Findlay Park Partners LLP
Institutional investor · Portfolio as of Q3 2022
Top Holdings40 positions
MICROSOFT CORP | 3.1M | $732.5M | 7.3% | $110.12 | +104.67% | 15 qtrssince 2019-Q1 | Decreased 0 |
INTUIT | 1.7M | $673.5M | 6.7% | $306.67 | +22.44% | 14 qtrssince 2019-Q2 | Decreased 0 |
AMAZON COM INC | 5M | $563M | 5.6% | $145.17 | -22.16% | 11 qtrssince 2020-Q1 | Unchanged 0 |
DANAHER CORP DEL | 1.8M | $458.1M | 4.5% | $161.83 | +38.41% | 15 qtrssince 2019-Q1 | Decreased 0 |
EOG RES INC | 4.1M | $454.3M | 4.5% | $77.29 | +24.03% | 15 qtrssince 2019-Q1 | Increased 77 |
TOPBUILD CORP | 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 | -46.80% | 7 qtrssince 2021-Q1 | Unchanged 0 |
COSTAR GROUP INC | 5.3M | $369.7M | 3.7% | $76.51 | -8.97% | 10 qtrssince 2020-Q2 | Decreased 0 |
| 3.4M | $348.4M | 3.5% | — | — | 1 qtr | New 87 | |
GALLAGHER ARTHUR J & CO | 2M | $346.6M | 3.4% | $138.81 | +19.60% | 6 qtrssince 2021-Q2 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 1.2M | $311.2M | 3.1% | $238.22 | +12.09% | 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% | $303.00 | -7.85% | 11 qtrssince 2020-Q1 | Decreased 0 |
JACOBS SOLUTIONS INC | 2.4M | $263.4M | 2.6% | $86.71 | 0.00% | 1 qtr | New 81 |
MASTERCARD INCORPORATED | 893,108 | $253.9M | 2.5% | $345.77 | -19.72% | 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 INC | 1.6M | $243.6M | 2.4% | $89.58 | +56.29% | 15 qtrssince 2019-Q1 | Unchanged 0 |
ALPHABET INC | 2.4M | $232.9M | 2.3% | $81.34 | +17.10% | 15 qtrssince 2019-Q1 | Increased 86 |
T-MOBILE US INC | 1.7M | $227.3M | 2.3% | $82.91 | +53.87% | 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: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
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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Portfolio allocation by GICS sector
Behavioral investing profile
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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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