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What Independent Franchise Partners Llp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
14.3BPositions
26Quarter
2026-03-31Shown below
26largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| BMY BRISTOL MYERS SQUIBB CO | 1.3B | 9.0% | 21.3M | 67.01 | +38.9% |
| SOLV Solventum Corp | 1.0B | 7.2% | 15.7M | 89.57 | +23.0% |
| LYV Live Nation Entertainment, Inc. | 894.4M | 6.3% | 5.9M | 181.82 | +12.3% |
| KVUE Kenvue Inc. | 848.4M | 5.9% | 49.2M | 19.06 | -11.9% |
| TRU TransUnion | 839.4M | 5.9% | 12.1M | 84.61 | -3.6% |
| AON Aon plc | 835.4M | 5.8% | 2.6M | 355.11 | -5.1% |
| ICE Intercontinental Exchange, Inc. | 779.4M | 5.5% | 5.0M | 161.25 | -11.1% |
| NWSA NEWS CORP | 770.9M | 5.4% | 30.9M | 30.38 | +2.6% |
| CRM Salesforce, Inc. | 753.2M | 5.3% | 4.0M | 209.17 | -15.1% |
| IT GARTNER INC | 728.5M | 5.1% | 4.6M | 195.90 | -19.8% |
| JNJ JOHNSON & JOHNSON | 726.3M | 5.1% | 3.0M | 270.24 | +51.1% |
| ABNB Airbnb, Inc. | 666.2M | 4.7% | 5.3M | 187.30 | +49.9% |
| EBAY EBAY INC | 616.4M | 4.3% | 6.8M | 104.13 | +5.0% |
| Z ZILLOW GROUP, INC. | 546.1M | 3.8% | 13.2M | 35.88 | -55.8% |
| FOXA Fox Corp | 477.4M | 3.3% | 8.2M | 68.54 | +16.2% |
| EL ESTEE LAUDER COMPANIES INC | 475.7M | 3.3% | 6.6M | 101.94 | +17.8% |
| PM Philip Morris International Inc. | 423.4M | 3.0% | 2.6M | 188.23 | +8.9% |
| WMG Warner Music Group Corp. | 332.9M | 2.3% | 13.0M | 27.13 | -16.4% |
| FOX Fox Corp | 281.8M | 2.0% | 5.3M | 61.05 | +13.0% |
| NWS NEWS CORP | 259.8M | 1.8% | 9.1M | 34.55 | +1.0% |
| WBD Warner Bros. Discovery, Inc. | 238.8M | 1.7% | 8.7M | 28.55 | +147.4% |
| ZG ZILLOW GROUP, INC. | 113.3M | 0.8% | 2.7M | 36.78 | -52.6% |
| CTVA Corteva, Inc. | 99.5M | 0.7% | 1.2M | 81.79 | +12.1% |
| RYAN RYAN SPECIALTY HOLDINGS, INC. | 95.2M | 0.7% | 2.8M | 43.28 | -27.6% |
| TKO TKO Group Holdings, Inc. | 92.3M | 0.6% | 457.6K | 193.14 | +5.8% |
| OTIS Otis Worldwide Corp | 77.3M | 0.5% | 1.0M | 71.49 | -19.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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