Findlay Park Partners as of Sept. 30, 2020
Portfolio Holdings for Findlay Park Partners
Findlay Park Partners holds 43 positions in its portfolio as reported in the September 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 6.7 | $973M | 4.6M | 210.33 | |
Metropcs Communications (TMUS) | 5.6 | $816M | 7.1M | 114.36 | |
Intuit (INTU) | 5.4 | $782M | 2.4M | 326.21 | |
Fiserv (FI) | 5.0 | $721M | 7.0M | 103.05 | |
Air Products & Chemicals (APD) | 5.0 | $720M | 2.4M | 297.86 | |
Amazon (AMZN) | 4.4 | $630M | 200k | 3148.73 | |
Fidelity National Information Services (FIS) | 4.3 | $626M | 4.3M | 147.21 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.2 | $609M | 2.9M | 212.94 | |
Danaher Corporation (DHR) | 3.7 | $540M | 2.5M | 215.33 | |
Autodesk (ADSK) | 3.4 | $491M | 2.1M | 231.01 | |
Comcast Corp Cl A (CMCSA) | 3.2 | $462M | 10M | 46.26 | |
Becton, Dickinson and (BDX) | 3.1 | $448M | 1.9M | 232.68 | |
McDonald's Corporation (MCD) | 2.9 | $416M | 1.9M | 219.49 | |
Marsh & McLennan Companies (MMC) | 2.9 | $415M | 3.6M | 114.70 | |
Alphabet Cap Stk Cl C (GOOG) | 2.8 | $403M | 275k | 1469.60 | |
UnitedHealth (UNH) | 2.6 | $382M | 1.2M | 311.77 | |
Agilent Technologies Inc C ommon (A) | 2.6 | $376M | 3.7M | 100.94 | |
Cintas Corporation (CTAS) | 2.3 | $327M | 982k | 332.83 | |
Transunion (TRU) | 2.2 | $316M | 3.8M | 84.13 | |
Waste Connections (WCN) | 2.1 | $302M | 2.9M | 103.80 | |
Activision Blizzard | 2.1 | $300M | 3.7M | 80.95 | |
Thermo Fisher Scientific (TMO) | 1.9 | $273M | 619k | 441.52 | |
Sherwin-Williams Company (SHW) | 1.8 | $256M | 368k | 696.74 | |
Texas Instruments Incorporated (TXN) | 1.6 | $238M | 1.7M | 142.79 | |
Agnico (AEM) | 1.5 | $217M | 2.7M | 79.61 | |
Paypal Holdings (PYPL) | 1.4 | $200M | 1.0M | 197.03 | |
Intercontinental Exchange (ICE) | 1.3 | $186M | 1.9M | 100.05 | |
Charles Schwab Corporation (SCHW) | 1.2 | $171M | 4.7M | 36.23 | |
Charter Communications Inc N Cl A (CHTR) | 1.2 | $168M | 268k | 624.34 | |
Home Depot (HD) | 1.1 | $166M | 598k | 277.71 | |
Jacobs Engineering | 1.1 | $160M | 1.7M | 92.77 | |
Martin Marietta Materials (MLM) | 1.1 | $158M | 670k | 235.36 | |
Alleghany Corporation | 1.1 | $157M | 302k | 520.45 | |
Alcon Ord Shs (ALC) | 1.0 | $147M | 2.6M | 56.95 | |
Analog Devices (ADI) | 1.0 | $144M | 1.2M | 116.74 | |
CoStar (CSGP) | 1.0 | $138M | 162k | 848.51 | |
S&p Global (SPGI) | 0.9 | $124M | 345k | 360.60 | |
EOG Resources (EOG) | 0.8 | $121M | 3.4M | 35.94 | |
Nasdaq Omx (NDAQ) | 0.8 | $120M | 975k | 122.71 | |
Keysight Technologies (KEYS) | 0.6 | $83M | 842k | 98.78 | |
ICU Medical, Incorporated (ICUI) | 0.6 | $82M | 450k | 182.76 | |
CBRE Group Cl A (CBRE) | 0.5 | $75M | 1.6M | 46.97 | |
Thomson Reuters Corp. Com New | 0.1 | $18M | 228k | 79.77 |