Independent Franchise Partners Llp

CIK Number: 0001483866

15.03B
Market Value
25
# of Holdings
19 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 14, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 ICE Intercontinenta...
182.62
+0.67% 6.19M +0.51% 1.07B 122.19 7.62% Share
2 BMY Bristol-Myers S...
47.81
-0.08% 17.39M +1.54% 1.06B 57.42 7.57% Share
3 CTVA Corteva, Inc.
71.87
-0.64% 16.79M +1.75% 1.06B 46.92 7.53% Share
4 JNJ Johnson & Johns...
174.72
+0.17% 5.3M +2.08% 879.37M 135.65 6.27% Share
5 EBAY eBay Inc.
98.50
-2.25% 11.69M +4.57% 791.71M 47.1 5.65% Share
6 Z Zillow Group, I...
85.27
+0.51% 11.15M +2.49% 764.7M 55.43 5.45% Share
7 LYV Live Nation Ent...
161.60
+1.72% 5.7M +21.40% 744.12M 124.33 5.31% Share
8 NWSA News Corporatio...
29.80
+0.61% 27.19M +2.15% 740.1M 15.45 5.28% Share
9 FOXA Fox Corporation
59.88
+1.29% 12.89M -20.33% 729.5M 34.78 5.20% Share
10 PM Philip Morris I...
165.25
-0.38% 4.35M -34.47% 691.04M 85.53 4.93% Share
11 AON Aon plc
366.34
-1.23% 1.58M -21.51% 631.85M 234.1 4.51% Share
12 ORCL Oracle Corporat...
244.93
+0.31% 4.2M +1.46% 587.05M 59.49 4.19% Share
13 RBA RB Global, Inc.
117.45
-0.48% 5.75M -40.54% 576.31M 60 4.11% Share
14 EA Electronic Arts...
178.98
+0.33% 3.95M +2.30% 570.23M 112.66 4.07% Share
15 EL The Estée Laude...
89.51
-6.04% 7.98M +1.51% 526.44M 105.83 3.75% Share
16 TKO TKO Group Holdi...
190.99
-0.15% 3.18M -6.77% 485.67M 89.02 3.46% Share
17 SOLV Solventum Corpo...
73.22
-1.55% 5.82M +263.08% 442.61M 73.78 3.16% Share
18 WMG Warner Music Gr...
32.25
+0.50% 13.38M +126.95% 419.43M 30.91 2.99% Share
19 NWS News Corporatio...
34.40
+1.06% 9.73M +0.82% 295.46M 15.48 2.11% Share
20 FOX Fox Corporation
54.58
+1.49% 5.26M -7.81% 277.3M 33.22 1.98% Share
21 KVUE Kenvue Inc.
21.07
-2.97% 9.38M +159.25% 224.91M 23.65 1.60% Share
22 TRU TransUnion
90.07
-2.91% 2.12M +1.46% 175.65M 87.77 1.25% Share
23 WBD Warner Bros. Di...
11.78
-2.24% 13.07M +100.00% 140.22M 10.73 1.00% Share
24 ZG Zillow Group, I...
81.53
+0.32% 2.06M +1.78% 137.76M 53.95 0.98% Share
25 RTO Rentokil Initia...
25.14
-0.83% 168K -43.84% 3.85M 25.58 0.03% Share