Independent Franchise Partners LLP
Institutional investor · Portfolio as of Q4 2019
Top Holdings22 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
FOX CORP - CLASS A | 22M | $814.1M | 8.2% | $33.26 | +2.86% | 4 qtrssince 2019-Q1 | Increased 70 |
JOHNSON & JOHNSON | 5.2M | $762.1M | 7.6% | $115.59 | +6.17% | 4 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 2.5M | $739.3M | 7.4% | $45.30 | +55.12% | 4 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 4.4M | $692.8M | 6.9% | $110.97 | +34.84% | 4 qtrssince 2019-Q1 | Decreased 0 |
BOOKING HOLDINGS INC | 332,222 | $682.3M | 6.8% | $70.24 | +14.81% | 4 qtrssince 2019-Q1 | Decreased 0 |
WESTERN UN CO | 23.1M | $617.8M | 6.2% | $12.65 | +40.99% | 4 qtrssince 2019-Q1 | Decreased 0 |
S&P GLOBAL INC | 1.9M | $526.3M | 5.3% | $199.33 | +29.79% | 4 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC-CL A | 2.5M | $524M | 5.3% | $159.24 | +21.18% | 4 qtrssince 2019-Q1 | Decreased 0 |
BRISTOL-MYERS SQUIBB CO | 7.7M | $494.9M | 5.0% | $38.84 | +27.65% | 2 qtrssince 2019-Q3 | Decreased 0 |
ELECTRONIC ARTS INC | 4.4M | $477.5M | 4.8% | $100.07 | +3.90% | 4 qtrssince 2019-Q1 | Increased 75 |
MOLSON COORS BEVERAGE CO - B | 8.1M | $435.3M | 4.4% | $49.75 | -6.98% | 4 qtrssince 2019-Q1 | Decreased 0 |
EQUIFAX INC | 3.1M | $434.4M | 4.4% | $112.23 | +18.25% | 4 qtrssince 2019-Q1 | Decreased 0 |
CORTEVA INC | 14.4M | $425M | 4.3% | $27.32 | 0.00% | 1 qtr | New 87 |
NEWS CORP - CLASS A | 29.7M | $419.9M | 4.2% | $11.73 | +12.80% | 4 qtrssince 2019-Q1 | Decreased 0 |
ORACLE CORP | 7.8M | $411.3M | 4.1% | $48.51 | -0.67% | 4 qtrssince 2019-Q1 | Decreased 0 |
ALTRIA GROUP INC | 7.9M | $395.7M | 4.0% | $32.68 | -5.38% | 4 qtrssince 2019-Q1 | Increased 85 |
EBAY INC | 9.7M | $348.5M | 3.5% | $33.21 | -2.63% | 4 qtrssince 2019-Q1 | Decreased 0 |
PHILIP MORRIS INTERNATIONAL | 3.7M | $316.4M | 3.2% | $62.25 | +1.43% | 4 qtrssince 2019-Q1 | Decreased 0 |
TRANSUNION | 2.7M | $227.6M | 2.3% | $68.50 | +20.24% | 4 qtrssince 2019-Q1 | Decreased 0 |
NEWS CORP - CLASS B | 9.6M | $138.8M | 1.4% | $12.29 | +10.85% | 4 qtrssince 2019-Q1 | Increased 49 |
Independent Franchise Partners LLP manages $10B across 22 positions as of Q4 2019. Top holdings: FOXA (8.2%), JNJ (7.6%), AAPL (7.4%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2.5/5.0.
Added 1 new position, exited 1, increased 4, trimmed 17. Top move: CTVA (NEW, conviction 87). Portfolio: $10.0B 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
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