Independent Franchise Partners LLP Top Holdings and 13F Report (2024) About Independent Franchise Partners LLPInvestment ActivityIndependent Franchise Partners LLP has $11.34 billion in total holdings as of September 30, 2024.Independent Franchise Partners LLP owns shares of 25 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 5.14% of the portfolio was purchased this quarter.About 14.57% of the portfolio was sold this quarter.This quarter, Independent Franchise Partners LLP has purchased 24 new stocks and bought additional shares in 3 stocks.Independent Franchise Partners LLP sold shares of 18 stocks and completely divested from 3 stocks this quarter.Largest Holdings RB Global $862,988,586Intercontinental Exchange $818,931,796Zillow Group $749,242,972Philip Morris International $740,952,395Bristol-Myers Squibb $733,898,269 Largest New Holdings this Quarter Live Nation Entertainment $167,057,214 HoldingKenvue $89,368,815 HoldingSOLVENTUM CORP $54,512,813 HoldingRentokil Initial $8,615,683 Holding Largest Purchases this Quarter Estée Lauder Companies 1,933,731 shares (about $192.77M)Live Nation Entertainment 1,525,776 shares (about $167.06M)Kenvue 3,863,762 shares (about $89.37M)Johnson & Johnson 354,175 shares (about $57.40M)SOLVENTUM CORP 781,882 shares (about $54.51M) Largest Sales this Quarter Oracle 1,477,224 shares (about $251.72M)TransUnion 1,699,782 shares (about $177.97M)AON 437,633 shares (about $151.42M)FOX 2,229,039 shares (about $94.36M)Intercontinental Exchange 539,079 shares (about $86.60M) Sector Allocation Over TimeMap of 500 Largest Holdings ofIndependent Franchise Partners LLP Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorRBARB Global$862,988,586$84,384,106 ▼-8.9%10,721,6877.6%Business ServicesICEIntercontinental Exchange$818,931,796$86,597,651 ▼-9.6%5,097,9327.2%FinanceZZillow Group$749,242,972$18,377,690 ▼-2.4%11,734,4246.6%FinancePMPhilip Morris International$740,952,395$72,688,857 ▼-8.9%6,103,3976.5%Consumer StaplesBMYBristol-Myers Squibb$733,898,269$21,537,862 ▼-2.9%14,184,3506.5%MedicalFOXAFOX$688,578,511$94,355,221 ▼-12.1%16,266,9156.1%Consumer DiscretionaryJNJJohnson & Johnson$683,286,285$57,397,600 ▲9.2%4,216,2556.0%MedicalAONAON$682,256,643$151,416,642 ▼-18.2%1,971,8976.0%FinanceORCLOracle$664,133,829$251,718,969 ▼-27.5%3,897,4995.9%Computer and TechnologyCTVACorteva$640,321,279$13,313,231 ▼-2.0%10,891,6705.6%Consumer StaplesNWSANews$633,931,916$13,352,841 ▼-2.1%23,805,1795.6%Consumer DiscretionaryEBAYeBay$579,531,022$24,858,021 ▼-4.1%8,900,7995.1%Retail/WholesaleEAElectronic Arts$568,561,017$12,702,760 ▼-2.2%3,963,7555.0%Consumer DiscretionaryELEstée Lauder Companies$538,303,968$192,773,643 ▲55.8%5,399,7794.7%Consumer StaplesTKO GROUP HOLDINGS INC$392,620,901$43,177,512 ▼-9.9%3,173,7203.5%CL ANWSNews$252,163,306$7,748,327 ▼-3.0%9,021,9432.2%Consumer DiscretionaryFOXFOX$191,924,665$2,999,938 ▼-1.5%4,946,5121.7%Consumer DiscretionaryTRUTransUnion$179,069,875$177,967,175 ▼-49.8%1,710,3141.6%Business ServicesLYVLive Nation Entertainment$167,057,214$167,057,214 ▲New Holding1,525,7761.5%Consumer DiscretionaryWMGWarner Music Group$158,229,982$5,322,972 ▼-3.3%5,055,2711.4%Consumer DiscretionaryAZPNAspen Technology$132,678,361$13,468,254 ▲11.3%555,5581.2%Computer and TechnologyZGZillow Group$126,448,612$3,080,584 ▼-2.4%2,041,7991.1%FinanceKVUEKenvue$89,368,815$89,368,815 ▲New Holding3,863,7620.8%Consumer StaplesSOLVENTUM CORP$54,512,813$54,512,813 ▲New Holding781,8820.5%COM SHSRTORentokil Initial$8,615,683$8,615,683 ▲New Holding345,5950.1%Business ServicesBKNGBooking$0$418,972,201 ▼-100.0%00.0%Retail/WholesaleRVTYRevvity$0$111,922,635 ▼-100.0%00.0%MedicalNYTNew York Times$0$35,710,730 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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