Independent Franchise Partners LLP
Institutional investor · Portfolio as of Q1 2022
Top Holdings26 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
BRISTOL-MYERS SQUIBB CO | 15M | $1.1B | 8.7% | $45.81 | +33.08% | 11 qtrssince 2019-Q3 | Decreased 0 |
FOX CORP - CLASS A | 20.6M | $812.9M | 6.4% | $32.05 | +19.48% | 13 qtrssince 2019-Q1 | Decreased 0 |
AON PLC | 2.2M | $720.6M | 5.7% | $199.19 | +58.62% | 7 qtrssince 2020-Q3 | Decreased 0 |
INTERCONTINENTALEXCHANGE GRO COM | 5.4M | $713.3M | 5.6% | $111.80 | +14.28% | 4 qtrssince 2021-Q2 | Decreased 0 |
CORTEVA INC | 11.9M | $686.7M | 5.4% | $26.74 | +105.38% | 10 qtrssince 2019-Q4 | Decreased 0 |
ALPHABET INC-CL A | 240,000 | $667.5M | 5.3% | $78.39 | +79.71% | 9 qtrssince 2020-Q1 | Increased 67 |
NEWS CORP - CLASS A | 29.1M | $644.2M | 5.1% | $11.94 | +84.72% | 13 qtrssince 2019-Q1 | Decreased 0 |
EBAY INC | 11.2M | $642.4M | 5.1% | $43.40 | +27.25% | 13 qtrssince 2019-Q1 | Increased 89 |
PHILIP MORRIS INTERNATIONAL | 6.8M | $642.3M | 5.1% | $60.03 | +31.06% | 13 qtrssince 2019-Q1 | Decreased 0 |
BOOKING HOLDINGS INC | 270,961 | $636.3M | 5.0% | $69.16 | +33.34% | 13 qtrssince 2019-Q1 | Decreased 0 |
ELECTRONIC ARTS INC | 4.8M | $610.8M | 4.8% | $108.90 | +14.87% | 13 qtrssince 2019-Q1 | Increased 80 |
JOHNSON & JOHNSON | 3.2M | $569.1M | 4.5% | $116.71 | +37.74% | 13 qtrssince 2019-Q1 | Decreased 0 |
ORACLE CORP | 6.5M | $536.4M | 4.2% | $51.39 | +53.81% | 13 qtrssince 2019-Q1 | Decreased 0 |
ZILLOW GROUP INC - C | 10.6M | $521.4M | 4.1% | $62.02 | -15.32% | 2 qtrssince 2021-Q4 | Increased 64 |
MICROSOFT CORP | 1.7M | $513.7M | 4.1% | $115.46 | +163.57% | 13 qtrssince 2019-Q1 | Decreased 0 |
S&P GLOBAL INC | 1.2M | $494.7M | 3.9% | $276.88 | +46.57% | 13 qtrssince 2019-Q1 | Decreased 0 |
TRANSUNION | 4M | $413.3M | 3.3% | $101.69 | 0.00% | 1 qtr | New 87 |
SALESFORCE.COM INC | 1.8M | $383.5M | 3.0% | $212.36 | 0.00% | 1 qtr | New 87 |
WESTERN UN CO | 17.7M | $331M | 2.6% | $12.78 | +10.39% | 13 qtrssince 2019-Q1 | Decreased 0 |
NEWS CORP - CLASS B | 13.6M | $307.4M | 2.4% | $13.01 | +71.99% | 13 qtrssince 2019-Q1 | Decreased 0 |
Independent Franchise Partners LLP manages $12.7B across 26 positions as of Q1 2022. Top holdings: BMY (8.7%), FOXA (6.4%), AON (5.7%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2.5/5.0.
Added 2 new positions, exited 2, increased 7, trimmed 17. Top move: EBAY (INCREASED, conviction 89). Portfolio: $12.7B across 26 positions.
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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