Independent Franchise Partners as of June 30, 2024
Portfolio Holdings for Independent Franchise Partners
Independent Franchise Partners holds 24 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Rb Global (RBA) | 8.3 | $899M | 12M | 76.36 | |
| Intercontinental Exchange (ICE) | 7.1 | $772M | 5.6M | 136.89 | |
| Oracle Corporation (ORCL) | 7.0 | $759M | 5.4M | 141.20 | |
| Aon Shs Cl A (AON) | 6.5 | $707M | 2.4M | 293.58 | |
| Philip Morris International (PM) | 6.3 | $679M | 6.7M | 101.33 | |
| News Corp Cl A (NWSA) | 6.2 | $670M | 24M | 27.57 | |
| Fox Corp Cl A Com (FOXA) | 5.9 | $636M | 19M | 34.37 | |
| Bristol Myers Squibb (BMY) | 5.6 | $606M | 15M | 41.53 | |
| Corteva (CTVA) | 5.5 | $600M | 11M | 53.94 | |
| Electronic Arts (EA) | 5.2 | $565M | 4.1M | 139.33 | |
| Johnson & Johnson (JNJ) | 5.2 | $565M | 3.9M | 146.16 | |
| Zillow Group Cl C Cap Stk (Z) | 5.1 | $558M | 12M | 46.39 | |
| eBay (EBAY) | 4.6 | $499M | 9.3M | 53.72 | |
| Booking Holdings (BKNG) | 3.9 | $419M | 106k | 3961.50 | |
| Tko Group Holdings Cl A (TKO) | 3.5 | $380M | 3.5M | 107.99 | |
| Lauder Estee Cos Cl A (EL) | 3.4 | $369M | 3.5M | 106.40 | |
| News Corp CL B (NWS) | 2.4 | $264M | 9.3M | 28.39 | |
| Transunion (TRU) | 2.3 | $253M | 3.4M | 74.16 | |
| Fox Corp Cl B Com (FOX) | 1.5 | $161M | 5.0M | 32.02 | |
| Warner Music Group Corp Com Cl A (WMG) | 1.5 | $160M | 5.2M | 30.65 | |
| PerkinElmer (RVTY) | 1.0 | $112M | 1.1M | 104.86 | |
| Aspen Technology (AZPN) | 0.9 | $99M | 499k | 198.63 | |
| Zillow Group Cl A (ZG) | 0.9 | $94M | 2.1M | 45.04 | |
| New York Times Cl A (NYT) | 0.3 | $36M | 697k | 51.21 |
