Findlay Park Partners LLP
Institutional investor · Portfolio as of Q2 2025
Top Holdings57 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 844,810 | $420.2M | 4.3% | $202.49 | +144.06% | 26 qtrssince 2019-Q1 | Increased 73 |
INTUIT INC | 455,645 | $358.9M | 3.7% | $375.01 | +106.04% | 25 qtrssince 2019-Q2 | Increased 65 |
ACCENTURE PLC-CL A | 1.2M | $353.4M | 3.6% | $285.23 | +2.16% | 10 qtrssince 2023-Q1 | Increased 75 |
API GROUP CORP | 6.7M | $340.3M | 3.5% | $21.32 | +59.63% | 9 qtrssince 2023-Q2 | Increased 59 |
LIVE NATION ENTERTAINMENT IN | 2.1M | $311.5M | 3.2% | $92.56 | +62.05% | 9 qtrssince 2023-Q2 | Decreased 0 |
S&P GLOBAL INC | 584,520 | $308.2M | 3.2% | $324.45 | +58.98% | 22 qtrssince 2020-Q1 | Decreased 0 |
LIBERTY MEDIA CORP-LIB-NEW-C | 2.9M | $302.7M | 3.1% | — | — | — | — |
ARTHUR J GALLAGHER & CO | 944,101 | $302.2M | 3.1% | $184.89 | +71.02% | 17 qtrssince 2021-Q2 | Decreased 0 |
MASTERCARD INC - A | 514,990 | $289.4M | 3.0% | $352.68 | +55.39% | 18 qtrssince 2021-Q1 | Decreased 0 |
CANADIAN PACIFIC RAILWAY LTD /CAD/ | 3.2M | $250.5M | 2.6% | $75.07 | +4.92% | 8 qtrssince 2023-Q3 | Decreased 0 |
SCHWAB (CHARLES) CORP | 2.7M | $248.8M | 2.6% | $70.06 | +28.23% | 11 qtrssince 2022-Q4 | Decreased 0 |
TEXAS INSTRUMENTS INC | 1.2M | $248.7M | 2.6% | $175.25 | +14.65% | 26 qtrssince 2019-Q1 | Increased 71 |
CRH PLC | 2.5M | $226.5M | 2.3% | $83.87 | +8.25% | 6 qtrssince 2024-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 438,536 | $213M | 2.2% | $399.16 | +21.67% | 26 qtrssince 2019-Q1 | Increased 68 |
ROYAL GOLD INC | 1.2M | $213M | 2.2% | $111.57 | +56.20% | 11 qtrssince 2022-Q4 | Decreased 0 |
EOG RESOURCES INC | 1.7M | $201.4M | 2.1% | $77.89 | +47.18% | 26 qtrssince 2019-Q1 | Decreased 0 |
WATERS CORP | 560,969 | $195.8M | 2.0% | $313.33 | +12.47% | 8 qtrssince 2023-Q3 | Decreased 0 |
MARSH & MCLENNAN COS | 885,767 | $193.7M | 2.0% | $126.36 | +68.82% | 26 qtrssince 2019-Q1 | Decreased 0 |
XPO INC | 1.5M | $191.6M | 2.0% | $106.56 | +19.63% | 5 qtrssince 2024-Q2 | Decreased 0 |
STERIS PLC | 760,652 | $182.7M | 1.9% | $193.48 | +22.79% | 10 qtrssince 2023-Q1 | Decreased 0 |
Findlay Park Partners LLP manages $9.7B across 57 positions as of Q2 2025. Top holdings: MSFT (4.3%), INTU (3.7%), ACN (3.6%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2/5.0.
Exited 1, increased 7, trimmed 49. Top move: ACN (INCREASED, conviction 75). Portfolio: $9.7B across 57 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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