Findlay Park Partners as of Sept. 30, 2022
Portfolio Holdings for Findlay Park Partners
Findlay Park Partners holds 40 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 7.3 | $733M | 3.1M | 232.90 | |
| Intuit (INTU) | 6.7 | $674M | 1.7M | 387.32 | |
| Amazon (AMZN) | 5.6 | $563M | 5.0M | 113.00 | |
| Danaher Corporation (DHR) | 4.5 | $458M | 1.8M | 258.29 | |
| EOG Resources (EOG) | 4.5 | $454M | 4.1M | 111.73 | |
| Topbuild (BLD) | 4.3 | $437M | 2.6M | 164.78 | |
| Adobe Systems Incorporated (ADBE) | 4.1 | $413M | 1.5M | 275.20 | |
| CoStar (CSGP) | 3.7 | $370M | 5.3M | 69.65 | |
| Ferguson SHS (FERG) | 3.5 | $348M | 3.4M | 102.93 | |
| Arthur J. Gallagher & Co. (AJG) | 3.4 | $347M | 2.0M | 171.22 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.1 | $311M | 1.2M | 267.02 | |
| Analog Devices (ADI) | 3.0 | $298M | 2.1M | 139.34 | |
| S&p Global (SPGI) | 2.8 | $282M | 922k | 305.35 | |
| Jacobs Engineering Group (J) | 2.6 | $263M | 2.4M | 108.49 | |
| Mastercard Incorporated Cl A (MA) | 2.5 | $254M | 893k | 284.34 | |
| Autodesk (ADSK) | 2.5 | $248M | 1.3M | 186.80 | |
| Marsh & McLennan Companies (MMC) | 2.4 | $244M | 1.6M | 149.29 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.3 | $233M | 2.4M | 96.15 | |
| Metropcs Communications (TMUS) | 2.3 | $227M | 1.7M | 134.17 | |
| Waste Connections (WCN) | 2.2 | $222M | 1.6M | 135.13 | |
| Sherwin-Williams Company (SHW) | 2.1 | $216M | 1.1M | 204.75 | |
| NVIDIA Corporation (NVDA) | 1.9 | $195M | 1.6M | 121.39 | |
| Keysight Technologies (KEYS) | 1.8 | $183M | 1.2M | 157.36 | |
| CBRE Group Cl A (CBRE) | 1.7 | $174M | 2.6M | 67.51 | |
| Martin Marietta Materials (MLM) | 1.7 | $171M | 531k | 322.09 | |
| Pool Corporation (POOL) | 1.7 | $170M | 536k | 318.21 | |
| Installed Bldg Prods (IBP) | 1.6 | $162M | 2.0M | 80.99 | |
| Intercontinental Exchange (ICE) | 1.6 | $158M | 1.7M | 90.35 | |
| Union Pacific Corporation (UNP) | 1.5 | $155M | 797k | 194.82 | |
| UnitedHealth (UNH) | 1.5 | $152M | 301k | 505.04 | |
| Texas Instruments Incorporated (TXN) | 1.5 | $150M | 966k | 154.78 | |
| Gartner (IT) | 1.4 | $145M | 525k | 276.69 | |
| Thermo Fisher Scientific (TMO) | 1.1 | $113M | 223k | 507.19 | |
| Air Products & Chemicals (APD) | 1.1 | $112M | 482k | 232.73 | |
| Fiserv (FI) | 1.1 | $110M | 1.2M | 93.57 | |
| Cintas Corporation (CTAS) | 1.1 | $109M | 282k | 388.19 | |
| Teledyne Technologies Incorporated (TDY) | 0.7 | $68M | 201k | 337.47 | |
| Fortive (FTV) | 0.6 | $63M | 1.1M | 58.30 | |
| Liberty Media Corp Del Com Ser C Frmla | 0.6 | $58M | 997k | 58.50 | |
| Nordson Corporation (NDSN) | 0.6 | $57M | 269k | 212.27 |
