Institutions / Independent Franchise Partners, LLP
Independent Franchise Partners, LLP
CIK 1483866 · Institution · as of Dec 31, 2025
Portfolio value
$15.72B
Positions
27
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 27 →
| Company | Value | % of portfolio |
|---|---|---|
| Solventum Corp | $1.22B | 7.7% |
| Bristol Myers Squibb Co | $1.12B | 7.1% |
| Gartner Inc | $834.69M | 5.3% |
| Kenvue Inc. | $830.53M | 5.3% |
| Estee Lauder Cos Inc/The | $820.72M | 5.2% |
| Live Nation Entertainment Inc | $817.05M | 5.2% |
| TransUnion | $783.49M | 5.0% |
| Intercontinental Exchange, Inc. | $782.57M | 5.0% |
| News Corp | $781.88M | 5.0% |
| Johnson & Johnson | $756.68M | 4.8% |
| Zillow Group, Inc. | $747.24M | 4.8% |
| Aon plc | $746.53M | 4.7% |
| Fox Corp | $714.44M | 4.5% |
| Corteva, Inc. | $703.51M | 4.5% |
| Airbnb, Inc. | $698.45M | 4.4% |
| Ebay Inc | $674.87M | 4.3% |
| Philip Morris International Inc. | $613.33M | 3.9% |
| Warner Music Group Corp | $401.66M | 2.6% |
| Warner Bros. Discovery, Inc. | $365.93M | 2.3% |
| Fox Corp | $335.99M | 2.1% |
| News Corp | $271.45M | 1.7% |
| Salesforce Inc | $142.52M | 0.9% |
| Zillow Group, Inc. | $138.14M | 0.9% |
| RB Global Inc | $118.49M | 0.8% |
| Ryan Specialty Holdings, Inc. | $109.21M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.