Independent Franchise Partners LLP Portfolio Holdings by Sector

Independent Franchise Partners LLP

$13.3 Billion
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Entertainment \| Communication Services LYV NWSA FOXA WMG NWS FOX WBD 7 stocks	$3.77 Million 28.35% of portfolio	1	6	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare BMY JNJ 2 stocks	$1.78 Million 13.39% of portfolio	-	2	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services Z ZG 2 stocks	$985,753 7.41% of portfolio	-	2	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IT 1 stocks	$840,165 6.32% of portfolio	1	-	1	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services ICE 1 stocks	$805,658 6.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services AON 1 stocks	$747,564 5.62% of portfolio	1	-	-	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials CTVA 1 stocks	$702,537 5.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive EL 1 stocks	$683,228 5.14% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical EBAY 1 stocks	$669,720 5.04% of portfolio	-	1	-	-	0 Calls 0 Puts

Tobacco \| Consumer Defensive PM 1 stocks	$612,388 4.61% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services EA 1 stocks	$551,397 4.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical ABNB 1 stocks	$505,671 3.8% of portfolio	1	-	1	-	0 Calls 0 Puts
Consulting Services \| Industrials TRU 1 stocks	$383,317 2.88% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials OTIS 1 stocks	$100,435 0.76% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Specialty \| Financial Services RYAN 1 stocks	$95,798 0.72% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology ORCL 1 stocks	$42,476 0.32% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials RTO 1 stocks	$19,660 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts

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