Independent Franchise Partners LLP
Institutional investor · Portfolio as of Q3 2020
Top Holdings25 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
FOX CORP - CLASS A | 25.1M | $697.9M | 6.9% | $32.11 | -18.98% | 7 qtrssince 2019-Q1 | Decreased 0 |
PHILIP MORRIS INTERNATIONAL | 8.9M | $666M | 6.6% | $58.13 | -1.03% | 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% | $26.21 | +2.84% | 4 qtrssince 2019-Q4 | Increased 70 |
BRISTOL-MYERS SQUIBB CO | 9.6M | $579M | 5.7% | $40.99 | +18.00% | 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% | $115.62 | +9.59% | 7 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 2.6M | $539.8M | 5.4% | $111.65 | +77.65% | 7 qtrssince 2019-Q1 | Decreased 0 |
INTL 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% | $82.91 | +33.61% | 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 - CLASS A | 30.4M | $425.6M | 4.2% | $11.55 | +14.95% | 7 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC-CL A | 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-CL A | 236,630 | $346.8M | 3.4% | $59.67 | +21.91% | 3 qtrssince 2020-Q1 | Increased 69 |
EBAY INC | 6.4M | $333.9M | 3.3% | $33.29 | +44.51% | 7 qtrssince 2019-Q1 | Decreased 0 |
NEWS CORP - CLASS B | 12.1M | $168.9M | 1.7% | $11.65 | +13.12% | 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 Rating: 2.5/5.0.
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
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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