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The Analysis of Independent Franchise Partners LLP's Holdings & P&L

Currently, Independent Franchise Partners LLP holds 26 types of securities in its portfolio with a total value $14.3B. In the most recent quarter, they have increased their positions in BMY (+21.3M shares, valued at $1.3B), SOLV (+15.7M shares, valued at $1.0B), LYV (+5.9M shares, valued at $894.4M); initiated new positions in BMY (+21.3M shares, valued at $1.3B), SOLV (+15.7M shares, valued at $1.0B), LYV (+5.9M shares, valued at $894.4M).

1M P&L

+262.6M+1.90%

3M P&L

-357.6M-2.48%

HY P&L

-680.1M-4.62%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Entertainment3.3B

24.9%

2Drug Manufacturers - General2.0B

15.0%

3Financial Data & Stock Exchanges1.6B

12.0%

Top Industries by Stock Count

1Entertainment8 stocks

32.0%

2Drug Manufacturers - General2 stocks

8.0%

3Financial Data & Stock Exchanges2 stocks

8.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BMY BRISTOL-MYERS SQUIBB CO21.3M sharesnew addition2026-03-312026-05-14

SOLV SOLVENTUM CORP15.7M sharesnew addition2026-03-312026-05-14

LYV LIVE NATION ENTERTAINMENT IN5.9M sharesnew addition2026-03-312026-05-14

KVUE KENVUE INC49.2M sharesnew addition2026-03-312026-05-14

TRU TRANSUNION12.1M sharesnew addition2026-03-312026-05-14

AON PLC AON PLC2.6M sharesnew addition2026-03-312026-05-14

ICE INTERCONTINENTAL EXCHANGE IN5.0M sharesnew addition2026-03-312026-05-14

NWSA NEWS CORP NEW30.9M sharesnew addition2026-03-312026-05-14

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CRM SALESFORCE INC4.0M sharesnew addition2026-03-312026-05-14

IT GARTNER INC4.6M sharesnew addition2026-03-312026-05-14

JNJ JOHNSON & JOHNSON3.0M sharesnew addition2026-03-312026-05-14

ABNB AIRBNB INC5.3M sharesnew addition2026-03-312026-05-14

EBAY EBAY INC.6.8M sharesnew addition2026-03-312026-05-14

Z ZILLOW GROUP INC13.2M sharesnew addition2026-03-312026-05-14

FOXA FOX CORP8.2M sharesnew addition2026-03-312026-05-14

EL LAUDER ESTEE COS INC6.6M sharesnew addition2026-03-312026-05-14

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PM PHILIP MORRIS INTL INC2.6M sharesnew addition2026-03-312026-05-14

WMG WARNER MUSIC GROUP CORP13.0M sharesnew addition2026-03-312026-05-14

FOX FOX CORP5.3M sharesnew addition2026-03-312026-05-14

NWS NEWS CORP NEW9.1M sharesnew addition2026-03-312026-05-14

WBD WARNER BROS DISCOVERY INC8.7M sharesnew addition2026-03-312026-05-14

ZG ZILLOW GROUP INC2.7M sharesnew addition2026-03-312026-05-14

CTVA CORTEVA INC1.2M sharesnew addition2026-03-312026-05-14

RYAN RYAN SPECIALTY HOLDINGS INC2.8M sharesnew addition2026-03-312026-05-14

Sponsored

TKO TKO GROUP HOLDINGS INC457.6K sharesnew addition2026-03-312026-05-14

OTIS OTIS WORLDWIDE CORP1.0M sharesnew addition2026-03-312026-05-14

BMY

BRISTOL-MYERS SQUIBB CO

New

Shares21.3M

Event2026-03-31

Filed2026-05-14

SOLV

SOLVENTUM CORP

New

Shares15.7M

Event2026-03-31

Filed2026-05-14

LYV

LIVE NATION ENTERTAINMENT IN

New

Shares5.9M

Event2026-03-31

Filed2026-05-14

KVUE

KENVUE INC

New

Shares49.2M

Event2026-03-31

Filed2026-05-14

TRU

TRANSUNION

New

Shares12.1M

Event2026-03-31

Filed2026-05-14

AON PLC

New

Shares2.6M

Event2026-03-31

Filed2026-05-14

ICE

INTERCONTINENTAL EXCHANGE IN

New

Shares5.0M

Event2026-03-31

Filed2026-05-14

NWSA

NEWS CORP NEW

New

Shares30.9M

Event2026-03-31

Filed2026-05-14

CRM

SALESFORCE INC

New

Shares4.0M

Event2026-03-31

Filed2026-05-14

GARTNER INC

New

Shares4.6M

Event2026-03-31

Filed2026-05-14

JNJ

JOHNSON & JOHNSON

New

Shares3.0M

Event2026-03-31

Filed2026-05-14

ABNB

AIRBNB INC

New

Shares5.3M

Event2026-03-31

Filed2026-05-14

EBAY

EBAY INC.

New

Shares6.8M

Event2026-03-31

Filed2026-05-14

ZILLOW GROUP INC

New

Shares13.2M

Event2026-03-31

Filed2026-05-14

FOXA

FOX CORP

New

Shares8.2M

Event2026-03-31

Filed2026-05-14

LAUDER ESTEE COS INC

New

Shares6.6M

Event2026-03-31

Filed2026-05-14

PHILIP MORRIS INTL INC

New

Shares2.6M

Event2026-03-31

Filed2026-05-14

WMG

WARNER MUSIC GROUP CORP

New

Shares13.0M

Event2026-03-31

Filed2026-05-14

FOX

FOX CORP

New

Shares5.3M

Event2026-03-31

Filed2026-05-14

NWS

NEWS CORP NEW

New

Shares9.1M

Event2026-03-31

Filed2026-05-14

WBD

WARNER BROS DISCOVERY INC

New

Shares8.7M

Event2026-03-31

Filed2026-05-14

ZILLOW GROUP INC

New

Shares2.7M

Event2026-03-31

Filed2026-05-14

CTVA

CORTEVA INC

New

Shares1.2M

Event2026-03-31

Filed2026-05-14

RYAN

RYAN SPECIALTY HOLDINGS INC

New

Shares2.8M

Event2026-03-31

Filed2026-05-14

TKO

TKO GROUP HOLDINGS INC

New

Shares457.6K

Event2026-03-31

Filed2026-05-14

OTIS

OTIS WORLDWIDE CORP

New

Shares1.0M

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available

Independent Franchise Partners LLP Institutional Holdings, Portfolio & P&L — TradeFomo