Independent Franchise Partners Holdings Activity
US Equity Fund Portfolio 13F
US Equity Fund has disclosed a total of 11 changes to the portfolio in the latest (2023 Q3) SEC report(s): increased the number of shares of 5, bought 2 totally new, decreased the number of shares of 1 and completely sold out 3 position(s).
What stocks is Independent Franchise Partners buying now?
In the recent quarter Independent Franchise Partners has bought 7 securities out of which top 5 purchases (by % change to portfolio) are (TKO) TKO GROUP HOLDINGS INC (new buy), (EL) ESTEE LAUDER COMPANIES-CL A (new buy), (CTVA) CORTEVA INC (added shares +25.4%), (ICE) INTERCONTINENTAL EXCHANGE IN (added shares +22.95%) and (BTAFF) BRITISH AMERICAN TOBACCO PLC (added shares +20.45%).
What does Independent Franchise Partners invest in?
Independent Franchise Partners's top 5 holdings (by % of portfolio) are (RBA) RB GLOBAL INC (6.51%), (BMY) BRISTOL-MYERS SQUIBB CO (5.78%), (NVSEF) NOVARTIS AG-REG (5.14%), (PM) PHILIP MORRIS INTERNATIONAL (5.13%) and (Z) ZILLOW GROUP INC - C (4.74%).
In the latest report(s) the following change has been made to the top investments: (BMY) BRISTOL-MYERS SQUIBB CO (added shares +9.81%).
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.