Independent Franchise Partners LLP

FundLondon · 2 holdings reports on file, from 2026 · Not one of the 16 funds we watch

$15.2B

Reported value of US stock holdings on Jun 30, the filing's own figure

26 positions · filed Aug 13, 44 days after the quarter ended

Not watched

Aeon posts holdings changes on the feed for the 16 watched managers; this fund's holdings are shown here each quarter.

Why no record

A holdings report says nothing about how a manager has done, because it gives no prices. That is why managers are never ranked.

What changed last quarter

Quarter ended Jun 30 · filed Aug 13 · against the report before it

New positions

None this quarter.

Sold out

None this quarter.

Added to

17, biggest 4

BMY BRISTOL-MYERS SQUIBB CO +517K shares+2%

SOLV SOLVENTUM CORP +437K shares+3%

LYV LIVE NATION ENTERTAINMENT IN +149K shares+3%

TRU TRANSUNION +1.8M shares+15%

Trimmed

6, biggest 4

EBAY EBAY INC. −2.2M shares−33%

EL LAUDER ESTEE COS INC −1.7M shares−25%

WBD WARNER BROS DISCOVERY INC −540K shares−6%

RYAN RYAN SPECIALTY HOLDINGS INC −175K shares−6%

Top holdings

Reference, not news

Top holdings · 26 positionsSwipe →

#TickerCompanyShares Share of this fund's holdingsvs last quarter

1 BMY BRISTOL-MYERS SQUIBB CO 21.8M 8.2% +2%

2 SOLV SOLVENTUM CORP 16.2M 8.2% +3%

3 LYV LIVE NATION ENTERTAINMENT IN 6.0M 7.2% +3%

4 TRU TRANSUNION 14.0M 6.6% +15%

5 KVUE KENVUE INC 50.4M 6.3% +2%

6 CRM SALESFORCE INC 5.8M 6.0% +44%

7 AON PLC 2.6M 5.8% +2%

8 NWSA NEWS CORP NEW 32.1M 5.2% +4%

Ranked by value in the report. Share of this fund's holdings means the position's value as a share of the fund's reported total. It is not a share of any company; that is what a stake percent means.