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CIK: 0001483866
Total reported value
$15.2B
$15.2B
27 檔
31.7%
According to the latest 13F quarterly dataset, Independent Franchise Partners LLP managed an equity portfolio of $15.2B at the end of Q4 2025, spanning 27 distinct U.S. exchange-listed positions.
In Q4 2025, Independent Franchise Partners LLP displayed an active expansion posture, initiating 1 new positions and adding to 18 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SOLV | Solventum CORP | Stock-Healthcare | 7.74% | +0.99% | +19.04% | |
| 2 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 7.14% | -0.79% | +0.99% | |
| 3 | IT | Gartner Inc | Stock-Tech | 5.31% | -0.35% | +3.52% | |
| 4 | KVUE | Kenvue Inc | Stock-Consumer Staples | 5.28% | +0.38% | +56.31% | |
| 5 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 5.22% | -0.77% | +1.08% | |
| 6 | LYV | Live Nation Entertainment In | Stock-Comm Services | 5.20% | +0.96% | +3.49% | |
| 7 | TRU | Transunion | Stock-Financials | 4.98% | +0.74% | +99.70% | |
| 8 | ICE | Intercontinental Exchange In | Stock-Financials | 4.98% | -1.21% | +1.04% | |
| 9 | NWSA | News CORP - Class A | Stock-Comm Services | 4.97% | -0.18% | +3.95% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 4.81% | -0.01% | -20.32% | |
| 11 | Z | Zillow Group Inc - C | Stock-Comm Services | 4.75% | -0.45% | +0.87% | |
| 12 | AON | Aon plc | Stock-Financials | 4.75% | -0.09% | +0.91% | |
| 13 | FOXA | Fox CORP - Class A | Stock-Comm Services | 4.54% | -0.47% | -7.55% | |
| 14 | CTVA | Corteva Inc | Stock-Materials | 4.47% | -0.08% | +1.03% | |
| 15 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 4.44% | +0.43% | +23.57% | |
| 16 | EBAY | Ebay Inc | Stock-Consumer Disc | 4.29% | -0.98% | +5.22% | |
| 17 | PM | Philip Morris International | Stock-Consumer Staples | 3.90% | +0.10% | +1.28% | |
| 18 | WMG | Warner Music Group Corp-cl A | Stock-Other | 2.55% | -0.02% | -0.43% | |
| 19 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 2.33% | -0.24% | -3.13% | |
| 20 | FOX | Fox CORP - Class B | Stock-Comm Services | 2.14% | -0.29% | +1.18% | |
| 21 | NWS | News CORP - Class B | Stock-Comm Services | 1.73% | -0.16% | -0.08% | |
| 22 | CRM | Salesforce Inc | Stock-Tech | 0.91% | +0.71% | — | |
| 23 | ZG | Zillow Group Inc - A | Stock-Comm Services | 0.88% | -0.03% | +1.09% | |
| 24 | RBA | Rb Global Inc | Stock-Industrials | 0.75% | — | -60.71% | |
| 25 | RYAN | Ryan Specialty Holdings Inc | Stock-Financials | 0.69% | -0.01% | +24.45% | |
| 26 | TKO | Tko Group Holdings Inc | Stock-Comm Services | 0.65% | -0.08% | -13.72% | |
| 27 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.59% | +1.88% | -3.13% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TRU | Transunion | +2.5% | +99.70% | Add |
| 2 | KVUE | Kenvue Inc | +2% | +56.31% | Add |
| 3 | SOLV | Solventum CORP | +1.5% | +19.04% | Add |
| 4 | ABNB | Airbnb Inc-class A | +1.1% | +23.57% | Add |
| 5 | BMY | Bristol-myers Squibb Co | +1% | +0.99% | Add |
| 6 | EL | Estee Lauder Companies-cl A | +0.7% | +1.08% | Add |
| 7 | WBD | Warner Bros Discovery Inc | +0.6% | -3.13% | Trim |
| 8 | FOX | Fox CORP - Class B | +0.2% | +1.18% | Add |
| 9 | FOXA | Fox CORP - Class A | +0.1% | -7.55% | Trim |
| 10 | RYAN | Ryan Specialty Holdings Inc | +0.1% | +24.45% | Add |
| 11 | OTIS | Otis Worldwide CORP | -0.1% | -3.13% | Trim |
| 12 | TKO | Tko Group Holdings Inc | -0.1% | -13.72% | Trim |
| 13 | ZG | Zillow Group Inc - A | -0.1% | +1.09% | Add |
| 14 | EBAY | Ebay Inc | -0.1% | +5.22% | Add |
| 15 | PM | Philip Morris International | -0.1% | +1.28% | Add |
| 16 | CTVA | Corteva Inc | -0.2% | +1.03% | Add |
| 17 | AON | Aon plc | -0.2% | +0.91% | Add |
| 18 | IT | Gartner Inc | -0.2% | +3.52% | Add |
| 19 | ICE | Intercontinental Exchange In | -0.3% | +1.04% | Add |
| 20 | NWS | News CORP - Class B | -0.4% | -0.08% | Trim |
| 21 | WMG | Warner Music Group Corp-cl A | -0.4% | -0.43% | Trim |
| 22 | Z | Zillow Group Inc - C | -0.8% | +0.87% | Add |
| 23 | LYV | Live Nation Entertainment In | -0.8% | +3.49% | Add |
| 24 | JNJ | Johnson & Johnson | -0.8% | -20.32% | Trim |
| 25 | NWSA | News CORP - Class A | -0.9% | +3.95% | Add |
| 26 | RBA | Rb Global Inc | -1.3% | -60.71% | Trim |
| 27 | EA | Electronic Arts Inc | — | EXIT | Sold out |
| 28 | CRM | Salesforce Inc | — | NEW | New buy |
| 29 | ORCL | Oracle CORP | — | EXIT | Sold out |
| 30 | RTO | Rentokil Initial Plc-sp Adr | — | 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 27 disclosed positions in Q4 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, IT) accounted for 31.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
CRM
市值: $142.5M
Top Position Liquidated / Trimmed
EA
前期市值: $551.4M
During Q4 2025, Independent Franchise Partners LLP's top holdings by market value included SOLV (7.7%)、BMY (7.1%)、IT (5.3%). The largest single position, SOLV, represented 7.7% of total portfolio value.
In Q4 2025, Independent Franchise Partners LLP made 30 total portfolio adjustments, initiating 1 new buys, adding to 18 positions, trimming 8 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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