Independent Franchise Partners LLP: 13F holdings
CIK 14838662026Q2
| Positions | 26 |
|---|
| Reported value | $15.2bn |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 26 (+0 vs prior quarter) |
|---|
| Reported value | $15.2bn (+6.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BMY BRISTOL-MYERS SQUIBB CO | 21,792,841 | $1.3bn | 8.2% |
| SOLV SOLVENTUM CORP | 16,170,038 | $1.2bn | 8.2% |
| LYV LIVE NATION ENTERTAINMENT IN | 6,013,439 | $1.1bn | 7.2% |
| TRU TRANSUNION | 13,976,652 | $1.0bn | 6.6% |
| KVUE KENVUE INC | 50,427,994 | $963.7m | 6.3% |
| CRM SALESFORCE INC | 5,818,837 | $911.6m | 6.0% |
| AON PLC | 2,646,943 | $878.0m | 5.8% |
| NWSA NEWS CORP NEW | 32,074,535 | $796.4m | 5.2% |
| ABNB AIRBNB INC | 5,423,764 | $776.1m | 5.1% |
| JNJ JOHNSON & JOHNSON | 3,043,186 | $772.9m | 5.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1483866")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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