Independent Franchise Partners Llp

13F-HR • 2025-03-31

Data Enrichment

100% identified

25 identified0 unidentified

Holdings

Manager:

25 positions • $14,020,622.461K total value

25 positions

Manager:

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Kenvue Inc.

9379037(+159.3%)

Value:

$224.9B(+191.2%)

TransUnion

2116568(+1.5%)

Value:

$175.7B(-9.2%)

Warner Bros. Discovery, Inc.

13068375

Value:

$140.2B

ZILLOW GROUP, INC.

2060399(+1.8%)

Value:

$137.8B(-4.0%)

RENTOKIL INITIAL PLC /FI

168001(-43.8%)

Value:

$3.8B(-49.2%)

Instrument	Shares		Other Manager	Value
Kenvue Inc.(KVUEcusip49177J102)	9.4M	QoQ +159.25% (+5.8M) YoY NEW(+9.4M)	All Managers (Combined)	$224.9M	QoQ +191.18% (+$147.7M) YoY NEW(+$224.9M)
Transunion(TRUcusip89400J107)	2.1M	QoQ +1.46% (-30.5K) YoY -72.44% (-5.6M)	All Managers (Combined)	$175.7M	QoQ -9.17% (-$17.7M) YoY -71.34% (-$437.3M)
Warner Bros. Discovery, Inc.(WBDcusip934423104)	13.1M	QoQ NEW(+13.1M) YoY NEW(+13.1M)	All Managers (Combined)	$140.2M	QoQ NEW(+$140.2M) YoY NEW(+$140.2M)
Zillow Group, Inc.(ZGcusip98954M101)	2.1M	QoQ +1.78% (-36.0K) YoY -5.98% (-131.3K)	All Managers (Combined)	$137.8M	QoQ -3.95% (-$5.7M) YoY +31.33% (-$32.9M)
Rentokil Initial Plc /Fi(RTOcusip760125104)	168.0K	QoQ -43.84% (-131.1K) YoY NEW(+168.0K)	All Managers (Combined)	$3.8M	QoQ -49.20% (-$3.7M) YoY NEW(+$3.8M)