Findlay Park Partners LLP
Institutional investor · Portfolio as of Q1 2025
Top Holdings58 positions
GALLAGHER ARTHUR J & CO | 1.2M | $404.7M | 4.2% | $184.89 | +83.05% | 16 qtrssince 2021-Q2 | Increased 58 |
LIVE NATION ENTERTAINMENT IN | 2.4M | $313.8M | 3.2% | $93.28 | +39.99% | 8 qtrssince 2023-Q2 | Increased 57 |
S&P GLOBAL INC | 605,620 | $307.7M | 3.2% | $305.27 | +55.52% | 21 qtrssince 2020-Q1 | Increased 57 |
UNITEDHEALTH GROUP INC | 575,626 | $301.5M | 3.1% | $444.88 | -9.77%as of Oct 16 | 22 qtrssince 2019-Q4 | Decreased 0 |
MASTERCARD INCORPORATED | 533,590 | $292.5M | 3.0% | $348.16 | +56.00% | 17 qtrssince 2021-Q1 | Increased 57 |
MARSH & MCLENNAN COS INC | 1.1M | $275.8M | 2.8% | $126.36 | +87.80% | 25 qtrssince 2019-Q1 | Increased 66 |
LIBERTY MEDIA CORP DEL | 3M | $270.1M | 2.8% | $65.09 | +38.29% | 7 qtrssince 2023-Q3 | Decreased 0 |
ACCENTURE PLC IRELAND | 858,498 | $267.9M | 2.8% | $280.65 | +7.01% | 9 qtrssince 2023-Q1 | Decreased 0 |
CHARLES SCHWAB CORP (THE) | 3.4M | $265.6M | 2.7% | $70.06 | +9.66% | 10 qtrssince 2022-Q4 | Increased 53 |
INTUIT | 395,145 | $242.6M | 2.5% | $310.75 | +94.78% | 24 qtrssince 2019-Q2 | Increased 53 |
MICROSOFT CORP | 642,810 | $241.3M | 2.5% | $110.12 | +236.93% | 25 qtrssince 2019-Q1 | Decreased 0 |
API GROUP CORP | 6.4M | $230.5M | 2.4% | $20.89 | +14.15% | 8 qtrssince 2023-Q2 | Increased 53 |
CANADIAN PACIFIC KANSAS CITY | 3.3M | $229.9M | 2.4% | $74.90 | -7.27% | 7 qtrssince 2023-Q3 | Increased 53 |
CRH PLC | 2.6M | $224.9M | 2.3% | $83.87 | +3.33% | 5 qtrssince 2024-Q1 | Increased 61 |
EOG RES INC | 1.7M | $223.7M | 2.3% | $77.89 | +56.37% | 25 qtrssince 2019-Q1 | Increased 53 |
WATERS CORP | 581,169 | $214.2M | 2.2% | $313.33 | +15.58% | 7 qtrssince 2023-Q3 | Increased 58 |
ROYAL GOLD INC | 1.2M | $202.9M | 2.1% | $110.93 | +45.08% | 10 qtrssince 2022-Q4 | Increased 53 |
CBRE GROUP INC | 1.5M | $198.4M | 2.0% | $99.41 | +30.23% | 20 qtrssince 2020-Q2 | Decreased 0 |
WASTE CONNECTIONS INC | 1M | $197.4M | 2.0% | $103.81 | +86.21% | 25 qtrssince 2019-Q1 | Increased 53 |
CONOCOPHILLIPS | 1.8M | $192.7M | 2.0% | $103.93 | -3.66% | 10 qtrssince 2022-Q4 | Increased 49 |
Findlay Park Partners LLP manages $9.7B across 58 positions as of Q1 2025. Top holdings: AJG (4.2%), LYV (3.2%), SPGI (3.2%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Added 2 new positions, exited 3, increased 44, trimmed 12. Top move: MRSH (INCREASED, conviction 66). Portfolio: $9.7B across 58 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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