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CIK: 0001483866
Total reported value
$15.2B
$15.2B
25 檔
31.9%
The Q1 2025 SEC filing reveals that Independent Franchise Partners LLP held a total portfolio value of $15.2B, covering 25 public equity positions.
In Q1 2025, Independent Franchise Partners LLP displayed an active expansion posture, initiating 25 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ICE | Intercontinental Exchange In | Stock-Financials | 7.62% | -1.21% | +0.51% | |
| 2 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 7.57% | -0.79% | +1.54% | |
| 3 | CTVA | Corteva Inc | Stock-Materials | 7.53% | -0.08% | +1.75% | |
| 4 | JNJ | Johnson & Johnson | Stock-Healthcare | 6.27% | -0.01% | +2.08% | |
| 5 | EBAY | Ebay Inc | Stock-Consumer Disc | 5.65% | -0.98% | +4.57% | |
| 6 | Z | Zillow Group Inc - C | Stock-Comm Services | 5.45% | -0.45% | +2.49% | |
| 7 | LYV | Live Nation Entertainment In | Stock-Comm Services | 5.31% | +0.96% | +21.40% | |
| 8 | NWSA | News CORP - Class A | Stock-Comm Services | 5.28% | -0.18% | +2.15% | |
| 9 | FOXA | Fox CORP - Class A | Stock-Comm Services | 5.20% | -0.47% | -20.33% | |
| 10 | PM | Philip Morris International | Stock-Consumer Staples | 4.93% | +0.10% | -34.47% | |
| 11 | AON | Aon plc | Stock-Financials | 4.51% | -0.09% | -21.51% | |
| 12 | ORCL | Oracle CORP | Stock-Tech | 4.19% | — | +1.46% | |
| 13 | RBA | Rb Global Inc | Stock-Industrials | 4.11% | — | -40.54% | |
| 14 | EA | Electronic Arts Inc | Stock-Comm Services | 4.07% | — | +2.30% | |
| 15 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 3.75% | -0.77% | +1.51% | |
| 16 | TKO | Tko Group Holdings Inc | Stock-Comm Services | 3.46% | -0.08% | -6.77% | |
| 17 | SOLV | Solventum CORP | Stock-Healthcare | 3.16% | +0.99% | +263.08% | |
| 18 | WMG | Warner Music Group Corp-cl A | Stock-Other | 2.99% | -0.02% | +126.95% | |
| 19 | NWS | News CORP - Class B | Stock-Comm Services | 2.11% | -0.16% | +0.82% | |
| 20 | FOX | Fox CORP - Class B | Stock-Comm Services | 1.98% | -0.29% | -7.81% | |
| 21 | KVUE | Kenvue Inc | Stock-Consumer Staples | 1.60% | +0.38% | +159.25% | |
| 22 | TRU | Transunion | Stock-Financials | 1.25% | +0.74% | +1.46% | |
| 23 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 1.00% | -0.24% | — | |
| 24 | ZG | Zillow Group Inc - A | Stock-Comm Services | 0.98% | -0.03% | +1.78% | |
| 25 | RTO | Rentokil Initial Plc-sp Adr | Stock-Other | 0.03% | — | -43.84% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ICE | Intercontinental Exchange In | — | NEW | New buy |
| 2 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 3 | CTVA | Corteva Inc | — | NEW | New buy |
| 4 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 5 | EBAY | Ebay Inc | — | NEW | New buy |
| 6 | Z | Zillow Group Inc - C | — | NEW | New buy |
| 7 | LYV | Live Nation Entertainment In | — | NEW | New buy |
| 8 | NWSA | News CORP - Class A | — | NEW | New buy |
| 9 | FOXA | Fox CORP - Class A | — | NEW | New buy |
| 10 | PM | Philip Morris International | — | NEW | New buy |
| 11 | AON | Aon plc | — | NEW | New buy |
| 12 | ORCL | Oracle CORP | — | NEW | New buy |
| 13 | RBA | Rb Global Inc | — | NEW | New buy |
| 14 | EA | Electronic Arts Inc | — | NEW | New buy |
| 15 | EL | Estee Lauder Companies-cl A | — | NEW | New buy |
| 16 | TKO | Tko Group Holdings Inc | — | NEW | New buy |
| 17 | SOLV | Solventum CORP | — | NEW | New buy |
| 18 | WMG | Warner Music Group Corp-cl A | — | NEW | New buy |
| 19 | NWS | News CORP - Class B | — | NEW | New buy |
| 20 | FOX | Fox CORP - Class B | — | NEW | New buy |
| 21 | KVUE | Kenvue Inc | — | NEW | New buy |
| 22 | TRU | Transunion | — | NEW | New buy |
| 23 | WBD | Warner Bros Discovery Inc | — | NEW | New buy |
| 24 | ZG | Zillow Group Inc - A | — | NEW | New buy |
| 25 | RTO | Rentokil Initial Plc-sp Adr | — | NEW | New buy |
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 Q1 2025.
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 ICE, BMY, CTVA) accounted for 31.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
ICE
市值: $1.1B
During Q1 2025, Independent Franchise Partners LLP's top holdings by market value included ICE (7.6%)、BMY (7.6%)、CTVA (7.5%). The largest single position, ICE, represented 7.6% of total portfolio value.
In Q1 2025, Independent Franchise Partners LLP made 25 total portfolio adjustments, initiating 25 new buys, adding to 0 positions, trimming 0 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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