Independent Franchise Partners LLP
Institutional investor · Portfolio as of Q3 2019
Top Holdings22 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 6.4M | $886.1M | 9.0% | $110.97 | +17.45% | 3 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 6M | $782.5M | 8.0% | $115.59 | -6.68% | 3 qtrssince 2019-Q1 | Decreased 0 |
BOOKING HOLDINGS INC | 341,670 | $670.6M | 6.8% | $70.24 | +9.72% | 3 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 3M | $669.4M | 6.8% | $45.30 | +16.09% | 3 qtrssince 2019-Q1 | Decreased 0 |
FOX CORP - CLASS A | 19.5M | $615.3M | 6.3% | $33.14 | -12.46% | 3 qtrssince 2019-Q1 | Increased 67 |
ACCENTURE PLC-CL A | 2.9M | $559M | 5.7% | $159.24 | +9.63% | 3 qtrssince 2019-Q1 | Decreased 0 |
WESTERN UN CO | 24.1M | $557.4M | 5.7% | $12.65 | +20.43% | 3 qtrssince 2019-Q1 | Decreased 0 |
S&P GLOBAL INC | 2.3M | $552.6M | 5.6% | $199.33 | +17.32% | 3 qtrssince 2019-Q1 | Decreased 0 |
EQUIFAX INC | 3.8M | $533.3M | 5.4% | $112.23 | +19.95% | 3 qtrssince 2019-Q1 | Decreased 0 |
MOLSON COORS BEVERAGE CO - B | 8.4M | $485.7M | 5.0% | $49.75 | -1.71% | 3 qtrssince 2019-Q1 | Decreased 0 |
CHIPOTLE MEXICAN GRILL INC | 568,635 | $477.9M | 4.9% | $14.21 | +135.68% | 3 qtrssince 2019-Q1 | Decreased 0 |
NEWS CORP - CLASS A | 31.5M | $438M | 4.5% | $11.73 | +11.18% | 3 qtrssince 2019-Q1 | Decreased 0 |
ORACLE CORP | 7.8M | $429.7M | 4.4% | $48.51 | +1.49% | 3 qtrssince 2019-Q1 | Decreased 0 |
BRISTOL-MYERS SQUIBB CO | 7.9M | $399.4M | 4.1% | $39.30 | 0.00% | 1 qtr | New 87 |
EBAY INC | 10.2M | $398.2M | 4.1% | $33.21 | +3.96% | 3 qtrssince 2019-Q1 | Decreased 0 |
ELECTRONIC ARTS INC | 3.3M | $322.6M | 3.3% | $98.72 | -5.77% | 3 qtrssince 2019-Q1 | Decreased 0 |
PHILIP MORRIS INTERNATIONAL | 4.1M | $312.3M | 3.2% | $62.25 | -12.29% | 3 qtrssince 2019-Q1 | Decreased 0 |
TRANSUNION | 3.2M | $257.2M | 2.6% | $68.50 | +12.53% | 3 qtrssince 2019-Q1 | Decreased 0 |
ALTRIA GROUP INC | 4.8M | $196.6M | 2.0% | $33.82 | -27.68% | 3 qtrssince 2019-Q1 | Decreased 0 |
NEWS CORP - CLASS B | 9.5M | $135.8M | 1.4% | $12.28 | +8.74% | 3 qtrssince 2019-Q1 | Increased 50 |
Independent Franchise Partners LLP manages $9.8B across 22 positions as of Q3 2019. Top holdings: MSFT (9.0%), JNJ (8.0%), BKNG (6.8%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 4/5.0.
Added 2 new positions, increased 2, trimmed 18. Top move: BMY (NEW, conviction 87). Portfolio: $9.8B across 22 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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