Independent Franchise Partners as of March 31, 2024
Portfolio Holdings for Independent Franchise Partners
Independent Franchise Partners holds 23 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Rb Global (RBA) | 8.7 | $1.0B | 14M | 76.17 | |
| Corteva (CTVA) | 6.9 | $832M | 14M | 57.67 | |
| Intercontinental Exchange (ICE) | 6.7 | $814M | 5.9M | 137.43 | |
| Aon Shs Cl A (AON) | 6.5 | $788M | 2.4M | 333.72 | |
| Bristol Myers Squibb (BMY) | 6.3 | $762M | 14M | 54.23 | |
| News Corp Cl A (NWSA) | 6.2 | $754M | 29M | 26.18 | |
| Oracle Corporation (ORCL) | 5.7 | $690M | 5.5M | 125.61 | |
| Booking Holdings (BKNG) | 5.7 | $685M | 189k | 3627.88 | |
| Philip Morris International (PM) | 5.4 | $649M | 7.1M | 91.62 | |
| Johnson & Johnson (JNJ) | 5.3 | $641M | 4.1M | 158.19 | |
| Zillow Group Cl C Cap Stk (Z) | 5.1 | $620M | 13M | 48.78 | |
| Transunion (TRU) | 5.1 | $613M | 7.7M | 79.80 | |
| Fox Corp Cl A Com (FOXA) | 4.6 | $560M | 18M | 31.27 | |
| Electronic Arts (EA) | 4.6 | $555M | 4.2M | 132.67 | |
| eBay (EBAY) | 4.3 | $514M | 9.7M | 52.78 | |
| Lauder Estee Cos Cl A (EL) | 3.1 | $370M | 2.4M | 154.15 | |
| Tko Group Holdings Cl A (TKO) | 2.7 | $323M | 3.7M | 86.41 | |
| News Corp CL B (NWS) | 2.5 | $305M | 11M | 27.06 | |
| PerkinElmer (RVTY) | 1.6 | $198M | 1.9M | 105.00 | |
| Fox Corp Cl B Com (FOX) | 1.0 | $126M | 4.4M | 28.62 | |
| Aspen Technology (AZPN) | 0.9 | $109M | 512k | 213.28 | |
| Zillow Group Cl A (ZG) | 0.9 | $105M | 2.2M | 47.86 | |
| New York Times Cl A (NYT) | 0.3 | $31M | 715k | 43.22 |
