Independent Franchise Partners
Latest statistics and disclosures from Independent Franchise Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BMY, SOLV, LYV, TRU, KVUE, and represent 36.58% of Independent Franchise Partners's stock portfolio.
- Added to shares of these 10 stocks: OTIS (+$297M), CRM (+$279M), TRU (+$133M), IT (+$127M), Z (+$98M), ICE (+$37M), SOLV (+$34M), BMY (+$30M), ZG (+$29M), NWSA (+$29M).
- Reduced shares in these 8 stocks: EBAY (-$249M), EL (-$133M), WBD (-$14M), RYAN (-$6.6M), CTVA (-$6.2M), TKO (-$5.7M), NWS, WMG.
- Independent Franchise Partners was a net buyer of stock by $807M.
- Independent Franchise Partners has $15B in assets under management (AUM), dropping by 6.67%.
- Central Index Key (CIK): 0001483866
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Portfolio Holdings for Independent Franchise Partners
Independent Franchise Partners holds 26 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Bristol Myers Squibb (BMY) | 8.2 | $1.3B | +2% | 22M | 57.62 |
|
| Solventum Corp Com Shs (SOLV) | 8.2 | $1.2B | +2% | 16M | 77.15 |
|
| Live Nation Entertainment (LYV) | 7.2 | $1.1B | +2% | 6.0M | 183.11 |
|
| Transunion (TRU) | 6.6 | $1.0B | +15% | 14M | 72.14 |
|
| Kenvue (KVUE) | 6.3 | $964M | +2% | 50M | 19.11 |
|
| salesforce (CRM) | 6.0 | $912M | +44% | 5.8M | 156.66 |
|
| Aon Shs Cl A (AON) | 5.8 | $878M | +2% | 2.6M | 331.69 |
|
| News Corp Cl A (NWSA) | 5.2 | $796M | +3% | 32M | 24.83 |
|
| Airbnb Com Cl A (ABNB) | 5.1 | $776M | +2% | 5.4M | 143.10 |
|
| Johnson & Johnson (JNJ) | 5.1 | $773M | +2% | 3.0M | 253.97 |
|
| Gartner (IT) | 4.7 | $724M | +21% | 5.6M | 129.62 |
|
| Intercontinental Exchange (ICE) | 4.2 | $647M | +6% | 5.3M | 123.11 |
|
| Zillow Group Cl C Cap Stk (Z) | 3.4 | $514M | +23% | 16M | 31.52 |
|
| eBay (EBAY) | 3.3 | $508M | -32% | 4.5M | 111.75 |
|
| Philip Morris International (PM) | 3.1 | $466M | 2.6M | 180.91 |
|
|
| Fox Corp Cl A Com (FOXA) | 2.9 | $438M | +2% | 8.4M | 52.16 |
|
| Lauder Estee Cos Cl A (EL) | 2.6 | $390M | -25% | 4.9M | 78.95 |
|
| Otis Worldwide Corp (OTIS) | 2.4 | $369M | +414% | 5.2M | 71.60 |
|
| Warner Music Group Corp Com Cl A (WMG) | 2.3 | $352M | 13M | 27.07 |
|
|
| Fox Corp Cl B Com (FOX) | 1.7 | $257M | +3% | 5.5M | 46.84 |
|
| News Corp CL B (NWS) | 1.7 | $253M | 9.0M | 28.06 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 1.4 | $218M | -6% | 8.2M | 26.66 |
|
| Zillow Group Cl A (ZG) | 0.8 | $115M | +34% | 3.7M | 31.37 |
|
| Ryan Specialty Holdings Cl A (RYAN) | 0.7 | $100M | -6% | 2.6M | 37.76 |
|
| Corteva (CTVA) | 0.6 | $94M | -6% | 1.1M | 84.69 |
|
| Tko Group Holdings Cl A (TKO) | 0.6 | $86M | -6% | 429k | 201.31 |
|
Past Filings by Independent Franchise Partners
SEC 13F filings are viewable for Independent Franchise Partners going back to 2011
- Independent Franchise Partners 2026 Q2 filed Aug. 13, 2026
- Independent Franchise Partners 2026 Q1 filed May 14, 2026
- 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