Findlay Park Partners LLP
Institutional investor · Portfolio as of Q4 2024
Top Holdings59 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ACCENTURE PLC-CL A | 1.1M | $393.4M | 3.9% | $286.90 | +21.13% | 8 qtrssince 2023-Q1 | Increased 57 |
LIBERTY MEDIA CORP-LIB-NEW-C | 3.9M | $360.1M | 3.6% | — | — | — | — |
MICROSOFT CORP | 783,410 | $330.2M | 3.3% | $110.82 | +280.55% | 24 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 650,726 | $329.2M | 3.3% | $444.88 | +11.40% | 21 qtrssince 2019-Q4 | Decreased 0 |
ARTHUR J GALLAGHER & CO | 1.2M | $328.3M | 3.3% | $182.82 | +54.24% | 15 qtrssince 2021-Q2 | Increased 73 |
LIVE NATION ENTERTAINMENT IN | 2.4M | $307.1M | 3.1% | $92.12 | +42.22% | 7 qtrssince 2023-Q2 | Increased 64 |
S&P GLOBAL INC | 597,620 | $297.6M | 3.0% | $322.11 | +53.48% | 20 qtrssince 2020-Q1 | Decreased 0 |
MASTERCARD INC - A | 526,490 | $277.2M | 2.8% | $350.19 | +48.99% | 16 qtrssince 2021-Q1 | Decreased 0 |
WEST PHARMACEUTICAL SERVICES | 834,706 | $273.4M | 2.7% | $324.11 | +0.50% | 9 qtrssince 2022-Q4 | Increased 53 |
GARTNER INC | 538,321 | $260.8M | 2.6% | $303.65 | +59.87% | 10 qtrssince 2022-Q3 | Decreased 0 |
SCHWAB (CHARLES) CORP | 3.3M | $247.8M | 2.5% | $69.97 | +3.47% | 9 qtrssince 2022-Q4 | Increased 62 |
INTUIT INC | 389,745 | $245M | 2.4% | $310.23 | +101.47% | 23 qtrssince 2019-Q2 | Decreased 0 |
CANADIAN PACIFIC RAILWAY LTD /CAD/ | 3.2M | $233.8M | 2.3% | $75.46 | -5.23% | 6 qtrssince 2023-Q3 | Decreased 0 |
CBRE GROUP INC - A | 1.8M | $230.4M | 2.3% | $99.41 | +31.05% | 19 qtrssince 2020-Q2 | Decreased 0 |
API GROUP CORP | 6.4M | $228.7M | 2.3% | $20.85 | +15.17% | 7 qtrssince 2023-Q2 | Increased 59 |
EOG RESOURCES INC | 1.7M | $211M | 2.1% | $77.29 | +49.56% | 24 qtrssince 2019-Q1 | Decreased 0 |
CRH PLC | 2.2M | $202.1M | 2.0% | $83.39 | +8.86% | 4 qtrssince 2024-Q1 | Increased 53 |
WATERS CORP | 525,169 | $194.8M | 1.9% | $308.13 | +20.38% | 6 qtrssince 2023-Q3 | Increased 49 |
AECOM | 1.8M | $192.4M | 1.9% | $85.59 | +23.50% | 9 qtrssince 2022-Q4 | Decreased 0 |
MARSH & MCLENNAN COS | 887,967 | $188.6M | 1.9% | $96.08 | +114.19% | 24 qtrssince 2019-Q1 | Decreased 0 |
Findlay Park Partners LLP manages $10.1B across 59 positions as of Q4 2024. Top holdings: ACN (3.9%), FWONK (3.6%), MSFT (3.3%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 1.5/5.0.
Added 2 new positions, exited 2, increased 34, trimmed 21. Top move: AJG (INCREASED, conviction 73). Portfolio: $10.1B across 59 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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