Independent Franchise Partners
Independent Franchise Partners reported 26 stocks worth $15.2B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are BMY (8.2%), SOLV (8.2%) and LYV (7.2%). Compared with Q1 2026, the fund added to BMY, SOLV and LYV and trimmed EBAY, EL and WMG.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BMY Bristol Myers Squibb Co | $1.3B | 8.2% | 21.8M | +517K (+2%) | 8 of 8 | |
| 2 |  SOLV Solventum Corp | $1.2B | 8.2% | 16.2M | +437K (+3%) | 8 of 8 | |
| 3 |  LYV Live Nation Entmt Inc | $1.1B | 7.2% | 6M | +149K (+3%) | 8 of 8 | |
| 4 |  TRU Transunion | $1B | 6.6% | 14M | +1.8M (+15%) | 8 of 8 | |
| 5 |  KVUE Kenvue Inc | $964M | 6.3% | 50.4M | +1.2M (+2%) | 8 of 8 | |
| 6 |  CRM Salesforce Inc | $912M | 6.0% | 5.8M | +1.8M (+44%) | 3 of 8 | |
| 7 |  AON Aon PLC | $878M | 5.8% | 2.6M | +59K (+2%) | 8 of 8 | |
| 8 |  NWSA News Corp New | $796M | 5.2% | 32.1M | +1.1M (+4%) | 8 of 8 | |
| 9 |  ABNB Airbnb Inc | $776M | 5.1% | 5.4M | +148K (+3%) | 4 of 8 | |
| 10 |  JNJ Johnson & Johnson | $773M | 5.1% | 3M | +72K (+2%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Independent Franchise Partners 13F FAQ
What does Independent Franchise Partners own?
Independent Franchise Partners reported 26 stocks worth $15.2B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are BMY (8.2%), SOLV (8.2%) and LYV (7.2%). The table above lists every position in the filing (the top 10 without an account).
What did Independent Franchise Partners buy and sell in Q2 2026?
Compared with Q1 2026: 0 new positions, 18 added to, 8 trimmed and 0 sold out.
When will Independent Franchise Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Independent Franchise Partners's portfolio worth?
The Q2 2026 filing reports $15.2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.