Independent Franchise Partners Llp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$14.29B
Q ending 2026-03-31
Prior quarter
$15.72B
Q ending 2025-12-31
Change
-9.1% QoQ · +1.9% YoY
Positions
26
reported holdings
Largest positions
All 26 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Bristol-Myers Squibb Co | BMY | Shares | $1.29B | 21.3M |
| Solventum Corp | SOLV | Shares | $1.03B | 15.7M |
| Live Nation Entertainment In | LYV | Shares | $894.4M | 5.9M |
| Kenvue Inc | KVUE | Shares | $848.4M | 49.2M |
| Transunion | TRU | Shares | $839.4M | 12.1M |
| Aon Plc | Shares | $835.4M | 2.6M | |
| Intercontinental Exchange In | ICE | Shares | $779.4M | 5.0M |
| News Corp New | NWSA | Shares | $770.9M | 30.9M |
| Salesforce Inc | CRM | Shares | $753.2M | 4.0M |
| Gartner Inc | IT | Shares | $728.5M | 4.6M |
| Johnson & Johnson | JNJ | Shares | $726.3M | 3.0M |
| Airbnb Inc | ABNB | Shares | $666.2M | 5.3M |
| Ebay Inc. | EBAY | Shares | $616.4M | 6.8M |
| Zillow Group Inc | Z | Shares | $546.1M | 13.2M |
| Fox Corp | FOXA | Shares | $477.4M | 8.2M |
| Lauder Estee Cos Inc | EL | Shares | $475.7M | 6.6M |
| Philip Morris Intl Inc | PM | Shares | $423.4M | 2.6M |
| Warner Music Group Corp | WMG | Shares | $332.9M | 13.0M |
| Fox Corp | FOX | Shares | $281.8M | 5.3M |
| News Corp New | NWS | Shares | $259.8M | 9.1M |
| Warner Bros Discovery Inc | WBD | Shares | $238.8M | 8.7M |
| Zillow Group Inc | ZG | Shares | $113.3M | 2.7M |
| Corteva Inc | CTVA | Shares | $99.5M | 1.2M |
| Ryan Specialty Holdings Inc | RYAN | Shares | $95.2M | 2.8M |
| Tko Group Holdings Inc | TKO | Shares | $92.3M | 458K |
| Otis Worldwide Corp | OTIS | Shares | $77.3M | 1.0M |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.