Independent Franchise Partners Llp

Investment Portfolio & 13F Holdings Analysis

About

Independent Franchise Partners LLP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 25 holdings worth $14.0 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 25
Total Value: 14020622461
Accession Number: 0001172661-25-001882
Form Type: 13F-HR
CIK: 0001483866
Manager Name: Independent Franchise Partners Llp

Data Enrichment

100% identified

25 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

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

25 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 1 of 2

Sort by:

Intercontinental Exchange, Inc.

ICE|45866F104

6192424(+0.5%)

Value:

$1.1T(+16.4%)

BRISTOL MYERS SQUIBB CO

BMY|110122108

17393791(+1.5%)

Value:

$1.1T(+9.5%)

Corteva, Inc.

CTVA|22052L104

16785300(+1.8%)

Value:

$1.1T(+12.4%)

JOHNSON & JOHNSON

JNJ|478160104

5302536(+2.1%)

Value:

$879.4B(+17.1%)

EBAY INC

EBAY|278642103

11689267(+4.6%)

Value:

$791.7B(+14.3%)

ZILLOW GROUP, INC.

Z|98954M200

11153697(+2.5%)

Value:

$764.7B(-5.1%)

Live Nation Entertainment, Inc.

LYV|538034109

5698560(+21.4%)

Value:

$744.1B(+22.4%)

NEWS CORP

NWSA|65249B109

27189590(+2.1%)

Value:

$740.1B(+1.0%)

Fox Corp

FOXA|35137L105

12888660(-20.3%)

Value:

$729.5B(-7.2%)

Philip Morris International Inc.

PM|718172109

4353531(-34.5%)

Value:

$691.0B(-13.6%)

Aon plc

AON|G0403H108

1583221(-21.5%)

Value:

$631.8B(-12.8%)

ORACLE CORP

ORCL|68389X105

4198933(+1.5%)

Value:

$587.1B(-14.9%)

RB GLOBAL INC.

RBA.TO|74935Q107

5745840(-40.5%)

Value:

$576.3B(-33.9%)

ELECTRONIC ARTS INC.

EA|285512109

3945702(+2.3%)

Value:

$570.2B(+1.1%)

ESTEE LAUDER COMPANIES INC

EL|518439104

7976434(+1.5%)

Value:

$526.4B(-10.7%)

TKO Group Holdings, Inc.

TKO|87256C101

3178282(-6.8%)

Value:

$485.7B(+0.2%)

Solventum Corp

SOLV|83444M101

5820724(+263.1%)

Value:

$442.6B(+317.9%)

Warner Music Group Corp.

WMG|934550203

13378864(+127.0%)

Value:

$419.4B(+129.5%)

NEWS CORP

NWS|65249B208

9728572(+0.8%)

Value:

$295.5B(+0.6%)

Fox Corp

FOX|35137L204

5260915(-7.8%)

Value:

$277.3B(+6.2%)

Instrument	Shares		Other Manager	Value
Intercontinental Exchange, Inc.(ICEcusip45866F104)	6.2M	QoQ +0.51% (+31.6K) YoY +4.55% (+269.9K)	All Managers (Combined)	$1.1B	QoQ +16.35% (+$150.2M) YoY +31.23% (+$254.3M)
Bristol Myers Squibb Co(BMYcusip110122108)	17.4M	QoQ +1.54% (+264.6K) YoY +23.84% (+3.3M)	All Managers (Combined)	$1.1B	QoQ +9.49% (+$92.0M) YoY +39.28% (+$299.2M)
Corteva, Inc.(CTVAcusip22052L104)	16.8M	QoQ +1.75% (+288.8K) YoY +16.37% (+2.4M)	All Managers (Combined)	$1.1B	QoQ +12.41% (+$116.7M) YoY +26.99% (+$224.5M)
Johnson & Johnson(JNJcusip478160104)	5.3M	QoQ +2.08% (+108.1K) YoY +30.91% (+1.3M)	All Managers (Combined)	$879.4M	QoQ +17.05% (+$128.1M) YoY +37.24% (+$238.6M)
Ebay Inc(EBAYcusip278642103)	11.7M	QoQ +4.56% (+510.6K) YoY +20.01% (+1.9M)	All Managers (Combined)	$791.7M	QoQ +14.32% (+$99.2M) YoY +54.00% (+$277.6M)
Zillow Group, Inc.(Zcusip98954M200)	11.2M	QoQ +2.49% (-271.1K) YoY -12.27% (-1.6M)	All Managers (Combined)	$764.7M	QoQ -5.10% (-$41.2M) YoY +23.30% (-$144.5M)
Live Nation Entertainment, Inc.(LYVcusip538034109)	5.7M	QoQ +21.40% (+1.0M) YoY NEW(+5.7M)	All Managers (Combined)	$744.1M	QoQ +22.41% (+$136.2M) YoY NEW(+$744.1M)
News Corp(NWSAcusip65249B109)	27.2M	QoQ +2.15% (+572.3K) YoY -5.64% (-1.6M)	All Managers (Combined)	$740.1M	QoQ +0.96% (+$7.1M) YoY -1.89% (-$14.3M)
Fox Corp(FOXAcusip35137L105)	12.9M	QoQ -20.32% (-3.3M) YoY -27.99% (-5.0M)	All Managers (Combined)	$729.5M	QoQ -7.17% (-$56.4M) YoY +30.34% (-$169.8M)
Philip Morris International Inc.(PMcusip718172109)	4.4M	QoQ -34.47% (-2.3M) YoY -38.53% (-2.7M)	All Managers (Combined)	$691.0M	QoQ -13.57% (-$108.5M) YoY +6.49% (-$42.1M)
Aon Plc(AONcusipG0403H108)	1.6M	QoQ -21.50% (-433.8K) YoY -32.92% (-777.1K)	All Managers (Combined)	$631.8M	QoQ -12.77% (-$92.6M) YoY -19.78% (-$155.9M)
Oracle Corp(ORCLcusip68389X105)	4.2M	QoQ +1.46% (-60.5K) YoY -23.56% (-1.3M)	All Managers (Combined)	$587.1M	QoQ -14.87% (-$102.6M) YoY -14.92% (-$102.9M)
Rb Global Inc.(RBA.TOcusip74935Q107)	5.7M	QoQ -40.54% (-3.9M) YoY -58.21% (-8.0M)	All Managers (Combined)	$576.3M	QoQ -33.89% (-$295.5M) YoY -44.97% (-$471.0M)
Electronic Arts Inc.(EAcusip285512109)	3.9M	QoQ +2.30% (+88.8K) YoY -5.65% (-236.5K)	All Managers (Combined)	$570.2M	QoQ +1.05% (+$6.0M) YoY +2.77% (-$15.4M)
Estee Lauder Companies Inc(ELcusip518439104)	8.0M	QoQ +1.50% (-118.3K) YoY +232.38% (+5.6M)	All Managers (Combined)	$526.4M	QoQ -10.65% (-$62.8M) YoY +42.31% (+$156.5M)
Tko Group Holdings, Inc.(TKOcusip87256C101)	3.2M	QoQ -6.77% (-230.9K) YoY -14.87% (-555.3K)	All Managers (Combined)	$485.7M	QoQ +0.24% (-$1.2M) YoY +50.54% (-$163.1M)
Solventum Corp(SOLVcusip83444M101)	5.8M	QoQ +263.07% (+4.2M) YoY NEW(+5.8M)	All Managers (Combined)	$442.6M	QoQ +317.93% (+$336.7M) YoY NEW(+$442.6M)
Warner Music Group Corp.(WMGcusip934550203)	13.4M	QoQ +126.95% (+7.5M) YoY NEW(+13.4M)	All Managers (Combined)	$419.4M	QoQ +129.51% (+$236.7M) YoY NEW(+$419.4M)
News Corp(NWScusip65249B208)	9.7M	QoQ +0.81% (+78.9K) YoY -13.69% (-1.5M)	All Managers (Combined)	$295.5M	QoQ +0.61% (+$1.8M) YoY -3.14% (-$9.6M)
Fox Corp(FOXcusip35137L204)	5.3M	QoQ -7.80% (-445.5K) YoY +19.90% (+873.3K)	All Managers (Combined)	$277.3M	QoQ +6.24% (-$16.3M) YoY +120.83% (+$151.7M)