Independent Franchise Partners LLP 13F holdings
Independent Franchise Partners LLP reported 23 positions with a total reported value of $15.2B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-13. Top holdings by reported value: BMY BRISTOL-MYERS SQUIBB CO (8.2%), SOLV SOLVENTUM CORP (8.2%), LYV LIVE NATION ENTERTAINMENT IN (7.2%), NWSA NEWS CORP NEW (6.9%), TRU TRANSUNION (6.6%). Against 2026-03-31 it opened 0 new positions and exited 0. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| BMY BRISTOL-MYERS SQUIBB CO | 21,792,841 | $1.3B | 8.2% |
| SOLV SOLVENTUM CORP | 16,170,038 | $1.2B | 8.2% |
| LYV LIVE NATION ENTERTAINMENT IN | 6,013,439 | $1.1B | 7.2% |
| NWSA NEWS CORP NEW | 41,098,392 | $1.0B | 6.9% |
| TRU TRANSUNION | 13,976,652 | $1.0B | 6.6% |
| KVUE KENVUE INC | 50,427,994 | $963.7M | 6.3% |
| CRM SALESFORCE INC | 5,818,837 | $911.6M | 6.0% |
| AON AON PLC | 2,646,943 | $878.0M | 5.8% |
| ABNB AIRBNB INC | 5,423,764 | $776.1M | 5.1% |
| JNJ JOHNSON & JOHNSON | 3,043,186 | $772.9M | 5.1% |
| IT GARTNER INC | 5,582,962 | $723.7M | 4.7% |
| FOXA FOX CORP | 13,881,333 | $694.9M | 4.6% |
| ICE INTERCONTINENTAL EXCHANGE IN | 5,253,130 | $646.7M | 4.2% |
| ZG ZILLOW GROUP INC | 19,973,691 | $629.0M | 4.1% |
| EBAY EBAY INC. | 4,546,653 | $508.1M | 3.3% |
| PM PHILIP MORRIS INTL INC | 2,578,328 | $466.4M | 3.1% |
| EL LAUDER ESTEE COS INC | 4,941,737 | $390.2M | 2.6% |
| OTIS OTIS WORLDWIDE CORP | 5,152,104 | $368.9M | 2.4% |
| WMG WARNER MUSIC GROUP CORP | 12,997,804 | $351.9M | 2.3% |
| WBD WARNER BROS DISCOVERY INC | 8,157,933 | $217.5M | 1.4% |
| RYAN RYAN SPECIALTY HOLDINGS INC | 2,645,789 | $99.9M | 0.7% |
| CTVA CORTEVA INC | 1,115,112 | $94.4M | 0.6% |
| TKO TKO GROUP HOLDINGS INC | 429,092 | $86.4M | 0.6% |
New positions this quarter
No new positions.
Sold out
No positions were sold out.
Biggest increases and decreases
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| OTIS OTIS WORLDWIDE CORP | 1,002,284 | 5,152,104 | +414.0% | $368.9M |
| CRM SALESFORCE INC | 4,035,050 | 5,818,837 | +44.2% | $911.6M |
| TRU TRANSUNION | 12,131,944 | 13,976,652 | +15.2% | $1.0B |
| IT GARTNER INC | 4,600,771 | 5,582,962 | +21.3% | $723.7M |
| ZG ZILLOW GROUP INC | 15,935,911 | 19,973,691 | +25.3% | $629.0M |
| ICE INTERCONTINENTAL EXCHANGE IN | 4,955,192 | 5,253,130 | +6.0% | $646.7M |
| SOLV SOLVENTUM CORP | 15,733,495 | 16,170,038 | +2.8% | $1.2B |
| BMY BRISTOL-MYERS SQUIBB CO | 21,275,474 | 21,792,841 | +2.4% | $1.3B |
| LYV LIVE NATION ENTERTAINMENT IN | 5,864,757 | 6,013,439 | +2.5% | $1.1B |
| NWSA NEWS CORP NEW | 40,036,334 | 41,098,392 | +2.7% | $1.0B |
| KVUE KENVUE INC | 49,208,848 | 50,427,994 | +2.5% | $963.7M |
| ABNB AIRBNB INC | 5,275,661 | 5,423,764 | +2.8% | $776.1M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| EBAY EBAY INC. | 6,772,232 | 4,546,653 | -32.9% | $508.1M |
| EL LAUDER ESTEE COS INC | 6,628,540 | 4,941,737 | -25.4% | $390.2M |
| WBD WARNER BROS DISCOVERY INC | 8,697,730 | 8,157,933 | -6.2% | $217.5M |
| RYAN RYAN SPECIALTY HOLDINGS INC | 2,820,854 | 2,645,789 | -6.2% | $99.9M |
| CTVA CORTEVA INC | 1,188,896 | 1,115,112 | -6.2% | $94.4M |
| TKO TKO GROUP HOLDINGS INC | 457,600 | 429,092 | -6.2% | $86.4M |
| WMG WARNER MUSIC GROUP CORP | 13,034,254 | 12,997,804 | -0.3% | $351.9M |
More 13F data
Source: U.S. Securities and Exchange Commission (EDGAR) and other official
government data · Updated 2026-10-12 ·
For informational purposes only, not investment advice.
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