Independent Franchise Partners as of March 31, 2026
Portfolio Holdings for Independent Franchise Partners
Independent Franchise Partners holds 26 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Bristol Myers Squibb (BMY) | 9.0 | $1.3B | 21M | 60.65 | |
| Solventum Corp Com Shs (SOLV) | 7.2 | $1.0B | 16M | 65.30 | |
| Live Nation Entertainment (LYV) | 6.3 | $894M | 5.9M | 152.51 | |
| Kenvue (KVUE) | 5.9 | $848M | 49M | 17.24 | |
| Transunion (TRU) | 5.9 | $839M | 12M | 69.19 | |
| Aon Shs Cl A (AON) | 5.8 | $835M | 2.6M | 322.78 | |
| Intercontinental Exchange (ICE) | 5.5 | $779M | 5.0M | 157.28 | |
| News Corp Cl A (NWSA) | 5.4 | $771M | 31M | 24.93 | |
| salesforce (CRM) | 5.3 | $753M | 4.0M | 186.67 | |
| Gartner (IT) | 5.1 | $729M | 4.6M | 158.34 | |
| Johnson & Johnson (JNJ) | 5.1 | $726M | 3.0M | 244.44 | |
| Airbnb Com Cl A (ABNB) | 4.7 | $666M | 5.3M | 126.28 | |
| eBay (EBAY) | 4.3 | $616M | 6.8M | 91.02 | |
| Zillow Group Cl C Cap Stk (Z) | 3.8 | $546M | 13M | 41.38 | |
| Fox Corp Cl A Com (FOXA) | 3.3 | $477M | 8.2M | 58.40 | |
| Lauder Estee Cos Cl A (EL) | 3.3 | $476M | 6.6M | 71.77 | |
| Philip Morris International (PM) | 3.0 | $423M | 2.6M | 165.34 | |
| Warner Music Group Corp Com Cl A (WMG) | 2.3 | $333M | 13M | 25.54 | |
| Fox Corp Cl B Com (FOX) | 2.0 | $282M | 5.3M | 53.10 | |
| News Corp CL B (NWS) | 1.8 | $260M | 9.1M | 28.51 | |
| Warner Bros Discovery Com Ser A (WBD) | 1.7 | $239M | 8.7M | 27.46 | |
| Zillow Group Cl A (ZG) | 0.8 | $113M | 2.7M | 41.39 | |
| Corteva (CTVA) | 0.7 | $100M | 1.2M | 83.71 | |
| Ryan Specialty Holdings Cl A (RYAN) | 0.7 | $95M | 2.8M | 33.74 | |
| Tko Group Holdings Cl A (TKO) | 0.6 | $92M | 458k | 201.65 | |
| Otis Worldwide Corp (OTIS) | 0.5 | $77M | 1.0M | 77.08 |
