13F HOLDINGS REPORT
Independent Franchise Partners LLP
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001172661-25-000776
Total Value
$13.32B
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 17,129,229 | $968.8M | 7.27% |
| 2 | CORTEVA INC | CTVA | 16,496,508 | $939.6M | 7.05% |
| 3 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 6,160,836 | $918.0M | 6.89% |
| 4 | RB GLOBAL INC | RBA | 9,663,962 | $871.8M | 6.54% |
| 5 | ZILLOW GROUP INC | Z | 10,882,613 | $805.9M | 6.05% |
| 6 | PHILIP MORRIS INTL INC | 718172109 | 6,643,831 | $799.6M | 6.00% |
| 7 | FOX CORP | FOX | 16,177,409 | $785.9M | 5.90% |
| 8 | JOHNSON & JOHNSON | JNJ | 5,194,471 | $751.2M | 5.64% |
| 9 | NEWS CORP NEW | NWSLL | 26,617,259 | $733.0M | 5.50% |
| 10 | AON PLC | AON | 2,016,972 | $724.4M | 5.44% |
| 11 | EBAY INC. | EBAY | 11,178,638 | $692.5M | 5.20% |
| 12 | ORACLE CORP | ORCL-PD | 4,138,455 | $689.6M | 5.18% |
| 13 | LIVE NATION ENTERTAINMENT IN | LYV | 4,693,986 | $607.9M | 4.56% |
| 14 | LAUDER ESTEE COS INC | 518439104 | 7,858,158 | $589.2M | 4.42% |
| 15 | ELECTRONIC ARTS INC | EA | 3,856,935 | $564.3M | 4.24% |
| 16 | TKO GROUP HOLDINGS INC | TKO | 3,409,140 | $484.5M | 3.64% |
| 17 | NEWS CORP NEW | NWSLL | 9,649,717 | $293.6M | 2.20% |
| 18 | FOX CORP | FOX | 5,706,386 | $261.0M | 1.96% |
| 19 | TRANSUNION | TRU | 2,086,050 | $193.4M | 1.45% |
| 20 | WARNER MUSIC GROUP CORP | WMG | 5,895,025 | $182.7M | 1.37% |
| 21 | ZILLOW GROUP INC | Z | 2,024,353 | $143.4M | 1.08% |
| 22 | ASPEN TECHNOLOGY INC | 29109X106 | 520,184 | $129.9M | 0.97% |
| 23 | SOLVENTUM CORP | SOLV | 1,603,154 | $105.9M | 0.80% |
| 24 | KENVUE INC | KVUE | 3,617,749 | $77.2M | 0.58% |
| 25 | RENTOKIL INITIAL PLC | RKLIF | 299,149 | $7.6M | 0.06% |