13F HOLDINGS REPORT
Independent Franchise Partners LLP
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001172661-25-001882
Total Value
$14.02B
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 6,192,424 | $1.07B | 7.62% |
| 2 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 17,393,791 | $1.06B | 7.57% |
| 3 | CORTEVA INC | CTVA | 16,785,300 | $1.06B | 7.53% |
| 4 | JOHNSON & JOHNSON | JNJ | 5,302,536 | $879.4M | 6.27% |
| 5 | EBAY INC. | EBAY | 11,689,267 | $791.7M | 5.65% |
| 6 | ZILLOW GROUP INC | Z | 11,153,697 | $764.7M | 5.45% |
| 7 | LIVE NATION ENTERTAINMENT IN | LYV | 5,698,560 | $744.1M | 5.31% |
| 8 | NEWS CORP NEW | NWSLL | 27,189,590 | $740.1M | 5.28% |
| 9 | FOX CORP | FOX | 12,888,660 | $729.5M | 5.20% |
| 10 | PHILIP MORRIS INTL INC | 718172109 | 4,353,531 | $691.0M | 4.93% |
| 11 | AON PLC | AON | 1,583,221 | $631.8M | 4.51% |
| 12 | ORACLE CORP | ORCL-PD | 4,198,933 | $587.1M | 4.19% |
| 13 | RB GLOBAL INC | RBA | 5,745,840 | $576.3M | 4.11% |
| 14 | ELECTRONIC ARTS INC | EA | 3,945,702 | $570.2M | 4.07% |
| 15 | LAUDER ESTEE COS INC | 518439104 | 7,976,434 | $526.4M | 3.75% |
| 16 | TKO GROUP HOLDINGS INC | TKO | 3,178,282 | $485.7M | 3.46% |
| 17 | SOLVENTUM CORP | SOLV | 5,820,724 | $442.6M | 3.16% |
| 18 | WARNER MUSIC GROUP CORP | WMG | 13,378,864 | $419.4M | 2.99% |
| 19 | NEWS CORP NEW | NWSLL | 9,728,572 | $295.5M | 2.11% |
| 20 | FOX CORP | FOX | 5,260,915 | $277.3M | 1.98% |
| 21 | KENVUE INC | KVUE | 9,379,037 | $224.9M | 1.60% |
| 22 | TRANSUNION | TRU | 2,116,568 | $175.7M | 1.25% |
| 23 | WARNER BROS DISCOVERY INC | WBD | 13,068,375 | $140.2M | 1.00% |
| 24 | ZILLOW GROUP INC | Z | 2,060,399 | $137.8M | 0.98% |
| 25 | RENTOKIL INITIAL PLC | RKLIF | 168,001 | $3.8M | 0.03% |