- Portfolio
- Activity
Independent Franchise Partners Holdings Activity
US Equity Fund Portfolio 13F
US Equity Fund has disclosed a total of 29 changes to the portfolio in the latest (2023 Q1) SEC report(s): increased the number of shares of 8, bought 1 totally new, decreased the number of shares of 18 and completely sold out 2 position(s).
What stocks is Independent Franchise Partners buying now?
In the recent quarter Independent Franchise Partners has bought 9 securities out of which top 5 purchases (by % change to portfolio) are (RBA) RITCHIE BROS AUCTIONEERS (added shares +96.7%), (NYT) NEW YORK TIMES CO-A (new buy), (NTDOF) NINTENDO CO LTD (added shares +30.74%), (CRM) SALESFORCECOM INC (added shares +6.7%) and (EA) ELECTRONIC ARTS INC (added shares +7.4%).
What does Independent Franchise Partners invest in?
Independent Franchise Partners's top 5 holdings (by % of portfolio) are (RBA) RITCHIE BROS AUCTIONEERS (5.62%), (BKNG) BOOKING HOLDINGS INC (5.56%), (ORCL) ORACLE CORP (5.55%), (BMY) BRISTOL-MYERS SQUIBB CO (5.55%) and (PM) PHILIP MORRIS INTERNATIONAL (5.46%).
In the latest report(s) the following changes have been made to the top investments: (RBA) RITCHIE BROS AUCTIONEERS (added shares +96.7%), (BKNG) BOOKING HOLDINGS INC (reduced shares -0.2%), (ORCL) ORACLE CORP (reduced shares -0.2%), (BMY) BRISTOL-MYERS SQUIBB CO (reduced shares -0.2%) and (PM) PHILIP MORRIS INTERNATIONAL (reduced shares -0.2%).
Shares, change to shares, sold shares - 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.
Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.