Independent Franchise Partners as of June 30, 2023
Portfolio Holdings for Independent Franchise Partners
Independent Franchise Partners holds 24 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Rb Global (RBA) | 8.1 | $965M | 16M | 60.00 | |
| Bristol Myers Squibb (BMY) | 6.7 | $802M | 13M | 63.95 | |
| Booking Holdings (BKNG) | 6.0 | $716M | 265k | 2700.33 | |
| Oracle Corporation (ORCL) | 5.9 | $708M | 5.9M | 119.09 | |
| Aon Shs Cl A (AON) | 5.9 | $704M | 2.0M | 345.20 | |
| Zillow Group Cl C Cap Stk (Z) | 5.8 | $690M | 14M | 50.26 | |
| Corteva (CTVA) | 5.4 | $647M | 11M | 57.30 | |
| Fox Corp Cl A Com (FOXA) | 5.4 | $640M | 19M | 34.00 | |
| Philip Morris International (PM) | 5.2 | $616M | 6.3M | 97.62 | |
| News Corp Cl A (NWSA) | 5.1 | $614M | 32M | 19.50 | |
| salesforce (CRM) | 5.1 | $611M | 2.9M | 211.26 | |
| Electronic Arts (EA) | 4.9 | $588M | 4.5M | 129.70 | |
| Intercontinental Exchange (ICE) | 4.8 | $573M | 5.1M | 113.08 | |
| Transunion (TRU) | 4.5 | $538M | 6.9M | 78.33 | |
| eBay (EBAY) | 3.9 | $471M | 11M | 44.69 | |
| S&p Global (SPGI) | 3.7 | $445M | 1.1M | 400.89 | |
| Microsoft Corporation (MSFT) | 3.6 | $426M | 1.3M | 340.54 | |
| Johnson & Johnson (JNJ) | 3.4 | $403M | 2.4M | 165.52 | |
| News Corp CL B (NWS) | 2.1 | $250M | 13M | 19.72 | |
| World Wrestling Entmt Cl A | 1.5 | $182M | 1.7M | 108.47 | |
| Zillow Group Cl A (ZG) | 1.0 | $117M | 2.4M | 49.20 | |
| Fox Corp Cl B Com (FOX) | 0.9 | $112M | 3.5M | 31.89 | |
| New York Times Cl A (NYT) | 0.6 | $76M | 1.9M | 39.38 | |
| Aspen Technology (AZPN) | 0.5 | $57M | 340k | 167.61 |
