- Portfolio
- Activity
Independent Franchise Partners Holdings Activity
US Equity Fund Portfolio 13F
US Equity Fund has disclosed a total of 30 changes to the portfolio in the latest (2024 Q4) SEC report(s): increased the number of shares of 2 and decreased the number of shares of 28 position(s).
What stocks is Independent Franchise Partners buying now?
In the recent quarter Independent Franchise Partners has purchased 2 securities: (LYV) LIVE NATION ENTERTAINMENT IN (added shares +75.56%) and (SOLV) SOLVENTUM CORP (added shares +20.19%).
What does Independent Franchise Partners invest in?
Independent Franchise Partners's top 5 holdings (by % of portfolio) are (PM) PHILIP MORRIS INTERNATIONAL (5.24%), (WMG) WARNER MUSIC GROUP CORP-CL A (5.18%), (Z) ZILLOW GROUP INC - C (4.9%), (ICE) INTERCONTINENTAL EXCHANGE IN (4.88%) and (FOXA) FOX CORP - CLASS A (4.82%).
In the latest report(s) the following changes have been made to the top investments: (PM) PHILIP MORRIS INTERNATIONAL (reduced shares -54.85%), (WMG) WARNER MUSIC GROUP CORP-CL A (reduced shares -31.5%), (Z) ZILLOW GROUP INC - C (reduced shares -54.49%), (ICE) INTERCONTINENTAL EXCHANGE IN (reduced shares -45.12%) and (FOXA) FOX CORP - CLASS A (reduced shares -48.23%).
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.