Independent Franchise Partners Llp

CIK Number: 0001483866

14.02B
Market Value
23
# of Holdings
18 months
Avg. Holding Period
52.17%
Win Rate
17.82%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 BMY Bristol-Myers S...
48.55
-2.41% 17.13M +20.76% 968.83M 57.36 7.27%
2 CTVA Corteva, Inc.
74.07
+2.26% 16.5M +51.46% 939.64M 46.64 7.05%
3 ICE Intercontinenta...
179.54
+0.62% 6.16M +20.85% 918.03M 121.93 6.89%
4 RBA RB Global, Inc.
106.67
+0.35% 9.66M -9.87% 871.79M 60 6.54%
5 Z Zillow Group, I...
70.90
+0.75% 10.88M -7.26% 805.86M 55.11 6.05%
6 PM Philip Morris I...
183.22
-0.6% 6.64M +8.85% 799.59M 85.53 6.00%
7 FOXA Fox Corporation
55.23
+2.87% 16.18M -0.55% 785.9M 34.78 5.90%
8 JNJ Johnson & Johns...
155.09
-1.28% 5.19M +23.20% 751.22M 135.03 5.64%
9 NWSA News Corporatio...
28.24
+2.99% 26.62M +11.81% 733.04M 15.2 5.50%
10 AON Aon plc
349.64
-0.95% 2.02M +2.29% 724.42M 234.1 5.44%
11 EBAY eBay Inc.
77.68
+0.41% 11.18M +25.59% 692.52M 46.16 5.20%
12 ORCL Oracle Corporat...
210.16
-2.35% 4.14M +6.18% 689.63M 58.31 5.18%
13 LYV Live Nation Ent...
142.32
+3.00% 4.69M +207.65% 607.87M 123 4.56%
14 EL The Estée Laude...
74.41
+10.54% 7.86M +45.53% 589.2M 106.43 4.42%
15 EA Electronic Arts...
150.87
+1.61% 3.86M -2.69% 564.27M 111.92 4.24%
16 TKO TKO Group Holdi...
168.05
+3.05% 3.41M +7.42% 484.47M 89.02 3.64%
17 NWS News Corporatio...
32.26
+2.90% 9.65M +6.96% 293.64M 15.36 2.20%
18 FOX Fox Corporation
50.70
+2.84% 5.71M +15.36% 261.01M 33.22 1.96%
19 TRU TransUnion
85.89
+2.27% 2.09M +21.97% 193.4M 87.84 1.45%
20 WMG Warner Music Gr...
26.67
+1.25% 5.9M +16.61% 182.75M 30.36 1.37%
21 ZG Zillow Group, I...
69.66
+0.84% 2.02M -0.85% 143.43M 53.72 1.08%
22 SOLV Solventum Corpo...
74.46
+0.89% 1.6M +105.04% 105.9M 67.85 0.80%
23 KVUE Kenvue Inc.
21.63
+0.82% 3.62M -6.37% 77.24M 23.13 0.58%