Exited 1, increased 19, trimmed 5. Top move: SPGI (INCREASED, conviction 94). Portfolio: $12.6B across 24 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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