Independent Franchise Partners as of March 31, 2025
Portfolio Holdings for Independent Franchise Partners
Independent Franchise Partners holds 25 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Intercontinental Exchange (ICE) | 7.6 | $1.1B | 6.2M | 172.50 | |
| Bristol Myers Squibb (BMY) | 7.6 | $1.1B | 17M | 60.99 | |
| Corteva (CTVA) | 7.5 | $1.1B | 17M | 62.93 | |
| Johnson & Johnson (JNJ) | 6.3 | $879M | 5.3M | 165.84 | |
| eBay (EBAY) | 5.6 | $792M | 12M | 67.73 | |
| Zillow Group Cl C Cap Stk (Z) | 5.5 | $765M | 11M | 68.56 | |
| Live Nation Entertainment (LYV) | 5.3 | $744M | 5.7M | 130.58 | |
| News Corp Cl A (NWSA) | 5.3 | $740M | 27M | 27.22 | |
| Fox Corp Cl A Com (FOXA) | 5.2 | $730M | 13M | 56.60 | |
| Philip Morris International (PM) | 4.9 | $691M | 4.4M | 158.73 | |
| Aon Shs Cl A (AON) | 4.5 | $632M | 1.6M | 399.09 | |
| Oracle Corporation (ORCL) | 4.2 | $587M | 4.2M | 139.81 | |
| Rb Global (RBA) | 4.1 | $576M | 5.7M | 100.30 | |
| Electronic Arts (EA) | 4.1 | $570M | 3.9M | 144.52 | |
| Lauder Estee Cos Cl A (EL) | 3.8 | $526M | 8.0M | 66.00 | |
| Tko Group Holdings Cl A (TKO) | 3.5 | $486M | 3.2M | 152.81 | |
| Solventum Corp Com Shs (SOLV) | 3.2 | $443M | 5.8M | 76.04 | |
| Warner Music Group Corp Com Cl A (WMG) | 3.0 | $419M | 13M | 31.35 | |
| News Corp CL B (NWS) | 2.1 | $296M | 9.7M | 30.37 | |
| Fox Corp Cl B Com (FOX) | 2.0 | $277M | 5.3M | 52.71 | |
| Kenvue (KVUE) | 1.6 | $225M | 9.4M | 23.98 | |
| Transunion (TRU) | 1.3 | $176M | 2.1M | 82.99 | |
| Warner Bros Discovery Com Ser A (WBD) | 1.0 | $140M | 13M | 10.73 | |
| Zillow Group Cl A (ZG) | 1.0 | $138M | 2.1M | 66.86 | |
| Rentokil Initial Sponsored Adr (RTO) | 0.0 | $3.8M | 168k | 22.90 |
