Arkolith/Funds/Independent Franchise Partners LLP

Independent Franchise Partners LLP

CIK 1483866Hedge fund
Holdings as of Mar 31, 2026·disclosed May 14, 2026·~44-day 13F lag·13F-HR
Active Filer

Independent Franchise Partners LLP holds a focused book of 26 stocks worth $14.3B as of Q1 2026 (disclosed May 14, 2026, a ~44-day 13F lag). This quarter they trimmed Johnson & Johnson. Their largest long position is Bristol-Myers Squibb Co at 9% of the equity book.

Opened
0
bought for the first time
no new positions
Added to
15
already held, bought more
Trimmed
11
sold some, still holds it
Sold out
1
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
34%
Top 10 holdings
61%
Top 20 holdings
95%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Industrials
25%
Health Care
21%
Communication Services
14%
Financials
12%
Materials
10%
Consumer Discretionary
9%
Information Technology
6%
Consumer Staples
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Independent Franchise Partners LLP

Manager / fundShared namesTheir $ in those
BlackRock, Inc.27 / 26$144.3B
VANGUARD CAPITAL MANAGEMENT LLC27 / 26$111.9B
STATE STREET CORP27 / 26$87.4B
VANGUARD PORTFOLIO MANAGEMENT LLC27 / 26$49.4B
GEODE CAPITAL MANAGEMENT, LLC27 / 26$44.3B
JPMORGAN CHASE & CO27 / 26$37.5B
MORGAN STANLEY27 / 26$35.9B
FMR LLC27 / 26$29.6B

Ranked by the share of each fund's own book sitting in the names it shares with Independent Franchise Partners LLP: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

26 positions
#SecurityValueShares% PortLast moveHistory
1Bristol-Myers Squibb Co
COM
$1.3B21.28M
9.0%
▲+2.1%
Added · +447K sh
2Solventum Corp
COM SHS
$1.0B15.73M
7.2%
▲+2.5%
Added · +378K sh
3Live Nation Entertainment In
COM
$894.4M5.86M
6.3%
▲+2.3%
Added · +131K sh
4Kenvue Inc
COM
$848.4M49.21M
5.9%
▲+2.2%
Added · +1.1M sh
5Transunion
COM
$839.4M12.13M
5.9%
▲+33%
Added · +3.0M sh
6Aon PLC
SHS CL A
$835.4M2.59M
5.8%
▲+22%
Added · +472K sh
7Intercontinental Exchange In
COM
$779.4M4.96M
5.5%
▲+2.5%
Added · +123K sh
8News Corp New
CL A
$770.9M30.92M
5.4%
▲+3.3%
Added · +991K sh
9Salesforce Inc
COM
$753.2M4.04M
5.3%
▲+650%
Added · +3.5M sh
10Gartner Inc
COM
$728.5M4.60M
5.1%
▲+39%
Added · +1.3M sh
11Johnson & Johnson
COM
$726.3M2.97M
5.1%
▼−19%
Reduced · −685K sh
12Airbnb Inc
COM CL A
$666.2M5.28M
4.7%
▲+2.5%
Added · +129K sh
13Ebay Inc.
COM
$616.4M6.77M
4.3%
▼−13%
Reduced · −976K sh
14Zillow Group Inc
CL C CAP STK
$546.1M13.20M
3.8%
▲+20%
Added · +2.2M sh
15Fox Corp
CL A COM
$477.4M8.17M
3.3%
▼−16%
Reduced · −1.6M sh
16Lauder Estee Cos Inc
CL A
$475.7M6.63M
3.3%
▼−15%
Reduced · −1.2M sh
17Philip Morris Intl Inc
COM
$423.4M2.56M
3.0%
▼−33%
Reduced · −1.3M sh
18Warner Music Group Corp
COM CL A
$332.9M13.03M
2.3%
▼−0.5%
Reduced · −62K sh
19Fox Corp
CL B COM
$281.8M5.31M
2.0%
▲+2.6%
Added · +133K sh
20News Corp New
CL B
$259.8M9.11M
1.8%
▼−0.5%
Reduced · −50K sh
21Warner Bros Discovery Inc
COM SER A
$238.8M8.70M
1.7%
▼−31%
Reduced · −4.0M sh
22Zillow Group Inc
CL A
$113.3M2.74M
0.8%
▲+35%
Added · +714K sh
23Corteva Inc
COM
$99.5M1.19M
0.7%
▼−89%
Reduced · −9.3M sh
24Ryan Specialty Holdings Inc
CL A
$95.2M2.82M
0.7%
▲+33%
Added · +706K sh
25Tko Group Holdings Inc
CL A
$92.3M457.6K
0.6%
▼−5.8%
Reduced · −28K sh
26Otis Worldwide Corp
COM
$77.3M1.00M
0.5%
▼−5.8%
Reduced · −62K sh
Showing all 26 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 14, 202626$14.3B13F-HR
Q4 2025Dec 31, 2025Feb 17, 202627$15.7B13F-HR
Q3 2025Sep 30, 2025Nov 14, 202529$15.2B13F-HR
Q2 2025Jun 30, 2025Aug 13, 202525$15.0B13F-HR
Q1 2025Mar 31, 2025May 14, 202525$14.0B13F-HR
Q4 2024Dec 31, 2024Feb 13, 202525$13.3B13F-HR
Q3 2024Sep 30, 2024Nov 13, 202425$11.3B13F-HR
Q2 2024Jun 30, 2024Aug 13, 202424$10.9B13F-HR
Q1 2024Mar 31, 2024May 14, 202423$12.1B13F-HR
Q4 2023Dec 31, 2023Feb 13, 202425$11.8B13F-HR
Q3 2023Sep 30, 2023Nov 13, 202324$11.5B13F-HR
Q2 2023Jun 30, 2023Aug 11, 202324$11.9B13F-HR
Q1 2023Mar 31, 2023May 12, 202323$11.1B13F-HR
Q4 2022Dec 31, 2022Feb 13, 202324$10.2B13F-HR
Q3 2022Sep 30, 2022Nov 14, 202225$9.5B13F-HR
Q2 2022Jun 30, 2022Aug 12, 202226$10.6B13F-HR
Q1 2022Mar 31, 2022May 13, 202226$12.7B13F-HR
Q4 2021Dec 31, 2021Feb 11, 202226$12.7B13F-HR
Q3 2021Sep 30, 2021Nov 15, 202125$12.7B13F-HR
Q2 2021Jun 30, 2021Aug 13, 202124$13.4B13F-HR
Q1 2021Mar 31, 2021May 14, 202124$12.6B13F-HR
Q4 2020Dec 31, 2020Feb 16, 202125$11.6B13F-HR
Q3 2020Sep 30, 2020Nov 13, 202025$10.1B13F-HR
Q2 2020Jun 30, 2020Aug 13, 202025$9.8B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.