☆Independent Franchise Partners LLP
Quality Q
0.955
AUM ($M)
15,242
Positions
26
Turnover
0.06
Top-10 wt
64%
Herfindahl
0.053
History (qtrs)
6
Excess Return
-46.3%
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Holdings · 26 positions · portfolio value $15,242M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆BMY funds › | BRISTOL-MYERS SQUIBB CO | ADD | — | 8.2% | -0.8% | 1,255.7 | 21,792,841 | +517,367 | 5 | — |
| ☆SOLV funds › | SOLVENTUM CORP | ADD | — | 8.2% | +1.0% | 1,247.5 | 16,170,038 | +436,543 | 5 | — |
| ☆LYV funds › | LIVE NATION ENTERTAINMENT IN | ADD | — | 7.2% | +1.0% | 1,101.1 | 6,013,439 | +148,682 | 5 | — |
| ☆TRU funds › | TRANSUNION | ADD | — | 6.6% | +0.7% | 1,008.3 | 13,976,652 | +1,844,708 | 5 | — |
| ☆KVUE funds › | KENVUE INC | ADD | — | 6.3% | +0.4% | 963.7 | 50,427,994 | +1,219,146 | 5 | — |
| ☆CRM funds › | SALESFORCE INC | ADD | — | 6.0% | +0.7% | 911.6 | 5,818,837 | +1,783,787 | 3 | -46.4% |
| ☆AON funds › | AON PLC | ADD | — | 5.8% | -0.1% | 878.0 | 2,646,943 | +58,941 | 5 | — |
| ☆NWSA funds › | NEWS CORP NEW | ADD | — | 5.2% | -0.2% | 796.4 | 32,074,535 | +1,149,961 | 5 | — |
| ☆ABNB funds › | AIRBNB INC | ADD | — | 5.1% | +0.4% | 776.1 | 5,423,764 | +148,103 | 4 | +25.3% |
| ☆JNJ funds › | JOHNSON & JOHNSON | ADD | — | 5.1% | -0.0% | 772.9 | 3,043,186 | +71,750 | 5 | — |
| ☆IT funds › | GARTNER INC | ADD | — | 4.7% | -0.4% | 723.7 | 5,582,962 | +982,191 | 4 | -46.3% |
| ☆ICE funds › | INTERCONTINENTAL EXCHANGE IN | ADD | — | 4.2% | -1.2% | 646.7 | 5,253,130 | +297,938 | 5 | — |
| ☆Z funds › | ZILLOW GROUP INC | ADD | — | 3.4% | -0.5% | 513.8 | 16,300,754 | +3,103,325 | 5 | — |
| ☆EBAY funds › | EBAY INC. | TRIM | — | 3.3% | -1.0% | 508.1 | 4,546,653 | -2,225,579 | 5 | — |
| ☆PM funds › | PHILIP MORRIS INTL INC | ADD | — | 3.1% | +0.1% | 466.4 | 2,578,328 | +17,762 | 5 | — |
| ☆FOXA funds › | FOX CORP | ADD | — | 2.9% | -0.5% | 438.1 | 8,398,658 | +223,964 | 5 | — |
| ☆EL funds › | LAUDER ESTEE COS INC | TRIM | — | 2.6% | -0.8% | 390.2 | 4,941,737 | -1,686,803 | 5 | — |
| ☆OTIS funds › | OTIS WORLDWIDE CORP | ADD | — | 2.4% | +1.9% | 368.9 | 5,152,104 | +4,149,820 | 4 | -37.3% |
| ☆WMG funds › | WARNER MUSIC GROUP CORP | TRIM | — | 2.3% | -0.0% | 351.9 | 12,997,804 | -36,450 | 5 | — |
| ☆FOX funds › | FOX CORP | ADD | — | 1.7% | -0.3% | 256.8 | 5,482,675 | +174,794 | 5 | — |
| ☆NWS funds › | NEWS CORP NEW | TRIM | — | 1.7% | -0.2% | 253.2 | 9,023,857 | -87,903 | 5 | — |
| ☆WBD funds › | WARNER BROS DISCOVERY INC | TRIM | — | 1.4% | -0.2% | 217.5 | 8,157,933 | -539,797 | 5 | — |
| ☆ZG funds › | ZILLOW GROUP INC | ADD | — | 0.8% | -0.0% | 115.2 | 3,672,937 | +934,455 | 5 | — |
| ☆RYAN funds › | RYAN SPECIALTY HOLDINGS INC | TRIM | — | 0.7% | -0.0% | 99.9 | 2,645,789 | -175,065 | 4 | -50.5% |
| ☆CTVA funds › | CORTEVA INC | TRIM | — | 0.6% | -0.1% | 94.4 | 1,115,112 | -73,784 | 5 | — |
| ☆TKO funds › | TKO GROUP HOLDINGS INC | TRIM | — | 0.6% | -0.1% | 86.4 | 429,092 | -28,508 | 5 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 15,242 | 26 | 0.06 | 64% | 0.053 | 0.954 | — | in |
| 2026Q1 | 14,290 | 26 | 0.11 | 61% | 0.052 | 0.926 | — | in |
| 2025Q4 | 15,724 | 27 | 0.11 | 56% | 0.048 | 0.899 | — | in |
| 2025Q3 | 15,170 | 29 | 0.16 | 56% | 0.046 | 0.851 | — | in |
| 2025Q2 | 15,032 | 25 | 0.09 | 57% | 0.048 | 0.932 | — | entered |
| 2025Q1 | 14,021 | 25 | 0.00 | 61% | 0.051 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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