Independent Franchise Partners LLP

Q3 2026 13F-HR Holdings

Location
London, X0
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
28
Total value ($000)
$16,132,516
Net value change ($000)
+890,118 (5.8%)
New positions
4
Sold out positions
2
Turnover %
5.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
OTIS 603,076 163.5%
CRM 410,252 45.0%
ICE 347,147 53.7%
IT 191,925 26.5%
BSX 154,650 NEW
MRSH 136,731 NEW
SOLV 133,985 10.7%
NWSA 119,253 15.0%
BMY 88,308 7.0%
FOXA 79,426 18.1%
Top Reduces (Value $000, Stocks/ETFs)
KVUE -428,041 -44.4%
EL -390,150 -100.0%
EBAY -264,381 -52.0%
LYV -145,784 -13.2%
RYAN -99,905 -100.0%
ABNB -82,701 -10.7%
ZG -76,550 -14.9%
TRU -43,719 -4.3%
WBD -40,862 -18.8%
CTVA -28,273 -29.9%
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