Independent Franchise Partners LLP
Top Portfolio Positions
23 positions ·
$14,883,328,719 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TRU |
TransUnion
Financial Services
|
24,263,888 | $1,678,818,410 | 11.28% | |
| IT |
Gartner Inc
Technology
|
9,201,542 | $1,456,972,160 | 9.79% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
21,275,474 | $1,290,357,498 | 8.67% | |
| SOLV |
Solventum Corp
Healthcare
|
15,733,495 | $1,027,397,223 | 6.90% | |
| LYV |
Live Nation Entertainment, Inc.
Communication Services
|
5,864,757 | $894,434,090 | 6.01% | |
| KVUE |
Kenvue Inc.
Consumer Defensive
|
49,208,848 | $848,360,539 | 5.70% | |
| AON |
Aon plc
Financial Services
|
2,588,002 | $835,355,285 | 5.61% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
4,955,192 | $779,352,597 | 5.24% | |
| NWSA |
News Corp
Communication Services
|
30,924,574 | $770,949,629 | 5.18% | |
| CRM |
Salesforce, Inc.
Technology
|
4,035,050 | $753,222,783 | 5.06% |
Portfolio Trend
25 quarters · across all stocks
Holdings in KVUE
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $848,360,539 | 49,208,848 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $830,526,711 | 48,146,476 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $499,927,674 | 30,802,691 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $654,388,463 | 31,265,574 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $224,909,307 | 9,379,037 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $77,238,941 | 3,617,749 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $89,368,815 | 3,863,762 | Shares | Other | 2024-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||