Independent Franchise Partners LLP
Institutional investor · Portfolio as of Q1 2026
SEC EDGAR SourceSEC Filings
Independent Franchise Partners LLP manages $14.3B across 26 positions as of Q1 2026. Top holdings: BMY (9.0%), SOLV (7.2%), LYV (6.3%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 4.5/5.0.
Q1 2026 Summary
Exited 1, increased 15, trimmed 11. Top move: CRM (INCREASED, conviction 100). Portfolio: $14.3B across 26 positions.
Top holdings by portfolio weight
BMY9.03%
SOLV7.19%
LYV6.26%
KVUE5.94%
TRU5.87%
AON5.85%
ICE5.45%
NWSA5.40%
CRM5.27%
IT5.10%
Other5.08%
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Top Holdings26 positions
Activity:
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction | |
|---|---|---|---|---|---|---|---|---|
BRISTOL-MYERS SQUIBB CO | 21.3M | $1.3B | 9.0% | $48.09 | +18.53% | 27 qtrssince 2019-Q3 | Increased 64 | |
SOLVENTUM CORP | 15.7M | $1B | 7.2% | $74.44 | -0.24% | 7 qtrssince 2024-Q3 | Increased 64 | |
LIVE NATION ENTERTAINMENT IN | 5.9M | $894.4M | 6.3% | $125.51 | +34.55% | 7 qtrssince 2024-Q3 | Increased 64 | |
KENVUE INC | 49.2M | $848.4M | 5.9% | $19.48 | -12.23% | 7 qtrssince 2024-Q3 | Increased 64 | |
TRANSUNION | 12.1M | $839.4M | 5.9% | $85.00 | -22.05% | 17 qtrssince 2022-Q1 | Increased 80 | |
AON PLC | 2.6M | $835.4M | 5.8% | $278.40 | +13.94% | 23 qtrssince 2020-Q3 | Increased 75 | |
INTERCONTINENTAL EXCHANGE IN | 5M | $779.4M | 5.5% | $119.01 | +29.60% | 20 qtrssince 2021-Q2 | Increased 64 | |
NEWS CORP NEW | 30.9M | $770.9M | 5.4% | $16.21 | +60.79% | 29 qtrssince 2019-Q1 | Increased 65 | |
SALESFORCE INC | 4M | $753.2M | 5.3% | $205.37 | -15.51% | 2 qtrssince 2025-Q4 | Increased 100 | |
GARTNER INC | 4.6M | $728.5M | 5.1% | $233.95 | -37.50% | 3 qtrssince 2025-Q3 | Increased 82 | |
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer