Independent Franchise Partners Llp Portfolio Stock Holdings
According to the SEC 13F filed on August 13, 2026, Independent Franchise Partners Llp disclosed 26 stock positions valued at approximately $15.24B as of quarter-end June 30, 2026. The largest holdings include BRISTOL-MYERS SQUIBB CO, SOLVENTUM CORP, and LIVE NATION ENTERTAINMENT IN.
- Report Period
- June 30, 2026
- No. of Stocks
- 26
- Portfolio Value
- $15.24B
Holdings by Sector
Independent Franchise Partners Llp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 8.24% | 21,792,841 | +517,367 | +2.43% | $1,255,703,498 |
| SOLVENTUM CORP | SOLV | Healthcare | 8.18% | 16,170,038 | +436,543 | +2.77% | $1,247,518,431 |
| LIVE NATION ENTERTAINMENT IN | LYV | Communication Services | 7.22% | 6,013,439 | +148,682 | +2.54% | $1,101,120,815 |
| TRANSUNION | TRU | Financial Services | 6.61% | 13,976,652 | +1,844,708 | +15.21% | $1,008,275,675 |
| KENVUE INC | KVUE | Consumer Defensive | 6.32% | 50,427,994 | +1,219,146 | +2.48% | $963,678,965 |
| SALESFORCE INC | CRM | Technology | 5.98% | 5,818,837 | +1,783,787 | +44.21% | $911,579,004 |
| AON PLC | AON | Financial Services | 5.76% | 2,646,943 | +58,941 | +2.28% | $877,964,523 |
| NEWS CORP NEW | NWSA | Communication Services | 5.22% | 32,074,535 | +1,149,961 | +3.72% | $796,410,704 |
| AIRBNB INC | ABNB | Consumer Cyclical | 5.09% | 5,423,764 | +148,103 | +2.81% | $776,140,628 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 5.07% | 3,043,186 | +71,750 | +2.41% | $772,877,948 |
| GARTNER INC | IT | Technology | 4.75% | 5,582,962 | +982,191 | +21.35% | $723,663,534 |
| INTERCONTINENTAL EXCHANGE IN | ICE | Financial Services | 4.24% | 5,253,130 | +297,938 | +6.01% | $646,712,834 |
| ZILLOW GROUP INC | Z | Communication Services | 3.37% | 16,300,754 | +3,103,325 | +23.51% | $513,799,766 |
| EBAY INC. | EBAY | Consumer Cyclical | 3.33% | 4,546,653 | -2,225,579 | -32.86% | $508,088,472 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 3.06% | 2,578,328 | +17,762 | +0.69% | $466,445,318 |
| FOX CORP | FOXA | Communication Services | 2.87% | 8,398,658 | +223,964 | +2.74% | $438,074,001 |
| LAUDER ESTEE COS INC | EL | Consumer Defensive | 2.56% | 4,941,737 | -1,686,803 | -25.45% | $390,150,136 |
| OTIS WORLDWIDE CORP | OTIS | Industrials | 2.42% | 5,152,104 | +4,149,820 | +414.04% | $368,890,646 |
| WARNER MUSIC GROUP CORP | WMG | Communication Services | 2.31% | 12,997,804 | -36,450 | -0.28% | $351,850,554 |
| FOX CORP | FOX | Communication Services | 1.68% | 5,482,675 | +174,794 | +3.29% | $256,808,497 |
| NEWS CORP NEW | NWS | Communication Services | 1.66% | 9,023,857 | -87,903 | -0.96% | $253,209,427 |
| WARNER BROS DISCOVERY INC | WBD | Communication Services | 1.43% | 8,157,933 | -539,797 | -6.21% | $217,490,493 |
| ZILLOW GROUP INC | ZG | Communication Services | 0.76% | 3,672,937 | +934,455 | +34.12% | $115,220,033 |
| RYAN SPECIALTY HOLDINGS INC | RYAN | Financial Services | 0.66% | 2,645,789 | -175,065 | -6.21% | $99,904,992 |
| CORTEVA INC | CTVA | Basic Materials | 0.62% | 1,115,112 | -73,784 | -6.21% | $94,438,835 |
| TKO GROUP HOLDINGS INC | TKO | Communication Services | 0.57% | 429,092 | -28,508 | -6.23% | $86,380,510 |
Showing 26 of 26 holdings in the latest reporting period.