Independent Franchise Partners LLP Top Holdings and 13F Report (2025) About Independent Franchise Partners LLPInvestment ActivityIndependent Franchise Partners LLP has $15.03 billion in total holdings as of June 30, 2025.Independent Franchise Partners LLP owns shares of 25 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 8.20% of the portfolio was purchased this quarter.About 7.15% of the portfolio was sold this quarter.This quarter, Independent Franchise Partners LLP has purchased 25 new stocks and bought additional shares in 5 stocks.Independent Franchise Partners LLP sold shares of 20 stocks and completely divested from 0 stocks this quarter.Largest Holdings Intercontinental Exchange $1,120,145,812Corteva $998,364,751Bristol Myers Squibb $971,023,200News $866,948,181Live Nation Entertainment $853,265,491 Largest Purchases this Quarter Kenvue 21,886,537 shares (about $458.09M)SOLVENTUM CORP 4,320,342 shares (about $327.65M)TransUnion 2,530,335 shares (about $222.67M)Bristol Myers Squibb 3,583,163 shares (about $165.86M)News 1,980,941 shares (about $58.87M) Largest Sales this Quarter eBay 3,575,578 shares (about $266.24M)Corteva 3,389,825 shares (about $252.64M)Oracle 630,463 shares (about $137.84M)FOX 2,152,468 shares (about $120.62M)Philip Morris International 538,636 shares (about $98.10M) Sector Allocation Over TimeMap of 500 Largest Holdings ofIndependent Franchise Partners LLP Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorICEIntercontinental Exchange$1,120,145,812$15,978,219 ▼-1.4%6,105,3357.5%FinanceCTVACorteva$998,364,751$252,643,657 ▼-20.2%13,395,4756.6%Consumer StaplesBMYBristol Myers Squibb$971,023,200$165,864,615 ▲20.6%20,976,9546.5%MedicalNWSANews$866,948,181$58,873,566 ▲7.3%29,170,5315.8%Consumer DiscretionaryLYVLive Nation Entertainment$853,265,491$8,812,665 ▼-1.0%5,640,3065.7%Consumer DiscretionaryJNJJohnson & Johnson$801,042,079$8,920,294 ▼-1.1%5,244,1385.3%MedicalORCLOracle$780,174,596$137,838,126 ▼-15.0%3,568,4705.2%Computer and TechnologyZZillow Group$773,346,466$7,970,009 ▼-1.0%11,039,9215.1%Computer and TechnologySOLVENTUM CORP$769,098,445$327,654,737 ▲74.2%10,141,0665.1%COM SHSPMPhilip Morris International$694,806,826$98,101,775 ▼-12.4%3,814,8954.6%Consumer StaplesKVUEKenvue$654,388,463$458,085,219 ▲233.4%31,265,5744.4%Consumer StaplesELEstee Lauder Companies$637,676,589$6,819,278 ▼-1.1%7,892,0374.2%Consumer StaplesRBARB Global$605,068,602$5,082,147 ▼-0.8%5,697,9814.0%Business ServicesEBAYeBay$604,145,282$266,237,537 ▼-30.6%8,113,6894.0%Retail/WholesaleFOXAFOX$601,656,199$120,624,307 ▼-16.7%10,736,1924.0%Consumer DiscretionaryTKO GROUP HOLDINGS INC$572,431,257$5,857,152 ▼-1.0%3,146,0913.8%CL AEAElectronic Arts$545,396,101$84,732,508 ▼-13.4%3,415,1293.6%Consumer DiscretionaryAONAON$528,331,592$36,498,332 ▼-6.5%1,480,9163.5%FinanceTRUTransUnion$408,927,464$222,669,480 ▲119.5%4,646,9032.7%Business ServicesWMGWarner Music Group$361,752,239$2,688,016 ▼-0.7%13,280,1852.4%Consumer DiscretionaryNWSNews$323,334,969$10,452,336 ▼-3.1%9,423,9282.2%Consumer DiscretionaryFOXFOX$268,891,363$2,729,678 ▼-1.0%5,208,0451.8%Consumer DiscretionaryWBDWarner Bros. Discovery$149,414,609$348,968 ▼-0.2%13,037,9241.0%Consumer DiscretionaryZGZillow Group$139,618,029$1,498,698 ▼-1.1%2,038,5170.9%FinanceRTORentokil Initial$2,451,720$1,580,304 ▼-39.2%102,1550.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. 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