Independent Franchise Partners LLP
Institutional investor · Portfolio as of Q3 2023
Top Holdings24 positions
RB GLOBAL INC | 15.9M | $993.7M | 8.6% | $57.55 | +6.03% | 2 qtrssince 2023-Q2 | Decreased 0 |
BRISTOL-MYERS SQUIBB CO | 14.7M | $856.1M | 7.4% | $46.97 | +7.30% | 17 qtrssince 2019-Q3 | Increased 73 |
INTERCONTINENTAL EXCHANGE IN | 6.4M | $700.5M | 6.1% | $109.31 | -3.04% | 10 qtrssince 2021-Q2 | Increased 77 |
CORTEVA INC | 12.9M | $659.7M | 5.7% | $5.47 | +35.95% | 16 qtrssince 2019-Q4 | Increased 71 |
AON PLC | 2M | $657M | 5.7% | $199.43 | +59.51% | 13 qtrssince 2020-Q3 | Decreased 0 |
NEWS CORP NEW | 31.4M | $629.7M | 5.5% | $12.68 | +54.68% | 19 qtrssince 2019-Q1 | Decreased 0 |
ZILLOW GROUP INC | 13.6M | $628.9M | 5.5% | $54.83 | -15.81% | 8 qtrssince 2021-Q4 | Decreased 0 |
ORACLE CORP | 5.9M | $625.2M | 5.4% | $53.09 | +93.93% | 19 qtrssince 2019-Q1 | Decreased 0 |
BOOKING HOLDINGS INC | 202,329 | $624M | 5.4% | $70.82 | +70.16% | 19 qtrssince 2019-Q1 | Decreased 0 |
SALESFORCE INC | 2.9M | $582.3M | 5.0% | $186.61 | +6.82% | 7 qtrssince 2022-Q1 | Decreased 0 |
FOX CORP | 18.6M | $580.9M | 5.0% | $31.74 | -5.02% | 19 qtrssince 2019-Q1 | Decreased 0 |
PHILIP MORRIS INTL INC | 6.2M | $576.4M | 5.0% | $58.87 | +39.06% | 19 qtrssince 2019-Q1 | Decreased 0 |
ELECTRONIC ARTS INC | 4.5M | $542.5M | 4.7% | $109.06 | +9.15% | 19 qtrssince 2019-Q1 | Decreased 0 |
TRANSUNION | 6.8M | $489.8M | 4.2% | $88.10 | -19.49% | 7 qtrssince 2022-Q1 | Decreased 0 |
EBAY INC. | 10.5M | $461.6M | 4.0% | $42.25 | -0.71% | 19 qtrssince 2019-Q1 | Decreased 0 |
S&P GLOBAL INC | 1.1M | $403.3M | 3.5% | $260.40 | +29.59% | 19 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 2.4M | $376.4M | 3.3% | $114.99 | +24.38% | 19 qtrssince 2019-Q1 | Decreased 0 |
LAUDER ESTEE COS INC | 2.6M | $372.8M | 3.2% | $136.80 | 0.00% | 1 qtr | New 87 |
NEWS CORP NEW | 12.4M | $259.3M | 2.2% | $12.97 | +57.66% | 19 qtrssince 2019-Q1 | Decreased 0 |
TKO GROUP HOLDINGS INC | 1.6M | $138.1M | 1.2% | $82.02 | 0.00% | 1 qtr | New 70 |
Independent Franchise Partners LLP manages $11.5B across 24 positions as of Q3 2023. Top holdings: RBA (8.6%), BMY (7.4%), ICE (6.1%). Fund DNA: Steady Compounder. HoldingsIntel Score: 5/5.0.
Added 2 new positions, exited 2, increased 5, trimmed 16. Top move: EL (NEW, conviction 87). Portfolio: $11.5B 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
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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
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