Findlay Park Partners as of Dec. 31, 2022
Portfolio Holdings for Findlay Park Partners
Findlay Park Partners holds 47 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 6.9 | $632M | 2.6M | 239.82 | |
| Intuit (INTU) | 5.7 | $520M | 1.3M | 389.22 | |
| EOG Resources (EOG) | 4.6 | $424M | 3.3M | 129.52 | |
| Ferguson SHS (FERG) | 4.3 | $395M | 3.1M | 126.97 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.2 | $387M | 1.3M | 308.90 | |
| Mastercard Incorporated Cl A (MA) | 3.5 | $324M | 932k | 347.73 | |
| Arthur J. Gallagher & Co. (AJG) | 3.3 | $307M | 1.6M | 188.54 | |
| Topbuild (BLD) | 3.2 | $290M | 1.9M | 156.49 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.1 | $287M | 3.2M | 88.73 | |
| S&p Global (SPGI) | 3.1 | $284M | 847k | 334.94 | |
| Martin Marietta Materials (MLM) | 2.6 | $240M | 711k | 337.97 | |
| Metropcs Communications (TMUS) | 2.4 | $218M | 1.6M | 140.00 | |
| Jacobs Engineering Group (J) | 2.4 | $217M | 1.8M | 120.07 | |
| Autodesk (ADSK) | 2.3 | $209M | 1.1M | 186.87 | |
| Marsh & McLennan Companies (MMC) | 2.3 | $208M | 1.3M | 165.48 | |
| ConocoPhillips (COP) | 2.3 | $208M | 1.8M | 118.00 | |
| Sherwin-Williams Company (SHW) | 2.2 | $201M | 848k | 237.33 | |
| Waste Connections (WCN) | 2.2 | $200M | 1.5M | 132.56 | |
| CoStar (CSGP) | 2.1 | $196M | 2.5M | 77.28 | |
| Intercontinental Exchange (ICE) | 2.0 | $188M | 1.8M | 102.59 | |
| CBRE Group Cl A (CBRE) | 2.0 | $182M | 2.4M | 76.96 | |
| Thermo Fisher Scientific (TMO) | 1.8 | $170M | 308k | 550.69 | |
| Danaher Corporation (DHR) | 1.8 | $168M | 632k | 265.42 | |
| Analog Devices (ADI) | 1.8 | $167M | 1.0M | 164.03 | |
| Gartner (IT) | 1.8 | $162M | 482k | 336.14 | |
| Keysight Technologies (KEYS) | 1.7 | $161M | 940k | 171.07 | |
| Union Pacific Corporation (UNP) | 1.7 | $152M | 732k | 207.07 | |
| Pool Corporation (POOL) | 1.6 | $149M | 492k | 302.33 | |
| Air Products & Chemicals (APD) | 1.6 | $146M | 473k | 308.26 | |
| NVIDIA Corporation (NVDA) | 1.5 | $141M | 963k | 146.14 | |
| Teledyne Technologies Incorporated (TDY) | 1.5 | $138M | 345k | 399.91 | |
| United Rentals (URI) | 1.5 | $138M | 387k | 355.42 | |
| Charles Schwab Corporation (SCHW) | 1.5 | $135M | 1.6M | 83.26 | |
| Royal Gold (RGLD) | 1.5 | $134M | 1.2M | 112.72 | |
| Amazon (AMZN) | 1.5 | $134M | 1.6M | 84.00 | |
| Installed Bldg Prods (IBP) | 1.4 | $127M | 1.5M | 85.60 | |
| Fiserv (FI) | 1.2 | $109M | 1.1M | 101.07 | |
| Liberty Media Corp Del Com Ser C Frmla | 1.2 | $109M | 1.8M | 59.78 | |
| UnitedHealth (UNH) | 1.2 | $106M | 200k | 530.18 | |
| Texas Instruments Incorporated (TXN) | 1.1 | $105M | 633k | 165.22 | |
| Airbnb Com Cl A (ABNB) | 1.0 | $96M | 1.1M | 85.50 | |
| Cintas Corporation (CTAS) | 1.0 | $88M | 195k | 451.62 | |
| Fortive (FTV) | 0.7 | $64M | 990k | 64.25 | |
| Nordson Corporation (NDSN) | 0.6 | $59M | 247k | 237.72 | |
| Canadian Natl Ry (CNI) | 0.6 | $51M | 432k | 118.88 | |
| West Pharmaceutical Services (WST) | 0.4 | $41M | 172k | 235.35 | |
| AECOM Technology Corporation (ACM) | 0.3 | $25M | 292k | 84.93 |
