Independent Franchise Partners LLP

Q1 2025 13F-HR Holdings

Location
London, X0
Holdings as of
3/31/2025
Date filed
5/14/2025
Form type
13F-HR
Num holdings
25
Total value ($000)
$14,020,622
Net value change ($000)
+699,561 (5.3%)
New positions
1
Sold out positions
1
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2025 Next filing: 8/13/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SOLV 336,704 317.9%
WMG 236,681 129.5%
ICE 150,167 16.4%
KVUE 147,670 191.2%
WBD 140,224 NEW
LYV 136,247 22.4%
JNJ 128,149 17.1%
CTVA 116,658 12.4%
EBAY 99,197 14.3%
BMY 92,018 9.5%
Top Reduces (Value $000, Stocks/ETFs)
RBA -295,478 -33.9%
Aspen Technology, Inc. -129,854 -100.0%
PM -108,549 -13.6%
ORCL -102,579 -14.9%
AON -92,568 -12.8%
EL -62,760 -10.7%
FOXA -56,401 -7.2%
ZG -41,160 -5.1%
TRU -17,744 -9.2%
ZG -5,667 -4.0%
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