StockDriftsStockDriftsTop 26 Independent Franchise Partners LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BMY | BRISTOL-MYERS SQUIBB CO | 9.03% | 21.28M | $1.29B | +2.15%(+447.33K) | $55.93(+1.51%) | 2026-03-31 | |
| SOLV | SOLVENTUM CORP | 7.19% | 15.73M | $1.03B | +2.46%(+377.80K) | $72.98(+1.98%) | 2026-03-31 | |
| LYV | LIVE NATION ENTERTAINMENT IN | 6.26% | 5.86M | $894.4M | +2.29%(+131.04K) | $118.46(+43.50%) | 2026-03-31 | |
| KVUE | KENVUE INC | 5.94% | 49.21M | $848.4M | +2.21%(+1.06M) | $20.16(-14.74%) | 2026-03-31 | |
| TRU | TRANSUNION | 5.87% | 12.13M | $839.4M | +32.78%(+3.00M) | $84.87(-22.02%) | 2026-03-31 | |
| AON | AON PLC | 5.85% | 2.59M | $835.4M | +22.33%(+472.48K) | $278.79(+13.13%) | 2026-03-31 | |
| ICE | INTERCONTINENTAL EXCHANGE IN | 5.45% | 4.96M | $779.4M | +2.55%(+123.34K) | $122.92(+26.68%) | 2026-03-31 | |
| NWSA | NEWS CORP NEW | 5.4% | 30.92M | $770.9M | +3.31%(+990.53K) | $17.32(+51.59%) | 2026-03-31 | |
| CRM | SALESFORCE INC | 5.27% | 4.04M | $753.2M | +650.01%(+3.50M) | $229.15(-26.87%) | 2026-03-31 | |
| IT | GARTNER INC | 5.1% | 4.60M | $728.5M | +39.06%(+1.29M) | $295.67(-52.43%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +21.65% | +80.02% |
| Top 20 Holdings Unweighted | +23.09% | +86.49% |
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