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CIK: 0001483866
Total reported value
$15.2B
$15.2B
25 檔
29.6%
As reported in its official Q4 2024 Form 13F filing, Independent Franchise Partners LLP's tracked investment portfolio stood at $15.2B with 25 total positions.
In Q4 2024, Independent Franchise Partners LLP displayed an active expansion posture, initiating 0 new positions and adding to 17 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 7.27% | -0.79% | +20.76% | |
| 2 | CTVA | Corteva Inc | Stock-Materials | 7.05% | -0.08% | +51.46% | |
| 3 | ICE | Intercontinental Exchange In | Stock-Financials | 6.89% | -1.21% | +20.85% | |
| 4 | RBA | Rb Global Inc | Stock-Industrials | 6.54% | — | -9.87% | |
| 5 | Z | Zillow Group Inc - C | Stock-Comm Services | 6.05% | -0.45% | -7.26% | |
| 6 | PM | Philip Morris International | Stock-Consumer Staples | 6.00% | +0.10% | +8.85% | |
| 7 | FOXA | Fox CORP - Class A | Stock-Comm Services | 5.90% | -0.47% | -0.55% | |
| 8 | JNJ | Johnson & Johnson | Stock-Healthcare | 5.64% | -0.01% | +23.20% | |
| 9 | NWSA | News CORP - Class A | Stock-Comm Services | 5.50% | -0.18% | +11.81% | |
| 10 | AON | Aon plc | Stock-Financials | 5.44% | -0.09% | +2.29% | |
| 11 | EBAY | Ebay Inc | Stock-Consumer Disc | 5.20% | -0.98% | +25.59% | |
| 12 | ORCL | Oracle CORP | Stock-Tech | 5.18% | — | +6.18% | |
| 13 | LYV | Live Nation Entertainment In | Stock-Comm Services | 4.56% | +0.96% | +207.65% | |
| 14 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 4.42% | -0.77% | +45.53% | |
| 15 | EA | Electronic Arts Inc | Stock-Comm Services | 4.24% | — | -2.69% | |
| 16 | TKO | Tko Group Holdings Inc | Stock-Comm Services | 3.64% | -0.08% | +7.42% | |
| 17 | NWS | News CORP - Class B | Stock-Comm Services | 2.20% | -0.16% | +6.96% | |
| 18 | FOX | Fox CORP - Class B | Stock-Comm Services | 1.96% | -0.29% | +15.36% | |
| 19 | TRU | Transunion | Stock-Financials | 1.45% | +0.74% | +21.97% | |
| 20 | WMG | Warner Music Group Corp-cl A | Stock-Other | 1.37% | -0.02% | +16.61% | |
| 21 | ZG | Zillow Group Inc - A | Stock-Comm Services | 1.08% | -0.03% | -0.85% | |
| 22 | AZPN1USD | Aspen Technology Inc | Stock-Other | 0.97% | — | -6.37% | |
| 23 | SOLV | Solventum CORP | Stock-Healthcare | 0.80% | +0.99% | +105.04% | |
| 24 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.58% | +0.38% | -6.37% | |
| 25 | RTO | Rentokil Initial Plc-sp Adr | Stock-Other | 0.06% | — | -13.44% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LYV | Live Nation Entertainment In | +3.1% | +207.65% | Add |
| 2 | CTVA | Corteva Inc | +1.4% | +51.46% | Add |
| 3 | BMY | Bristol-myers Squibb Co | +0.8% | +20.76% | Add |
| 4 | SOLV | Solventum CORP | +0.3% | +105.04% | Add |
| 5 | FOX | Fox CORP - Class B | +0.3% | +15.36% | Add |
| 6 | TKO | Tko Group Holdings Inc | +0.2% | +7.42% | Add |
| 7 | EBAY | Ebay Inc | +0.1% | +25.59% | Add |
| 8 | NWS | News CORP - Class B | 0% | +6.96% | Add |
| 9 | RTO | Rentokil Initial Plc-sp Adr | 0% | -13.44% | Trim |
| 10 | WMG | Warner Music Group Corp-cl A | 0% | +16.61% | Add |
| 11 | ZG | Zillow Group Inc - A | 0% | -0.85% | Trim |
| 12 | NWSA | News CORP - Class A | -0.1% | +11.81% | Add |
| 13 | TRU | Transunion | -0.1% | +21.97% | Add |
| 14 | FOXA | Fox CORP - Class A | -0.2% | -0.55% | Trim |
| 15 | AZPN1USD | Aspen Technology Inc | -0.2% | -6.37% | Trim |
| 16 | KVUE | Kenvue Inc | -0.2% | -6.37% | Trim |
| 17 | ICE | Intercontinental Exchange In | -0.3% | +20.85% | Add |
| 18 | EL | Estee Lauder Companies-cl A | -0.3% | +45.53% | Add |
| 19 | JNJ | Johnson & Johnson | -0.4% | +23.20% | Add |
| 20 | PM | Philip Morris International | -0.5% | +8.85% | Add |
| 21 | Z | Zillow Group Inc - C | -0.6% | -7.26% | Trim |
| 22 | AON | Aon plc | -0.6% | +2.29% | Add |
| 23 | ORCL | Oracle CORP | -0.7% | +6.18% | Add |
| 24 | EA | Electronic Arts Inc | -0.8% | -2.69% | Trim |
| 25 | RBA | Rb Global Inc | -1.1% | -9.87% | Trim |
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 Q4 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 BMY, CTVA, ICE) accounted for 29.6% of total reported equity market value during Q4 2024.
Top Position Liquidated / Trimmed
RBA
前期市值: $863.0M
During Q4 2024, Independent Franchise Partners LLP's top holdings by market value included BMY (7.3%)、CTVA (7.0%)、ICE (6.9%). The largest single position, BMY, represented 7.3% of total portfolio value.
In Q4 2024, Independent Franchise Partners LLP made 25 total portfolio adjustments, initiating 0 new buys, adding to 17 positions, trimming 8 holdings, and fully liquidating 0 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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