Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Independent Franchise Partners LLP (CIK 1483866) reported $14.29B across 26 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BMY ($1.29B, 9.03%), SOLV ($1.03B, 7.19%), LYV ($894.4M, 6.26%), KVUE ($848.4M, 5.94%), TRU ($839.4M, 5.87%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BMY | BRISTOL-MYERS SQUIBB CO | $1.29B | 9.03% | 21.3M | Added |
| 2 | SOLV | SOLVENTUM CORP | $1.03B | 7.19% | 15.7M | Added |
| 3 | LYV | LIVE NATION ENTERTAINMENT IN | $894.4M | 6.26% | 5.9M | Added |
| 4 | KVUE | KENVUE INC | $848.4M | 5.94% | 49.2M | Added |
| 5 | TRU | TRANSUNION | $839.4M | 5.87% | 12.1M | Added |
| 6 | AON | AON PLC | $835.4M | 5.85% | 2.6M | Added |
| 7 | ICE | INTERCONTINENTAL EXCHANGE IN | $779.4M | 5.45% | 5.0M | Added |
| 8 | NWSA | NEWS CORP NEW | $770.9M | 5.40% | 30.9M | Added |
| 9 | CRM | SALESFORCE INC | $753.2M | 5.27% | 4.0M | Added |
| 10 | IT | GARTNER INC | $728.5M | 5.10% | 4.6M | Added |
| 11 | JNJ | JOHNSON & JOHNSON | $726.3M | 5.08% | 3.0M | Trimmed |
| 12 | ABNB | AIRBNB INC | $666.2M | 4.66% | 5.3M | Added |
| 13 | EBAY | EBAY INC. | $616.4M | 4.31% | 6.8M | Trimmed |
| 14 | Z | ZILLOW GROUP INC | $546.1M | 3.82% | 13.2M | Added |
| 15 | FOXA | FOX CORP | $477.4M | 3.34% | 8.2M | Trimmed |
| 16 | EL | LAUDER ESTEE COS INC | $475.7M | 3.33% | 6.6M | Trimmed |
| 17 | PM | PHILIP MORRIS INTL INC | $423.4M | 2.96% | 2.6M | Trimmed |
| 18 | WMG | WARNER MUSIC GROUP CORP | $332.9M | 2.33% | 13.0M | Trimmed |
| 19 | FOX | FOX CORP | $281.8M | 1.97% | 5.3M | Added |
| 20 | NWS | NEWS CORP NEW | $259.8M | 1.82% | 9.1M | Trimmed |
| 21 | WBD | WARNER BROS DISCOVERY INC | $238.8M | 1.67% | 8.7M | Trimmed |
| 22 | ZG | ZILLOW GROUP INC | $113.3M | 0.79% | 2.7M | Added |
| 23 | CTVA | CORTEVA INC | $99.5M | 0.70% | 1.2M | Trimmed |
| 24 | RYAN | RYAN SPECIALTY HOLDINGS INC | $95.2M | 0.67% | 2.8M | Added |
| 25 | TKO | TKO GROUP HOLDINGS INC | $92.3M | 0.65% | 457,600 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31