Independent Franchise Partners as of Dec. 31, 2023
Portfolio Holdings for Independent Franchise Partners
Independent Franchise Partners holds 25 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Rb Global (RBA) | 8.6 | $1.0B | 15M | 66.89 | |
| Intercontinental Exchange (ICE) | 6.6 | $779M | 6.1M | 128.43 | |
| Zillow Group Cl C Cap Stk (Z) | 6.4 | $750M | 13M | 57.86 | |
| News Corp Cl A (NWSA) | 6.3 | $738M | 30M | 24.55 | |
| Bristol Myers Squibb (BMY) | 6.1 | $722M | 14M | 51.31 | |
| Booking Holdings (BKNG) | 5.8 | $686M | 194k | 3547.22 | |
| Oracle Corporation (ORCL) | 5.0 | $593M | 5.6M | 105.43 | |
| Corteva (CTVA) | 5.0 | $589M | 12M | 47.92 | |
| Electronic Arts (EA) | 5.0 | $588M | 4.3M | 136.81 | |
| Aon Shs Cl A (AON) | 4.8 | $563M | 1.9M | 291.02 | |
| salesforce (CRM) | 4.7 | $557M | 2.1M | 263.14 | |
| Philip Morris International (PM) | 4.7 | $550M | 5.8M | 94.08 | |
| Transunion (TRU) | 4.6 | $543M | 7.9M | 68.71 | |
| Fox Corp Cl A Com (FOXA) | 4.4 | $521M | 18M | 29.67 | |
| eBay (EBAY) | 3.7 | $435M | 10M | 43.62 | |
| Johnson & Johnson (JNJ) | 3.1 | $361M | 2.3M | 156.74 | |
| Lauder Estee Cos Cl A (EL) | 3.1 | $360M | 2.5M | 146.25 | |
| S&p Global (SPGI) | 3.0 | $352M | 799k | 440.52 | |
| News Corp CL B (NWS) | 2.6 | $301M | 12M | 25.72 | |
| PerkinElmer (RVTY) | 1.8 | $211M | 1.9M | 109.31 | |
| Tko Group Holdings Cl A (TKO) | 1.2 | $145M | 1.8M | 81.58 | |
| Zillow Group Cl A (ZG) | 1.1 | $127M | 2.2M | 56.72 | |
| Fox Corp Cl B Com (FOX) | 0.8 | $98M | 3.6M | 27.65 | |
| Aspen Technology (AZPN) | 0.8 | $91M | 413k | 220.15 | |
| New York Times Cl A (NYT) | 0.8 | $88M | 1.8M | 48.99 |
