Findlay Park Partners LLP
Institutional investor · Portfolio as of Q2 2021
Top Holdings52 positions
Microsoft Corp. | 3.7M | $994.3M | 6.8% | $110.12 | +135.64% | 10 qtrssince 2019-Q1 | Decreased 0 |
Autodesk Inc | 2.8M | $818.7M | 5.6% | $250.97 | +16.31% | 10 qtrssince 2019-Q1 | Increased 78 |
INTUIT | 1.6M | $799.7M | 5.4% | $246.42 | +91.56% | 9 qtrssince 2019-Q2 | Decreased 0 |
Alphabet Inc. | 309,713 | $776.2M | 5.3% | $73.95 | +67.87% | 10 qtrssince 2019-Q1 | Decreased 0 |
T-MOBILE US INC | 5M | $720M | 4.9% | $83.81 | +67.14% | 10 qtrssince 2019-Q1 | Decreased 0 |
FISERV INC | 5.7M | $605M | 4.1% | $93.66 | +13.81% | 10 qtrssince 2019-Q1 | Decreased 0 |
FIDELITY NATL INFORMATION SV | 3.2M | $458M | 3.1% | $100.49 | -66.13% | 10 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com, Inc. | 126,605 | $435.5M | 3.0% | $138.24 | +24.42% | 6 qtrssince 2020-Q1 | Increased 80 |
Air Products & Chemicals, Inc. | 1.5M | $428.3M | 2.9% | $163.91 | +56.21% | 10 qtrssince 2019-Q1 | Decreased 0 |
Danaher Corporation | 1.5M | $406M | 2.8% | $112.95 | +105.19% | 10 qtrssince 2019-Q1 | Decreased 0 |
S&P Global Inc | 885,284 | $363.4M | 2.5% | $285.41 | +30.19% | 6 qtrssince 2020-Q1 | Decreased 0 |
UnitedHealth Group Inc. | 888,265 | $355.7M | 2.4% | $255.17 | +44.85% | 7 qtrssince 2019-Q4 | Decreased 0 |
The Sherwin-Williams Company | 1.2M | $317.8M | 2.2% | $202.75 | +28.18% | 10 qtrssince 2019-Q1 | Increased 60 |
TOPBUILD CORP | 1.6M | $309.5M | 2.1% | $199.56 | -1.33% | 2 qtrssince 2021-Q1 | Increased 86 |
COMCAST CORP NEW | 5.4M | $308.1M | 2.1% | $31.51 | +45.90% | 10 qtrssince 2019-Q1 | Decreased 0 |
Gallagher Aj &Co | 2.2M | $306.4M | 2.1% | $134.86 | 0.00% | 1 qtr | New 80 |
Berkshire Hathaway Inc. | 1.1M | $305.7M | 2.1% | $199.51 | +39.30% | 10 qtrssince 2019-Q1 | Decreased 0 |
CHARTER COMMUNICATIONS INC N | 412,005 | $297.2M | 2.0% | $639.46 | +12.20% | 4 qtrssince 2020-Q3 | Increased 60 |
WASTE CONNECTIONS INC | 2.5M | $297.2M | 2.0% | $89.35 | +28.90% | 10 qtrssince 2019-Q1 | Decreased 0 |
Marsh & McLennan Companies, Inc. | 2.1M | $296.7M | 2.0% | $89.58 | +44.73% | 10 qtrssince 2019-Q1 | Decreased 0 |
Findlay Park Partners LLP manages $14.7B across 52 positions as of Q2 2021. Top holdings: MSFT (6.8%), ADSK (5.6%), INTU (5.4%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Added 2 new positions, exited 1, increased 14, trimmed 36. Top move: BLD (INCREASED, conviction 86). Portfolio: $14.7B across 52 positions.
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Portfolio allocation by GICS sector
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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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