Independent Franchise Partners
Latest statistics and disclosures from Independent Franchise Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SOLV, BMY, LYV, NWSA, JNJ, and represent 29.74% of Independent Franchise Partners's stock portfolio.
- Added to shares of these 8 stocks: IT (+$840M), ABNB (+$506M), AON (+$220M), SOLV (+$201M), OTIS (+$100M), RYAN (+$96M), RTO (+$17M), WBD.
- Started 4 new stock positions in RYAN, ABNB, OTIS, IT.
- Reduced shares in these 10 stocks: ORCL (-$961M), TKO (-$522M), RBA (-$300M), ICE (-$223M), CTVA (-$203M), EA (-$137M), JNJ (-$122M), EBAY (-$68M), LYV (-$16M), BMY (-$16M).
- Independent Franchise Partners was a net seller of stock by $-676M.
- Independent Franchise Partners has $15B in assets under management (AUM), dropping by 0.92%.
- Central Index Key (CIK): 0001483866
Tip: Access up to 7 years of quarterly data
Positions held by Independent Franchise Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Independent Franchise Partners
Independent Franchise Partners holds 29 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Solventum Corp Com Shs (SOLV) | 6.2 | $942M | +27% | 13M | 73.00 |
|
| Bristol Myers Squibb (BMY) | 6.1 | $930M | 21M | 45.10 |
|
|
| Live Nation Entertainment (LYV) | 6.0 | $905M | 5.5M | 163.40 |
|
|
| News Corp Cl A (NWSA) | 5.8 | $884M | 29M | 30.71 |
|
|
| Johnson & Johnson (JNJ) | 5.6 | $851M | -12% | 4.6M | 185.42 |
|
| Gartner (IT) | 5.5 | $840M | NEW | 3.2M | 262.87 |
|
| Zillow Group Cl C Cap Stk (Z) | 5.5 | $837M | 11M | 77.05 |
|
|
| Intercontinental Exchange (ICE) | 5.3 | $806M | -21% | 4.8M | 168.48 |
|
| Aon Shs Cl A (AON) | 4.9 | $748M | +41% | 2.1M | 356.58 |
|
| Corteva (CTVA) | 4.6 | $703M | -22% | 10M | 67.63 |
|
| Lauder Estee Cos Cl A (EL) | 4.5 | $683M | 7.8M | 88.12 |
|
|
| eBay (EBAY) | 4.4 | $670M | -9% | 7.4M | 90.95 |
|
| Fox Corp Cl A Com (FOXA) | 4.4 | $667M | 11M | 63.06 |
|
|
| Philip Morris International (PM) | 4.0 | $612M | 3.8M | 162.20 |
|
|
| Electronic Arts (EA) | 3.6 | $551M | -19% | 2.7M | 201.70 |
|
| Airbnb Com Cl A (ABNB) | 3.3 | $506M | NEW | 4.2M | 121.42 |
|
| Kenvue (KVUE) | 3.3 | $500M | 31M | 16.23 |
|
|
| Warner Music Group Corp Com Cl A (WMG) | 3.0 | $448M | 13M | 34.06 |
|
|
| Transunion (TRU) | 2.5 | $383M | 4.6M | 83.78 |
|
|
| Rb Global (RBA) | 2.1 | $318M | -48% | 2.9M | 108.36 |
|
| News Corp CL B (NWS) | 2.1 | $317M | -2% | 9.2M | 34.55 |
|
| Fox Corp Cl B Com (FOX) | 1.9 | $293M | 5.1M | 57.29 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 1.7 | $256M | 13M | 19.53 |
|
|
| Zillow Group Cl A (ZG) | 1.0 | $149M | 2.0M | 74.44 |
|
|
| Tko Group Holdings Cl A (TKO) | 0.7 | $114M | -82% | 563k | 201.96 |
|
| Otis Worldwide Corp (OTIS) | 0.7 | $100M | NEW | 1.1M | 91.43 |
|
| Ryan Specialty Holdings Cl A (RYAN) | 0.6 | $96M | NEW | 1.7M | 56.36 |
|
| Oracle Corporation (ORCL) | 0.3 | $43M | -95% | 151k | 281.24 |
|
| Rentokil Initial Sponsored Adr (RTO) | 0.1 | $20M | +662% | 779k | 25.25 |
|
Past Filings by Independent Franchise Partners
SEC 13F filings are viewable for Independent Franchise Partners going back to 2011
- Independent Franchise Partners 2025 Q3 filed Nov. 14, 2025
- Independent Franchise Partners 2025 Q2 filed Aug. 13, 2025
- Independent Franchise Partners 2025 Q1 filed May 14, 2025
- Independent Franchise Partners 2024 Q4 filed Feb. 13, 2025
- Independent Franchise Partners 2024 Q3 filed Nov. 13, 2024
- Independent Franchise Partners 2024 Q2 filed Aug. 13, 2024
- Independent Franchise Partners 2024 Q1 filed May 14, 2024
- Independent Franchise Partners 2023 Q4 filed Feb. 13, 2024
- Independent Franchise Partners 2023 Q3 filed Nov. 13, 2023
- Independent Franchise Partners 2023 Q2 filed Aug. 11, 2023
- Independent Franchise Partners 2023 Q1 filed May 12, 2023
- Independent Franchise Partners 2022 Q4 filed Feb. 13, 2023
- Independent Franchise Partners 2022 Q3 filed Nov. 14, 2022
- Independent Franchise Partners 2022 Q2 filed Aug. 12, 2022
- Independent Franchise Partners 2022 Q1 filed May 13, 2022
- Independent Franchise Partners 2021 Q4 filed Feb. 11, 2022