The Analysis of Independent Franchise Partners LLP's Holdings


Currently, Independent Franchise Partners LLP holds 27 types of securities in its portfolio with a total value $15.7B. In the most recent quarter, they have increased their positions in SOLV (+15.4M shares, valued at $1.2B), BMY (+20.8M shares, valued at $1.1B), IT (+3.3M shares, valued at $834.7M); decreased their positions in FOXA (-798.6K shares, valued at $58.4M); initiated new positions in SOLV (+15.4M shares, valued at $1.2B), BMY (+20.8M shares, valued at $1.1B), IT (+3.3M shares, valued at $834.7M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SOLV SOLVENTUM CORP15.4M sharesnew addition2025-12-312026-02-17history
BMY BRISTOL-MYERS SQUIBB CO20.8M sharesnew addition2025-12-312026-02-17history
IT GARTNER INC3.3M sharesnew addition2025-12-312026-02-17history
KVUE KENVUE INC48.1M sharesnew addition2025-12-312026-02-17history
EL LAUDER ESTEE COS INC7.8M sharesnew addition2025-12-312026-02-17history
LYV LIVE NATION ENTERTAINMENT IN5.7M sharesnew addition2025-12-312026-02-17history
TRU TRANSUNION9.1M sharesnew addition2025-12-312026-02-17history
ICE INTERCONTINENTAL EXCHANGE IN4.8M sharesnew addition2025-12-312026-02-17history
Sponsored
NWSA NEWS CORP NEW29.9M sharesnew addition2025-12-312026-02-17history
JNJ JOHNSON & JOHNSON3.7M sharesnew addition2025-12-312026-02-17history
Z ZILLOW GROUP INC11.0M sharesnew addition2025-12-312026-02-17history
AON PLC AON PLC2.1M sharesnew addition2025-12-312026-02-17history
FOXA FOX CORP9.8M shares-7.55%2025-12-312026-02-17history
CTVA CORTEVA INC10.5M sharesnew addition2025-12-312026-02-17history
ABNB AIRBNB INC5.1M sharesnew addition2025-12-312026-02-17history
EBAY EBAY INC.7.7M sharesnew addition2025-12-312026-02-17history
Sponsored
PM PHILIP MORRIS INTL INC3.8M sharesnew addition2025-12-312026-02-17history
WMG WARNER MUSIC GROUP CORP13.1M sharesnew addition2025-12-312026-02-17history
WBD WARNER BROS DISCOVERY INC12.7M sharesnew addition2025-12-312026-02-17history
FOX FOX CORP5.2M sharesnew addition2025-12-312026-02-17history
NWS NEWS CORP NEW9.2M sharesnew addition2025-12-312026-02-17history
CRM SALESFORCE INC538.0K sharesnew addition2025-12-312026-02-17history
ZG ZILLOW GROUP INC2.0M sharesnew addition2025-12-312026-02-17history
RB GLOBAL INC RB GLOBAL INC1.2M sharesnew addition2025-12-312026-02-17history
Sponsored
RYAN RYAN SPECIALTY HOLDINGS INC2.1M sharesnew addition2025-12-312026-02-17history
TKO TKO GROUP HOLDINGS INC485.8K sharesnew addition2025-12-312026-02-17history
OTIS OTIS WORLDWIDE CORP1.1M sharesnew addition2025-12-312026-02-17history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available