Independent Franchise Partners as of Dec. 31, 2021
Portfolio Holdings for Independent Franchise Partners
Independent Franchise Partners holds 26 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Bristol Myers Squibb (BMY) | 7.8 | $986M | 16M | 62.35 | |
| Philip Morris International (PM) | 6.7 | $848M | 8.9M | 95.00 | |
| Fox Corp Cl A Com (FOXA) | 6.3 | $798M | 22M | 36.90 | |
| Corteva (CTVA) | 6.2 | $791M | 17M | 47.28 | |
| Intercontinental Exchange (ICE) | 6.1 | $775M | 5.7M | 136.77 | |
| Aon Shs Cl A (AON) | 5.5 | $699M | 2.3M | 300.56 | |
| News Corp Cl A (NWSA) | 5.4 | $687M | 31M | 22.31 | |
| Booking Holdings (BKNG) | 5.4 | $683M | 285k | 2399.23 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.1 | $643M | 222k | 2897.04 | |
| Zillow Group Cl C Cap Stk (Z) | 4.9 | $622M | 9.7M | 63.85 | |
| S&p Global (SPGI) | 4.7 | $598M | 1.3M | 471.93 | |
| Oracle Corporation (ORCL) | 4.7 | $592M | 6.8M | 87.21 | |
| Microsoft Corporation (MSFT) | 4.6 | $588M | 1.7M | 336.32 | |
| Johnson & Johnson (JNJ) | 4.5 | $576M | 3.4M | 171.07 | |
| eBay (EBAY) | 3.7 | $469M | 7.1M | 66.50 | |
| Electronic Arts (EA) | 3.4 | $433M | 3.3M | 131.90 | |
| Cme (CME) | 3.2 | $407M | 1.8M | 228.46 | |
| Western Union Company (WU) | 2.6 | $330M | 19M | 17.84 | |
| News Corp CL B (NWS) | 2.5 | $315M | 14M | 22.50 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.4 | $180M | 433k | 414.55 | |
| Ritchie Bros. Auctioneers Inco | 1.3 | $161M | 2.6M | 61.21 | |
| Iaa | 1.2 | $147M | 2.9M | 50.62 | |
| Zillow Group Cl A (ZG) | 0.8 | $103M | 1.7M | 62.22 | |
| World Wrestling Entmt Cl A | 0.8 | $97M | 2.0M | 49.34 | |
| Terminix Global Holdings | 0.7 | $88M | 1.9M | 45.23 | |
| Altria (MO) | 0.7 | $85M | 1.8M | 47.39 |
