Independent Franchise Partners LLP
Institutional investor · Portfolio as of Q4 2023
Top Holdings25 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
RB GLOBAL INC | 15.2M | $1B | 8.6% | $57.55 | +13.97% | 3 qtrssince 2023-Q2 | Decreased 0 |
INTERCONTINENTALEXCHANGE GRO COM | 6.1M | $779M | 6.6% | $110.70 | +13.32% | 11 qtrssince 2021-Q2 | Decreased 0 |
ZILLOW GROUP INC - C | 13M | $750.4M | 6.4% | $54.83 | +5.53% | 9 qtrssince 2021-Q4 | Decreased 0 |
NEWS CORP - CLASS A | 30.1M | $738M | 6.3% | $12.75 | +89.66% | 20 qtrssince 2019-Q1 | Decreased 0 |
BRISTOL-MYERS SQUIBB CO | 14.1M | $721.7M | 6.1% | $47.69 | -3.59% | 18 qtrssince 2019-Q3 | Decreased 0 |
BOOKING HOLDINGS INC | 193,496 | $686.4M | 5.8% | $71.16 | +95.72% | 20 qtrssince 2019-Q1 | Decreased 0 |
ORACLE CORP | 5.6M | $592.9M | 5.0% | $53.09 | +93.74% | 20 qtrssince 2019-Q1 | Decreased 0 |
CORTEVA INC | 12.3M | $588.9M | 5.0% | $36.48 | +28.54% | 17 qtrssince 2019-Q4 | Decreased 0 |
ELECTRONIC ARTS INC | 4.3M | $587.6M | 5.0% | $109.06 | +24.20% | 20 qtrssince 2019-Q1 | Decreased 0 |
AON PLC | 1.9M | $562.6M | 4.8% | $199.43 | +43.46% | 14 qtrssince 2020-Q3 | Decreased 0 |
SALESFORCE.COM INC | 2.1M | $556.9M | 4.7% | $190.77 | +36.28% | 8 qtrssince 2022-Q1 | Decreased 0 |
PHILIP MORRIS INTERNATIONAL | 5.8M | $550M | 4.7% | $60.41 | +43.24% | 20 qtrssince 2019-Q1 | Decreased 0 |
TRANSUNION | 7.9M | $543.1M | 4.6% | $85.35 | -20.31% | 8 qtrssince 2022-Q1 | Increased 67 |
FOX CORP - CLASS A | 17.6M | $521.2M | 4.4% | $32.05 | -9.69% | 20 qtrssince 2019-Q1 | Decreased 0 |
EBAY INC | 10M | $435.3M | 3.7% | $43.38 | -2.85% | 20 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 2.3M | $360.9M | 3.1% | $116.80 | +26.21% | 20 qtrssince 2019-Q1 | Decreased 0 |
ESTEE LAUDER COMPANIES-CL A | 2.5M | $359.5M | 3.1% | $138.23 | +1.71% | 2 qtrssince 2023-Q3 | Decreased 0 |
S&P GLOBAL INC | 798,525 | $351.8M | 3.0% | $277.08 | +48.16% | 20 qtrssince 2019-Q1 | Decreased 0 |
NEWS CORP - CLASS B | 11.7M | $300.5M | 2.6% | $13.06 | +94.32% | 20 qtrssince 2019-Q1 | Decreased 0 |
REVVITY INC | 1.9M | $210.5M | 1.8% | $108.66 | 0.00% | 1 qtr | New 71 |
Independent Franchise Partners LLP manages $11.8B across 25 positions as of Q4 2023. Top holdings: RBA (8.6%), ICE (6.6%), Z (6.4%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2.5/5.0.
Added 1 new position, increased 3, trimmed 21. Top move: RVTY (NEW, conviction 71). Portfolio: $11.8B 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