Independent Franchise Partners as of March 31, 2022
Portfolio Holdings for Independent Franchise Partners
Independent Franchise Partners holds 26 positions in its portfolio as reported in 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 | 15M | 73.03 | |
| Fox Corp Cl A Com (FOXA) | 6.4 | $813M | 21M | 39.45 | |
| Aon Shs Cl A (AON) | 5.7 | $721M | 2.2M | 325.63 | |
| Intercontinental Exchange (ICE) | 5.6 | $713M | 5.4M | 132.12 | |
| Corteva (CTVA) | 5.4 | $687M | 12M | 57.48 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.3 | $668M | 240k | 2781.35 | |
| News Corp Cl A (NWSA) | 5.1 | $644M | 29M | 22.15 | |
| eBay (EBAY) | 5.1 | $642M | 11M | 57.26 | |
| Philip Morris International (PM) | 5.1 | $642M | 6.8M | 93.94 | |
| Booking Holdings (BKNG) | 5.0 | $636M | 271k | 2348.45 | |
| Electronic Arts (EA) | 4.8 | $611M | 4.8M | 126.51 | |
| Johnson & Johnson (JNJ) | 4.5 | $569M | 3.2M | 177.23 | |
| Oracle Corporation (ORCL) | 4.2 | $536M | 6.5M | 82.73 | |
| Zillow Group Cl C Cap Stk (Z) | 4.1 | $521M | 11M | 49.29 | |
| Microsoft Corporation (MSFT) | 4.1 | $514M | 1.7M | 308.31 | |
| S&p Global (SPGI) | 3.9 | $495M | 1.2M | 410.18 | |
| Transunion (TRU) | 3.3 | $413M | 4.0M | 103.34 | |
| salesforce (CRM) | 3.0 | $384M | 1.8M | 212.32 | |
| Western Union Company (WU) | 2.6 | $331M | 18M | 18.74 | |
| News Corp CL B (NWS) | 2.4 | $307M | 14M | 22.52 | |
| Ritchie Bros. Auctioneers Inco | 1.2 | $157M | 2.7M | 59.03 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.1 | $142M | 421k | 337.23 | |
| Iaa | 1.0 | $128M | 3.3M | 38.25 | |
| World Wrestling Entmt Cl A | 0.9 | $119M | 1.9M | 62.44 | |
| Zillow Group Cl A (ZG) | 0.7 | $88M | 1.8M | 48.23 | |
| Terminix Global Holdings | 0.7 | $83M | 1.8M | 45.63 |
