2026 Q3 Portfolio Activity
In 2026 Q3, Independent Franchise Partners LLP maintained a portfolio of 30 distinct positions. The most significant new addition was BOSTON SCIENTIFIC CORP, now representing 0.96% of the total fund value. They heavily accumulated shares in OTIS WORLDWIDE CORP, increasing the position by 193.3%. The fund also reduced its exposure to KENVUE INC by 39.9%.
Position History
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Total Positions
30
Quarter
2026 Q3
Top Holding
SOLV (8.6%)
Top 10 Concentration
66.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-30 of 30
Independent Franchise Partners LLP Full Holdings List — 2026 Q3
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SOLV
SOLVENTUM CORP
|
Healthcare | 8.56% | 8.18% |
#1
1
Prev: #2
|
5.9 |
—
|
-497,849 | -3.1% |
P
S
|
15,672,189 | $1,381,503,460 | 2024 Q3 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
BMY
BRISTOL-MYERS S...
|
Healthcare | 8.33% | 8.24% |
#2
1
Prev: #1
|
5.3 |
—
|
-254,207 | -1.2% |
P
S
|
21,538,634 | $1,344,010,761 | 2019 Q3 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
CRM
SALESFORCE INC
|
Technology | 8.19% | 5.98% |
#3
3
Prev: #6
|
4.8 |
—
|
-60,982 | -1.0% |
P
S
|
5,757,855 | $1,321,830,772 | 2022 Q1 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
ICE
INTERCONTINENTA...
|
Financial Services | 6.16% | 4.24% |
#4
8
Prev: #12
|
5.5 |
—
|
1,284,134 | 24.4% |
P
S
|
6,537,264 | $993,860,245 | 2021 Q2 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
OTIS
OTIS WORLDWIDE ...
|
Industrials | 6.02% | 2.42% |
#5
13
Prev: #18
|
5.9 |
—
|
9,959,319 | 193.3% |
P
S
|
15,111,423 | $971,966,727 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
TRU
TRANSUNION
|
Financial Services | 5.98% | 6.61% |
#6
2
Prev: #4
|
4.4 |
—
|
1,804,708 | 12.9% |
P
S
|
15,781,360 | $964,556,723 | 2016 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
LYV
LIVE NATION ENT...
|
Communication Services | 5.92% | 7.22% |
#7
4
Prev: #3
|
2.9 |
—
|
-370,574 | -6.2% |
P
S
|
5,642,865 | $955,337,044 | 2024 Q3 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
AON
AON PLC
|
Financial Services | 5.84% | 5.76% |
#8
1
Prev: #7
|
4.8 |
—
|
755,522 | 28.5% |
P
S
|
3,402,465 | $941,700,238 | 2020 Q3 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
NWSA
NEWS CORP NEW
|
Communication Services | 5.68% | 5.22% |
#9
1
Prev: #8
|
2.8 |
—
|
-114,198 | -0.4% |
P
S
|
31,960,337 | $915,663,655 | 2017 Q2 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
IT
GARTNER INC
|
Technology | 5.68% | 4.75% |
#10
1
Prev: #11
|
2.8 |
—
|
-674,690 | -12.1% |
P
S
|
4,908,272 | $915,589,058 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 4.73% | 5.07% |
#11
1
Prev: #10
|
2.4 |
—
|
-160,960 | -5.3% |
P
S
|
2,882,226 | $763,040,511 | 2009 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
ABNB
AIRBNB INC
|
Consumer Cyclical | 4.30% | 5.09% |
#12
3
Prev: #9
|
1.7 |
—
|
-1,107,299 | -20.4% |
P
S
|
4,316,465 | $693,440,102 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
KVUE
KENVUE INC
|
Consumer Defensive | 3.32% | 6.32% |
#13
8
Prev: #5
|
1.3 |
—
|
-20,097,434 | -39.9% |
P
S
|
30,330,560 | $535,637,689 | 2024 Q3 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
FOXA
FOX CORP
|
Communication Services | 3.21% | 2.87% |
#14
2
Prev: #16
|
1.8 |
—
|
-138,475 | -1.6% |
P
S
|
8,260,183 | $517,500,464 | 2016 Q3 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
PM
PHILIP MORRIS I...
|
Consumer Defensive | 3.01% | 3.06% |
#15
Prev: #15
|
1.7 |
—
|
-29,403 | -1.1% |
P
S
|
2,548,925 | $486,385,868 | 2009 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
Z
ZILLOW GROUP IN...
|
Communication Services | 2.71% | 3.37% |
#16
3
Prev: #13
|
1.6 |
—
|
-183,909 | -1.1% |
P
S
|
16,116,845 | $437,250,004 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
WMG
WARNER MUSIC GR...
|
Communication Services | 2.19% | 2.31% |
#17
2
Prev: #19
|
1.4 |
—
|
-218,410 | -1.7% |
P
S
|
12,779,394 | $352,839,068 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
FOX
FOX CORP
|
Communication Services | 1.88% | 1.68% |
#18
2
Prev: #20
|
1.3 |
—
|
-82,444 | -1.5% |
P
S
|
5,400,231 | $304,033,005 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
NWS
NEWS CORP NEW
|
Communication Services | 1.71% | 1.66% |
#19
2
Prev: #21
|
1.2 |
—
|
-322,740 | -3.6% |
P
S
|
8,701,117 | $275,999,431 | 2017 Q2 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
EBAY
EBAY INC.
|
Consumer Cyclical | 1.51% | 3.33% |
#20
6
Prev: #14
|
0.6 |
—
|
-2,248,617 | -49.5% |
P
S
|
2,298,036 | $243,706,717 | 2009 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
WBD
WARNER BROS DIS...
|
Communication Services | 1.09% | 1.43% |
#21
1
Prev: #22
|
0.4 |
—
|
-2,451,064 | -30.0% |
P
S
|
5,706,869 | $176,627,595 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
BSX
BOSTON SCIENTIF...
|
Healthcare | 0.96% | — |
#22
Prev: #—
|
3.9 |
—
|
3,542,946 | — |
NEW
|
3,542,946 | $154,649,592 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
MMC
MARSH & MCLENNA...
|
Unknown | 0.85% | — |
#23
Prev: #—
|
3.8 |
—
|
800,862 | — |
NEW
|
800,862 | $136,731,169 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
ZG
ZILLOW GROUP IN...
|
Communication Services | 0.62% | 0.76% |
#24
1
Prev: #23
|
0.7 |
—
|
-39,108 | -1.1% |
P
S
|
3,633,829 | $100,657,063 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
VRSK
VERISK ANALYTIC...
|
Industrials | 0.49% | — |
#25
Prev: #—
|
3.7 |
—
|
467,088 | — |
NEW
|
467,088 | $78,400,720 | 2011 Q1 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
TKO
TKO GROUP HOLDI...
|
Communication Services | 0.46% | 0.57% |
#26
Prev: #26
|
0.7 |
—
|
-12,715 | -3.0% |
P
S
|
416,377 | $74,831,274 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
CTVA
CORTEVA INC
|
Basic Materials | 0.41% | 0.62% |
#27
2
Prev: #25
|
0.2 |
—
|
-263,001 | -23.6% |
P
S
|
852,111 | $66,166,419 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
RTO
RENTOKIL INITIA...
|
Industrials | 0.18% | — |
#28
Prev: #—
|
3.6 |
—
|
1,448,158 | — |
NEW
|
1,448,158 | $28,601,120 | 2024 Q3 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
RYAN
RYAN SPECIALTY ...
|
Financial Services | 0.00% | 0.66% |
Sold All 😨
(Was: #24) |
0.0 |
—
|
-2,645,789 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
EL
LAUDER ESTEE CO...
|
Consumer Defensive | 0.00% | 2.56% |
Sold All 😨
(Was: #17) |
0.0 |
—
|
-4,941,737 | -100.0% |
CLOSED
|
— | $— | 2009 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 |
Showing 1-30 of 30 holdings