Independent Franchise Partners LLP
Institutional investor · Portfolio as of Q2 2019
Top Holdings20 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
JOHNSON & JOHNSON | 6.8M | $948M | 9.8% | $115.59 | +0.32% | 2 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 7M | $935.9M | 9.6% | $110.97 | +13.85% | 2 qtrssince 2019-Q1 | Increased 65 |
BOOKING HOLDINGS INC | 357,865 | $670.9M | 6.9% | $70.24 | +4.81% | 2 qtrssince 2019-Q1 | Increased 88 |
FOX CORP - CLASS A | 18M | $661M | 6.8% | $33.48 | +0.28% | 2 qtrssince 2019-Q1 | Increased 88 |
APPLE INC | 3.1M | $619.2M | 6.4% | $45.30 | +4.61% | 2 qtrssince 2019-Q1 | Decreased 0 |
EQUIFAX INC | 4.4M | $592.9M | 6.1% | $112.23 | +14.49% | 2 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC-CL A | 3.1M | $580.2M | 6.0% | $159.24 | +5.84% | 2 qtrssince 2019-Q1 | Decreased 0 |
S&P GLOBAL INC | 2.4M | $551.7M | 5.7% | $199.33 | +8.24% | 2 qtrssince 2019-Q1 | Increased 66 |
MOLSON COORS BEVERAGE CO - B | 8.8M | $494.2M | 5.1% | $49.75 | -5.31% | 2 qtrssince 2019-Q1 | Increased 65 |
WESTERN UN CO | 24.6M | $489.1M | 5.0% | $12.65 | +3.04% | 2 qtrssince 2019-Q1 | Increased 100 |
ORACLE CORP | 8.2M | $467.4M | 4.8% | $48.51 | +6.46% | 2 qtrssince 2019-Q1 | Increased 61 |
NEWS CORP - CLASS A | 33.5M | $452.4M | 4.7% | $11.73 | +7.43% | 2 qtrssince 2019-Q1 | Increased 67 |
CHIPOTLE MEXICAN GRILL INC | 596,427 | $437.1M | 4.5% | $14.21 | +3.14% | 2 qtrssince 2019-Q1 | Increased 61 |
EBAY INC | 10.7M | $421.9M | 4.3% | $33.21 | +6.64% | 2 qtrssince 2019-Q1 | Increased 61 |
ELECTRONIC ARTS INC | 3.4M | $346.5M | 3.6% | $98.72 | -0.27% | 2 qtrssince 2019-Q1 | Increased 77 |
PHILIP MORRIS INTERNATIONAL | 4.3M | $338.5M | 3.5% | $62.25 | -9.82% | 2 qtrssince 2019-Q1 | Decreased 0 |
TRANSUNION | 3.4M | $249.3M | 2.6% | $68.50 | +4.11% | 2 qtrssince 2019-Q1 | Increased 88 |
ALTRIA GROUP INC | 5.1M | $239.2M | 2.5% | $33.82 | -16.26% | 2 qtrssince 2019-Q1 | Decreased 0 |
NEWS CORP - CLASS B | 9.2M | $128.4M | 1.3% | $12.24 | +6.68% | 2 qtrssince 2019-Q1 | Increased 73 |
TIFFANY & CO NEW | 992,967 | $93M | 1.0% | — | — | 2 qtrssince 2019-Q1 | Increased 45 |
Independent Franchise Partners LLP manages $9.7B across 20 positions as of Q2 2019. Top holdings: JNJ (9.8%), MSFT (9.6%), BKNG (6.9%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2.5/5.0.
Exited 2, increased 14, trimmed 6. Top move: WU (INCREASED, conviction 100). Portfolio: $9.7B across 20 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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