Findlay Park Partners LLP
Institutional investor · Portfolio as of Q4 2022
Top Holdings47 positions
Microsoft Corp. | 2.6M | $632M | 6.9% | $110.12 | +111.35% | 16 qtrssince 2019-Q1 | Decreased 0 |
INTUIT | 1.3M | $520.3M | 5.7% | $306.67 | +23.27% | 15 qtrssince 2019-Q2 | Decreased 0 |
EOG Resources Inc. | 3.3M | $423.7M | 4.6% | $77.29 | +46.36% | 16 qtrssince 2019-Q1 | Decreased 0 |
| 3.1M | $394.9M | 4.3% | — | — | 2 qtrssince 2022-Q3 | Decreased 0 | |
Berkshire Hathaway Inc. | 1.3M | $386.7M | 4.2% | $243.11 | +27.06% | 16 qtrssince 2019-Q1 | Increased 62 |
MasterCard Incorporated | 932,116 | $324.1M | 3.5% | $345.53 | -1.60% | 8 qtrssince 2021-Q1 | Increased 60 |
Gallagher Aj &Co | 1.6M | $306.6M | 3.3% | $138.81 | +32.10% | 7 qtrssince 2021-Q2 | Decreased 0 |
TOPBUILD CORP | 1.9M | $290.1M | 3.2% | $214.50 | -27.04% | 8 qtrssince 2021-Q1 | Decreased 0 |
Alphabet Inc. | 3.2M | $286.5M | 3.1% | $82.97 | +5.93% | 16 qtrssince 2019-Q1 | Increased 74 |
S&P Global Inc | 847,252 | $283.8M | 3.1% | $303.00 | +1.32% | 12 qtrssince 2020-Q1 | Decreased 0 |
Martin Marietta Materials Inc | 710,490 | $240.1M | 2.6% | $280.79 | +17.73% | 16 qtrssince 2019-Q1 | Increased 69 |
T-MOBILE US INC | 1.6M | $217.9M | 2.4% | $83.81 | +61.38% | 16 qtrssince 2019-Q1 | Decreased 0 |
JACOBS SOLUTIONS INC COM | 1.8M | $217.3M | 2.4% | $87.67 | +10.36% | 2 qtrssince 2022-Q3 | Decreased 0 |
Autodesk Inc | 1.1M | $208.5M | 2.3% | $253.24 | -26.21% | 16 qtrssince 2019-Q1 | Decreased 0 |
Marsh & McLennan Companies, Inc. | 1.3M | $208.1M | 2.3% | $89.58 | +73.88% | 16 qtrssince 2019-Q1 | Decreased 0 |
CONOCOPHILLIPS | 1.8M | $207.7M | 2.3% | $104.70 | 0.00% | 1 qtr | New 80 |
The Sherwin-Williams Company | 847,787 | $201.2M | 2.2% | $226.35 | +1.33% | 16 qtrssince 2019-Q1 | Decreased 0 |
WASTE CONNECTIONS INC | 1.5M | $200.3M | 2.2% | $89.35 | +44.58% | 16 qtrssince 2019-Q1 | Decreased 0 |
COSTAR GROUP INC | 2.5M | $196.1M | 2.1% | $76.51 | +1.00% | 11 qtrssince 2020-Q2 | Decreased 0 |
Intercontinental Exchange Inc | 1.8M | $188.3M | 2.0% | $83.75 | +16.62% | 16 qtrssince 2019-Q1 | Increased 56 |
Findlay Park Partners LLP manages $9.2B across 47 positions as of Q4 2022. Top holdings: MSFT (6.9%), INTU (5.7%), EOG (4.6%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 8 new positions, 1 exits, 8 increased. Top move: COP (NEW, conviction 80). Portfolio: $9.2B across 47 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
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