Independent Franchise Partners

Latest statistics and disclosures from Independent Franchise Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are BMY, FOXA, AON, ICE, CTVA, and represent 31.84% of Independent Franchise Partners's stock portfolio.
  • Added to shares of these 9 stocks: TRU (+$413M), CRM (+$384M), EBAY (+$238M), EA (+$196M), GOOGL (+$51M), Z (+$41M), IAA (+$17M), ZG (+$7.8M), RBA.
  • Started 2 new stock positions in CRM, TRU.
  • Reduced shares in these 10 stocks: , CTVA (-$275M), PM (-$197M), , BMY (-$56M), FOXA (-$40M), NWSA (-$38M), AON (-$36M), ICE (-$35M), BKNG (-$33M).
  • Sold out of its positions in MO, CME.
  • Independent Franchise Partners was a net buyer of stock by $5.5M.
  • Independent Franchise Partners has $13B in assets under management (AUM), dropping by -0.31%.
  • Central Index Key (CIK): 0001483866

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Portfolio Holdings for Independent Franchise Partners

Companies in the Independent Franchise Partners portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Bristol Myers Squibb (BMY) 8.7 $1.1B -4% 15M 73.03
Fox Corp Cl A Com (FOXA) 6.4 $813M -4% 21M 39.45
Aon Shs Cl A (AON) 5.7 $721M -4% 2.2M 325.63
Intercontinental Exchange (ICE) 5.6 $713M -4% 5.4M 132.12
Corteva (CTVA) 5.4 $687M -28% 12M 57.48
Alphabet Cap Stk Cl A (GOOGL) 5.3 $668M +8% 240k 2781.35
News Corp Cl A (NWSA) 5.1 $644M -5% 29M 22.15
eBay (EBAY) 5.1 $642M +58% 11M 57.26
Philip Morris International (PM) 5.1 $642M -23% 6.8M 93.94
Booking Holdings (BKNG) 5.0 $636M -4% 271k 2348.45
Electronic Arts (EA) 4.8 $611M +47% 4.8M 126.51
Johnson & Johnson (JNJ) 4.5 $569M -4% 3.2M 177.23
Oracle Corporation (ORCL) 4.2 $536M -4% 6.5M 82.73
Zillow Group Cl C Cap Stk (Z) 4.1 $521M +8% 11M 49.29

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Microsoft Corporation (MSFT) 4.1 $514M -4% 1.7M 308.31
S&p Global (SPGI) 3.9 $495M -4% 1.2M 410.18
Transunion (TRU) 3.3 $413M NEW 4.0M 103.34
salesforce (CRM) 3.0 $384M NEW 1.8M 212.32
Western Union Company (WU) 2.6 $331M -4% 18M 18.74
News Corp CL B (NWS) 2.4 $307M -2% 14M 22.52
Ritchie Bros. Auctioneers Inco (RBA) 1.2 $157M 2.7M 59.03
Accenture Plc Ireland Shs Class A (ACN) 1.1 $142M -2% 421k 337.23
Iaa (IAA) 1.0 $128M +15% 3.3M 38.25
World Wrestling Entmt Cl A (WWE) 0.9 $119M -3% 1.9M 62.44
Zillow Group Cl A (ZG) 0.7 $88M +9% 1.8M 48.23
Terminix Global Holdings (TMX) 0.7 $83M -6% 1.8M 45.63

Past Filings by Independent Franchise Partners

SEC 13F filings are viewable for Independent Franchise Partners going back to 2011

View all past filings