2026 Q2 Portfolio Activity
In 2026 Q2, Independent Franchise Partners LLP maintained a portfolio of 26 distinct positions. They heavily accumulated shares in OTIS WORLDWIDE CORP, increasing the position by 414.0%. The fund also reduced its exposure to EBAY INC. by 32.9%.
Position History
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Total Positions
26
Quarter
2026 Q2
Top Holding
BMY (8.2%)
Top 10 Concentration
63.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-26 of 26
Independent Franchise Partners LLP Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BMY
BRISTOL-MYERS S...
|
Healthcare | 8.24% | 9.03% |
#1
Prev: #1
|
5.8 |
—
|
517,367 | 2.4% |
P
S
|
21,792,841 | $1,255,703,498 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SOLV
SOLVENTUM CORP
|
Healthcare | 8.18% | 7.19% |
#2
Prev: #2
|
5.3 |
—
|
436,543 | 2.8% |
P
S
|
16,170,038 | $1,247,518,431 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
LYV
LIVE NATION ENT...
|
Communication Services | 7.22% | 6.26% |
#3
Prev: #3
|
4.4 |
—
|
148,682 | 2.5% |
P
S
|
6,013,439 | $1,101,120,815 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
TRU
TRANSUNION
|
Financial Services | 6.61% | 5.87% |
#4
1
Prev: #5
|
5.1 |
—
|
1,844,708 | 15.2% |
P
S
|
13,976,652 | $1,008,275,675 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
KVUE
KENVUE INC
|
Consumer Defensive | 6.32% | 5.94% |
#5
1
Prev: #4
|
3.5 |
—
|
1,219,146 | 2.5% |
P
S
|
50,427,994 | $963,678,965 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
CRM
SALESFORCE INC
|
Technology | 5.98% | 5.27% |
#6
3
Prev: #9
|
4.9 |
—
|
1,783,787 | 44.2% |
P
S
|
5,818,837 | $911,579,004 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
AON
AON PLC
|
Financial Services | 5.76% | 5.85% |
#7
1
Prev: #6
|
2.8 |
—
|
58,941 | 2.3% |
P
S
|
2,646,943 | $877,964,523 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
NWSA
NEWS CORP NEW
|
Communication Services | 5.22% | 5.40% |
#8
Prev: #8
|
2.6 |
—
|
1,149,961 | 3.7% |
P
S
|
32,074,535 | $796,410,704 | 2017 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ABNB
AIRBNB INC
|
Consumer Cyclical | 5.09% | 4.66% |
#9
3
Prev: #12
|
2.5 |
—
|
148,103 | 2.8% |
P
S
|
5,423,764 | $776,140,628 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 5.07% | 5.08% |
#10
1
Prev: #11
|
2.5 |
—
|
71,750 | 2.4% |
P
S
|
3,043,186 | $772,877,948 | 2009 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
IT
GARTNER INC
|
Technology | 4.75% | 5.10% |
#11
1
Prev: #10
|
4.4 |
—
|
982,191 | 21.3% |
P
S
|
5,582,962 | $723,663,534 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ICE
INTERCONTINENTA...
|
Financial Services | 4.24% | 5.45% |
#12
5
Prev: #7
|
3.7 |
—
|
297,938 | 6.0% |
P
S
|
5,253,130 | $646,712,834 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
Z
ZILLOW GROUP IN...
|
Communication Services | 3.37% | 3.82% |
#13
1
Prev: #14
|
3.8 |
—
|
3,103,325 | 23.5% |
P
S
|
16,300,754 | $513,799,766 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
EBAY
EBAY INC.
|
Consumer Cyclical | 3.33% | 4.31% |
#14
1
Prev: #13
|
1.3 |
—
|
-2,225,579 | -32.9% |
P
S
|
4,546,653 | $508,088,472 | 2009 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
PM
PHILIP MORRIS I...
|
Consumer Defensive | 3.06% | 2.96% |
#15
2
Prev: #17
|
1.7 |
—
|
17,762 | 0.7% |
P
S
|
2,578,328 | $466,445,318 | 2009 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
FOXA
FOX CORP
|
Communication Services | 2.87% | 3.34% |
#16
1
Prev: #15
|
1.6 |
—
|
223,964 | 2.7% |
P
S
|
8,398,658 | $438,074,001 | 2016 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
EL
LAUDER ESTEE CO...
|
Consumer Defensive | 2.56% | 3.33% |
#17
1
Prev: #16
|
1.0 |
—
|
-1,686,803 | -25.4% |
P
S
|
4,941,737 | $390,150,136 | 2009 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
OTIS
OTIS WORLDWIDE ...
|
Industrials | 2.42% | 0.54% |
#18
8
Prev: #26
|
4.0 |
—
|
4,149,820 | 414.0% |
P
S
|
5,152,104 | $368,890,646 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
WMG
WARNER MUSIC GR...
|
Communication Services | 2.31% | 2.33% |
#19
1
Prev: #18
|
1.4 |
—
|
-36,450 | -0.3% |
P
S
|
12,997,804 | $351,850,554 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
FOX
FOX CORP
|
Communication Services | 1.68% | 1.97% |
#20
1
Prev: #19
|
1.2 |
—
|
174,794 | 3.3% |
P
S
|
5,482,675 | $256,808,497 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
NWS
NEWS CORP NEW
|
Communication Services | 1.66% | 1.82% |
#21
1
Prev: #20
|
1.2 |
—
|
-87,903 | -1.0% |
P
S
|
9,023,857 | $253,209,427 | 2017 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
WBD
WARNER BROS DIS...
|
Communication Services | 1.43% | 1.67% |
#22
1
Prev: #21
|
1.1 |
—
|
-539,797 | -6.2% |
P
S
|
8,157,933 | $217,490,493 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ZG
ZILLOW GROUP IN...
|
Communication Services | 0.76% | 0.79% |
#23
1
Prev: #22
|
2.8 |
—
|
934,455 | 34.1% |
P
S
|
3,672,937 | $115,220,033 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
RYAN
RYAN SPECIALTY ...
|
Financial Services | 0.66% | 0.67% |
#24
Prev: #24
|
0.8 |
—
|
-175,065 | -6.2% |
P
S
|
2,645,789 | $99,904,992 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
CTVA
CORTEVA INC
|
Basic Materials | 0.62% | 0.70% |
#25
2
Prev: #23
|
0.7 |
—
|
-73,784 | -6.2% |
P
S
|
1,115,112 | $94,438,835 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
TKO
TKO GROUP HOLDI...
|
Communication Services | 0.57% | 0.65% |
#26
1
Prev: #25
|
0.7 |
—
|
-28,508 | -6.2% |
P
S
|
429,092 | $86,380,510 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 |
Showing 1-26 of 26 holdings