Findlay Park Partners LLP
Institutional investor · Portfolio as of Q3 2022
Top Holdings40 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 3.1M | $732.5M | 7.3% | $110.82 | +108.72% | 15 qtrssince 2019-Q1 | Decreased 0 |
INTUIT INC | 1.7M | $673.5M | 6.7% | $310.23 | +24.93% | 14 qtrssince 2019-Q2 | Decreased 0 |
AMAZON.COM INC | 5M | $563M | 5.6% | $110.76 | +3.65% | 11 qtrssince 2020-Q1 | Unchanged 0 |
DANAHER CORP | 1.8M | $458.1M | 4.5% | $163.16 | +40.17% | 15 qtrssince 2019-Q1 | Decreased 0 |
EOG RESOURCES INC | 4.1M | $454.3M | 4.5% | $77.29 | +24.03% | 15 qtrssince 2019-Q1 | Increased 77 |
TOPBUILD COR | 2.6M | $436.6M | 4.3% | $214.50 | -23.01% | 7 qtrssince 2021-Q1 | Unchanged 0 |
ADOBE INC | 1.5M | $413M | 4.1% | $460.93 | -44.89% | 7 qtrssince 2021-Q1 | Unchanged 0 |
COSTAR GROUP INC | 5.3M | $369.7M | 3.7% | $78.59 | -10.06% | 10 qtrssince 2020-Q2 | Decreased 0 |
| 3.4M | $348.4M | 3.5% | — | — | 1 qtr | New 87 | |
ARTHUR J GALLAGHER & CO | 2M | $346.6M | 3.4% | $138.81 | +19.60% | 6 qtrssince 2021-Q2 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 1.2M | $311.2M | 3.1% | $239.68 | +12.48% | 15 qtrssince 2019-Q1 | Increased 93 |
ANALOG DEVICES INC | 2.1M | $297.9M | 3.0% | $141.01 | -7.16% | 15 qtrssince 2019-Q1 | Unchanged 0 |
S&P GLOBAL INC | 922,049 | $281.5M | 2.8% | $322.11 | -6.21% | 11 qtrssince 2020-Q1 | Decreased 0 |
JACOBS SOLUTIONS INC | 2.4M | $263.4M | 2.6% | $87.67 | 0.00% | 1 qtr | New 81 |
MASTERCARD INC - A | 893,108 | $253.9M | 2.5% | $350.59 | -19.88% | 7 qtrssince 2021-Q1 | Unchanged 0 |
AUTODESK INC | 1.3M | $247.9M | 2.5% | $253.24 | -26.24% | 15 qtrssince 2019-Q1 | Decreased 0 |
MARSH & MCLENNAN COS | 1.6M | $243.6M | 2.4% | $89.58 | +56.29% | 15 qtrssince 2019-Q1 | Unchanged 0 |
ALPHABET INC-CL C | 2.4M | $232.9M | 2.3% | $95.63 | +1.81% | 15 qtrssince 2019-Q1 | Increased 86 |
T-MOBILE US INC | 1.7M | $227.3M | 2.3% | $83.81 | +55.21% | 15 qtrssince 2019-Q1 | Decreased 0 |
WASTE CONNECTIONS INC | 1.6M | $222.2M | 2.2% | $89.35 | +47.10% | 15 qtrssince 2019-Q1 | Decreased 0 |
Findlay Park Partners LLP manages $10.1B across 40 positions as of Q3 2022. Top holdings: MSFT (7.3%), INTU (6.7%), AMZN (5.6%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2/5.0.
Added 5 new positions, exited 4, increased 6, trimmed 15. Top move: BRK/B (INCREASED, conviction 93). Portfolio: $10.1B across 40 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