Independent Franchise Partners as of Dec. 31, 2022
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 | |
| Oracle Corporation (ORCL) | 6.4 | $656M | 8.0M | 81.74 | |
| Philip Morris International (PM) | 6.2 | $633M | 6.3M | 101.21 | |
| Aon Shs Cl A (AON) | 6.0 | $614M | 2.0M | 300.14 | |
| Fox Corp Cl A Com (FOXA) | 5.7 | $578M | 19M | 30.37 | |
| Electronic Arts (EA) | 5.3 | $545M | 4.5M | 122.18 | |
| Intercontinental Exchange (ICE) | 5.0 | $512M | 5.0M | 102.59 | |
| Booking Holdings (BKNG) | 4.9 | $504M | 250k | 2015.28 | |
| News Corp Cl A (NWSA) | 4.8 | $491M | 27M | 18.20 | |
| Corteva (CTVA) | 4.7 | $482M | 8.2M | 58.78 | |
| salesforce (CRM) | 4.5 | $461M | 3.5M | 132.59 | |
| Zillow Group Cl C Cap Stk (Z) | 4.3 | $443M | 14M | 32.21 | |
| Johnson & Johnson (JNJ) | 4.2 | $431M | 2.4M | 176.65 | |
| eBay (EBAY) | 4.2 | $430M | 10M | 41.47 | |
| Transunion (TRU) | 3.8 | $391M | 6.9M | 56.75 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.8 | $391M | 4.4M | 88.23 | |
| S&p Global (SPGI) | 3.7 | $373M | 1.1M | 334.94 | |
| Microsoft Corporation (MSFT) | 3.6 | $369M | 1.5M | 239.82 | |
| Ritchie Bros. Auctioneers Inco | 2.8 | $283M | 4.9M | 57.83 | |
| Iaa | 2.3 | $234M | 5.8M | 40.00 | |
| News Corp CL B (NWS) | 2.3 | $231M | 13M | 18.44 | |
| World Wrestling Entmt Cl A | 1.1 | $116M | 1.7M | 68.52 | |
| Western Union Company (WU) | 1.1 | $113M | 8.2M | 13.77 | |
| Zillow Group Cl A (ZG) | 0.7 | $74M | 2.4M | 31.21 |
