Independent Franchise Partners as of June 30, 2025
Portfolio Holdings for Independent Franchise Partners
Independent Franchise Partners holds 25 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Intercontinental Exchange (ICE) | 7.5 | $1.1B | 6.1M | 183.47 | |
| Corteva (CTVA) | 6.6 | $998M | 13M | 74.53 | |
| Bristol Myers Squibb (BMY) | 6.5 | $971M | 21M | 46.29 | |
| News Corp Cl A (NWSA) | 5.8 | $867M | 29M | 29.72 | |
| Live Nation Entertainment (LYV) | 5.7 | $853M | 5.6M | 151.28 | |
| Johnson & Johnson (JNJ) | 5.3 | $801M | 5.2M | 152.75 | |
| Oracle Corporation (ORCL) | 5.2 | $780M | 3.6M | 218.63 | |
| Zillow Group Cl C Cap Stk (Z) | 5.1 | $773M | 11M | 70.05 | |
| Solventum Corp Com Shs (SOLV) | 5.1 | $769M | 10M | 75.84 | |
| Philip Morris International (PM) | 4.6 | $695M | 3.8M | 182.13 | |
| Kenvue (KVUE) | 4.4 | $654M | 31M | 20.93 | |
| Lauder Estee Cos Cl A (EL) | 4.2 | $638M | 7.9M | 80.80 | |
| Rb Global (RBA) | 4.0 | $605M | 5.7M | 106.19 | |
| eBay (EBAY) | 4.0 | $604M | 8.1M | 74.46 | |
| Fox Corp Cl A Com (FOXA) | 4.0 | $602M | 11M | 56.04 | |
| Tko Group Holdings Cl A (TKO) | 3.8 | $572M | 3.1M | 181.95 | |
| Electronic Arts (EA) | 3.6 | $545M | 3.4M | 159.70 | |
| Aon Shs Cl A (AON) | 3.5 | $528M | 1.5M | 356.76 | |
| Transunion (TRU) | 2.7 | $409M | 4.6M | 88.00 | |
| Warner Music Group Corp Com Cl A (WMG) | 2.4 | $362M | 13M | 27.24 | |
| News Corp CL B (NWS) | 2.2 | $323M | 9.4M | 34.31 | |
| Fox Corp Cl B Com (FOX) | 1.8 | $269M | 5.2M | 51.63 | |
| Warner Bros Discovery Com Ser A (WBD) | 1.0 | $149M | 13M | 11.46 | |
| Zillow Group Cl A (ZG) | 0.9 | $140M | 2.0M | 68.49 | |
| Rentokil Initial Sponsored Adr (RTO) | 0.0 | $2.5M | 102k | 24.00 |
