Findlay Park Partners LLP
Institutional investor · Portfolio as of Q1 2019
Top Holdings45 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
DANAHER CORP | 4.6M | $611.9M | 5.6% | $113.63 | 0.00% | 1 qtr | New 98 |
MICROSOFT CORP | 5.1M | $599.5M | 5.5% | $110.82 | 0.00% | 1 qtr | New 98 |
AIR PRODUCTS & CHEMICALS INC | 2.8M | $531.2M | 4.9% | $162.56 | 0.00% | 1 qtr | New 88 |
BECTON DICKINSON AND CO | 2.1M | $511.9M | 4.7% | $170.46 | 0.00% | 1 qtr | New 88 |
FIDELITY NATIONAL INFO SERV | 4.3M | $480.7M | 4.4% | $99.41 | 0.00% | 1 qtr | New 88 |
BERKSHIRE HATHAWAY INC-CL B | 2.2M | $434.5M | 4.0% | $200.89 | 0.00% | 1 qtr | New 87 |
COMCAST CORP-CLASS A | 10.4M | $415.8M | 3.8% | $31.04 | 0.00% | 1 qtr | New 87 |
ALPHABET INC-CL C | 336,405 | $394.7M | 3.6% | $58.23 | 0.00% | 1 qtr | New 87 |
ACCENTURE PLC-CL A | 2.1M | $376.5M | 3.5% | $156.03 | 0.00% | 1 qtr | New 87 |
AMERICAN EXPRESS CO | 3.4M | $368M | 3.4% | $99.68 | 0.00% | 1 qtr | New 87 |
LIVE NATION ENTERTAINMENT IN | 5.6M | $357.6M | 3.3% | $63.54 | 0.00% | 1 qtr | New 87 |
FISERV INC | 3.9M | $339.9M | 3.1% | $88.28 | 0.00% | 1 qtr | New 87 |
WASTE CONNECTIONS INC | 3.8M | $332.3M | 3.1% | $83.99 | 0.00% | 1 qtr | New 87 |
DEERE AND CO | 1.8M | $293.2M | 2.7% | $145.24 | 0.00% | 1 qtr | New 81 |
WELLS FARGO & CO | 6M | $292M | 2.7% | $39.97 | 0.00% | 1 qtr | New 81 |
SHERWIN-WILLIAMS CO/THE | 661,188 | $284.8M | 2.6% | $135.20 | 0.00% | 1 qtr | New 81 |
COCA-COLA CO/THE | 6M | $281.5M | 2.6% | $38.11 | 0.00% | 1 qtr | New 81 |
EOG RESOURCES INC | 2.9M | $279.7M | 2.6% | $70.12 | 0.00% | 1 qtr | New 81 |
AUTODESK INC | 1.7M | $262.8M | 2.4% | $155.82 | 0.00% | 1 qtr | New 81 |
3M CO | 1.2M | $240.2M | 2.2% | $135.09 | 0.00% | 1 qtr | New 80 |
Findlay Park Partners LLP manages $10.9B across 45 positions as of Q1 2019. Top holdings: DHR (5.6%), MSFT (5.5%), APD (4.9%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 45 new positions, 0 exits, 0 increased. Top move: DHR (NEW, conviction 98). Portfolio: $10.9B across 45 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer