Independent Franchise Partners LLP
Institutional investor · Portfolio as of Q2 2024
Top Holdings24 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
RB GLOBAL INC | 11.8M | $898.8M | 8.3% | $57.55 | +31.09% | 5 qtrssince 2023-Q2 | Decreased 0 |
INTERCONTINENTALEXCHANGE GRO COM | 5.6M | $771.7M | 7.1% | $110.70 | +21.59% | 13 qtrssince 2021-Q2 | Decreased 0 |
ORACLE CORP | 5.4M | $758.9M | 7.0% | $53.09 | +161.32% | 22 qtrssince 2019-Q1 | Decreased 0 |
AON PLC | 2.4M | $707.4M | 6.5% | $224.20 | +29.31% | 16 qtrssince 2020-Q3 | Increased 64 |
PHILIP MORRIS INTERNATIONAL | 6.7M | $679.1M | 6.3% | $64.78 | +47.77% | 22 qtrssince 2019-Q1 | Decreased 0 |
NEWS CORP - CLASS A | 24.3M | $670.1M | 6.2% | $12.75 | +113.81% | 22 qtrssince 2019-Q1 | Decreased 0 |
FOX CORP - CLASS A | 18.5M | $635.7M | 5.9% | $32.08 | +5.42% | 22 qtrssince 2019-Q1 | Increased 64 |
BRISTOL-MYERS SQUIBB CO | 14.6M | $606.4M | 5.6% | $46.60 | -20.00% | 20 qtrssince 2019-Q3 | Increased 65 |
CORTEVA INC | 11.1M | $599.7M | 5.5% | $39.46 | +33.93% | 19 qtrssince 2019-Q4 | Decreased 0 |
ELECTRONIC ARTS INC | 4.1M | $564.6M | 5.2% | $109.06 | +26.84% | 22 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 3.9M | $564.5M | 5.2% | $131.09 | +6.52% | 22 qtrssince 2019-Q1 | Decreased 0 |
ZILLOW GROUP INC - C | 12M | $557.7M | 5.1% | $54.83 | -15.39% | 11 qtrssince 2021-Q4 | Decreased 0 |
EBAY INC | 9.3M | $498.7M | 4.6% | $43.38 | +20.92% | 22 qtrssince 2019-Q1 | Decreased 0 |
BOOKING HOLDINGS INC | 105,761 | $419M | 3.9% | $71.16 | +187.73% | 22 qtrssince 2019-Q1 | Decreased 0 |
TKO GROUP HOLDINGS INC | 3.5M | $380.4M | 3.5% | $84.13 | +26.75% | 4 qtrssince 2023-Q3 | Decreased 0 |
ESTEE LAUDER COMPANIES-CL A | 3.5M | $368.8M | 3.4% | $127.48 | -18.97% | 4 qtrssince 2023-Q3 | Increased 78 |
NEWS CORP - CLASS B | 9.3M | $264M | 2.4% | $13.06 | +115.31% | 22 qtrssince 2019-Q1 | Decreased 0 |
TRANSUNION | 3.4M | $252.9M | 2.3% | $85.35 | -13.76% | 10 qtrssince 2022-Q1 | Decreased 0 |
FOX CORP - CLASS B | 5M | $160.9M | 1.5% | $30.53 | +3.07% | 5 qtrssince 2023-Q2 | Increased 56 |
WARNER MUSIC GROUP CORP | 5.2M | $160.2M | 1.5% | $29.57 | 0.00% | 1 qtr | New 70 |
Independent Franchise Partners LLP manages $10.9B across 24 positions as of Q2 2024. Top holdings: RBA (8.3%), ICE (7.1%), ORCL (7.0%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2.5/5.0.
Added 1 new position, increased 5, trimmed 18. Top move: EL (INCREASED, conviction 78). Portfolio: $10.9B across 24 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer