Findlay Park Partners LLP
Institutional investor · Portfolio as of Q3 2024
Top Holdings59 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
UNITEDHEALTH GROUP INC | 753,626 | $440.6M | 4.2% | $444.88 | +27.16% | 20 qtrssince 2019-Q4 | Increased 74 |
ACCENTURE PLC-CL A | 1.1M | $394M | 3.7% | $282.71 | +20.29% | 7 qtrssince 2023-Q1 | Increased 62 |
MASTERCARD INC - A | 693,590 | $342.5M | 3.2% | $350.19 | +39.76% | 15 qtrssince 2021-Q1 | Decreased 0 |
MICROSOFT CORP | 789,810 | $339.9M | 3.2% | $110.82 | +282.64% | 23 qtrssince 2019-Q1 | Decreased 0 |
GARTNER INC | 665,921 | $337.5M | 3.2% | $303.65 | +67.61% | 9 qtrssince 2022-Q3 | Decreased 0 |
S&P GLOBAL INC | 601,920 | $311M | 2.9% | $322.11 | +57.73% | 19 qtrssince 2020-Q1 | Decreased 0 |
LIBERTY MEDIA CORP-LIB-NEW-C | 3.9M | $303.3M | 2.9% | — | — | — | — |
CANADIAN PACIFIC RAILWAY LTD /CAD/ | 3.2M | $277.4M | 2.6% | $75.14 | +12.45% | 5 qtrssince 2023-Q3 | Decreased 0 |
EOG RESOURCES INC | 2.1M | $258M | 2.4% | $77.29 | +48.92% | 23 qtrssince 2019-Q1 | Decreased 0 |
CBRE GROUP INC - A | 2M | $251.7M | 2.4% | $99.41 | +23.91% | 18 qtrssince 2020-Q2 | Increased 85 |
WEST PHARMACEUTICAL SERVICES | 827,706 | $248.4M | 2.3% | $324.10 | -7.96% | 8 qtrssince 2022-Q4 | Increased 59 |
INTUIT INC | 391,545 | $243.1M | 2.3% | $310.23 | +97.53% | 22 qtrssince 2019-Q2 | Decreased 0 |
ARTHUR J GALLAGHER & CO | 861,201 | $242.3M | 2.3% | $148.81 | +85.80% | 14 qtrssince 2021-Q2 | Decreased 0 |
LIVE NATION ENTERTAINMENT IN | 2.1M | $231.1M | 2.2% | $87.32 | +24.53% | 6 qtrssince 2023-Q2 | Decreased 0 |
KLA CORP | 297,382 | $230.3M | 2.2% | $57.06 | +33.86% | 6 qtrssince 2023-Q2 | Decreased 0 |
TOPBUILD COR | 564,207 | $229.5M | 2.2% | $214.50 | +90.83% | 15 qtrssince 2021-Q1 | Decreased 0 |
AECOM | 2.2M | $227.2M | 2.1% | $85.59 | +18.84% | 8 qtrssince 2022-Q4 | Decreased 0 |
CONOCOPHILLIPS | 2.1M | $222.6M | 2.1% | $103.98 | -4.91% | 8 qtrssince 2022-Q4 | Decreased 0 |
INTERCONTINENTALEXCHANGE GRO COM | 1.3M | $212.1M | 2.0% | $86.27 | +81.29% | 23 qtrssince 2019-Q1 | Decreased 0 |
CANADIAN NATL RAILWAY CO | 1.8M | $211.8M | 2.0% | $116.24 | -2.81% | 8 qtrssince 2022-Q4 | Decreased 0 |
Findlay Park Partners LLP manages $10.6B across 59 positions as of Q3 2024. Top holdings: UNH (4.2%), ACN (3.7%), MA (3.2%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 7 new positions, 4 exits, 12 increased. Top move: CBRE (INCREASED, conviction 85). Portfolio: $10.6B across 59 positions.
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Portfolio allocation by GICS sector
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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