Findlay Park Partners LLP
Institutional investor · Portfolio as of Q1 2023
Top Holdings56 positions
MICROSOFT CORP | 1.9M | $544.4M | 5.7% | $110.12 | +154.71% | 17 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 1.2M | $362.9M | 3.8% | $243.11 | +27.01% | 17 qtrssince 2019-Q1 | Decreased 0 |
EOG RES INC | 3.1M | $357M | 3.8% | $77.29 | +31.56% | 17 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INCORPORATED | 875,065 | $318M | 3.4% | $345.53 | +3.00% | 9 qtrssince 2021-Q1 | Decreased 0 |
TOPBUILD CORP | 1.5M | $313.2M | 3.3% | $214.50 | -7.58% | 9 qtrssince 2021-Q1 | Decreased 0 |
GALLAGHER ARTHUR J & CO | 1.5M | $292.1M | 3.1% | $138.81 | +33.28% | 8 qtrssince 2021-Q2 | Decreased 0 |
MARTIN MARIETTA MATLS INC | 789,753 | $280.4M | 3.0% | $287.53 | +21.00% | 17 qtrssince 2019-Q1 | Increased 59 |
S&P GLOBAL INC | 795,393 | $274.2M | 2.9% | $303.00 | +4.57% | 13 qtrssince 2020-Q1 | Decreased 0 |
NVIDIA CORPORATION | 904,364 | $251.2M | 2.7% | $17.67 | +56.68% | 6 qtrssince 2021-Q4 | Decreased 0 |
| 1.7M | $233.7M | 2.5% | — | — | 3 qtrssince 2022-Q3 | Decreased 0 | |
INTUIT | 523,216 | $233.3M | 2.5% | $306.67 | +41.48% | 16 qtrssince 2019-Q2 | Decreased 0 |
WASTE CONNECTIONS INC | 1.6M | $223.8M | 2.4% | $92.19 | +47.28% | 17 qtrssince 2019-Q1 | Increased 56 |
T-MOBILE US INC | 1.5M | $211.7M | 2.2% | $82.91 | +66.10% | 17 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC IRELAND | 725,000 | $207.2M | 2.2% | $266.44 | 0.00% | 1 qtr | New 79 |
SHERWIN WILLIAMS CO | 917,696 | $206.3M | 2.2% | $225.70 | -3.50% | 17 qtrssince 2019-Q1 | Increased 57 |
INTERCONTINENTAL EXCHANGE IN | 2M | $204.6M | 2.2% | $84.78 | +17.63% | 17 qtrssince 2019-Q1 | Increased 56 |
JACOBS SOLUTIONS INC | 1.7M | $199.6M | 2.1% | $86.71 | +8.55% | 3 qtrssince 2022-Q3 | Decreased 0 |
MARSH & MCLENNAN COS INC | 1.2M | $196.6M | 2.1% | $89.58 | +75.60% | 17 qtrssince 2019-Q1 | Decreased 0 |
ANALOG DEVICES INC | 956,907 | $188.7M | 2.0% | $141.01 | +32.61% | 17 qtrssince 2019-Q1 | Decreased 0 |
CBRE GROUP INC | 2.6M | $186.4M | 2.0% | $71.79 | -1.32% | 12 qtrssince 2020-Q2 | Increased 52 |
Findlay Park Partners LLP manages $9.5B across 56 positions as of Q1 2023. Top holdings: MSFT (5.7%), BRK/B (3.8%), EOG (3.8%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 11 new positions, 2 exits, 13 increased. Top move: ACN (NEW, conviction 79). Portfolio: $9.5B across 56 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR