Independent Franchise Partners LLP
Top Portfolio Positions
23 positions ·
$13,202,087,665 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BMY |
Bristol Myers Squibb Co
Healthcare
|
21,275,474 | $1,290,357,498 | 9.77% | |
| SOLV |
Solventum Corp
Healthcare
|
15,733,495 | $1,027,397,223 | 7.78% | |
| LYV |
Live Nation Entertainment, Inc.
Communication Services
|
5,864,757 | $894,434,090 | 6.77% | |
| KVUE |
Kenvue Inc.
Consumer Defensive
|
49,208,848 | $848,360,539 | 6.43% | |
| TRU |
TransUnion
Financial Services
|
12,131,944 | $839,409,205 | 6.36% | |
| AON |
Aon plc
Financial Services
|
2,588,002 | $835,355,285 | 6.33% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
4,955,192 | $779,352,597 | 5.90% | |
| NWSA |
News Corp
Communication Services
|
30,924,574 | $770,949,629 | 5.84% | |
| CRM |
Salesforce, Inc.
Technology
|
4,035,050 | $753,222,783 | 5.71% | |
| IT |
Gartner Inc
Technology
|
4,600,771 | $728,486,080 | 5.52% |
Portfolio Trend
25 quarters · across all stocks
Holdings in WMG
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $332,894,847 | 13,034,254 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $401,660,607 | 13,096,205 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $448,004,259 | 13,153,384 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $361,752,239 | 13,280,185 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $419,427,386 | 13,378,864 | Shares | Sole | 2025-05-14 | |
| 2025-03-31 | $419,427,386 | 13,378,864 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $182,745,775 | 5,895,025 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $158,229,982 | 5,055,271 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $160,156,487 | 5,225,334 | Shares | Other | 2024-08-13 | |
| No 13F history on record for this holder in this stock. | ||||||