Findlay Park Partners LLP
Institutional investor · Portfolio as of Q4 2023
Top Holdings58 positions
MICROSOFT | 1.7M | $645M | 6.3% | $110.12 | +234.34% | 20 qtrssince 2019-Q1 | Decreased 0 |
TOPBUILD CORP | 893,607 | $334.4M | 3.3% | $214.50 | +74.48% | 12 qtrssince 2021-Q1 | Decreased 0 |
MASTERCARD INC CL A | 718,690 | $306.5M | 3.0% | $345.53 | +21.43% | 12 qtrssince 2021-Q1 | Decreased 0 |
INTUIT INC | 475,245 | $297M | 2.9% | $306.67 | +99.40% | 19 qtrssince 2019-Q2 | Decreased 0 |
GALLAGHER ARTHUR J & CO | 1.3M | $295.2M | 2.9% | $148.81 | +48.49% | 11 qtrssince 2021-Q2 | Increased 60 |
GARTNER INC | 641,721 | $289.5M | 2.8% | $293.84 | +53.52% | 6 qtrssince 2022-Q3 | Decreased 0 |
T-MOBILE US INC | 1.8M | $284.7M | 2.8% | $93.75 | +65.94% | 20 qtrssince 2019-Q1 | Decreased 0 |
LIVE NATION ENTERTAINMENT INC | 3M | $279M | 2.7% | $88.24 | +6.07% | 3 qtrssince 2023-Q2 | Decreased 0 |
S&P GLOBAL INC | 623,620 | $274.7M | 2.7% | $303.00 | +34.55% | 16 qtrssince 2020-Q1 | Decreased 0 |
MARTIN MARIETTA MATLS INC | 528,842 | $263.8M | 2.6% | $287.53 | +70.86% | 20 qtrssince 2019-Q1 | Decreased 0 |
EOG RES INC | 2.2M | $263.1M | 2.6% | $77.29 | +43.39% | 20 qtrssince 2019-Q1 | Decreased 0 |
WASTE CONNECTIONS INC | 1.6M | $244.6M | 2.4% | $102.59 | +42.88% | 20 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC IRELAND | 659,598 | $231.5M | 2.3% | $271.01 | +23.10% | 4 qtrssince 2023-Q1 | Decreased 0 |
INTERCONTINENTAL EXCHANGE INC | 1.8M | $228.8M | 2.2% | $84.78 | +46.46% | 20 qtrssince 2019-Q1 | Decreased 0 |
CONOCOPHILLIPS | 2M | $228.4M | 2.2% | $102.67 | +4.00% | 5 qtrssince 2022-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 433,026 | $228M | 2.2% | $381.82 | +32.50% | 17 qtrssince 2019-Q4 | Increased 67 |
MARSH & MCLENNAN COS INC | 1.2M | $224.5M | 2.2% | $96.08 | +88.31% | 20 qtrssince 2019-Q1 | Increased 57 |
SHERWIN WILLIAMS CO | 655,512 | $204.5M | 2.0% | $225.70 | +34.87% | 20 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 563,936 | $201.1M | 2.0% | $243.11 | +46.71% | 20 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB CHARLES CORP NEW | 2.9M | $200.9M | 2.0% | $69.51 | -4.59% | 5 qtrssince 2022-Q4 | Increased 59 |
Findlay Park Partners LLP manages $10.2B across 58 positions as of Q4 2023. Top holdings: MSFT (6.3%), BLD (3.3%), MA (3.0%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Added 1 new position, exited 3, increased 15, trimmed 42. Top move: UNH (INCREASED, conviction 67). Portfolio: $10.2B across 58 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
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