Findlay Park Partners LLP
Institutional investor · Portfolio as of Q2 2019
Top Holdings45 positions
Microsoft Corp | 5.1M | $680.9M | 6.1% | $110.12 | +14.00% | 2 qtrssince 2019-Q1 | Unchanged 0 |
Danaher Corp | 4.1M | $592.8M | 5.3% | $112.95 | +8.39% | 2 qtrssince 2019-Q1 | Decreased 0 |
Becton Dickinson and Co | 2.2M | $559.5M | 5.0% | $169.62 | +1.14% | 2 qtrssince 2019-Q1 | Increased 64 |
Air Products & Chemicals Inc | 2.3M | $524M | 4.7% | $162.56 | +19.16% | 2 qtrssince 2019-Q1 | Decreased 0 |
Fidelity National Information | 4.3M | $521.4M | 4.7% | $99.41 | +8.79% | 2 qtrssince 2019-Q1 | Unchanged 0 |
Comcast Corp | 11.2M | $473.6M | 4.2% | $31.18 | +5.84% | 2 qtrssince 2019-Q1 | Increased 63 |
Berkshire Hathaway Inc | 2.2M | $461.1M | 4.1% | $200.89 | +6.11% | 2 qtrssince 2019-Q1 | Unchanged 0 |
Fiserv Inc | 4.5M | $412M | 3.7% | $88.71 | +2.77% | 2 qtrssince 2019-Q1 | Increased 68 |
Accenture PLC | 2.1M | $395.2M | 3.5% | $156.03 | +5.84% | 2 qtrssince 2019-Q1 | Unchanged 0 |
Alphabet Inc | 349,334 | $377.6M | 3.4% | $57.95 | -7.61% | 2 qtrssince 2019-Q1 | Increased 60 |
Live Nation Entertainment Inc | 5.5M | $361.9M | 3.2% | $63.54 | +4.27% | 2 qtrssince 2019-Q1 | Decreased 0 |
Agilent Technologies Inc | 4.5M | $336M | 3.0% | $74.29 | -4.66% | 2 qtrssince 2019-Q1 | Increased 80 |
EOG Resources Inc | 3.5M | $325.7M | 2.9% | $69.91 | -1.62% | 2 qtrssince 2019-Q1 | Increased 64 |
Waste Connections Inc | 3.4M | $324.5M | 2.9% | $83.99 | +8.08% | 2 qtrssince 2019-Q1 | Decreased 0 |
Autodesk Inc | 2M | $323.7M | 2.9% | $156.89 | +3.83% | 2 qtrssince 2019-Q1 | Increased 63 |
American Express Co | 2.5M | $311.8M | 2.8% | $99.68 | +13.33% | 2 qtrssince 2019-Q1 | Decreased 0 |
Deere & Co | 1.8M | $304M | 2.7% | $145.24 | +4.14% | 2 qtrssince 2019-Q1 | Unchanged 0 |
Sherwin-Williams Co/The | 661,188 | $303M | 2.7% | $134.25 | +6.68% | 2 qtrssince 2019-Q1 | Unchanged 0 |
Wells Fargo & Co | 6M | $285.9M | 2.6% | $39.97 | -1.13% | 2 qtrssince 2019-Q1 | Unchanged 0 |
Hilton Worldwide Holdings Inc | 2.8M | $276.1M | 2.5% | $81.46 | +17.79% | 2 qtrssince 2019-Q1 | Unchanged 0 |
Findlay Park Partners LLP manages $11.2B across 45 positions as of Q2 2019. Top holdings: MSFT (6.1%), DHR (5.3%), BDX (5.0%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Added 4 new positions, exited 4, increased 13, trimmed 14. Top move: A (INCREASED, conviction 80). Portfolio: $11.2B across 45 positions.
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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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