Independent Franchise Partners LLP 13F Holdings

CIK 0001483866 · London, X0

As of Sep 30, 2025, Independent Franchise Partners LLP reported 29 positions worth 5.2B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
SOLVENTUM CORPSOLVHealthcare12,899,240$941.6M6.21%
BRISTOL MYERS SQUIBB COBMYHealthcare20,623,351$930.1M6.13%
LIVE NATION ENTERTAINMENT INCLYVCommunication Services5,540,614$905.3M5.97%
NEWS CORPNWSACommunication Services28,796,357$884.3M5.83%
JOHNSON & JOHNSONJNJHealthcare4,588,890$850.9M5.61%
GARTNER INCITTechnology3,196,127$840.2M5.54%
ZILLOW GROUP INCZCommunication Services10,858,836$836.7M5.52%
INTERCONTINENTAL EXCHANGE INCICEFinancial Services4,781,925$805.7M5.31%
AON PLCAONFinancial Services2,096,486$747.6M4.93%
CORTEVA INCCTVABasic Materials10,387,954$702.5M4.63%
ESTEE LAUDER COMPANIES INCELConsumer Defensive7,753,392$683.2M4.50%
EBAY INCEBAYConsumer Cyclical7,363,607$669.7M4.41%
FOX CORPFOXACommunication Services10,576,112$666.9M4.40%
PHILIP MORRIS INTERNATIONAL INCPMConsumer Defensive3,775,512$612.4M4.04%
ELECTRONIC ARTS INCEACommunication Services2,733,751$551.4M3.63%
AIRBNB INCABNBIndustrials4,164,648$505.7M3.33%
KENVUE INCKVUEConsumer Defensive30,802,691$499.9M3.30%
WARNER MUSIC GROUP CORPWMGCommunication Services13,153,384$448.0M2.95%
TRANSUNIONTRUIndustrials4,575,284$383.3M2.53%
RB GLOBAL INCRBAIndustrials2,931,316$317.6M2.09%
NEWS CORPNWSCommunication Services9,168,830$316.8M2.09%
FOX CORPFOXCommunication Services5,114,507$293.0M1.93%
WARNER BROS DISCOVERY INCWBDCommunication Services13,107,132$256.0M1.69%
ZILLOW GROUP INCZGCommunication Services2,002,694 49.1M0.98%
TKO GROUP HOLDINGS INCTKOCommunication Services563,116 13.7M0.75%