Portfolio (Quarterly) Guide ↗

Independent Franchise Partners LLP

· CIK 0001483866

13F Portfolio $14.3B AUM 26 positions Filed May 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 15 Added 10 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	RB GLOBAL INC	—	1,151,798	$118.5M	0.75%	SOLD

Sector Allocation

Communication Services 28.0%

Healthcare 21.3%

Consumer Defensive 12.2%

Financial Services 12.0%

Technology 10.4%

Consumer Cyclical 9.0%

Industrials 6.4%

Basic Materials 0.7%