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CIK: 0001483866
Total reported value
$15.2B
$15.2B
29 檔
29.6%
During the Q3 2025 filing period, Independent Franchise Partners LLP (CIK: 0001483866) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $15.2B across 29 reported positions.
During Q3 2025, Independent Franchise Partners LLP performed routine portfolio adjustments (4 new buys, 8 additions, 17 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SOLV | Solventum CORP | Stock-Healthcare | 6.21% | +0.99% | +27.20% | |
| 2 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 6.13% | -0.79% | -1.69% | |
| 3 | LYV | Live Nation Entertainment In | Stock-Comm Services | 5.97% | +0.96% | -1.77% | |
| 4 | NWSA | News CORP - Class A | Stock-Comm Services | 5.83% | -0.18% | -1.28% | |
| 5 | JNJ | Johnson & Johnson | Stock-Healthcare | 5.61% | -0.01% | -12.49% | |
| 6 | IT | Gartner Inc | Stock-Tech | 5.54% | -0.35% | — | |
| 7 | Z | Zillow Group Inc - C | Stock-Comm Services | 5.52% | -0.45% | -1.64% | |
| 8 | ICE | Intercontinental Exchange In | Stock-Financials | 5.31% | -1.21% | -21.68% | |
| 9 | AON | Aon plc | Stock-Financials | 4.93% | -0.09% | +41.57% | |
| 10 | CTVA | Corteva Inc | Stock-Materials | 4.63% | -0.08% | -22.45% | |
| 11 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 4.50% | -0.77% | -1.76% | |
| 12 | EBAY | Ebay Inc | Stock-Consumer Disc | 4.41% | -0.98% | -9.24% | |
| 13 | FOXA | Fox CORP - Class A | Stock-Comm Services | 4.40% | -0.47% | -1.49% | |
| 14 | PM | Philip Morris International | Stock-Consumer Staples | 4.04% | +0.10% | -1.03% | |
| 15 | EA | Electronic Arts Inc | Stock-Comm Services | 3.63% | — | -19.95% | |
| 16 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 3.33% | +0.43% | — | |
| 17 | KVUE | Kenvue Inc | Stock-Consumer Staples | 3.30% | +0.38% | -1.48% | |
| 18 | WMG | Warner Music Group Corp-cl A | Stock-Other | 2.95% | -0.02% | -0.95% | |
| 19 | TRU | Transunion | Stock-Financials | 2.53% | +0.74% | -1.54% | |
| 20 | RBA | Rb Global Inc | Stock-Industrials | 2.09% | — | -48.56% | |
| 21 | NWS | News CORP - Class B | Stock-Comm Services | 2.09% | -0.16% | -2.71% | |
| 22 | FOX | Fox CORP - Class B | Stock-Comm Services | 1.93% | -0.29% | -1.80% | |
| 23 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 1.69% | -0.24% | +0.53% | |
| 24 | ZG | Zillow Group Inc - A | Stock-Comm Services | 0.98% | -0.03% | -1.76% | |
| 25 | TKO | Tko Group Holdings Inc | Stock-Comm Services | 0.75% | -0.08% | -82.10% | |
| 26 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.66% | +1.88% | — | |
| 27 | RYAN | Ryan Specialty Holdings Inc | Stock-Financials | 0.63% | -0.01% | — | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 0.28% | — | -95.77% | |
| 29 | RTO | Rentokil Initial Plc-sp Adr | Stock-Other | 0.13% | — | +662.20% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SOLV | Solventum CORP | +3.1% | +27.20% | Add |
| 2 | KVUE | Kenvue Inc | +1.7% | -1.48% | Add |
| 3 | TRU | Transunion | +1.3% | -1.54% | Add |
| 4 | EL | Estee Lauder Companies-cl A | +0.8% | -1.76% | Trim |
| 5 | WBD | Warner Bros Discovery Inc | +0.7% | +0.53% | Add |
| 6 | LYV | Live Nation Entertainment In | +0.7% | -1.77% | Trim |
| 7 | NWSA | News CORP - Class A | +0.6% | -1.28% | Add |
| 8 | AON | Aon plc | +0.4% | +41.57% | Add |
| 9 | RTO | Rentokil Initial Plc-sp Adr | +0.1% | +662.20% | Add |
| 10 | Z | Zillow Group Inc - C | +0.1% | -1.64% | Trim |
| 11 | ZG | Zillow Group Inc - A | — | -1.76% | Trim |
| 12 | NWS | News CORP - Class B | 0% | -2.71% | Trim |
| 13 | WMG | Warner Music Group Corp-cl A | 0% | -0.95% | Trim |
| 14 | FOX | Fox CORP - Class B | -0.1% | -1.80% | Trim |
| 15 | EA | Electronic Arts Inc | -0.4% | -19.95% | Trim |
| 16 | JNJ | Johnson & Johnson | -0.7% | -12.49% | Trim |
| 17 | FOXA | Fox CORP - Class A | -0.8% | -1.49% | Trim |
| 18 | PM | Philip Morris International | -0.9% | -1.03% | Trim |
| 19 | EBAY | Ebay Inc | -1.2% | -9.24% | Trim |
| 20 | BMY | Bristol-myers Squibb Co | -1.4% | -1.69% | Add |
| 21 | RBA | Rb Global Inc | -2% | -48.56% | Trim |
| 22 | ICE | Intercontinental Exchange In | -2.3% | -21.68% | Trim |
| 23 | TKO | Tko Group Holdings Inc | -2.7% | -82.10% | Trim |
| 24 | CTVA | Corteva Inc | -2.9% | -22.45% | Trim |
| 25 | ORCL | Oracle CORP | -3.9% | -95.77% | Trim |
| 26 | IT | Gartner Inc | — | NEW | New buy |
| 27 | ABNB | Airbnb Inc-class A | — | NEW | New buy |
| 28 | OTIS | Otis Worldwide CORP | — | NEW | New buy |
| 29 | RYAN | Ryan Specialty Holdings Inc | — | 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 29 disclosed positions in Q3 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 SOLV, BMY, LYV) accounted for 29.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
IT
市值: $840.2M
Top Position Liquidated / Trimmed
ICE
前期市值: $1.1B
During Q3 2025, Independent Franchise Partners LLP's top holdings by market value included SOLV (6.2%)、BMY (6.1%)、LYV (6.0%). The largest single position, SOLV, represented 6.2% of total portfolio value.
In Q3 2025, Independent Franchise Partners LLP made 29 total portfolio adjustments, initiating 4 new buys, adding to 8 positions, trimming 17 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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