Independent Franchise Partners LLP
An institutional investment manager in London. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 13, 2026. SEC CIK 1483866.
- Reported value$15.24bn
- Positions26
Holdings: 26 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Bristol-Myers Squibb CoBMY | COM | 110122108 | 1,256 | 8.2% | 21,792,841 | Added+517,367 | |
| Solventum CorpSOLV | COM SHS | 83444M101 | 1,248 | 8.2% | 16,170,038 | Added+436,543 | |
| Live Nation Entertainment inLYV | COM | 538034109 | 1,101 | 7.2% | 6,013,439 | Added+148,682 | |
| TransunionTRU | COM | 89400J107 | 1,008 | 6.6% | 13,976,652 | Added+1,844,708 | |
| Kenvue IncKVUE | COM | 49177J102 | 964 | 6.3% | 50,427,994 | Added+1,219,146 | |
| Salesforce IncCRM | COM | 79466L302 | 912 | 6.0% | 5,818,837 | Added+1,783,787 | |
| AON plc | SHS CL A | G0403H108 | 878 | 5.8% | 2,646,943 | Added+58,941 | |
| News Corp NewNWSA | CL A | 65249B109 | 796 | 5.2% | 32,074,535 | Added+1,149,961 | |
| Airbnb IncABNB | COM CL A | 009066101 | 776 | 5.1% | 5,423,764 | Added+148,103 | |
| Johnson & JohnsonJNJ | COM | 478160104 | 773 | 5.1% | 3,043,186 | Added+71,750 | |
| Gartner IncIT | COM | 366651107 | 724 | 4.7% | 5,582,962 | Added+982,191 | |
| Intercontinental Exchange inICE | COM | 45866F104 | 647 | 4.2% | 5,253,130 | Added+297,938 | |
| Zillow Group IncZG | CL C CAP STK | 98954M200 | 514 | 3.4% | 16,300,754 | Added+3,103,325 | |
| Ebay Inc.EBAY | COM | 278642103 | 508 | 3.3% | 4,546,653 | Reduced−2,225,579 | |
| Philip Morris International IncPM | COM | 718172109 | 466 | 3.1% | 2,578,328 | Added+17,762 | |
| Fox CorpFOXA | CL A COM | 35137L105 | 438 | 2.9% | 8,398,658 | Added+223,964 | |
| Lauder Estee Cos IncEL | CL A | 518439104 | 390 | 2.6% | 4,941,737 | Reduced−1,686,803 | |
| Otis Worldwide CorpOTIS | COM | 68902V107 | 369 | 2.4% | 5,152,104 | Added+4,149,820 | |
| Warner Music Group CorpWMG | COM CL A | 934550203 | 352 | 2.3% | 12,997,804 | Reduced−36,450 | |
| Fox CorpFOXA | CL B COM | 35137L204 | 257 | 1.7% | 5,482,675 | Added+174,794 | |
| News Corp NewNWSA | CL B | 65249B208 | 253 | 1.7% | 9,023,857 | Reduced−87,903 | |
| Warner Bros Discovery Inc | COM SER A | 934423104 | 217 | 1.4% | 8,157,933 | Reduced−539,797 | |
| Zillow Group IncZG | CL A | 98954M101 | 115 | 0.8% | 3,672,937 | Added+934,455 | |
| Ryan Specialty Holdings IncRYAN | CL A | 78351F107 | 99.9 | 0.7% | 2,645,789 | Reduced−175,065 | |
| Corteva IncCTVA | COM | 22052L104 | 94.4 | 0.6% | 1,115,112 | Reduced−73,784 | |
| TKO Group Holdings IncTKO | CL A | 87256C101 | 86.4 | 0.6% | 429,092 | Reduced−28,508 |
Source: SEC EDGAR, Form 13F-HR, accession 0001172661-26-003379 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.