Findlay Park Partners LLP
Institutional investor · Portfolio as of Q3 2025
Top Holdings57 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 829,810 | $429.8M | 4.5% | $202.49 | +153.66% | 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 IN | 2M | $330.5M | 3.5% | $92.56 | +77.58% | 10 qtrssince 2023-Q2 | Decreased 0 |
INTUIT INC | 447,545 | $305.6M | 3.2% | $375.01 | +84.57% | 26 qtrssince 2019-Q2 | Decreased 0 |
LIBERTY MEDIA CORP-LIB-NEW-C | 2.8M | $297.1M | 3.1% | — | — | — | — |
CRH PLC | 2.4M | $290.5M | 3.1% | $83.87 | +41.38% | 7 qtrssince 2024-Q1 | Decreased 0 |
MASTERCARD INC - A | 505,890 | $287.8M | 3.0% | $352.68 | +60.64% | 19 qtrssince 2021-Q1 | Decreased 0 |
ACCENTURE PLC-CL A | 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% | $324.45 | +51.14% | 23 qtrssince 2020-Q1 | Decreased 0 |
API GROUP CORP | 7.5M | $259.2M | 2.7% | $22.83 | +50.53% | 10 qtrssince 2023-Q2 | Increased 60 |
ROYAL GOLD INC | 1.2M | $235.9M | 2.5% | $111.57 | +77.14% | 12 qtrssince 2022-Q4 | Decreased 0 |
CANADIAN PACIFIC RAILWAY LTD /CAD/ | 3.1M | $231.1M | 2.4% | $75.07 | -1.19% | 9 qtrssince 2023-Q3 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 430,836 | $216.6M | 2.3% | $399.16 | +25.07% | 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 | 1.1M | $214.8M | 2.3% | $138.38 | +42.70% | 27 qtrssince 2019-Q1 | Increased 62 |
WEST PHARMACEUTICAL SERVICES | 802,106 | $210.4M | 2.2% | $322.73 | -18.97% | 12 qtrssince 2022-Q4 | Decreased 0 |
SCHWAB (CHARLES) 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 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 Rating: 2/5.0.
Added 2 new positions, exited 2, increased 4, trimmed 50. Top move: AJG (INCREASED, conviction 64). Portfolio: $9.5B across 57 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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