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Independent Franchise Partners, LLP

All holdings · as of Dec 31, 2025

27 positions

CompanyClassValueShares% of portfolio
Otis Worldwide Corp$92.95M1,064,1490.6%
TKO Group Holdings, Inc.$101.54M485,8320.6%
RYAN SPECIALTY HOLDINGS, INC.$109.21M2,115,3130.7%
RB Global Inc$118.49M1,151,7980.8%
ZILLOW GROUP, INC.$138.14M2,024,5560.9%
Salesforce Inc$142.52M537,9990.9%
NEWS CORP$271.45M9,161,4551.7%
FOX CORP$335.99M5,174,6602.1%
Warner Bros. Discovery, Inc.$365.93M12,697,1742.3%
Warner Music Group Corp$401.66M13,096,2052.6%
Philip Morris International Inc.$613.33M3,823,7283.9%
EBAY INC$674.87M7,748,1774.3%
Airbnb, Inc.$698.45M5,146,2724.4%
Corteva, Inc.$703.51M10,495,3884.5%
FOX CORP$714.44M9,777,5194.5%
Aon plc$746.53M2,115,5234.7%
ZILLOW GROUP, INC.$747.24M10,953,4054.8%
JOHNSON & JOHNSON$756.68M3,656,3294.8%
NEWS CORP$781.88M29,934,0485.0%
Intercontinental Exchange, Inc.$782.57M4,831,8535.0%
TransUnion$783.49M9,136,9035.0%
LIVE NATION ENTERTAINMENT INC$817.05M5,733,7185.2%
Estee Lauder Cos Inc/The$820.72M7,837,2495.2%
Kenvue Inc.$830.53M48,146,4765.3%
GARTNER INC$834.69M3,308,5665.3%
BRISTOL MYERS SQUIBB CO$1.12B20,828,1487.1%
Solventum Corp$1.22B15,355,6917.7%
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