Independent Franchise Partners LLP
Institutional investor · Portfolio as of Q1 2024
Top Holdings23 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
RB GLOBAL INC | 13.8M | $1B | 8.7% | $57.55 | +30.30% | 4 qtrssince 2023-Q2 | Decreased 0 |
CORTEVA INC | 14.4M | $831.8M | 6.9% | $39.46 | +43.45% | 18 qtrssince 2019-Q4 | Increased 73 |
INTERCONTINENTALEXCHANGE GRO COM | 5.9M | $813.9M | 6.7% | $110.70 | +21.66% | 12 qtrssince 2021-Q2 | Decreased 0 |
AON PLC | 2.4M | $787.7M | 6.5% | $222.83 | +47.54% | 15 qtrssince 2020-Q3 | Increased 75 |
BRISTOL-MYERS SQUIBB CO | 14M | $761.6M | 6.3% | $47.69 | +3.10% | 19 qtrssince 2019-Q3 | Decreased 0 |
NEWS CORP - CLASS A | 28.8M | $754.4M | 6.2% | $12.75 | +103.07% | 21 qtrssince 2019-Q1 | Decreased 0 |
ORACLE CORP | 5.5M | $690M | 5.7% | $53.09 | +131.71% | 21 qtrssince 2019-Q1 | Decreased 0 |
BOOKING HOLDINGS INC | 188,808 | $685M | 5.7% | $71.16 | +100.69% | 21 qtrssince 2019-Q1 | Decreased 0 |
PHILIP MORRIS INTERNATIONAL | 7.1M | $648.9M | 5.4% | $64.78 | +31.90% | 21 qtrssince 2019-Q1 | Increased 74 |
JOHNSON & JOHNSON | 4.1M | $640.7M | 5.3% | $131.09 | +14.36% | 21 qtrssince 2019-Q1 | Increased 94 |
ZILLOW GROUP INC - C | 12.7M | $620.2M | 5.1% | $54.83 | -11.03% | 10 qtrssince 2021-Q4 | Decreased 0 |
TRANSUNION | 7.7M | $613M | 5.1% | $85.35 | -7.32% | 9 qtrssince 2022-Q1 | Decreased 0 |
FOX CORP - CLASS A | 17.9M | $559.7M | 4.6% | $32.02 | -3.91% | 21 qtrssince 2019-Q1 | Increased 60 |
ELECTRONIC ARTS INC | 4.2M | $554.9M | 4.6% | $109.06 | +20.61% | 21 qtrssince 2019-Q1 | Decreased 0 |
EBAY INC | 9.7M | $514.1M | 4.3% | $43.38 | +18.20% | 21 qtrssince 2019-Q1 | Decreased 0 |
ESTEE LAUDER COMPANIES-CL A | 2.4M | $369.9M | 3.1% | $138.23 | +7.68% | 3 qtrssince 2023-Q3 | Decreased 0 |
TKO GROUP HOLDINGS INC | 3.7M | $322.6M | 2.7% | $84.13 | +1.42% | 3 qtrssince 2023-Q3 | Increased 87 |
NEWS CORP - CLASS B | 11.3M | $305M | 2.5% | $13.06 | +105.20% | 21 qtrssince 2019-Q1 | Decreased 0 |
REVVITY INC | 1.9M | $197.5M | 1.6% | $108.66 | -3.88% | 2 qtrssince 2023-Q4 | Decreased 0 |
FOX CORP - CLASS B | 4.4M | $125.6M | 1.0% | $30.40 | -7.45% | 4 qtrssince 2023-Q2 | Increased 59 |
Independent Franchise Partners LLP manages $12.1B across 23 positions as of Q1 2024. Top holdings: RBA (8.7%), CTVA (6.9%), ICE (6.7%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2.5/5.0.
Exited 2, increased 8, trimmed 15. Top move: JNJ (INCREASED, conviction 94). Portfolio: $12.1B across 23 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