Independent Franchise Partners LLP 13F Holdings · Q2 2026
Independent Franchise Partners LLP reported 26 securities worth $15.24B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: BMY (8.24%), SOLV (8.18%), LYV (7.22%). Among its top 25 positions this quarter: 18 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BMY | BRISTOL-MYERS SQUIBB CO | $1.26B | 8.24% | 21.8M | Added |
| 2 | SOLV | SOLVENTUM CORP | $1.25B | 8.18% | 16.2M | Added |
| 3 | LYV | LIVE NATION ENTERTAINMENT IN | $1.10B | 7.22% | 6.0M | Added |
| 4 | TRU | TRANSUNION | $1.01B | 6.61% | 14.0M | Added |
| 5 | KVUE | KENVUE INC | $963.7M | 6.32% | 50.4M | Added |
| 6 | CRM | SALESFORCE INC | $911.6M | 5.98% | 5.8M | Added |
| 7 | AON | AON PLC | $878.0M | 5.76% | 2.6M | Added |
| 8 | NWSA | NEWS CORP NEW | $796.4M | 5.22% | 32.1M | Added |
| 9 | ABNB | AIRBNB INC | $776.1M | 5.09% | 5.4M | Added |
| 10 | JNJ | JOHNSON & JOHNSON | $772.9M | 5.07% | 3.0M | Added |
| 11 | IT | GARTNER INC | $723.7M | 4.75% | 5.6M | Added |
| 12 | ICE | INTERCONTINENTAL EXCHANGE IN | $646.7M | 4.24% | 5.3M | Added |
| 13 | Z | ZILLOW GROUP INC | $513.8M | 3.37% | 16.3M | Added |
| 14 | EBAY | EBAY INC. | $508.1M | 3.33% | 4.5M | Trimmed |
| 15 | PM | PHILIP MORRIS INTL INC | $466.4M | 3.06% | 2.6M | Added |
| 16 | FOXA | FOX CORP | $438.1M | 2.87% | 8.4M | Added |
| 17 | EL | LAUDER ESTEE COS INC | $390.2M | 2.56% | 4.9M | Trimmed |
| 18 | OTIS | OTIS WORLDWIDE CORP | $368.9M | 2.42% | 5.2M | Added |
| 19 | WMG | WARNER MUSIC GROUP CORP | $351.9M | 2.31% | 13.0M | Trimmed |
| 20 | FOX | FOX CORP | $256.8M | 1.68% | 5.5M | Added |
| 21 | NWS | NEWS CORP NEW | $253.2M | 1.66% | 9.0M | Trimmed |
| 22 | WBD | WARNER BROS DISCOVERY INC | $217.5M | 1.43% | 8.2M | Trimmed |
| 23 | ZG | ZILLOW GROUP INC | $115.2M | 0.76% | 3.7M | Added |
| 24 | RYAN | RYAN SPECIALTY HOLDINGS INC | $99.9M | 0.66% | 2.6M | Trimmed |
| 25 | CTVA | CORTEVA INC | $94.4M | 0.62% | 1.1M | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR