Independent Franchise Partners as of June 30, 2026
Portfolio Holdings for Independent Franchise Partners
Independent Franchise Partners holds 26 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Bristol Myers Squibb (BMY) | 8.2 | $1.3B | 22M | 57.62 | |
| Solventum Corp Com Shs (SOLV) | 8.2 | $1.2B | 16M | 77.15 | |
| Live Nation Entertainment (LYV) | 7.2 | $1.1B | 6.0M | 183.11 | |
| Transunion (TRU) | 6.6 | $1.0B | 14M | 72.14 | |
| Kenvue (KVUE) | 6.3 | $964M | 50M | 19.11 | |
| salesforce (CRM) | 6.0 | $912M | 5.8M | 156.66 | |
| Aon Shs Cl A (AON) | 5.8 | $878M | 2.6M | 331.69 | |
| News Corp Cl A (NWSA) | 5.2 | $796M | 32M | 24.83 | |
| Airbnb Com Cl A (ABNB) | 5.1 | $776M | 5.4M | 143.10 | |
| Johnson & Johnson (JNJ) | 5.1 | $773M | 3.0M | 253.97 | |
| Gartner (IT) | 4.7 | $724M | 5.6M | 129.62 | |
| Intercontinental Exchange (ICE) | 4.2 | $647M | 5.3M | 123.11 | |
| Zillow Group Cl C Cap Stk (Z) | 3.4 | $514M | 16M | 31.52 | |
| eBay (EBAY) | 3.3 | $508M | 4.5M | 111.75 | |
| Philip Morris International (PM) | 3.1 | $466M | 2.6M | 180.91 | |
| Fox Corp Cl A Com (FOXA) | 2.9 | $438M | 8.4M | 52.16 | |
| Lauder Estee Cos Cl A (EL) | 2.6 | $390M | 4.9M | 78.95 | |
| Otis Worldwide Corp (OTIS) | 2.4 | $369M | 5.2M | 71.60 | |
| Warner Music Group Corp Com Cl A (WMG) | 2.3 | $352M | 13M | 27.07 | |
| Fox Corp Cl B Com (FOX) | 1.7 | $257M | 5.5M | 46.84 | |
| News Corp CL B (NWS) | 1.7 | $253M | 9.0M | 28.06 | |
| Warner Bros Discovery Com Ser A (WBD) | 1.4 | $218M | 8.2M | 26.66 | |
| Zillow Group Cl A (ZG) | 0.8 | $115M | 3.7M | 31.37 | |
| Ryan Specialty Holdings Cl A (RYAN) | 0.7 | $100M | 2.6M | 37.76 | |
| Corteva (CTVA) | 0.6 | $94M | 1.1M | 84.69 | |
| Tko Group Holdings Cl A (TKO) | 0.6 | $86M | 429k | 201.31 |
