Independent Franchise Partners LLP
Filing Date
Global Rank
#418
/ 8,795
▼ 49
· as of Jun 2026
Top Industry
Entertainment
23.0%
3Y Alpha vs SPY
-4.0%
Period ended 3 months ago
Filed Aug 13, 2026 · 55d
26 quarters · since Mar 2020
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
23 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
8.2%
−0.8 pts
Top 5
37.1%
+1.5 pts
Top 10
65.4%
+2.0 pts
HHI
559
Diversified+1
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Communication Services | 27.1% | $4,130,364,800 |
| Healthcare | 21.5% | $3,276,099,877 |
| Financial Services | 17.3% | $2,632,858,024 |
| Consumer Defensive | 11.9% | $1,820,274,419 |
| Technology | 10.7% | $1,635,242,538 |
| Consumer Cyclical | 8.4% | $1,284,229,100 |
| Industrials | 2.4% | $368,890,646 |
| Basic Materials | 0.6% | $94,438,835 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
16 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| OTIS | Otis Worldwide Corp | +4,149,820 | 5,152,104 | $368,890,646 | |
| ZG | Zillow Group, Inc. | +4,037,780 | 19,973,691 | $629,019,799 | |
| TRU | TransUnion | +1,844,708 | 13,976,652 | $1,008,275,675 | |
| CRM | Salesforce, Inc. | +1,783,787 | 5,818,837 | $911,579,004 | |
| KVUE | Kenvue Inc. | +1,219,146 | 50,427,994 | $963,678,965 | |
| NWSA | News Corp | +1,062,058 | 41,098,392 | $1,049,620,131 | |
| IT | Gartner Inc | +982,191 | 5,582,962 | $723,663,534 | |
| BMY | Bristol Myers Squibb Co | +517,367 | 21,792,841 | $1,255,703,498 | |
| SOLV | Solventum Corp | +436,543 | 16,170,038 | $1,247,518,431 | |
| FOXA | Fox Corp | +398,758 | 13,881,333 | $694,882,498 | |
| ICE | Intercontinental Exchange, Inc. | +297,938 | 5,253,130 | $646,712,834 | |
| LYV | Live Nation Entertainment, Inc. | +148,682 | 6,013,439 | $1,101,120,815 | |
| ABNB | Airbnb, Inc. | +148,103 | 5,423,764 | $776,140,628 | |
| JNJ | Johnson & Johnson | +71,750 | 3,043,186 | $772,877,948 | |
| AON | Aon plc | +58,941 | 2,646,943 | $877,964,523 | |
| PM | Philip Morris International Inc. | +17,762 | 2,578,328 | $466,445,318 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| EBAY | Ebay Inc | −2,225,579 | 4,546,653 | $508,088,472 | |
| EL | Estee Lauder Companies Inc | −1,686,803 | 4,941,737 | $390,150,136 | |
| WBD | Warner Bros. Discovery, Inc. | −539,797 | 8,157,933 | $217,490,493 | |
| RYAN | Ryan Specialty Holdings, Inc. | −175,065 | 2,645,789 | $99,904,992 | |
| CTVA | Corteva, Inc. | −73,784 | 1,115,112 | $94,438,835 | |
| WMG | Warner Music Group Corp. | −36,450 | 12,997,804 | $351,850,554 | |
| TKO | TKO Group Holdings, Inc. | −28,508 | 429,092 | $86,380,510 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
23 tracked positions ·
$15,242,398,239 total
· filing declares
26 positions · $15,242,398,239
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Added | 21,792,841 | $1,255,703,498 | 8.24% | |
| SOLV |
Solventum Corp
Healthcare
|
Added | 16,170,038 | $1,247,518,431 | 8.18% | |
| LYV |
Live Nation Entertainment, Inc.
Communication Services
|
Added | 6,013,439 | $1,101,120,815 | 7.22% | |
| NWSA |
News Corp
Communication Services
|
Added | 41,098,392 | $1,049,620,131 | 6.89% | |
| TRU |
TransUnion
Financial Services
|
Added | 13,976,652 | $1,008,275,675 | 6.61% | |
| KVUE |
Kenvue Inc.
Consumer Defensive
|
Added | 50,427,994 | $963,678,965 | 6.32% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 5,818,837 | $911,579,004 | 5.98% | |
| AON |
Aon plc
Financial Services
|
Added | 2,646,943 | $877,964,523 | 5.76% | |
| ABNB |
Airbnb, Inc.
Consumer Cyclical
|
Added | 5,423,764 | $776,140,628 | 5.09% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 3,043,186 | $772,877,948 | 5.07% | |
| IT |
Gartner Inc
Technology
|
Added | 5,582,962 | $723,663,534 | 4.75% | |
| FOXA |
Fox Corp
Communication Services
|
Added | 13,881,333 | $694,882,498 | 4.56% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
Added | 5,253,130 | $646,712,834 | 4.24% | |
| ZG |
Zillow Group, Inc.
Communication Services
|
Added | 19,973,691 | $629,019,799 | 4.13% | |
| EBAY |
Ebay Inc
Consumer Cyclical
|
Reduced | 4,546,653 | $508,088,472 | 3.33% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 2,578,328 | $466,445,318 | 3.06% | |
| EL |
Estee Lauder Companies Inc
Consumer Defensive
|
Reduced | 4,941,737 | $390,150,136 | 2.56% | |
| OTIS |
Otis Worldwide Corp
Industrials
|
Added | 5,152,104 | $368,890,646 | 2.42% | |
| WMG |
Warner Music Group Corp.
Communication Services
|
Reduced | 12,997,804 | $351,850,554 | 2.31% | |
| WBD |
Warner Bros. Discovery, Inc.
Communication Services
|
Reduced | 8,157,933 | $217,490,493 | 1.43% | |
| RYAN |
Ryan Specialty Holdings, Inc.
Financial Services
|
Reduced | 2,645,789 | $99,904,992 | 0.66% | |
| CTVA |
Corteva, Inc.
Basic Materials
|
Reduced | 1,115,112 | $94,438,835 | 0.62% | |
| TKO |
TKO Group Holdings, Inc.
Communication Services
|
Reduced | 429,092 | $86,380,510 | 0.57% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.