Holdings
Independent Franchise Partners US Equity Fund
As of Jun 30, 2026, Independent Franchise Partners US Equity Fund reported 29 positions worth US$1.33B. Largest: Bristol-myers Squibb Company, Warner Bros. Discovery, Inc. - Series A and Solventum Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Bristol-myers Squibb Company | 1.38M | US$79.7M | −203K | Jun 30, 2026 |
| Warner Bros. Discovery, Inc. - Series A | 2.69M | US$71.7M | −394K | Jun 30, 2026 |
| Solventum Corporation | 869K | US$67.1M | −127K | Jun 30, 2026 |
| Live Nation Entertainment, Inc. | 365K | US$66.9M | −53,489 | Jun 30, 2026 |
| News Corporation | 2.57M | US$63.8M | −385K | Jun 30, 2026 |
| Aon Plc | 186K | US$61.8M | −27,245 | Jun 30, 2026 |
| Kenvue Inc. | 3.13M | US$59.9M | −459K | Jun 30, 2026 |
| Johnson & Johnson | 215K | US$54.6M | −31,391 | Jun 30, 2026 |
| Transunion | 731K | US$52.8M | −107K | Jun 30, 2026 |
| Universal Music Group N.v. | 2.47M | US$51.8M | +2,523 | Jun 30, 2026 |