Independent Franchise Partners as of Dec. 31, 2025
Portfolio Holdings for Independent Franchise Partners
Independent Franchise Partners holds 27 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Solventum Corp Com Shs (SOLV) | 7.7 | $1.2B | 15M | 79.24 | |
| Bristol Myers Squibb (BMY) | 7.1 | $1.1B | 21M | 53.94 | |
| Gartner (IT) | 5.3 | $835M | 3.3M | 252.28 | |
| Kenvue (KVUE) | 5.3 | $831M | 48M | 17.25 | |
| Lauder Estee Cos Cl A (EL) | 5.2 | $821M | 7.8M | 104.72 | |
| Live Nation Entertainment (LYV) | 5.2 | $817M | 5.7M | 142.50 | |
| Transunion (TRU) | 5.0 | $784M | 9.1M | 85.75 | |
| Intercontinental Exchange (ICE) | 5.0 | $783M | 4.8M | 161.96 | |
| News Corp Cl A (NWSA) | 5.0 | $782M | 30M | 26.12 | |
| Johnson & Johnson (JNJ) | 4.8 | $757M | 3.7M | 206.95 | |
| Zillow Group Cl C Cap Stk (Z) | 4.8 | $747M | 11M | 68.22 | |
| Aon Shs Cl A (AON) | 4.7 | $747M | 2.1M | 352.88 | |
| Fox Corp Cl A Com (FOXA) | 4.5 | $714M | 9.8M | 73.07 | |
| Corteva (CTVA) | 4.5 | $704M | 11M | 67.03 | |
| Airbnb Com Cl A (ABNB) | 4.4 | $699M | 5.1M | 135.72 | |
| eBay (EBAY) | 4.3 | $675M | 7.7M | 87.10 | |
| Philip Morris International (PM) | 3.9 | $613M | 3.8M | 160.40 | |
| Warner Music Group Corp Com Cl A (WMG) | 2.6 | $402M | 13M | 30.67 | |
| Warner Bros Discovery Com Ser A (WBD) | 2.3 | $366M | 13M | 28.82 | |
| Fox Corp Cl B Com (FOX) | 2.1 | $336M | 5.2M | 64.93 | |
| News Corp CL B (NWS) | 1.7 | $272M | 9.2M | 29.63 | |
| salesforce (CRM) | 0.9 | $143M | 538k | 264.91 | |
| Zillow Group Cl A (ZG) | 0.9 | $138M | 2.0M | 68.23 | |
| Rb Global (RBA) | 0.8 | $119M | 1.2M | 102.87 | |
| Ryan Specialty Holdings Cl A (RYAN) | 0.7 | $109M | 2.1M | 51.63 | |
| Tko Group Holdings Cl A (TKO) | 0.6 | $102M | 486k | 209.00 | |
| Otis Worldwide Corp (OTIS) | 0.6 | $93M | 1.1M | 87.35 |
