Funds › Independent Franchise Partners LLP
Independent Franchise Partners LLP
13F for Q3 2026, filed Nov 13, 2026. 28 positions worth $16.1B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | SOLV Solventum Corporation | 15.67M | $1.4B | 8.6% | -3.1% | 13F ↗ |
| 2 | BMY Bristol-Myers Squibb Company | 21.54M | $1.3B | 8.3% | -1.2% | 13F ↗ |
| 3 | CRM Salesforce, Inc. | 5.76M | $1.3B | 8.2% | -1.0% | 13F ↗ |
| 4 | ICE Intercontinental Exchange Inc. | 6.54M | $993.9M | 6.2% | +24.4% | 13F ↗ |
| 5 | OTIS Otis Worldwide Corporation | 15.11M | $972.0M | 6.0% | +193% | 13F ↗ |
| 6 | TRU TransUnion | 15.78M | $964.6M | 6.0% | +12.9% | 13F ↗ |
| 7 | LYV Live Nation Entertainment, Inc. | 5.64M | $955.3M | 5.9% | -6.2% | 13F ↗ |
| 8 | AON Aon plc | 3.40M | $941.7M | 5.8% | +28.5% | 13F ↗ |
| 9 | NWSA News Corporation Class A | 31.96M | $915.7M | 5.7% | -0.4% | 13F ↗ |
| 10 | IT Gartner, Inc. | 4.91M | $915.6M | 5.7% | -12.1% | 13F ↗ |
| 11 | JNJ Johnson & Johnson | 2.88M | $763.0M | 4.7% | -5.3% | 13F ↗ |
| 12 | ABNB Airbnb, Inc. | 4.32M | $693.4M | 4.3% | -20.4% | 13F ↗ |
| 13 | KVUE Kenvue Inc | 30.33M | $535.6M | 3.3% | -39.9% | 13F ↗ |
| 14 | FOXA Fox Corporation Class A | 8.26M | $517.5M | 3.2% | -1.6% | 13F ↗ |
| 15 | PM Philip Morris International Inc | 2.55M | $486.4M | 3.0% | -1.1% | 13F ↗ |
| 16 | Z Zillow Group, Inc. Class C | 16.12M | $437.3M | 2.7% | -1.1% | 13F ↗ |
| 17 | WMG Warner Music Group Corp. | 12.78M | $352.8M | 2.2% | -1.7% | 13F ↗ |
| 18 | FOX Fox Corporation Class B | 5.40M | $304.0M | 1.9% | -1.5% | 13F ↗ |
| 19 | NWS News Corporation Class B | 8.70M | $276.0M | 1.7% | -3.6% | 13F ↗ |
| 20 | EBAY eBay Inc. | 2.30M | $243.7M | 1.5% | -49.5% | 13F ↗ |
| 21 | Warner Bros Discovery Inc | 5.71M | $176.6M | 1.1% | -30.0% | 13F ↗ |
| 22 | BSX Boston Scientific Corporation | 3.54M | $154.6M | 1.0% | New | 13F ↗ |
| 23 | MRSH Marsh & McLennan Companies, Inc. | 800,862 | $136.7M | 0.8% | New | 13F ↗ |
| 24 | ZG Zillow Group, Inc. Class A | 3.63M | $100.7M | 0.6% | -1.1% | 13F ↗ |
| 25 | VRSK Verisk Analytics, Inc. | 467,088 | $78.4M | 0.5% | New | 13F ↗ |
| 26 | TKO TKO Group Holdings, Inc. | 416,377 | $74.8M | 0.5% | -3.0% | 13F ↗ |
| 27 | CTVA Corteva, Inc. | 852,111 | $66.2M | 0.4% | -23.6% | 13F ↗ |
| 28 | RTO Rentokil Initial plc · ADR | 1.45M | $28.6M | 0.2% | New | 13F ↗ |
Changes since Q2 2026
4 new, 4 added to, 20 trimmed, 2 exited, 0 unchanged. By estimated dollars.
New positions (4)
Added to (4)
Trimmed (20)
| KVUE Kenvue Inc | 30.33M | -39.9% | -$354.9M |
| EBAY eBay Inc. | 2.30M | -49.5% | -$238.5M |
| ABNB Airbnb, Inc. | 4.32M | -20.4% | -$177.9M |
| IT Gartner, Inc. | 4.91M | -12.1% | -$125.9M |
| Warner Bros Discovery Inc | 5.71M | -30.0% | -$75.9M |
| LYV Live Nation Entertainment, Inc. | 5.64M | -6.2% | -$62.7M |
| SOLV Solventum Corporation | 15.67M | -3.1% | -$43.9M |
| JNJ Johnson & Johnson | 2.88M | -5.3% | -$42.6M |
| CTVA Corteva, Inc. | 852,111 | -23.6% | -$20.4M |
| BMY Bristol-Myers Squibb Company | 21.54M | -1.2% | -$15.9M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 28 | $16.1B | Current | SEC ↗ |
| Q2 2026 | Aug 13, 2026 | 13F-HR | 26 | $15.2B | Current | SEC ↗ |
| Q1 2026 | May 14, 2026 | 13F-HR | 26 | $14.3B | Current | SEC ↗ |
| Q4 2025 | Feb 17, 2026 | 13F-HR | 27 | $15.7B | Current | SEC ↗ |
| Q3 2025 | Nov 14, 2025 | 13F-HR | 29 | $15.2B | Current | SEC ↗ |
| Q2 2025 | Aug 13, 2025 | 13F-HR | 25 | $15.0B | Current | SEC ↗ |
| Q1 2025 | May 14, 2025 | 13F-HR | 25 | $14.0B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer