Independent Franchise Partners LLP
Institutional investor · Portfolio as of Q4 2024
Top Holdings25 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
BRISTOL-MYERS SQUIBB CO | 17.1M | $968.8M | 7.3% | $48.27 | +9.35% | 22 qtrssince 2019-Q3 | Increased 75 |
CORTEVA INC | 16.5M | $939.6M | 7.1% | $45.07 | +24.22% | 21 qtrssince 2019-Q4 | Increased 87 |
INTERCONTINENTALEXCHANGE GRO COM | 6.2M | $918M | 6.9% | $117.08 | +26.15% | 15 qtrssince 2021-Q2 | Increased 75 |
RB GLOBAL INC | 9.7M | $871.8M | 6.5% | $57.55 | +56.14% | 7 qtrssince 2023-Q2 | Decreased 0 |
ZILLOW GROUP INC - C | 10.9M | $805.9M | 6.0% | $54.83 | +36.08% | 13 qtrssince 2021-Q4 | Decreased 0 |
PHILIP MORRIS INTERNATIONAL | 6.6M | $799.6M | 6.0% | $68.94 | +68.14% | 24 qtrssince 2019-Q1 | Increased 68 |
FOX CORP - CLASS A | 16.2M | $785.9M | 5.9% | $32.08 | +50.81% | 24 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 5.2M | $751.2M | 5.6% | $134.25 | +3.60% | 24 qtrssince 2019-Q1 | Increased 76 |
NEWS CORP - CLASS A | 26.6M | $733M | 5.5% | $14.29 | +90.92% | 24 qtrssince 2019-Q1 | Increased 70 |
AON PLC | 2M | $724.4M | 5.4% | $227.14 | +56.76% | 18 qtrssince 2020-Q3 | Increased 64 |
EBAY INC | 11.2M | $692.5M | 5.2% | $46.99 | +30.08% | 24 qtrssince 2019-Q1 | Increased 77 |
ORACLE CORP | 4.1M | $689.6M | 5.2% | $59.60 | +176.57% | 24 qtrssince 2019-Q1 | Increased 66 |
LIVE NATION ENTERTAINMENT IN | 4.7M | $607.9M | 4.6% | $123.77 | +5.85% | 2 qtrssince 2024-Q3 | Increased 94 |
ESTEE LAUDER COMPANIES-CL A | 7.9M | $589.2M | 4.4% | $103.07 | -29.27% | 6 qtrssince 2023-Q3 | Increased 79 |
ELECTRONIC ARTS INC | 3.9M | $564.3M | 4.2% | $109.06 | +33.73% | 24 qtrssince 2019-Q1 | Decreased 0 |
TKO GROUP HOLDINGS INC | 3.4M | $484.5M | 3.6% | $88.10 | +60.70% | 6 qtrssince 2023-Q3 | Increased 63 |
NEWS CORP - CLASS B | 9.6M | $293.6M | 2.2% | $14.17 | +112.74% | 24 qtrssince 2019-Q1 | Increased 58 |
FOX CORP - CLASS B | 5.7M | $261M | 2.0% | $32.54 | +40.17% | 7 qtrssince 2023-Q2 | Increased 57 |
TRANSUNION | 2.1M | $193.4M | 1.5% | $86.59 | +6.54% | 12 qtrssince 2022-Q1 | Increased 59 |
WARNER MUSIC GROUP CORP | 5.9M | $182.7M | 1.4% | $29.66 | +1.88% | 3 qtrssince 2024-Q2 | Increased 57 |
Independent Franchise Partners LLP manages $13.3B across 25 positions as of Q4 2024. Top holdings: BMY (7.3%), CTVA (7.1%), ICE (6.9%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2.5/5.0.
Increased 17, trimmed 8. Top move: LYV (INCREASED, conviction 94). Portfolio: $13.3B 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.
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