Independent Franchise Partners LLP
Institutional investor · Portfolio as of Q2 2020
Top Holdings25 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
JOHNSON & JOHNSON | 5.2M | $725.9M | 7.4% | $115.62 | +2.93% | 6 qtrssince 2019-Q1 | Increased 63 |
FOX CORP - CLASS A | 25.5M | $682.9M | 6.9% | $32.11 | -22.15% | 6 qtrssince 2019-Q1 | Increased 72 |
MICROSOFT CORP | 3.3M | $673.2M | 6.8% | $111.65 | +69.69% | 6 qtrssince 2019-Q1 | Increased 63 |
APPLE INC | 1.8M | $642.6M | 6.5% | $45.30 | +93.49% | 6 qtrssince 2019-Q1 | Decreased 0 |
BRISTOL-MYERS SQUIBB CO | 10.9M | $638M | 6.5% | $40.99 | +13.00% | 4 qtrssince 2019-Q3 | Increased 75 |
ELECTRONIC ARTS INC | 4.4M | $579.7M | 5.9% | $100.31 | +26.68% | 6 qtrssince 2019-Q1 | Increased 62 |
PHILIP MORRIS INTERNATIONAL | 7.1M | $499.9M | 5.1% | $58.27 | -7.81% | 6 qtrssince 2019-Q1 | Increased 84 |
CORTEVA INC | 18.3M | $491.6M | 5.0% | $26.11 | -6.09% | 3 qtrssince 2019-Q4 | Increased 66 |
BOOKING HOLDINGS INC | 308,678 | $491.5M | 5.0% | $68.54 | -8.78% | 6 qtrssince 2019-Q1 | Decreased 0 |
INTL BUSINESS MACHINES CORP | 3.7M | $449.9M | 4.6% | $84.23 | +6.91% | 2 qtrssince 2020-Q1 | Increased 63 |
WESTERN UN CO | 19.9M | $430.8M | 4.4% | $12.66 | +14.26% | 6 qtrssince 2019-Q1 | Increased 59 |
S&P GLOBAL INC | 1.3M | $420M | 4.3% | $199.33 | +54.03% | 6 qtrssince 2019-Q1 | Decreased 0 |
ORACLE CORP | 7.6M | $419.4M | 4.3% | $48.52 | +4.12% | 6 qtrssince 2019-Q1 | Increased 58 |
ACCENTURE PLC-CL A | 1.9M | $404.8M | 4.1% | $159.68 | +23.06% | 6 qtrssince 2019-Q1 | Increased 59 |
EBAY INC | 7.7M | $402.1M | 4.1% | $33.29 | +40.42% | 6 qtrssince 2019-Q1 | Increased 58 |
NEWS CORP - CLASS A | 31.4M | $371.9M | 3.8% | $11.55 | -4.18% | 6 qtrssince 2019-Q1 | Increased 58 |
ALTRIA GROUP INC | 8M | $314.9M | 3.2% | $32.41 | -21.22% | 6 qtrssince 2019-Q1 | Increased 60 |
ALPHABET INC-CL A | 196,490 | $278.6M | 2.8% | $57.00 | +21.63% | 2 qtrssince 2020-Q1 | Increased 54 |
META PLATFORMS INC-CLASS A | 973,423 | $221M | 2.2% | $164.80 | +257.92% | 2 qtrssince 2020-Q1 | Decreased 0 |
EQUIFAX INC | 1.1M | $185M | 1.9% | $112.23 | +43.51% | 6 qtrssince 2019-Q1 | Decreased 0 |
Independent Franchise Partners LLP manages $9.8B across 25 positions as of Q2 2020. Top holdings: JNJ (7.4%), FOXA (6.9%), MSFT (6.8%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 4/5.0.
Exited 1, increased 19, trimmed 6. Top move: PM (INCREASED, conviction 84). Portfolio: $9.8B across 25 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