Independent Franchise Partners LLP
Institutional investor · Portfolio as of Q4 2021
Top Holdings26 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
BRISTOL-MYERS SQUIBB CO | 15.8M | $985.6M | 7.8% | $45.81 | +11.81% | 10 qtrssince 2019-Q3 | Increased 77 |
PHILIP MORRIS INTERNATIONAL | 8.9M | $848.4M | 6.7% | $60.03 | +29.75% | 12 qtrssince 2019-Q1 | Decreased 0 |
FOX CORP - CLASS A | 21.6M | $797.7M | 6.3% | $32.05 | +11.06% | 12 qtrssince 2019-Q1 | Decreased 0 |
CORTEVA INC | 16.7M | $791.1M | 6.2% | $26.74 | +68.48% | 9 qtrssince 2019-Q4 | Decreased 0 |
INTERCONTINENTALEXCHANGE GRO COM | 5.7M | $774.7M | 6.1% | $111.80 | +16.01% | 3 qtrssince 2021-Q2 | Decreased 0 |
AON PLC | 2.3M | $698.5M | 5.5% | $199.19 | +46.13% | 6 qtrssince 2020-Q3 | Decreased 0 |
NEWS CORP - CLASS A | 30.8M | $687.1M | 5.4% | $11.94 | +81.71% | 12 qtrssince 2019-Q1 | Increased 65 |
BOOKING HOLDINGS INC | 284,830 | $683.4M | 5.4% | $69.16 | +36.22% | 12 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 221,803 | $642.6M | 5.1% | $73.26 | +98.06% | 8 qtrssince 2020-Q1 | Decreased 0 |
ZILLOW GROUP INC - C | 9.7M | $622.3M | 4.9% | $62.83 | 0.00% | 1 qtr | New 88 |
S&P GLOBAL INC | 1.3M | $598.1M | 4.7% | $276.88 | +64.28% | 12 qtrssince 2019-Q1 | Decreased 0 |
ORACLE CORP | 6.8M | $592.4M | 4.7% | $51.39 | +61.78% | 12 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.7M | $588.3M | 4.6% | $115.46 | +184.37% | 12 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 3.4M | $576.1M | 4.5% | $116.71 | +31.31% | 12 qtrssince 2019-Q1 | Decreased 0 |
EBAY INC | 7.1M | $469.3M | 3.7% | $36.43 | +69.88% | 12 qtrssince 2019-Q1 | Decreased 0 |
ELECTRONIC ARTS INC | 3.3M | $432.5M | 3.4% | $101.24 | +29.94% | 12 qtrssince 2019-Q1 | Decreased 0 |
CME GROUP INC | 1.8M | $406.7M | 3.2% | $147.62 | +81.46% | 5 qtrssince 2020-Q4 | Decreased 0 |
WESTERN UN CO | 18.5M | $330.3M | 2.6% | $12.78 | +2.01% | 12 qtrssince 2019-Q1 | Decreased 0 |
NEWS CORP - CLASS B | 14M | $315.1M | 2.5% | $13.01 | +68.76% | 12 qtrssince 2019-Q1 | Increased 56 |
ACCENTURE PLC-CL A | 433,304 | $179.6M | 1.4% | $164.47 | +137.09% | 12 qtrssince 2019-Q1 | Decreased 0 |
Independent Franchise Partners LLP manages $12.7B across 26 positions as of Q4 2021. Top holdings: BMY (7.8%), PM (6.7%), FOXA (6.3%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2.5/5.0.
Added 2 new positions, exited 1, increased 3, trimmed 21. Top move: Z (NEW, conviction 88). Portfolio: $12.7B across 26 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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