Findlay Park Partners LLP
Institutional investor · Portfolio as of Q2 2025
Top Holdings57 positions
MICROSOFT CORP | 844,810 | $420.2M | 4.3% | $201.56 | +144.36% | 26 qtrssince 2019-Q1 | Increased 73 |
INTUIT | 455,645 | $358.9M | 3.7% | $372.77 | +108.66% | 25 qtrssince 2019-Q2 | Increased 65 |
ACCENTURE PLC IRELAND | 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% | $93.28 | +62.18% | 9 qtrssince 2023-Q2 | Decreased 0 |
S&P GLOBAL INC | 584,520 | $308.2M | 3.2% | $305.27 | +61.69% | 22 qtrssince 2020-Q1 | Decreased 0 |
LIBERTY MEDIA CORP DEL | 2.9M | $302.7M | 3.1% | — | — | — | Decreased 0 |
GALLAGHER ARTHUR J & CO | 944,101 | $302.2M | 3.1% | $184.89 | +71.02% | 17 qtrssince 2021-Q2 | Decreased 0 |
MASTERCARD INCORPORATED | 514,990 | $289.4M | 3.0% | $348.16 | +60.19% | 18 qtrssince 2021-Q1 | Decreased 0 |
CANADIAN PACIFIC KANSAS CITY | 3.2M | $250.5M | 2.6% | $74.90 | +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 INSTRS 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 DEL | 438,536 | $213M | 2.2% | $399.96 | +21.45% | 26 qtrssince 2019-Q1 | Increased 68 |
ROYAL GOLD INC | 1.2M | $213M | 2.2% | $110.93 | +58.22% | 11 qtrssince 2022-Q4 | Decreased 0 |
EOG RES 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 INC | 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: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Exited 1, increased 7, trimmed 50. 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
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