Independent Franchise Partners as of Sept. 30, 2025
Portfolio Holdings for Independent Franchise Partners
Independent Franchise Partners holds 29 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Solventum Corp Com Shs (SOLV) | 6.2 | $942M | 13M | 73.00 | |
| Bristol Myers Squibb (BMY) | 6.1 | $930M | 21M | 45.10 | |
| Live Nation Entertainment (LYV) | 6.0 | $905M | 5.5M | 163.40 | |
| News Corp Cl A (NWSA) | 5.8 | $884M | 29M | 30.71 | |
| Johnson & Johnson (JNJ) | 5.6 | $851M | 4.6M | 185.42 | |
| Gartner (IT) | 5.5 | $840M | 3.2M | 262.87 | |
| Zillow Group Cl C Cap Stk (Z) | 5.5 | $837M | 11M | 77.05 | |
| Intercontinental Exchange (ICE) | 5.3 | $806M | 4.8M | 168.48 | |
| Aon Shs Cl A (AON) | 4.9 | $748M | 2.1M | 356.58 | |
| Corteva (CTVA) | 4.6 | $703M | 10M | 67.63 | |
| Lauder Estee Cos Cl A (EL) | 4.5 | $683M | 7.8M | 88.12 | |
| eBay (EBAY) | 4.4 | $670M | 7.4M | 90.95 | |
| Fox Corp Cl A Com (FOXA) | 4.4 | $667M | 11M | 63.06 | |
| Philip Morris International (PM) | 4.0 | $612M | 3.8M | 162.20 | |
| Electronic Arts (EA) | 3.6 | $551M | 2.7M | 201.70 | |
| Airbnb Com Cl A (ABNB) | 3.3 | $506M | 4.2M | 121.42 | |
| Kenvue (KVUE) | 3.3 | $500M | 31M | 16.23 | |
| Warner Music Group Corp Com Cl A (WMG) | 3.0 | $448M | 13M | 34.06 | |
| Transunion (TRU) | 2.5 | $383M | 4.6M | 83.78 | |
| Rb Global (RBA) | 2.1 | $318M | 2.9M | 108.36 | |
| News Corp CL B (NWS) | 2.1 | $317M | 9.2M | 34.55 | |
| Fox Corp Cl B Com (FOX) | 1.9 | $293M | 5.1M | 57.29 | |
| Warner Bros Discovery Com Ser A (WBD) | 1.7 | $256M | 13M | 19.53 | |
| Zillow Group Cl A (ZG) | 1.0 | $149M | 2.0M | 74.44 | |
| Tko Group Holdings Cl A (TKO) | 0.7 | $114M | 563k | 201.96 | |
| Otis Worldwide Corp (OTIS) | 0.7 | $100M | 1.1M | 91.43 | |
| Ryan Specialty Holdings Cl A (RYAN) | 0.6 | $96M | 1.7M | 56.36 | |
| Oracle Corporation (ORCL) | 0.3 | $43M | 151k | 281.24 | |
| Rentokil Initial Sponsored Adr (RTO) | 0.1 | $20M | 779k | 25.25 |
