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
- Independent Franchise Partners 2022 Q1 filed May 13, 2022
- Independent Franchise Partners 2021 Q4 filed Feb. 11, 2022
- Independent Franchise Partners 2021 Q3 filed Nov. 15, 2021
- Independent Franchise Partners 2021 Q2 filed Aug. 13, 2021
- Independent Franchise Partners 2021 Q1 filed May 14, 2021
- Independent Franchise Partners 2020 Q4 filed Feb. 16, 2021
- Independent Franchise Partners 2020 Q3 filed Nov. 13, 2020
- Independent Franchise Partners 2020 Q2 filed Aug. 13, 2020
- Independent Franchise Partners 2020 Q1 filed May 14, 2020
- Independent Franchise Partners 2019 Q4 filed Feb. 13, 2020
- Independent Franchise Partners 2019 Q3 filed Nov. 14, 2019
- Independent Franchise Partners 2019 Q2 filed Aug. 13, 2019
- Independent Franchise Partners 2019 Q1 filed May 14, 2019
- Independent Franchise Partners 2018 Q4 filed Feb. 14, 2019
- Independent Franchise Partners 2018 Q3 filed Nov. 13, 2018
- Independent Franchise Partners 2018 Q2 filed Aug. 14, 2018