Findlay Park Partners LLP
Institutional investor · Portfolio as of Q3 2025
Top Holdings57 positions
Microsoft Corp | 829,810 | $429.8M | 4.5% | $201.56 | +154.87% | 27 qtrssince 2019-Q1 | Decreased 0 |
Arthur J Gallagher & Co | 1.1M | $331.4M | 3.5% | $199.01 | +53.21% | 18 qtrssince 2021-Q2 | Increased 64 |
Live Nation Entertainment Inc | 2M | $330.5M | 3.5% | $93.28 | +75.18% | 10 qtrssince 2023-Q2 | Decreased 0 |
Intuit Inc | 447,545 | $305.6M | 3.2% | $372.77 | +81.16% | 26 qtrssince 2019-Q2 | Decreased 0 |
LIBERTY MEDIA CORP-MEDIA A | 2.8M | $297.1M | 3.1% | $65.09 | +60.48% | 9 qtrssince 2023-Q3 | Decreased 0 |
CRH PLC | 2.4M | $290.5M | 3.1% | $83.87 | +41.38% | 7 qtrssince 2024-Q1 | Decreased 0 |
Mastercard Inc | 505,890 | $287.8M | 3.0% | $348.16 | +62.36% | 19 qtrssince 2021-Q1 | Decreased 0 |
Accenture PLC | 1.2M | $286.4M | 3.0% | $285.23 | -15.29% | 11 qtrssince 2023-Q1 | Decreased 0 |
S&P Global Inc | 574,120 | $279.4M | 2.9% | $305.27 | +49.51% | 23 qtrssince 2020-Q1 | Decreased 0 |
API GROUP CORP | 7.5M | $259.2M | 2.7% | $21.32 | +61.21% | 10 qtrssince 2023-Q2 | Increased 60 |
Royal Gold Inc | 1.2M | $235.9M | 2.5% | $110.93 | +78.90% | 12 qtrssince 2022-Q4 | Decreased 0 |
Canadian Pacific Railway Ltd | 3.1M | $231.1M | 2.4% | $74.90 | -1.19% | 9 qtrssince 2023-Q3 | Decreased 0 |
Berkshire Hathaway Inc | 430,836 | $216.6M | 2.3% | $399.96 | +25.70% | 27 qtrssince 2019-Q1 | Decreased 0 |
Texas Instruments Inc | 1.2M | $216.2M | 2.3% | $175.25 | +2.19% | 27 qtrssince 2019-Q1 | Decreased 0 |
Marsh & McLennan Cos Inc | 1.1M | $214.8M | 2.3% | $138.38 | +42.70% | 27 qtrssince 2019-Q1 | Increased 62 |
West Pharmaceutical Services I | 802,106 | $210.4M | 2.2% | $322.73 | -18.97% | 12 qtrssince 2022-Q4 | Decreased 0 |
The Charles Schwab Corp | 2.1M | $200M | 2.1% | $70.06 | +34.55% | 12 qtrssince 2022-Q4 | Decreased 0 |
Agilent Technologies Inc | 1.6M | $199M | 2.1% | $117.79 | +8.31% | 9 qtrssince 2023-Q3 | Increased 62 |
XPO Logistics Inc | 1.5M | $192.7M | 2.0% | $106.56 | +19.51% | 6 qtrssince 2024-Q2 | Decreased 0 |
EOG Resources Inc | 1.7M | $185.4M | 1.9% | $77.89 | +39.11% | 27 qtrssince 2019-Q1 | Decreased 0 |
Findlay Park Partners LLP manages $9.5B across 57 positions as of Q3 2025. Top holdings: MSFT (4.5%), AJG (3.5%), LYV (3.5%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Added 2 new positions, exited 2, increased 4, trimmed 51. Top move: AJG (INCREASED, conviction 64). Portfolio: $9.5B across 57 positions.
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Portfolio allocation by GICS sector
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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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