Independent Franchise Partners recent buys & sells (2025 Q1)
US Equity Fund
US Equity Fund Portfolio Changes
Purchase & sale details
- Portfolio value:
- $1.40B (+$296M)
- Previous value:
- $1.10B
- # of changes:
- 30
- New positions:
- 1
- Reported for:
- 31 Mar 2025 (Q1)
- Latest filing date:
- 29 May 2025
US Equity Fund has disclosed a total of 30 changes to the portfolio in the (2025 Q1) SEC report(s): increased the number of shares of 25, bought 1 totally new, decreased the number of shares of 3 and completely sold out 1 position(s).
What stocks did Independent Franchise Partners buy in 2025 Q1?
During 2025 Q1 Independent Franchise Partners has bought 26 securities out of which top 5 purchases (by % change to portfolio) were (KVUE) Kenvue Inc (added shares +173.96%), (ICE) Intercontinental Exchange Inc (added shares +16.75%), (ZG) Zillow Group Inc (added shares +24.28%), (BMY) Bristol-Myers Squibb Company (added shares +24.28%) and (CTVA) Corteva Inc (added shares +24.29%).
What did Independent Franchise Partners invest in during 2025 Q1?
In the 2025 Q1 report(s) the following changes have been made to the top investments: (KVUE) Kenvue Inc (added shares +173.96%), (ICE) Intercontinental Exchange Inc (added shares +16.75%), (ZG) Zillow Group Inc (added shares +24.28%), (BMY) Bristol-Myers Squibb Company (added shares +24.28%) and (CTVA) Corteva Inc (added shares +24.29%).
30 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Warner Bros Discovery Inc
|
new
|
+4,295,964
|
4,295,964
|
+3.3%
|
$10.73
|
+188.44%($30.95)
|
3.30%
|
2025 Q1
|
~0.25 years
|
|
|
|
Kenvue Inc
|
+173.96%
|
+1,957,740
|
3,083,169
|
+3.36%
|
$23.98
|
-18.66%($19.50)
|
5.30%
|
2024 Q3
|
~0.75 years
|
|
|
|
Live Nation Entertainment Inc
|
+34.88%
|
+98,177
|
379,609
|
+0.92%
|
$130.58
|
+32.73%($173.32)
|
3.55%
|
2024 Q3
|
~0.75 years
|
|
|
|
Solventum Corp
|
+34.46%
|
+167,689
|
654,319
|
+0.91%
|
$76.04
|
+11.84%($85.04)
|
3.57%
|
2024 Q3
|
~0.75 years
|
|
|
|
News Corp A
|
+25.68%
|
+367,646
|
1,799,420
|
+0.72%
|
$27.22
|
+13.76%($30.96)
|
3.51%
|
2019 Q3
|
~5.75 years
|
|
|
|
Corteva Inc
|
+24.29%
|
+218,696
|
1,119,131
|
+0.99%
|
$62.93
|
-80.10%($12.52)
|
5.05%
|
2019 Q4
|
~5.50 years
|
|
|
|
Bristol-Myers Squibb Company
|
+24.28%
|
+225,722
|
1,155,332
|
+0.99%
|
$60.99
|
+0.95%($61.57)
|
5.05%
|
2019 Q3
|
~5.75 years
|
|
|
|
Zillow Group Inc
|
+24.28%
|
+203,746
|
1,042,853
|
+1%
|
$68.33
|
-49.64%($34.41)
|
5.11%
|
2021 Q4
|
~3.50 years
|
|
|
|
Estee Lauder Companies Inc
|
+24.28%
|
+106,089
|
543,008
|
+0.5%
|
$66.00
|
+63.62%($107.99)
|
2.57%
|
2023 Q3
|
~1.75 years
|
|
|
|
Johnson & Johnson
|
+24.28%
|
+77,173
|
395,005
|
+0.92%
|
$165.84
|
+58.82%($263.38)
|
4.69%
|
2019 Q3
|
~5.75 years
|
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".