Independent Franchise Partners LLP
Institutional investor · Portfolio as of Q3 2024
Top Holdings25 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
RB GLOBAL INC | 10.7M | $863M | 7.6% | $57.55 | +38.28% | 6 qtrssince 2023-Q2 | Decreased 0 |
INTERCONTINENTALEXCHANGE GRO COM | 5.1M | $818.9M | 7.2% | $110.70 | +41.28% | 14 qtrssince 2021-Q2 | Decreased 0 |
ZILLOW GROUP INC - C | 11.7M | $749.2M | 6.6% | $54.83 | +19.43% | 12 qtrssince 2021-Q4 | Decreased 0 |
PHILIP MORRIS INTERNATIONAL | 6.1M | $741M | 6.5% | $64.78 | +77.87% | 23 qtrssince 2019-Q1 | Decreased 0 |
BRISTOL-MYERS SQUIBB CO | 14.2M | $733.9M | 6.5% | $46.60 | +1.18% | 21 qtrssince 2019-Q3 | Decreased 0 |
FOX CORP - CLASS A | 16.3M | $688.6M | 6.1% | $32.08 | +30.51% | 23 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 4.2M | $683.3M | 6.0% | $133.13 | +16.70% | 23 qtrssince 2019-Q1 | Increased 68 |
AON PLC | 2M | $682.3M | 6.0% | $224.20 | +52.71% | 17 qtrssince 2020-Q3 | Decreased 0 |
ORACLE CORP | 3.9M | $664.1M | 5.9% | $53.09 | +213.15% | 23 qtrssince 2019-Q1 | Decreased 0 |
CORTEVA INC | 10.9M | $640.3M | 5.6% | $39.46 | +46.57% | 20 qtrssince 2019-Q4 | Decreased 0 |
NEWS CORP - CLASS A | 23.8M | $633.9M | 5.6% | $12.75 | +106.29% | 23 qtrssince 2019-Q1 | Decreased 0 |
EBAY INC | 8.9M | $579.5M | 5.1% | $43.38 | +44.71% | 23 qtrssince 2019-Q1 | Decreased 0 |
ELECTRONIC ARTS INC | 4M | $568.6M | 5.0% | $109.06 | +31.85% | 23 qtrssince 2019-Q1 | Decreased 0 |
ESTEE LAUDER COMPANIES-CL A | 5.4M | $538.3M | 4.7% | $116.81 | -16.38% | 5 qtrssince 2023-Q3 | Increased 83 |
TKO GROUP HOLDINGS INC | 3.2M | $392.6M | 3.5% | $84.13 | +46.72% | 5 qtrssince 2023-Q3 | Decreased 0 |
NEWS CORP - CLASS B | 9M | $252.2M | 2.2% | $13.06 | +112.09% | 23 qtrssince 2019-Q1 | Decreased 0 |
FOX CORP - CLASS B | 4.9M | $191.9M | 1.7% | $30.53 | +25.94% | 6 qtrssince 2023-Q2 | Decreased 0 |
TRANSUNION | 1.7M | $179.1M | 1.6% | $85.35 | +20.98% | 11 qtrssince 2022-Q1 | Decreased 0 |
LIVE NATION ENTERTAINMENT IN | 1.5M | $167.1M | 1.5% | $108.74 | 0.00% | 1 qtr | New 70 |
WARNER MUSIC GROUP CORP | 5.1M | $158.2M | 1.4% | $29.57 | +2.43% | 2 qtrssince 2024-Q2 | Decreased 0 |
Independent Franchise Partners LLP manages $11.3B across 25 positions as of Q3 2024. Top holdings: RBA (7.6%), ICE (7.2%), Z (6.6%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2.5/5.0.
Added 4 new positions, exited 3, increased 3, trimmed 18. Top move: EL (INCREASED, conviction 83). Portfolio: $11.3B 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer