Independent Franchise Partners as of Sept. 30, 2022
Portfolio Holdings for Independent Franchise Partners
Independent Franchise Partners holds 25 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Bristol Myers Squibb (BMY) | 9.0 | $856M | 12M | 71.09 | |
| Fox Corp Cl A Com (FOXA) | 6.3 | $595M | 19M | 30.68 | |
| Aon Shs Cl A (AON) | 5.9 | $558M | 2.1M | 267.87 | |
| Electronic Arts (EA) | 5.5 | $526M | 4.5M | 115.71 | |
| Philip Morris International (PM) | 5.5 | $526M | 6.3M | 83.01 | |
| salesforce (CRM) | 5.3 | $509M | 3.5M | 143.84 | |
| Oracle Corporation (ORCL) | 5.3 | $499M | 8.2M | 61.07 | |
| Corteva (CTVA) | 5.0 | $477M | 8.4M | 57.15 | |
| Intercontinental Exchange (ICE) | 4.8 | $459M | 5.1M | 90.35 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.5 | $432M | 4.5M | 95.65 | |
| Booking Holdings (BKNG) | 4.4 | $418M | 254k | 1643.21 | |
| Transunion (TRU) | 4.4 | $416M | 7.0M | 59.49 | |
| News Corp Cl A (NWSA) | 4.3 | $413M | 27M | 15.11 | |
| Johnson & Johnson (JNJ) | 4.3 | $405M | 2.5M | 163.36 | |
| Zillow Group Cl C Cap Stk (Z) | 4.2 | $400M | 14M | 28.61 | |
| eBay (EBAY) | 4.1 | $389M | 11M | 36.81 | |
| Microsoft Corporation (MSFT) | 3.8 | $365M | 1.6M | 232.90 | |
| S&p Global (SPGI) | 3.6 | $347M | 1.1M | 305.35 | |
| Western Union Company (WU) | 2.4 | $224M | 17M | 13.50 | |
| News Corp CL B (NWS) | 2.1 | $198M | 13M | 15.42 | |
| Ritchie Bros. Auctioneers Inco | 1.4 | $132M | 2.1M | 62.48 | |
| World Wrestling Entmt Cl A | 1.3 | $120M | 1.7M | 70.17 | |
| Iaa | 1.0 | $98M | 3.1M | 31.85 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.8 | $76M | 296k | 257.30 | |
| Zillow Group Cl A (ZG) | 0.7 | $69M | 2.4M | 28.63 |
