Institutional
Independent Franchise Partners LLP
CIK 0001483866
$14.29B
Reported AUM
26
Positions
Q1 2026
Period
2026-05-14
Filed
The Brief · Independent Franchise Partners LLP · Q1 2026
AI · grounded in 13F
Independent Franchise Partners LLP increased its position in CRM by 650.01%. The fund also accumulated shares in TRU by 32.78% and AON by 22.33%. On the sell side, the fund trimmed its holding in CTVA by 88.67% and reduced PM by 33.03%.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BMY | BRISTOL-MYERS SQUIBB CO | $57.27 | 1.18% | 24.21% | 3.16% | $1.29B | 9.03% | +447,326 | +2.1% |
| 2 | SOLV | SOLVENTUM CORP | $81.01 | -1.71% | 8.24% | 24.61% | $1.03B | 7.19% | +377,804 | +2.5% |
| 3 | LYV | LIVE NATION ENTERTAINMENT IN | $160.07 | -0.58% | 11.04% | 102.90% | $894.4M | 6.26% | +131,039 | +2.3% |
| 4 | KVUE | KENVUE INC | $17.71 | 4.92% | -14.71% | -24.27% | $848.4M | 5.94% | +1,062,372 | +2.2% |
| 5 | TRU | TRANSUNION | $70.66 | 0.07% | -17.47% | -39.55% | $839.4M | 5.87% | +2,995,041 | +32.8% |
| 6 | AON | AON PLC | $328.53 | 1.95% | -11.05% | 30.92% | $835.4M | 5.85% | +472,479 | +22.3% |
| 7 | ICE | INTERCONTINENTAL EXCHANGE IN | $141.50 | -0.39% | -19.88% | 25.58% | $779.4M | 5.45% | +123,339 | +2.6% |
| 8 | NWSA | NEWS CORP NEW | $27.26 | 1.56% | -1.23% | 15.78% | $770.9M | 5.40% | +990,526 | +3.3% |
| 9 | CRM | SALESFORCE INC | $185.66 | -1.64% | -31.86% | -22.13% | $753.2M | 5.27% | +3,497,051 | +650.0% |
| 10 | IT | GARTNER INC | $164.02 | -0.52% | -61.18% | -38.04% | $728.5M | 5.10% | +1,292,205 | +39.1% |
| 11 | JNJ | JOHNSON & JOHNSON | $232.77 | 2.02% | 53.90% | 55.59% | $726.3M | 5.08% | −684,893 | −18.7% |
| 12 | ABNB | AIRBNB INC | $133.54 | -0.13% | -5.05% | -7.27% | $666.2M | 4.66% | +129,389 | +2.5% |
| 13 | EBAY | EBAY INC. | $109.35 | 0.18% | 40.89% | 74.92% | $616.4M | 4.31% | −975,945 | −12.6% |
| 14 | Z | ZILLOW GROUP INC | $35.06 | -2.39% | -50.12% | -67.01% | $546.1M | 3.82% | +2,244,024 | +20.5% |
| 15 | FOXA | FOX CORP | $66.89 | 2.06% | 24.20% | 100.07% | $477.4M | 3.34% | −1,602,825 | −16.4% |
| 16 | EL | LAUDER ESTEE COS INC | $83.49 | 0.71% | 23.74% | -73.04% | $475.7M | 3.33% | −1,208,709 | −15.4% |
| 17 | PM | PHILIP MORRIS INTL INC | $178.29 | 1.89% | 1.58% | 123.17% | $423.4M | 2.96% | −1,263,162 | −33.0% |
| 18 | WMG | WARNER MUSIC GROUP CORP | $29.93 | -0.23% | 16.28% | -11.78% | $332.9M | 2.33% | −61,951 | −0.5% |
| 19 | FOX | FOX CORP | $59.88 | 1.96% | 21.52% | 93.20% | $281.8M | 1.97% | +133,221 | +2.6% |
| 20 | NWS | NEWS CORP NEW | $31.19 | 1.33% | -1.41% | 38.53% | $259.8M | 1.82% | −49,695 | −0.5% |
| 21 | WBD | WARNER BROS DISCOVERY INC | $26.24 | -2.81% | 167.21% | -9.55% | $238.8M | 1.67% | −3,999,444 | −31.5% |
| 22 | ZG | ZILLOW GROUP INC | $35.39 | -1.64% | -49.01% | -66.97% | $113.3M | 0.79% | +713,926 | +35.3% |
| 23 | CTVA | CORTEVA INC | $77.03 | -0.56% | 8.83% | 90.08% | $99.5M | 0.70% | −9,306,492 | −88.7% |
| 24 | RYAN | RYAN SPECIALTY HOLDINGS INC | $32.56 | 2.36% | -51.95% | 1.61% | $95.2M | 0.67% | +705,541 | +33.4% |
| 25 | TKO | TKO GROUP HOLDINGS INC | $203.49 | 0.49% | 24.34% | 341.48% | $92.3M | 0.65% | −28,232 | −5.8% |
| 26 | OTIS | OTIS WORLDWIDE CORP | $70.34 | 0.70% | -25.29% | -14.94% | $77.3M | 0.54% | −61,865 | −5.8% |
| 27 | RBA | RB GLOBAL INC | $104.49 | -0.99% | -0.31% | 90.68% | — | — | −1,151,798 | EXITED |
Source: SEC EDGAR · accession 0001172661-26-001918. 13F discloses long positions only — shorts, foreign equities, and options are excluded.