Findlay Park Partners LLP
Institutional investor · Portfolio as of Q2 2023
Top Holdings59 positions
MICROSOFT CORP | 1.8M | $605.1M | 6.2% | $110.12 | +201.52% | 18 qtrssince 2019-Q1 | Decreased 0 |
TOPBUILD CORP | 1.3M | $341.8M | 3.5% | $214.50 | +22.49% | 10 qtrssince 2021-Q1 | Decreased 0 |
EOG RES INC | 2.9M | $335.4M | 3.4% | $77.29 | +32.23% | 18 qtrssince 2019-Q1 | Decreased 0 |
MARTIN MARIETTA MATLS INC | 673,684 | $311M | 3.2% | $287.53 | +57.60% | 18 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 871,602 | $297.2M | 3.1% | $243.11 | +40.27% | 18 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INCORPORATED | 744,513 | $292.8M | 3.0% | $345.53 | +11.65% | 10 qtrssince 2021-Q1 | Decreased 0 |
S&P GLOBAL INC | 646,028 | $259M | 2.7% | $303.00 | +21.90% | 14 qtrssince 2020-Q1 | Decreased 0 |
| 1.6M | $258.7M | 2.7% | — | — | 4 qtrssince 2022-Q3 | Decreased 0 | |
GALLAGHER ARTHUR J & CO | 1.2M | $255.6M | 2.6% | $138.81 | +51.26% | 9 qtrssince 2021-Q2 | Decreased 0 |
T-MOBILE US INC | 1.8M | $255.5M | 2.6% | $93.75 | +41.01% | 18 qtrssince 2019-Q1 | Increased 65 |
ACCENTURE PLC IRELAND | 813,009 | $250.9M | 2.6% | $271.01 | +7.42% | 2 qtrssince 2023-Q1 | Increased 59 |
NVIDIA CORPORATION | 565,468 | $239.2M | 2.5% | $17.67 | +138.64% | 7 qtrssince 2021-Q4 | Decreased 0 |
GARTNER INC | 664,778 | $232.9M | 2.4% | $293.84 | +16.58% | 4 qtrssince 2022-Q3 | Increased 63 |
SHERWIN WILLIAMS CO | 863,509 | $229.3M | 2.4% | $225.70 | +14.30% | 18 qtrssince 2019-Q1 | Decreased 0 |
INTUIT | 492,322 | $225.6M | 2.3% | $306.67 | +45.66% | 17 qtrssince 2019-Q2 | Decreased 0 |
WASTE CONNECTIONS INC | 1.5M | $216.5M | 2.2% | $92.19 | +51.64% | 18 qtrssince 2019-Q1 | Decreased 0 |
CONOCOPHILLIPS | 2M | $211.2M | 2.2% | $102.67 | -8.49% | 3 qtrssince 2022-Q4 | Increased 64 |
MARSH & MCLENNAN COS INC | 1.1M | $208.9M | 2.1% | $89.58 | +99.00% | 18 qtrssince 2019-Q1 | Decreased 0 |
INTERCONTINENTAL EXCHANGE IN | 1.8M | $208.7M | 2.1% | $84.78 | +28.03% | 18 qtrssince 2019-Q1 | Decreased 0 |
CBRE GROUP INC | 2.5M | $202.3M | 2.1% | $71.79 | +11.85% | 13 qtrssince 2020-Q2 | Decreased 0 |
Findlay Park Partners LLP manages $9.7B across 59 positions as of Q2 2023. Top holdings: MSFT (6.2%), BLD (3.5%), EOG (3.4%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Added 4 new positions, exited 1, increased 10, trimmed 45. Top move: TMUS (INCREASED, conviction 65). Portfolio: $9.7B across 59 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