Findlay Park Partners LLP
Institutional investor · Portfolio as of Q2 2023
Top Holdings59 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.8M | $605.1M | 6.2% | $110.82 | +196.66% | 18 qtrssince 2019-Q1 | Decreased 0 |
TOPBUILD COR | 1.3M | $341.8M | 3.5% | $214.50 | +22.49% | 10 qtrssince 2021-Q1 | Decreased 0 |
EOG RESOURCES INC | 2.9M | $335.4M | 3.4% | $77.29 | +32.23% | 18 qtrssince 2019-Q1 | Decreased 0 |
MARTIN MARIETTA MATERIALS | 673,684 | $311M | 3.2% | $290.59 | +55.30% | 18 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 871,602 | $297.2M | 3.1% | $244.46 | +37.82% | 18 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 744,513 | $292.8M | 3.0% | $350.19 | +8.96% | 10 qtrssince 2021-Q1 | Decreased 0 |
S&P GLOBAL INC | 646,028 | $259M | 2.7% | $322.11 | +20.50% | 14 qtrssince 2020-Q1 | Decreased 0 |
| 1.6M | $258.7M | 2.7% | — | — | 4 qtrssince 2022-Q3 | Decreased 0 | |
ARTHUR J GALLAGHER & 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-CL A | 813,009 | $250.9M | 2.6% | $271.01 | +7.42% | 2 qtrssince 2023-Q1 | Increased 59 |
NVIDIA CORP | 565,468 | $239.2M | 2.5% | $17.98 | +126.81% | 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/THE | 863,509 | $229.3M | 2.4% | $232.83 | +9.81% | 18 qtrssince 2019-Q1 | Decreased 0 |
INTUIT INC | 492,322 | $225.6M | 2.3% | $310.23 | +44.33% | 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 | 1.1M | $208.9M | 2.1% | $89.58 | +99.00% | 18 qtrssince 2019-Q1 | Decreased 0 |
INTERCONTINENTALEXCHANGE GRO COM | 1.8M | $208.7M | 2.1% | $86.27 | +26.22% | 18 qtrssince 2019-Q1 | Decreased 0 |
CBRE GROUP INC - A | 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 Rating: 2/5.0.
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