Independent Franchise Partners LLP RTO — RENTOKIL INITIAL PLC

Ownership history in Independent Franchise Partners LLP  ·  6 quarters on record

AI Ownership Summary

Independent Franchise Partners LLP reported RENTOKIL INITIAL PLC (RTO) in 6 quarterly 13F filings from 2024 Q3 through 2026 Q3. Peak portfolio weight reached 0.18% in 2026 Q3. The latest visible filing shows RTO at 0.18% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RTO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Independent Franchise Partners LLP's position in RENTOKIL INITIAL PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

RTO was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Independent Franchise Partners LLP held RTO — position size vs. price
% of Fund (quarterly)    RTO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 1,448,158 +669,530 +86.0% 0.18% $28.6M 2026-11-13 $23.91
2025 Q3 ADDED — — — 778,628 +676,473 +662.2% 0.13% $19.7M 2025-11-14 $25.88
2025 Q2 REDUCED 39.2% +4.0% ❌ 102,155 -65,846 -39.2% 0.02% $2.5M 2025-08-13 $24.54
2025 Q1 REDUCED 43.8% +6.6% ❌ 168,001 -131,148 -43.8% 0.03% $3.8M 2025-05-14 $22.35
2024 Q4 REDUCED 13.4% -9.5% ✅ 299,149 -46,446 -13.4% 0.06% $7.6M 2025-02-13 $25.21
2024 Q3 INITIATED — — — 345,595 — — 0.08% $8.6M 2024-11-13 $24.58

FAQ About Independent Franchise Partners LLP and RTO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Independent Franchise Partners LLP reported owning RTO?

Independent Franchise Partners LLP reported RTO across 6 quarterly 13F filings, from 2024 Q3 through 2026 Q3.

What was the largest reported RTO position in Independent Franchise Partners LLP's portfolio?

The largest reported portfolio weight for RTO was 0.18% in 2026 Q3.

What is the latest reported RTO position on this page?

The most recent filing on this page is 2026 Q3, when Independent Franchise Partners LLP reported 1,448,158 shares, equal to 0.18% of portfolio, with an estimated market value of $28.6M.

What does the chart on this RTO ownership page compare?

The chart compares Independent Franchise Partners LLP's quarterly RTO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Independent Franchise Partners LLP time their RTO position?

Based on 13F filing dates vs. subsequent RTO price moves, Independent Franchise Partners LLP correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on RTO relative to SPY over the holding period was -7.5%.

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