Independent Franchise Partners LLP

Q1 2026 13F-HR Holdings

Location
London, X0
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
26
Total value ($000)
$14,289,822
Net value change ($000)
-1,434,274 (-9.1%)
New positions
0
Sold out positions
1
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
CRM 610,702 428.5%
BMY 166,887 14.9%
AON 88,829 11.9%
LYV 77,379 9.5%
TRU 55,920 7.1%
KVUE 17,834 2.1%
Top Reduces (Value $000, Stocks/ETFs)
CTVA -603,984 -85.9%
EL -344,987 -42.0%
FOXA -237,041 -33.2%
ZG -201,131 -26.9%
PM -189,962 -31.0%
SOLV -189,388 -15.6%
WBD -127,093 -34.7%
RBA -118,485 -100.0%
IT -106,199 -12.7%
WMG -68,766 -17.1%
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