Independent Franchise Partners Llp Portfolio Stock Holdings
Independent Franchise Partners Llp disclosed 26 stock positions valued at approximately $14.3 billion in its latest SEC 13F filing. The largest holdings include BRISTOL-MYERS SQUIBB CO, SOLVENTUM CORP, and LIVE NATION ENTERTAINMENT IN. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 26
- Portfolio Value
- $14.3B
Holdings by Sector
Independent Franchise Partners Llp Portfolio Holdings in Q1 2026
26 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 9.03% | 21,275,474 | +447,326 | +2.15% | $1,290,357,498 |
| SOLVENTUM CORP | SOLV | Healthcare | 7.19% | 15,733,495 | +377,804 | +2.46% | $1,027,397,223 |
| LIVE NATION ENTERTAINMENT IN | LYV | Communication Services | 6.26% | 5,864,757 | +131,039 | +2.29% | $894,434,090 |
| KENVUE INC | KVUE | Consumer Defensive | 5.94% | 49,208,848 | +1,062,372 | +2.21% | $848,360,539 |
| TRANSUNION | TRU | Financial Services | 5.87% | 12,131,944 | +2,995,041 | +32.78% | $839,409,205 |
| AON PLC | AON | Financial Services | 5.85% | 2,588,002 | +472,479 | +22.33% | $835,355,285 |
| INTERCONTINENTAL EXCHANGE IN | ICE | Financial Services | 5.45% | 4,955,192 | +123,339 | +2.55% | $779,352,597 |
| NEWS CORP NEW | NWSA | Communication Services | 5.40% | 30,924,574 | +990,526 | +3.31% | $770,949,629 |
| SALESFORCE INC | CRM | Technology | 5.27% | 4,035,050 | +3,497,051 | +650.01% | $753,222,783 |
| GARTNER INC | IT | Technology | 5.10% | 4,600,771 | +1,292,205 | +39.06% | $728,486,080 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 5.08% | 2,971,436 | -684,893 | -18.73% | $726,337,815 |
| AIRBNB INC | ABNB | Consumer Cyclical | 4.66% | 5,275,661 | +129,389 | +2.51% | $666,210,471 |
| EBAY INC. | EBAY | Consumer Cyclical | 4.31% | 6,772,232 | -975,945 | -12.60% | $616,408,556 |
| ZILLOW GROUP INC | Z | Communication Services | 3.82% | 13,197,429 | +2,244,024 | +20.49% | $546,109,612 |
| FOX CORP | FOXA | Communication Services | 3.34% | 8,174,694 | -1,602,825 | -16.39% | $477,402,129 |
| LAUDER ESTEE COS INC | EL | Consumer Defensive | 3.33% | 6,628,540 | -1,208,709 | -15.42% | $475,730,315 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 2.96% | 2,560,566 | -1,263,162 | -33.03% | $423,363,982 |
| WARNER MUSIC GROUP CORP | WMG | Communication Services | 2.33% | 13,034,254 | -61,951 | -0.47% | $332,894,847 |
| FOX CORP | FOX | Communication Services | 1.97% | 5,307,881 | +133,221 | +2.57% | $281,848,481 |
| NEWS CORP NEW | NWS | Communication Services | 1.82% | 9,111,760 | -49,695 | -0.54% | $259,776,277 |
| WARNER BROS DISCOVERY INC | WBD | Communication Services | 1.67% | 8,697,730 | -3,999,444 | -31.50% | $238,839,665 |
| ZILLOW GROUP INC | ZG | Communication Services | 0.79% | 2,738,482 | +713,926 | +35.26% | $113,345,769 |
| CORTEVA INC | CTVA | Basic Materials | 0.70% | 1,188,896 | -9,306,492 | -88.67% | $99,522,484 |
| RYAN SPECIALTY HOLDINGS INC | RYAN | Financial Services | 0.67% | 2,820,854 | +705,541 | +33.35% | $95,175,613 |
| TKO GROUP HOLDINGS INC | TKO | Communication Services | 0.65% | 457,600 | -28,232 | -5.81% | $92,275,040 |
| OTIS WORLDWIDE CORP | OTIS | Industrials | 0.54% | 1,002,284 | -61,865 | -5.81% | $77,256,050 |