Independent Franchise Partners LLP
Institutional investor · Portfolio as of Q4 2020
Top Holdings25 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
CORTEVA INC | 21M | $814.5M | 7.0% | $26.36 | +37.97% | 5 qtrssince 2019-Q4 | Increased 63 |
ORACLE CORP | 11.8M | $761M | 6.5% | $51.17 | +17.08% | 8 qtrssince 2019-Q1 | Increased 67 |
PHILIP MORRIS INTERNATIONAL | 9M | $749M | 6.4% | $58.23 | +9.85% | 8 qtrssince 2019-Q1 | Increased 64 |
FOX CORP - CLASS A | 25.4M | $740.5M | 6.4% | $32.05 | -14.94% | 8 qtrssince 2019-Q1 | Increased 63 |
AON PLC | 3.3M | $705M | 6.1% | $198.76 | +2.13% | 2 qtrssince 2020-Q3 | Increased 76 |
BOOKING HOLDINGS INC | 306,464 | $682.6M | 5.9% | $68.81 | +27.11% | 8 qtrssince 2019-Q1 | Increased 63 |
BRISTOL-MYERS SQUIBB CO | 9.7M | $603.9M | 5.2% | $41.12 | +22.49% | 6 qtrssince 2019-Q3 | Increased 63 |
JOHNSON & JOHNSON | 3.8M | $599.2M | 5.1% | $116.11 | +16.60% | 8 qtrssince 2019-Q1 | Increased 64 |
MICROSOFT CORP | 2.6M | $582M | 5.0% | $113.59 | +87.26% | 8 qtrssince 2019-Q1 | Increased 63 |
INTL BUSINESS MACHINES CORP | 4.4M | $559.7M | 4.8% | $85.61 | +167.33% | 4 qtrssince 2020-Q1 | Increased 60 |
NEWS CORP - CLASS A | 30.4M | $546.2M | 4.7% | $11.56 | +49.13% | 8 qtrssince 2019-Q1 | Increased 58 |
ELECTRONIC ARTS INC | 3.6M | $510.2M | 4.4% | $100.84 | +37.15% | 8 qtrssince 2019-Q1 | Increased 59 |
ACCENTURE PLC-CL A | 1.9M | $498.1M | 4.3% | $162.02 | +47.96% | 8 qtrssince 2019-Q1 | Increased 60 |
WESTERN UN CO | 19.9M | $435.5M | 3.7% | $12.70 | +18.78% | 8 qtrssince 2019-Q1 | Increased 59 |
ALPHABET INC-CL A | 239,941 | $420.5M | 3.6% | $60.04 | +43.51% | 4 qtrssince 2020-Q1 | Increased 59 |
EBAY INC | 8.2M | $412.3M | 3.5% | $36.14 | +28.17% | 8 qtrssince 2019-Q1 | Increased 72 |
ALTRIA GROUP INC | 9M | $367.7M | 3.2% | $31.61 | -12.72% | 8 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 2.8M | $365.9M | 3.1% | $82.91 | +56.86% | 8 qtrssince 2019-Q1 | Decreased 0 |
CME GROUP INC | 1.9M | $350.4M | 3.0% | $147.26 | 0.00% | 1 qtr | New 87 |
NEWS CORP - CLASS B | 12.5M | $221.8M | 1.9% | $11.83 | +45.01% | 8 qtrssince 2019-Q1 | Increased 51 |
Independent Franchise Partners LLP manages $11.6B across 25 positions as of Q4 2020. Top holdings: CTVA (7.0%), ORCL (6.5%), PM (6.4%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2.5/5.0.
Added 2 new positions, exited 2, increased 20, trimmed 3. Top move: CME (NEW, conviction 87). Portfolio: $11.6B 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