Independent Franchise Partners as of Dec. 31, 2024
Portfolio Holdings for Independent Franchise Partners
Independent Franchise Partners holds 25 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Bristol Myers Squibb (BMY) | 7.3 | $969M | 17M | 56.56 | |
| Corteva (CTVA) | 7.1 | $940M | 17M | 56.96 | |
| Intercontinental Exchange (ICE) | 6.9 | $918M | 6.2M | 149.01 | |
| Rb Global (RBA) | 6.5 | $872M | 9.7M | 90.21 | |
| Zillow Group Cl C Cap Stk (Z) | 6.0 | $806M | 11M | 74.05 | |
| Philip Morris International (PM) | 6.0 | $800M | 6.6M | 120.35 | |
| Fox Corp Cl A Com (FOXA) | 5.9 | $786M | 16M | 48.58 | |
| Johnson & Johnson (JNJ) | 5.6 | $751M | 5.2M | 144.62 | |
| News Corp Cl A (NWSA) | 5.5 | $733M | 27M | 27.54 | |
| Aon Shs Cl A (AON) | 5.4 | $724M | 2.0M | 359.16 | |
| eBay (EBAY) | 5.2 | $693M | 11M | 61.95 | |
| Oracle Corporation (ORCL) | 5.2 | $690M | 4.1M | 166.64 | |
| Live Nation Entertainment (LYV) | 4.6 | $608M | 4.7M | 129.50 | |
| Lauder Estee Cos Cl A (EL) | 4.4 | $589M | 7.9M | 74.98 | |
| Electronic Arts (EA) | 4.2 | $564M | 3.9M | 146.30 | |
| Tko Group Holdings Cl A (TKO) | 3.6 | $485M | 3.4M | 142.11 | |
| News Corp CL B (NWS) | 2.2 | $294M | 9.6M | 30.43 | |
| Fox Corp Cl B Com (FOX) | 2.0 | $261M | 5.7M | 45.74 | |
| Transunion (TRU) | 1.5 | $193M | 2.1M | 92.71 | |
| Warner Music Group Corp Com Cl A (WMG) | 1.4 | $183M | 5.9M | 31.00 | |
| Zillow Group Cl A (ZG) | 1.1 | $143M | 2.0M | 70.85 | |
| Aspen Technology | 1.0 | $130M | 520k | 249.63 | |
| Solventum Corp Com Shs (SOLV) | 0.8 | $106M | 1.6M | 66.06 | |
| Kenvue (KVUE) | 0.6 | $77M | 3.6M | 21.35 | |
| Rentokil Initial Sponsored Adr (RTO) | 0.1 | $7.6M | 299k | 25.32 |
