Findlay Park Partners as of June 30, 2021
Portfolio Holdings for Findlay Park Partners
Findlay Park Partners holds 52 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 6.8 | $994M | 3.7M | 270.90 | |
| Autodesk (ADSK) | 5.6 | $819M | 2.8M | 291.90 | |
| Intuit (INTU) | 5.4 | $800M | 1.6M | 490.17 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.3 | $776M | 310k | 2506.32 | |
| Metropcs Communications (TMUS) | 4.9 | $720M | 5.0M | 144.83 | |
| Fiserv (FI) | 4.1 | $605M | 5.7M | 106.89 | |
| Fidelity National Information Services (FIS) | 3.1 | $458M | 3.2M | 141.67 | |
| Amazon (AMZN) | 3.0 | $436M | 127k | 3440.16 | |
| Air Products & Chemicals (APD) | 2.9 | $428M | 1.5M | 287.68 | |
| Danaher Corporation (DHR) | 2.8 | $406M | 1.5M | 268.36 | |
| S&p Global (SPGI) | 2.5 | $363M | 885k | 410.45 | |
| UnitedHealth (UNH) | 2.4 | $356M | 888k | 400.44 | |
| Sherwin-Williams Company (SHW) | 2.2 | $318M | 1.2M | 272.45 | |
| Topbuild (BLD) | 2.1 | $310M | 1.6M | 197.78 | |
| Comcast Corp Cl A (CMCSA) | 2.1 | $308M | 5.4M | 57.02 | |
| Arthur J. Gallagher & Co. (AJG) | 2.1 | $306M | 2.2M | 140.08 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.1 | $306M | 1.1M | 277.92 | |
| Charter Communications Inc N Cl A (CHTR) | 2.0 | $297M | 412k | 721.45 | |
| Waste Connections (WCN) | 2.0 | $297M | 2.5M | 119.43 | |
| Marsh & McLennan Companies (MMC) | 2.0 | $297M | 2.1M | 140.68 | |
| CoStar (CSGP) | 1.9 | $277M | 3.3M | 82.82 | |
| McDonald's Corporation (MCD) | 1.9 | $275M | 1.2M | 230.99 | |
| CBRE Group Cl A (CBRE) | 1.8 | $262M | 3.1M | 85.73 | |
| Keysight Technologies (KEYS) | 1.8 | $258M | 1.7M | 154.41 | |
| Alcon Ord Shs (ALC) | 1.7 | $256M | 3.6M | 70.26 | |
| Becton, Dickinson and (BDX) | 1.7 | $256M | 1.1M | 243.19 | |
| Jacobs Engineering | 1.7 | $248M | 1.9M | 133.42 | |
| Adobe Systems Incorporated (ADBE) | 1.7 | $243M | 416k | 585.64 | |
| Mastercard Incorporated Cl A (MA) | 1.6 | $237M | 648k | 365.09 | |
| Cooper Cos Com New | 1.5 | $225M | 568k | 396.27 | |
| Union Pacific Corporation (UNP) | 1.5 | $221M | 1.0M | 219.93 | |
| Cintas Corporation (CTAS) | 1.4 | $206M | 539k | 382.00 | |
| Home Depot (HD) | 1.3 | $196M | 613k | 318.89 | |
| Thermo Fisher Scientific (TMO) | 1.2 | $182M | 361k | 504.47 | |
| Agnico (AEM) | 0.9 | $138M | 2.3M | 60.45 | |
| ICU Medical, Incorporated (ICUI) | 0.9 | $135M | 655k | 205.80 | |
| Fortive (FTV) | 0.9 | $125M | 1.8M | 69.74 | |
| Installed Bldg Prods (IBP) | 0.8 | $115M | 937k | 122.36 | |
| Pool Corporation (POOL) | 0.8 | $114M | 248k | 458.66 | |
| EOG Resources (EOG) | 0.8 | $111M | 1.3M | 83.44 | |
| Intercontinental Exchange (ICE) | 0.8 | $110M | 929k | 118.70 | |
| Thomson Reuters Corp. Com New | 0.7 | $103M | 1.0M | 99.32 | |
| Msci (MSCI) | 0.7 | $101M | 189k | 533.08 | |
| Martin Marietta Materials (MLM) | 0.6 | $95M | 270k | 351.81 | |
| Activision Blizzard | 0.6 | $94M | 989k | 95.44 | |
| Analog Devices (ADI) | 0.6 | $85M | 492k | 172.16 | |
| Nike CL B (NKE) | 0.6 | $82M | 532k | 154.49 | |
| Tractor Supply Company (TSCO) | 0.5 | $81M | 434k | 186.06 | |
| Paypal Holdings (PYPL) | 0.5 | $80M | 276k | 291.48 | |
| Texas Instruments Incorporated (TXN) | 0.5 | $78M | 407k | 192.30 | |
| Nordson Corporation (NDSN) | 0.5 | $71M | 324k | 219.51 | |
| Alleghany Corporation | 0.3 | $37M | 56k | 667.07 |
