Independent Franchise Partners LLP
CIK: 0001483866SEC EDGAR →
Portfolio Value
$13.4B
Holdings
27
As of
Q4 2025
New Positions
29
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | GARTNER INC | 3,308,566 | $834.7M | 6.24% |
| 2 | KENVUE INC | 48,146,476 | $830.5M | 6.20% |
| 3 | LAUDER ESTEE COS INC | 7,837,249 | $820.7M | 6.13% |
| 4 | LIVE NATION ENTERTAINMENT IN | 5,733,718 | $817.1M | 6.10% |
| 5 | TRANSUNION | 9,136,903 | $783.5M | 5.85% |
| 6 | INTERCONTINENTAL EXCHANGE IN | 4,831,853 | $782.6M | 5.85% |
| 7 | NEWS CORP NEW | 29,934,048 | $781.9M | 5.84% |
| 8 | JOHNSON & JOHNSON | 3,656,329 | $756.7M | 5.65% |
| 9 | ZILLOW GROUP INC | 10,953,405 | $747.2M | 5.58% |
| 10 | AON PLC | 2,115,523 | $746.5M | 5.58% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Communication Services | 10 | $4.7B | 34.9% |
| Consumer Defensive | 2 | $1.7B | 12.3% |
| Financial Services | 3 | $1.6B | 12.2% |
| Unknown | 2 | $1.3B | 9.6% |
| Industrials | 3 | $994.9M | 7.4% |
| Technology | 2 | $977.2M | 7.3% |
| Healthcare | 3 | $759.0M | 5.7% |
| Basic Materials | 1 | $703.5M | 5.3% |
| Consumer Cyclical | 1 | $698.5M | 5.2% |