- Portfolio
- Activity
Independent Franchise Partners Holdings Activity
US Equity Fund Portfolio 13F
US Equity Fund has disclosed a total of 33 changes to the portfolio in the latest (2024 Q3) SEC report(s): increased the number of shares of 3, bought 3 totally new, decreased the number of shares of 24 and completely sold out 3 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 (KVUE) KENVUE INC (new buy), (SOLV) SOLVENTUM CORP (new buy), (EL) ESTEE LAUDER COMPANIES-CL A (added shares +51.37%), (LYV) LIVE NATION ENTERTAINMENT IN (new buy) and (AZPN) ASPEN TECHNOLOGY INC (added shares +10.16%).
What does Independent Franchise Partners invest in?
Independent Franchise Partners's top 5 holdings (by % of portfolio) are (PM) PHILIP MORRIS INTERNATIONAL (6.57%), (RBA) RB GLOBAL INC (5.7%), (ICE) INTERCONTINENTAL EXCHANGE IN (5.38%), (Z) ZILLOW GROUP INC - C (5.2%) and (FOXA) FOX CORP - CLASS A (4.55%).
In the latest report(s) the following changes have been made to the top investments: (PM) PHILIP MORRIS INTERNATIONAL (reduced shares -4.26%), (RBA) RB GLOBAL INC (reduced shares -4.26%), (ICE) INTERCONTINENTAL EXCHANGE IN (reduced shares -3.73%), (Z) ZILLOW GROUP INC - C (reduced shares -4.26%) and (FOXA) FOX CORP - CLASS A (reduced shares -7.14%).
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.