Independent Franchise Partners LLP

Q2 2025 13F-HR Holdings

Location
London, X0
Holdings as of
6/30/2025
Date filed
8/13/2025
Form type
13F-HR
Num holdings
25
Total value ($000)
$15,031,700
Net value change ($000)
+1,011,078 (7.2%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2025 Next filing: 11/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
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)
KVUE 429,479 191.0%
SOLV 326,490 73.8%
TRU 233,273 132.8%
ORCL 193,122 32.9%
NWSA 126,847 17.1%
EL 111,232 21.1%
LYV 109,147 14.7%
TKO 86,758 17.9%
ICE 51,953 4.9%
RBA 28,761 5.0%
Top Reduces (Value $000, Stocks/ETFs)
EBAY -187,569 -23.7%
FOXA -127,842 -17.5%
AON -103,516 -16.4%
BMY -89,824 -8.5%
JNJ -78,331 -8.9%
CTVA -57,934 -5.5%
WMG -57,675 -13.8%
EA -24,837 -4.4%
FOXA -8,412 -3.0%
RTO -1,395 -36.3%
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