Independent Franchise Partners LLP Top Holdings and 13F Report (2025) About Independent Franchise Partners LLPInvestment ActivityIndependent Franchise Partners LLP has $14.02 billion in total holdings as of March 31, 2025.Independent Franchise Partners LLP owns shares of 25 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 8.04% of the portfolio was purchased this quarter.About 9.32% of the portfolio was sold this quarter.This quarter, Independent Franchise Partners LLP has purchased 25 new stocks and bought additional shares in 17 stocks.Independent Franchise Partners LLP sold shares of 7 stocks and completely divested from 1 stock this quarter.Largest Holdings Intercontinental Exchange $1,068,193,140Bristol-Myers Squibb $1,060,847,313Corteva $1,056,298,929Johnson & Johnson $879,372,570eBay $791,714,053 Largest New Holdings this Quarter 934423104 - Warner Bros. Discovery $140,223,663 Holding Largest Purchases this Quarter SOLVENTUM CORP 4,217,570 shares (about $320.70M)Warner Music Group 7,483,839 shares (about $234.62M)Warner Bros. Discovery 13,068,375 shares (about $140.22M)Kenvue 5,761,288 shares (about $138.16M)Live Nation Entertainment 1,004,574 shares (about $131.18M) Largest Sales this Quarter RB Global 3,918,122 shares (about $392.99M)Philip Morris International 2,290,300 shares (about $363.54M)FOX 3,288,749 shares (about $186.14M)AON 433,751 shares (about $173.11M)TKO GROUP HOLDINGS INC 230,858 shares (about $35.28M) 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$1,068,193,140$5,448,930 ▲0.5%6,192,4247.6%FinanceBMYBristol-Myers Squibb$1,060,847,313$16,135,636 ▲1.5%17,393,7917.6%MedicalCTVACorteva$1,056,298,929$18,173,681 ▲1.8%16,785,3007.5%Consumer StaplesJNJJohnson & Johnson$879,372,570$17,921,500 ▲2.1%5,302,5366.3%MedicalEBAYeBay$791,714,053$34,584,902 ▲4.6%11,689,2675.6%Retail/WholesaleZZillow Group$764,697,466$18,585,519 ▲2.5%11,153,6975.5%FinanceLYVLive Nation Entertainment$744,117,964$131,177,273 ▲21.4%5,698,5605.3%Consumer DiscretionaryNWSANews$740,100,639$15,578,850 ▲2.2%27,189,5905.3%Consumer DiscretionaryFOXAFOX$729,498,156$186,143,193 ▼-20.3%12,888,6605.2%Consumer DiscretionaryPMPhilip Morris International$691,035,975$363,539,319 ▼-34.5%4,353,5314.9%Consumer StaplesAONAON$631,847,668$173,105,686 ▼-21.5%1,583,2214.5%FinanceORCLOracle$587,052,822$8,455,429 ▲1.5%4,198,9334.2%Computer and TechnologyRBARB Global$576,307,752$392,987,637 ▼-40.5%5,745,8404.1%Business ServicesEAElectronic Arts$570,232,853$12,828,607 ▲2.3%3,945,7024.1%Consumer DiscretionaryELEstée Lauder Companies$526,444,644$7,806,216 ▲1.5%7,976,4343.8%Consumer StaplesTKO GROUP HOLDINGS INC$485,673,272$35,277,411 ▼-6.8%3,178,2823.5%CL ASOLVENTUM CORP$442,607,852$320,704,022 ▲263.1%5,820,7243.2%COM SHSWMGWarner Music Group$419,427,386$234,618,352 ▲127.0%13,378,8643.0%Consumer DiscretionaryNWSNews$295,456,731$2,394,826 ▲0.8%9,728,5722.1%Consumer DiscretionaryFOXFOX$277,302,829$23,480,776 ▼-7.8%5,260,9152.0%Consumer DiscretionaryKVUEKenvue$224,909,307$138,155,686 ▲159.3%9,379,0371.6%Consumer StaplesTRUTransUnion$175,653,978$2,532,689 ▲1.5%2,116,5681.3%Business ServicesWBDWarner Bros. Discovery$140,223,663$140,223,663 ▲New Holding13,068,3751.0%Consumer DiscretionaryZGZillow Group$137,758,277$2,410,036 ▲1.8%2,060,3991.0%FinanceRTORentokil Initial$3,847,222$3,003,288 ▼-43.8%168,0010.0%Business ServicesAZPNAspen Technology$0$129,853,531 ▼-100.0%00.0%Computer and TechnologyShowing 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. 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