Independent Franchise Partners as of March 31, 2023
Portfolio Holdings for Independent Franchise Partners
Independent Franchise Partners holds 23 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ritchie Bros. Auctioneers Inco | 7.5 | $836M | 15M | 56.29 | |
| Bristol Myers Squibb (BMY) | 7.4 | $817M | 12M | 69.31 | |
| salesforce (CRM) | 7.1 | $786M | 3.9M | 199.78 | |
| Oracle Corporation (ORCL) | 6.7 | $743M | 8.0M | 92.92 | |
| Booking Holdings (BKNG) | 6.3 | $701M | 264k | 2652.41 | |
| Fox Corp Cl A Com (FOXA) | 5.8 | $646M | 19M | 34.05 | |
| Aon Shs Cl A (AON) | 5.8 | $642M | 2.0M | 315.29 | |
| Zillow Group Cl C Cap Stk (Z) | 5.5 | $608M | 14M | 44.47 | |
| Philip Morris International (PM) | 5.4 | $605M | 6.2M | 97.25 | |
| Electronic Arts (EA) | 4.9 | $545M | 4.5M | 120.45 | |
| Intercontinental Exchange (ICE) | 4.7 | $527M | 5.1M | 104.29 | |
| News Corp Cl A (NWSA) | 4.6 | $514M | 30M | 17.27 | |
| Corteva (CTVA) | 4.4 | $493M | 8.2M | 60.31 | |
| eBay (EBAY) | 4.2 | $467M | 11M | 44.37 | |
| Transunion (TRU) | 3.8 | $426M | 6.9M | 62.14 | |
| Microsoft Corporation (MSFT) | 3.8 | $418M | 1.4M | 288.30 | |
| S&p Global (SPGI) | 3.4 | $382M | 1.1M | 344.77 | |
| Johnson & Johnson (JNJ) | 3.4 | $377M | 2.4M | 155.00 | |
| News Corp CL B (NWS) | 2.0 | $220M | 13M | 17.43 | |
| World Wrestling Entmt Cl A | 1.4 | $150M | 1.6M | 91.26 | |
| Zillow Group Cl A (ZG) | 0.9 | $104M | 2.4M | 43.70 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $60M | 578k | 103.73 | |
| New York Times Cl A (NYT) | 0.4 | $45M | 1.2M | 38.88 |
