StockDriftsStockDriftsTop 26 Independent Franchise Partners LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BMY | BRISTOL-MYERS SQUIBB CO | 8.24% | 21.79M | $1.26B | +2.43%(+517.37K) | $55.99(+13.77%) | 2026-06-30 | |
| SOLV | SOLVENTUM CORP | 8.18% | 16.17M | $1.25B | +2.77%(+436.54K) | $72.91(+16.99%) | 2026-06-30 | |
| LYV | LIVE NATION ENTERTAINMENT IN | 7.22% | 6.01M | $1.10B | +2.54%(+148.68K) | $119.63(+54.92%) | 2026-06-30 | |
| TRU | TRANSUNION | 6.61% | 13.98M | $1.01B | +15.21%(+1.84M) | $82.82(-4.08%) | 2026-06-30 | |
| KVUE | KENVUE INC | 6.32% | 50.43M | $963.7M | +2.48%(+1.22M) | $20.11(-5.63%) | 2026-06-30 | |
| CRM | SALESFORCE INC | 5.98% | 5.82M | $911.6M | +44.21%(+1.78M) | $211.27(-8.50%) | 2026-06-30 | |
| AON | AON PLC | 5.76% | 2.65M | $878.0M | +2.28%(+58.94K) | $279.89(+25.89%) | 2026-06-30 | |
| NWSA | NEWS CORP NEW | 5.22% | 32.07M | $796.4M | +3.72%(+1.15M) | $17.59(+63.12%) | 2026-06-30 | |
| ABNB | AIRBNB INC | 5.09% | 5.42M | $776.1M | +2.81%(+148.10K) | $127.45(+41.30%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 5.07% | 3.04M | $772.9M | +2.41%(+71.75K) | $133.87(+94.87%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.55% | +42.57% | +8.32% | +49.13% |
| Top 20 Holdings Unweighted | +12.84% | +43.67% | +8.22% | +48.41% |
Independent Franchise Partners LLP reports $15.24B in US-listed equity holdings across 26 positions in its most recent 13F filing. Its largest disclosed positions are BMY (8.2%), SOLV (8.2%) and LYV (7.2%). The top 20 holdings account for 94.28% of reported assets. Its disclosed equity book has returned +42.57% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Independent Franchise Partners LLP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1483866). View Independent Franchise Partners LLP’s 13F filings on SEC