Filer Name: INDEPENDENT FRANCHISE PARTNERS LLP
CIK: 1483866
Period: 2024-12-31
Filed At: 2025-02-13
Number of Holdings: 25
Portfolio Value: $13.32B

Independent Franchise Partners Llp Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
BMY US BRISTOL-MYERS SQUIBB CO 17,129,229 $969M 7.27% 20.8% -
CTVA US CORTEVA INC 16,496,508 $940M 7.05% 51.5% -
ICE US INTERCONTINENTAL EXCHANGE IN 6,160,836 $918M 6.89% 20.8% -
RBA US RB GLOBAL INC 9,663,962 $872M 6.54% -9.9% -
Z US ZILLOW GROUP INC - C 10,882,613 $806M 6.05% -7.3% -
PM US PHILIP MORRIS INTERNATIONAL 6,643,831 $800M 6.00% 8.9% -
FOXA US FOX CORP - CLASS A 16,177,409 $786M 5.90% -0.6% -
JNJ US JOHNSON & JOHNSON 5,194,471 $751M 5.64% 23.2% -
NWSA US NEWS CORP - CLASS A 26,617,259 $733M 5.50% 11.8% -
AON US AON PLC-CLASS A 2,016,972 $724M 5.44% 2.3% -
EBAY US EBAY INC 11,178,638 $693M 5.20% 25.6% -
ORCL US ORACLE CORP 4,138,455 $690M 5.18% 6.2% -
LYV US LIVE NATION ENTERTAINMENT IN 4,693,986 $608M 4.56% 207.6% -
EL US ESTEE LAUDER COMPANIES-CL A 7,858,158 $589M 4.42% 45.5% -
EA US ELECTRONIC ARTS INC 3,856,935 $564M 4.24% -2.7% -
TKO US TKO GROUP HOLDINGS INC 3,409,140 $484M 3.64% 7.4% -
NWS US NEWS CORP - CLASS B 9,649,717 $294M 2.20% 7.0% -
FOX US FOX CORP - CLASS B 5,706,386 $261M 1.96% 15.4% -
TRU US TRANSUNION 2,086,050 $193M 1.45% 22.0% -
WMG US WARNER MUSIC GROUP CORP-CL A 5,895,025 $183M 1.37% 16.6% -
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