Independent Franchise Partners LLP

Q4 2024 13F-HR Holdings

Location
London, X0
Holdings as of
12/31/2024
Date filed
2/13/2025
Form type
13F-HR
Num holdings
25
Total value ($000)
$13,321,061
Net value change ($000)
+1,983,452 (17.5%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/13/2024 Next filing: 5/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
LYV 440,814 263.9%
CTVA 299,320 46.7%
BMY 234,931 32.0%
EBAY 112,986 19.5%
NWSA 99,107 15.6%
ICE 99,094 12.1%
FOXA 97,320 14.1%
TKO 91,852 23.4%
FOXA 69,085 36.0%
JNJ 67,938 9.9%
Top Reduces (Value $000, Stocks/ETFs)
KVUE -12,130 -13.6%
EA -4,291 -0.8%
Aspen Technology, Inc. -2,824 -2.1%
RTO -1,042 -12.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type