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
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BMY | BRISTOL-MYERS SQUIBB CO | $63.10 | -0.79% | 50.70% | 16.74% | $1.29B | 9.03% | — | HELD |
| 2 | SOLV | SOLVENTUM CORP | $88.55 | 2.76% | 20.13% | 32.55% | $1.03B | 7.19% | — | HELD |
| 3 | LYV | LIVE NATION ENTERTAINMENT IN | $184.43 | 1.97% | 23.76% | 108.62% | $894.4M | 6.26% | — | HELD |
| 4 | KVUE | KENVUE INC | $19.79 | 0.20% | -4.27% | -15.54% | $848.4M | 5.94% | — | HELD |
| 5 | TRU | TRANSUNION | $83.73 | -0.08% | -7.18% | -28.29% | $839.4M | 5.87% | — | HELD |
| 6 | AON | AON PLC | $377.02 | -1.11% | 8.15% | 37.46% | $835.4M | 5.85% | — | HELD |
| 7 | ICE | INTERCONTINENTAL EXCHANGE IN | $154.28 | 1.02% | -15.52% | 37.51% | $779.4M | 5.45% | — | HELD |
| 8 | NWSA | NEWS CORP NEW | $28.82 | 2.27% | -2.39% | 31.20% | $770.9M | 5.40% | — | HELD |
| 9 | CRM | SALESFORCE INC | $188.46 | 3.83% | -23.90% | -27.44% | $753.2M | 5.27% | — | HELD |
| 10 | IT | GARTNER INC | $165.65 | 6.29% | -49.64% | -46.41% | $728.5M | 5.10% | — | HELD |
| 11 | JNJ | JOHNSON & JOHNSON | $265.69 | -0.39% | 64.28% | 77.25% | $726.3M | 5.08% | — | HELD |
| 12 | ABNB | AIRBNB INC | $153.01 | -0.07% | 19.60% | -1.21% | $666.2M | 4.66% | — | HELD |
| 13 | EBAY | EBAY INC. | $115.30 | -1.82% | 29.66% | 66.60% | $616.4M | 4.31% | — | HELD |
| 14 | Z | ZILLOW GROUP INC | $34.00 | 0.97% | -58.01% | -64.84% | $546.1M | 3.82% | — | HELD |
| 15 | FOXA | FOX CORP | $58.95 | 2.13% | 4.92% | 63.37% | $477.4M | 3.34% | — | HELD |
| 16 | EL | LAUDER ESTEE COS INC | $84.13 | -0.73% | -6.24% | -73.40% | $475.7M | 3.33% | — | HELD |
| 17 | PM | PHILIP MORRIS INTL INC | $198.43 | -0.87% | 28.05% | 146.98% | $423.4M | 2.96% | — | HELD |
| 18 | WMG | WARNER MUSIC GROUP CORP | $29.20 | 1.53% | 4.49% | -14.76% | $332.9M | 2.33% | — | HELD |
| 19 | FOX | FOX CORP | $52.73 | 2.13% | 4.02% | 60.60% | $281.8M | 1.97% | — | HELD |
| 20 | NWS | NEWS CORP NEW | $32.64 | 2.61% | -1.17% | 54.71% | $259.8M | 1.82% | — | HELD |
| 21 | WBD | WARNER BROS DISCOVERY INC | $25.64 | 0.12% | 98.99% | -11.20% | $238.8M | 1.67% | — | HELD |
| 22 | ZG | ZILLOW GROUP INC | $34.32 | 1.51% | -55.79% | -64.32% | $113.3M | 0.79% | — | HELD |
| 23 | CTVA | CORTEVA INC | $90.51 | 1.75% | 28.41% | 116.63% | $99.5M | 0.70% | — | HELD |
| 24 | RYAN | RYAN SPECIALTY HOLDINGS INC | $46.48 | 1.02% | -19.54% | 43.58% | $95.2M | 0.67% | — | HELD |
| 25 | TKO | TKO GROUP HOLDINGS INC | $187.35 | 0.69% | 14.89% | 286.67% | $92.3M | 0.65% | — | HELD |
| 26 | OTIS | OTIS WORLDWIDE CORP | $73.36 | -0.34% | -11.57% | -13.79% | $77.3M | 0.54% | — | HELD |
Source: SEC EDGAR · accession 0001172661-26-001918. 13F discloses long positions only — shorts, foreign equities, and options are excluded.