Independent Franchise Partners LLP
Institutional investor · Portfolio as of Q2 2023
Top Holdings24 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
RB GLOBAL INC | 16.1M | $964.7M | 8.1% | $57.55 | 0.00% | 1 qtr | New 99 |
BRISTOL-MYERS SQUIBB CO | 12.5M | $801.9M | 6.7% | $46.36 | +18.71% | 16 qtrssince 2019-Q3 | Increased 67 |
BOOKING HOLDINGS INC | 264,988 | $715.6M | 6.0% | $71.16 | +49.00% | 18 qtrssince 2019-Q1 | Increased 62 |
ORACLE CORP | 5.9M | $708.2M | 5.9% | $53.09 | +114.89% | 18 qtrssince 2019-Q1 | Decreased 0 |
AON PLC | 2M | $704.3M | 5.9% | $199.43 | +69.51% | 12 qtrssince 2020-Q3 | Increased 62 |
ZILLOW GROUP INC - C | 13.7M | $689.5M | 5.8% | $54.83 | -8.50% | 7 qtrssince 2021-Q4 | Increased 62 |
CORTEVA INC | 11.3M | $647M | 5.4% | $34.66 | +59.95% | 15 qtrssince 2019-Q4 | Increased 82 |
FOX CORP - CLASS A | 18.8M | $639.7M | 5.4% | $32.05 | +3.88% | 18 qtrssince 2019-Q1 | Decreased 0 |
PHILIP MORRIS INTERNATIONAL | 6.3M | $615.6M | 5.2% | $60.41 | +44.68% | 18 qtrssince 2019-Q1 | Increased 63 |
NEWS CORP - CLASS A | 31.5M | $614.1M | 5.1% | $12.75 | +50.15% | 18 qtrssince 2019-Q1 | Increased 66 |
SALESFORCE.COM INC | 2.9M | $611.1M | 5.1% | $190.77 | +8.98% | 6 qtrssince 2022-Q1 | Decreased 0 |
ELECTRONIC ARTS INC | 4.5M | $588.3M | 4.9% | $109.06 | +18.07% | 18 qtrssince 2019-Q1 | Increased 59 |
INTERCONTINENTALEXCHANGE GRO COM | 5.1M | $572.9M | 4.8% | $111.62 | -2.46% | 9 qtrssince 2021-Q2 | Increased 59 |
TRANSUNION | 6.9M | $538.4M | 4.5% | $88.10 | -13.19% | 6 qtrssince 2022-Q1 | Increased 59 |
EBAY INC | 10.5M | $471.1M | 3.9% | $43.38 | -1.81% | 18 qtrssince 2019-Q1 | Increased 58 |
S&P GLOBAL INC | 1.1M | $445.3M | 3.7% | $277.08 | +40.09% | 18 qtrssince 2019-Q1 | Increased 58 |
MICROSOFT CORP | 1.3M | $425.7M | 3.6% | $115.46 | +316.04% | 18 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 2.4M | $403.1M | 3.4% | $116.80 | +30.14% | 18 qtrssince 2019-Q1 | Increased 58 |
NEWS CORP - CLASS B | 12.7M | $249.5M | 2.1% | $13.06 | +48.44% | 18 qtrssince 2019-Q1 | Increased 54 |
WORLD WRESTLING FED ENTMNT | 1.7M | $181.7M | 1.5% | — | — | 14 qtrssince 2020-Q1 | Increased 50 |
Independent Franchise Partners LLP manages $11.9B across 24 positions as of Q2 2023. Top holdings: RBA (8.1%), BMY (6.7%), BKNG (6.0%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2.5/5.0.
Added 3 new positions, exited 2, increased 17, trimmed 4. Top move: RBA (NEW, conviction 99). Portfolio: $11.9B across 24 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