Independent Franchise Partners
Latest statistics and disclosures from Independent Franchise Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SOLV, BMY, IT, KVUE, EL, and represent 30.69% of Independent Franchise Partners's stock portfolio.
- Added to shares of these 10 stocks: TRU (+$391M), KVUE (+$299M), SOLV (+$195M), CRM (+$143M), ABNB (+$133M), EBAY (+$34M), NWSA (+$30M), IT (+$28M), LYV (+$28M), RYAN (+$22M).
- Started 1 new stock position in CRM.
- Reduced shares in these 10 stocks: EA (-$551M), JNJ (-$193M), RBA (-$183M), FOXA (-$58M), , RTO (-$20M), TKO (-$16M), WBD (-$12M), OTIS, WMG.
- Sold out of its positions in EA, ORCL, RTO.
- Independent Franchise Partners was a net buyer of stock by $282M.
- Independent Franchise Partners has $16B in assets under management (AUM), dropping by 3.65%.
- 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 27 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Solventum Corp Com Shs (SOLV) | 7.7 | $1.2B | +19% | 15M | 79.24 |
|
| Bristol Myers Squibb (BMY) | 7.1 | $1.1B | 21M | 53.94 |
|
|
| Gartner (IT) | 5.3 | $835M | +3% | 3.3M | 252.28 |
|
| Kenvue (KVUE) | 5.3 | $831M | +56% | 48M | 17.25 |
|
| Lauder Estee Cos Cl A (EL) | 5.2 | $821M | 7.8M | 104.72 |
|
|
| Live Nation Entertainment (LYV) | 5.2 | $817M | +3% | 5.7M | 142.50 |
|
| Transunion (TRU) | 5.0 | $784M | +99% | 9.1M | 85.75 |
|
| Intercontinental Exchange (ICE) | 5.0 | $783M | 4.8M | 161.96 |
|
|
| News Corp Cl A (NWSA) | 5.0 | $782M | +3% | 30M | 26.12 |
|
| Johnson & Johnson (JNJ) | 4.8 | $757M | -20% | 3.7M | 206.95 |
|
| Zillow Group Cl C Cap Stk (Z) | 4.8 | $747M | 11M | 68.22 |
|
|
| Aon Shs Cl A (AON) | 4.7 | $747M | 2.1M | 352.88 |
|
|
| Fox Corp Cl A Com (FOXA) | 4.5 | $714M | -7% | 9.8M | 73.07 |
|
| Corteva (CTVA) | 4.5 | $704M | 11M | 67.03 |
|
|
| Airbnb Com Cl A (ABNB) | 4.4 | $699M | +23% | 5.1M | 135.72 |
|
| eBay (EBAY) | 4.3 | $675M | +5% | 7.7M | 87.10 |
|
| Philip Morris International (PM) | 3.9 | $613M | 3.8M | 160.40 |
|
|
| Warner Music Group Corp Com Cl A (WMG) | 2.6 | $402M | 13M | 30.67 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 2.3 | $366M | -3% | 13M | 28.82 |
|
| Fox Corp Cl B Com (FOX) | 2.1 | $336M | 5.2M | 64.93 |
|
|
| News Corp CL B (NWS) | 1.7 | $272M | 9.2M | 29.63 |
|
|
| salesforce (CRM) | 0.9 | $143M | NEW | 538k | 264.91 |
|
| Zillow Group Cl A (ZG) | 0.9 | $138M | 2.0M | 68.23 |
|
|
| Rb Global (RBA) | 0.8 | $119M | -60% | 1.2M | 102.87 |
|
| Ryan Specialty Holdings Cl A (RYAN) | 0.7 | $109M | +24% | 2.1M | 51.63 |
|
| Tko Group Holdings Cl A (TKO) | 0.6 | $102M | -13% | 486k | 209.00 |
|
| Otis Worldwide Corp (OTIS) | 0.6 | $93M | -3% | 1.1M | 87.35 |
|
Past Filings by Independent Franchise Partners
SEC 13F filings are viewable for Independent Franchise Partners going back to 2011
- Independent Franchise Partners 2025 Q4 filed Feb. 17, 2026
- 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