Independent Franchise Partners LLP
Institutional investor · Portfolio as of Q3 2020
Top Holdings25 positions
FOX CORP | 25.1M | $697.9M | 6.9% | $31.81 | -18.77% | 7 qtrssince 2019-Q1 | Decreased 0 |
Philip Morris International Inc. | 8.9M | $666M | 6.6% | $56.70 | -0.24% | 7 qtrssince 2019-Q1 | Increased 76 |
Oracle Corp. | 11M | $656.6M | 6.5% | $50.56 | +8.98% | 7 qtrssince 2019-Q1 | Increased 84 |
CORTEVA INC | 20.7M | $596.7M | 5.9% | $26.58 | +1.75% | 4 qtrssince 2019-Q4 | Increased 70 |
BRISTOL-MYERS SQUIBB CO | 9.6M | $579M | 5.7% | $40.65 | +17.22% | 5 qtrssince 2019-Q3 | Decreased 0 |
AON PLC | 2.7M | $554.7M | 5.5% | $197.73 | 0.00% | 1 qtr | New 98 |
Johnson & Johnson | 3.7M | $552.8M | 5.5% | $113.81 | +10.93% | 7 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp. | 2.6M | $539.8M | 5.4% | $111.65 | +77.65% | 7 qtrssince 2019-Q1 | Decreased 0 |
International Business Machines Corp. | 4.3M | $528.3M | 5.2% | $85.36 | +7.94% | 3 qtrssince 2020-Q1 | Increased 72 |
Booking Holdings Inc | 302,218 | $517M | 5.1% | $68.54 | -2.00% | 7 qtrssince 2019-Q1 | Decreased 0 |
Apple Inc. | 4.1M | $479.4M | 4.8% | $45.22 | +148.18% | 7 qtrssince 2019-Q1 | Increased 94 |
ELECTRONIC ARTS INC | 3.5M | $456.9M | 4.5% | $100.31 | +26.03% | 7 qtrssince 2019-Q1 | Decreased 0 |
NEWS CORP NEW | 30.4M | $425.6M | 4.2% | $11.47 | +15.96% | 7 qtrssince 2019-Q1 | Decreased 0 |
Accenture PLC | 1.9M | $418.4M | 4.1% | $159.68 | +30.11% | 7 qtrssince 2019-Q1 | Decreased 0 |
WESTERN UN CO | 19.5M | $418.4M | 4.1% | $12.66 | +18.05% | 7 qtrssince 2019-Q1 | Decreased 0 |
S&P Global Inc | 1M | $378.2M | 3.8% | $199.33 | +71.46% | 7 qtrssince 2019-Q1 | Decreased 0 |
ALTRIA GROUP INC | 9.1M | $350.2M | 3.5% | $31.61 | -19.46% | 7 qtrssince 2019-Q1 | Increased 65 |
Alphabet Inc. | 236,630 | $346.8M | 3.4% | $60.20 | +20.59% | 3 qtrssince 2020-Q1 | Increased 69 |
EBAY INC. | 6.4M | $333.9M | 3.3% | $32.98 | +42.98% | 7 qtrssince 2019-Q1 | Decreased 0 |
NEWS CORP NEW | 12.1M | $168.9M | 1.7% | $11.60 | +14.57% | 7 qtrssince 2019-Q1 | Increased 50 |
Independent Franchise Partners LLP manages $10.1B across 25 positions as of Q3 2020. Top holdings: FOXA (6.9%), PM (6.6%), ORCL (6.5%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.
Added 1 new position, exited 1, increased 8, trimmed 16. Top move: AON (NEW, conviction 98). Portfolio: $10.1B across 25 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
Verify source filings on SEC EDGAR