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 (2022 Q3) SEC report(s): increased the number of shares of 5, bought 1 totally new, decreased the number of shares of 4 and completely sold out 1 position(s).
What stocks is Independent Franchise Partners buying now?
In the recent quarter Independent Franchise Partners has bought 6 securities out of which top 5 purchases (by % change to portfolio) are (CFRHF) CIE FINANCIERE RICHEMO-A REG (new buy), (NTDOF) NINTENDO CO LTD (added shares +900%), (ORCL) ORACLE CORP (added shares +25.16%), (TRU) TRANSUNION (added shares +25.65%) and (Z) ZILLOW GROUP INC - C (added shares +16.6%).
What does Independent Franchise Partners invest in?
Independent Franchise Partners's top 5 holdings (by % of portfolio) are (BMY) BRISTOL-MYERS SQUIBB CO (6.71%), (PM) PHILIP MORRIS INTERNATIONAL (5.49%), (NVSEF) NOVARTIS AG-REG (4.59%), (FOXA) FOX CORP - CLASS A (4.46%) and (ORCL) ORACLE CORP (4.3%).
In the latest report(s) the following change has been made to the top investments: (ORCL) ORACLE CORP (added shares +25.16%).
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.