Independent Franchise Partners as of Sept. 30, 2023
Portfolio Holdings for Independent Franchise Partners
Independent Franchise Partners holds 24 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Rb Global (RBA) | 8.6 | $994M | 16M | 62.50 | |
| Bristol Myers Squibb (BMY) | 7.4 | $856M | 15M | 58.04 | |
| Intercontinental Exchange (ICE) | 6.1 | $701M | 6.4M | 110.02 | |
| Corteva (CTVA) | 5.7 | $660M | 13M | 51.16 | |
| Aon Shs Cl A (AON) | 5.7 | $657M | 2.0M | 324.22 | |
| News Corp Cl A (NWSA) | 5.5 | $630M | 31M | 20.06 | |
| Zillow Group Cl C Cap Stk (Z) | 5.5 | $629M | 14M | 46.16 | |
| Oracle Corporation (ORCL) | 5.4 | $625M | 5.9M | 105.92 | |
| Booking Holdings (BKNG) | 5.4 | $624M | 202k | 3083.95 | |
| salesforce (CRM) | 5.0 | $582M | 2.9M | 202.78 | |
| Fox Corp Cl A Com (FOXA) | 5.0 | $581M | 19M | 31.20 | |
| Philip Morris International (PM) | 5.0 | $576M | 6.2M | 92.58 | |
| Electronic Arts (EA) | 4.7 | $543M | 4.5M | 120.40 | |
| Transunion (TRU) | 4.2 | $490M | 6.8M | 71.79 | |
| eBay (EBAY) | 4.0 | $462M | 11M | 44.09 | |
| S&p Global (SPGI) | 3.5 | $403M | 1.1M | 365.41 | |
| Johnson & Johnson (JNJ) | 3.3 | $376M | 2.4M | 155.75 | |
| Lauder Estee Cos Cl A (EL) | 3.2 | $373M | 2.6M | 144.55 | |
| News Corp CL B (NWS) | 2.2 | $259M | 12M | 20.87 | |
| Tko Group Holdings Cl A (TKO) | 1.2 | $138M | 1.6M | 84.06 | |
| Zillow Group Cl A (ZG) | 0.9 | $106M | 2.4M | 44.79 | |
| Fox Corp Cl B Com (FOX) | 0.9 | $102M | 3.5M | 28.88 | |
| Aspen Technology (AZPN) | 0.8 | $90M | 442k | 204.26 | |
| New York Times Cl A (NYT) | 0.7 | $80M | 1.9M | 41.20 |
