Independent Franchise Partners

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

  • Top 5 stock holdings are BMY, ORCL, PM, AON, FOXA, and represent 32.65% of Independent Franchise Partners's stock portfolio.
  • Added to shares of these 2 stocks: RBA (+$161M), Iaa (+$110M).
  • Reduced shares in these 10 stocks: WU (-$116M), , BMY (-$15M), ORCL (-$12M), AON (-$11M), FOXA (-$11M), EA (-$10M), ICE (-$9.4M), BKNG (-$9.2M), CTVA (-$8.5M).
  • Sold out of its positions in ACN.
  • Independent Franchise Partners was a net seller of stock by $-91M.
  • Independent Franchise Partners has $10B in assets under management (AUM), dropping by 7.32%.
  • Central Index Key (CIK): 0001483866

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Portfolio Holdings for Independent Franchise Partners

Independent Franchise Partners holds 24 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Bristol Myers Squibb (BMY) 8.3 $851M 12M 71.95
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Oracle Corporation (ORCL) 6.4 $656M 8.0M 81.74
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Philip Morris International (PM) 6.2 $633M 6.3M 101.21
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Aon Shs Cl A (AON) 6.0 $614M 2.0M 300.14
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Fox Corp Cl A Com (FOXA) 5.7 $578M 19M 30.37
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Electronic Arts (EA) 5.3 $545M 4.5M 122.18
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Intercontinental Exchange (ICE) 5.0 $512M 5.0M 102.59
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Booking Holdings (BKNG) 4.9 $504M 250k 2015.28
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News Corp Cl A (NWSA) 4.8 $491M 27M 18.20
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Corteva (CTVA) 4.7 $482M 8.2M 58.78
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salesforce (CRM) 4.5 $461M 3.5M 132.59
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Zillow Group Cl C Cap Stk (Z) 4.3 $443M 14M 32.21
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Johnson & Johnson (JNJ) 4.2 $431M 2.4M 176.65
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eBay (EBAY) 4.2 $430M 10M 41.47
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Transunion (TRU) 3.8 $391M 6.9M 56.75
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Alphabet Cap Stk Cl A (GOOGL) 3.8 $391M 4.4M 88.23
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S&p Global (SPGI) 3.7 $373M 1.1M 334.94
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Microsoft Corporation (MSFT) 3.6 $369M 1.5M 239.82
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Ritchie Bros. Auctioneers Inco (RBA) 2.8 $283M +131% 4.9M 57.83
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Iaa 2.3 $234M +89% 5.8M 40.00
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News Corp CL B (NWS) 2.3 $231M -2% 13M 18.44
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World Wrestling Entmt Cl A (WWE) 1.1 $116M 1.7M 68.52
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Western Union Company (WU) 1.1 $113M -50% 8.2M 13.77
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Zillow Group Cl A (ZG) 0.7 $74M 2.4M 31.21
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Past Filings by Independent Franchise Partners

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

View all past filings