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CIK: 0001483866
Total reported value
$15.2B
$15.2B
25 檔
25.6%
At the close of Q3 2024, Independent Franchise Partners LLP disclosed equity holdings valued at approximately $15.2B, spread across 25 reported holdings.
In Q3 2024, Independent Franchise Partners LLP adopted a defensive or profit-taking posture, trimming 18 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RBA | Rb Global Inc | Stock-Industrials | 7.61% | — | -8.91% | |
| 2 | ICE | Intercontinental Exchange In | Stock-Financials | 7.22% | -1.21% | -9.56% | |
| 3 | Z | Zillow Group Inc - C | Stock-Comm Services | 6.61% | -0.45% | -2.39% | |
| 4 | PM | Philip Morris International | Stock-Consumer Staples | 6.54% | +0.10% | -8.93% | |
| 5 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 6.47% | -0.79% | -2.85% | |
| 6 | FOXA | Fox CORP - Class A | Stock-Comm Services | 6.07% | -0.47% | -12.05% | |
| 7 | JNJ | Johnson & Johnson | Stock-Healthcare | 6.03% | -0.01% | +9.17% | |
| 8 | AON | Aon plc | Stock-Financials | 6.02% | -0.09% | -18.16% | |
| 9 | ORCL | Oracle CORP | Stock-Tech | 5.86% | — | -27.48% | |
| 10 | CTVA | Corteva Inc | Stock-Materials | 5.65% | -0.08% | -2.04% | |
| 11 | NWSA | News CORP - Class A | Stock-Comm Services | 5.59% | -0.18% | -2.06% | |
| 12 | EBAY | Ebay Inc | Stock-Consumer Disc | 5.11% | -0.98% | -4.11% | |
| 13 | EA | Electronic Arts Inc | Stock-Comm Services | 5.01% | — | -2.19% | |
| 14 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 4.75% | -0.77% | +55.79% | |
| 15 | TKO | Tko Group Holdings Inc | Stock-Comm Services | 3.46% | -0.08% | -9.91% | |
| 16 | NWS | News CORP - Class B | Stock-Comm Services | 2.22% | -0.16% | -2.98% | |
| 17 | FOX | Fox CORP - Class B | Stock-Comm Services | 1.69% | -0.29% | -1.54% | |
| 18 | TRU | Transunion | Stock-Financials | 1.58% | +0.74% | -49.85% | |
| 19 | LYV | Live Nation Entertainment In | Stock-Comm Services | 1.47% | +0.96% | — | |
| 20 | WMG | Warner Music Group Corp-cl A | Stock-Other | 1.40% | -0.02% | -3.25% | |
| 21 | AZPN1USD | Aspen Technology Inc | Stock-Other | 1.17% | — | +11.30% | |
| 22 | ZG | Zillow Group Inc - A | Stock-Comm Services | 1.12% | -0.03% | -2.38% | |
| 23 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.79% | +0.38% | — | |
| 24 | SOLV | Solventum CORP | Stock-Healthcare | 0.48% | +0.99% | — | |
| 25 | RTO | Rentokil Initial Plc-sp Adr | Stock-Other | 0.08% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | Z | Zillow Group Inc - C | +1.5% | -2.39% | Trim |
| 2 | LYV | Live Nation Entertainment In | +1.5% | NEW | New buy |
| 3 | EL | Estee Lauder Companies-cl A | +1.4% | +55.79% | Add |
| 4 | BMY | Bristol-myers Squibb Co | +0.9% | -2.85% | Trim |
| 5 | JNJ | Johnson & Johnson | +0.8% | +9.17% | Add |
| 6 | KVUE | Kenvue Inc | +0.8% | NEW | New buy |
| 7 | EBAY | Ebay Inc | +0.5% | -4.11% | Trim |
| 8 | SOLV | Solventum CORP | +0.5% | NEW | New buy |
| 9 | PM | Philip Morris International | +0.3% | -8.93% | Trim |
| 10 | AZPN1USD | Aspen Technology Inc | +0.3% | +11.30% | Add |
| 11 | ZG | Zillow Group Inc - A | +0.3% | -2.38% | Trim |
| 12 | FOXA | Fox CORP - Class A | +0.2% | -12.05% | Trim |
| 13 | FOX | Fox CORP - Class B | +0.2% | -1.54% | Trim |
| 14 | CTVA | Corteva Inc | +0.1% | -2.04% | Trim |
| 15 | ICE | Intercontinental Exchange In | +0.1% | -9.56% | Trim |
| 16 | RTO | Rentokil Initial Plc-sp Adr | +0.1% | NEW | New buy |
| 17 | TKO | Tko Group Holdings Inc | 0% | -9.91% | Trim |
| 18 | WMG | Warner Music Group Corp-cl A | -0.1% | -3.25% | Trim |
| 19 | EA | Electronic Arts Inc | -0.2% | -2.19% | Trim |
| 20 | NWS | News CORP - Class B | -0.2% | -2.98% | Trim |
| 21 | NYT | New York Times Co-a | -0.3% | EXIT | Sold out |
| 22 | AON | Aon plc | -0.5% | -18.16% | Trim |
| 23 | NWSA | News CORP - Class A | -0.6% | -2.06% | Trim |
| 24 | RBA | Rb Global Inc | -0.7% | -8.91% | Trim |
| 25 | TRU | Transunion | -0.8% | -49.85% | Trim |
| 26 | RVTY | Revvity Inc | -1% | EXIT | Sold out |
| 27 | ORCL | Oracle CORP | -1.1% | -27.48% | Trim |
| 28 | BKNG | Booking Holdings Inc | -3.9% | EXIT | Sold out |
According to official SEC Form 13F filings, Independent Franchise Partners LLP reported a total U.S. public equity portfolio value of $15.2B across 25 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including RBA, ICE, Z) accounted for 25.6% of total reported equity market value during Q3 2024.
Top New Position Initiated
LYV
市值: $167.1M
Top Position Liquidated / Trimmed
BKNG
前期市值: $419.0M
During Q3 2024, Independent Franchise Partners LLP's top holdings by market value included RBA (7.6%)、ICE (7.2%)、Z (6.6%). The largest single position, RBA, represented 7.6% of total portfolio value.
In Q3 2024, Independent Franchise Partners LLP made 28 total portfolio adjustments, initiating 4 new buys, adding to 3 positions, trimming 18 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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