Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Bristol-myers Squibb COCOM | COM | $1,255,703,498 | 8.2% |
| Solventum Corp.COM SHS | COM SHS | $1,247,518,431 | 8.2% |
| Live Nation Entertainment INCOM | COM | $1,101,120,815 | 7.2% |
| TransunionCOM | COM | $1,008,275,675 | 6.6% |
| Kenvue Inc.COM | COM | $963,678,965 | 6.3% |
| Salesforce Inc.COM | COM | $911,579,004 | 6.0% |
| Aon PLCSHS CL A | SHS CL A | $877,964,523 | 5.8% |
| News Corp. NewCL A | CL A | $796,410,704 | 5.2% |
| Airbnb Inc.COM CL A | COM CL A | $776,140,628 | 5.1% |
| Johnson & JohnsonCOM | COM | $772,877,948 | 5.1% |
| Gartner Inc.COM | COM | $723,663,534 | 4.7% |
| Intercontinental Exchange INCOM | COM | $646,712,834 | 4.2% |
| Zillow Group Inc.CL C CAP STK | CL C CAP STK | $513,799,766 | 3.4% |
| Ebay Inc..COM | COM | $508,088,472 | 3.3% |
| Philip Morris Intl Inc.COM | COM | $466,445,318 | 3.1% |
| Fox Corp.CL A COM | CL A COM | $438,074,001 | 2.9% |
| Lauder Estee Cos Inc.CL A | CL A | $390,150,136 | 2.6% |
| Otis Worldwide Corp.COM | COM | $368,890,646 | 2.4% |
| Warner Music Group Corp.COM CL A | COM CL A | $351,850,554 | 2.3% |
| Fox Corp.CL B COM | CL B COM | $256,808,497 | 1.7% |
| News Corp. NewCL B | CL B | $253,209,427 | 1.7% |
| Warner Bros Discovery Inc.COM SER A | COM SER A | $217,490,493 | 1.4% |
| Zillow Group Inc.CL A | CL A | $115,220,033 | 0.8% |
| Ryan Specialty Holdings Inc.CL A | CL A | $99,904,992 | 0.7% |
| Corteva Inc.COM | COM | $94,438,835 | 0.6% |
| Tko Group Holdings Inc.CL A | CL A | $86,380,510 | 0.6% |
- Class
- COM
- Share
- 8.2%
- Class
- COM SHS
- Share
- 8.2%
- Class
- COM
- Share
- 7.2%
- Class
- COM
- Share
- 6.6%
- Class
- COM
- Share
- 6.3%
- Class
- COM
- Share
- 6.0%
- Class
- SHS CL A
- Share
- 5.8%
- Class
- CL A
- Share
- 5.2%
- Class
- COM CL A
- Share
- 5.1%
- Class
- COM
- Share
- 5.1%
- Class
- COM
- Share
- 4.7%
- Class
- COM
- Share
- 4.2%
- Class
- CL C CAP STK
- Share
- 3.4%
- Class
- COM
- Share
- 3.3%
- Class
- COM
- Share
- 3.1%
- Class
- CL A COM
- Share
- 2.9%
- Class
- CL A
- Share
- 2.6%
- Class
- COM
- Share
- 2.4%
- Class
- COM CL A
- Share
- 2.3%
- Class
- CL B COM
- Share
- 1.7%
- Class
- CL B
- Share
- 1.7%
- Class
- COM SER A
- Share
- 1.4%
- Class
- CL A
- Share
- 0.8%
- Class
- CL A
- Share
- 0.7%
- Class
- COM
- Share
- 0.6%
- Class
- CL A
- Share
- 0.6%
The share class is shown on a wider screen.
The 26 largest of 26 positions by value, with holdings of the same security combined. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1483866
- File number
- 028-13829
- Options
- 0 call, 0 put
- In the 25 largest
- 99.4%
- Prior quarter
- $14,289,822,035 at 31 March 2026
- Positions opened
- 0
- Positions closed
- 0
Common questions
What are Independent Franchise Partners’ 13F holdings worth?
$15,242,398,239 across 26 positions for the quarter ended 30 June 2026.
What is Independent Franchise Partners’ largest 13F holding?
BRISTOL-MYERS SQUIBB CO (COM) was the largest position at $1,255,703,498, or 8.2% of reported 13F value, as of 30 June 2026.
How concentrated is Independent Franchise Partners’ 13F portfolio?
The ten largest positions accounted for 63.7% of reported value and the twenty-five largest for 99.4%, across 26 positions as of 30 June 2026.
Does Form 13F show everything Independent Franchise Partners manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Independent Franchise Partners file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.