Findlay Park Partners LLP
Institutional investor · Portfolio as of Q3 2020
Top Holdings43 positions
Microsoft Corp. | 4.6M | $972.7M | 6.7% | $110.12 | +81.64% | 7 qtrssince 2019-Q1 | Unchanged 0 |
T-MOBILE US INC | 7.1M | $815.9M | 5.6% | $81.24 | +35.00% | 7 qtrssince 2019-Q1 | Unchanged 0 |
INTUIT | 2.4M | $781.6M | 5.4% | $246.42 | +26.87% | 6 qtrssince 2019-Q2 | Increased 69 |
FISERV INC | 7M | $721.4M | 5.0% | $93.66 | +10.61% | 7 qtrssince 2019-Q1 | Increased 74 |
Air Products & Chemicals, Inc. | 2.4M | $720.1M | 5.0% | $163.91 | +56.88% | 7 qtrssince 2019-Q1 | Unchanged 0 |
Amazon.com, Inc. | 200,182 | $630.3M | 4.4% | $113.40 | +38.83% | 3 qtrssince 2020-Q1 | Unchanged 0 |
FIDELITY NATL INFORMATION SV | 4.3M | $625.6M | 4.3% | $100.49 | +32.20% | 7 qtrssince 2019-Q1 | Unchanged 0 |
Berkshire Hathaway Inc. | 2.9M | $609.2M | 4.2% | $199.51 | +6.73% | 7 qtrssince 2019-Q1 | Unchanged 0 |
Danaher Corporation | 2.5M | $540.3M | 3.7% | $112.95 | +64.22% | 7 qtrssince 2019-Q1 | Decreased 0 |
Autodesk Inc | 2.1M | $491.2M | 3.4% | $235.92 | -2.08% | 7 qtrssince 2019-Q1 | Increased 64 |
COMCAST CORP NEW | 10M | $462.4M | 3.2% | $31.51 | +17.53% | 7 qtrssince 2019-Q1 | Unchanged 0 |
BECTON DICKINSON & CO | 1.9M | $448.3M | 3.1% | $169.78 | -5.20% | 7 qtrssince 2019-Q1 | Decreased 0 |
McDonald's Corp. | 1.9M | $415.5M | 2.9% | $159.99 | +21.22% | 4 qtrssince 2019-Q4 | Decreased 0 |
Marsh & McLennan Companies, Inc. | 3.6M | $415.2M | 2.9% | $88.09 | +18.56% | 7 qtrssince 2019-Q1 | Increased 70 |
Alphabet Inc. | 274,483 | $403.4M | 2.8% | $59.38 | +22.59% | 7 qtrssince 2019-Q1 | Increased 60 |
UnitedHealth Group Inc. | 1.2M | $381.9M | 2.6% | $255.17 | +9.47% | 4 qtrssince 2019-Q4 | Increased 80 |
AGILENT TECHNOLOGIES INC | 3.7M | $376M | 2.6% | $74.29 | +30.32% | 7 qtrssince 2019-Q1 | Decreased 0 |
Cintas Corporation | 981,963 | $326.8M | 2.3% | $62.43 | +24.73% | 4 qtrssince 2019-Q4 | Increased 63 |
TRANSUNION | 3.8M | $315.5M | 2.2% | $77.92 | +5.82% | 6 qtrssince 2019-Q2 | Increased 87 |
WASTE CONNECTIONS INC | 2.9M | $302.2M | 2.1% | $84.28 | +18.10% | 7 qtrssince 2019-Q1 | Decreased 0 |
Findlay Park Partners LLP manages $14.5B across 43 positions as of Q3 2020. Top holdings: MSFT (6.7%), TMUS (5.6%), INTU (5.4%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 4 new positions, 9 exits, 13 increased. Top move: TRU (INCREASED, conviction 87). Portfolio: $14.5B across 43 positions.
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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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