Findlay Park Partners as of Dec. 31, 2023
Portfolio Holdings for Findlay Park Partners
Findlay Park Partners holds 58 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 6.3 | $645M | 1.7M | 376.04 | |
| Topbuild (BLD) | 3.3 | $334M | 894k | 374.26 | |
| Mastercard Incorporated Cl A (MA) | 3.0 | $307M | 719k | 426.51 | |
| Intuit (INTU) | 2.9 | $297M | 475k | 625.03 | |
| Arthur J. Gallagher & Co. (AJG) | 2.9 | $295M | 1.3M | 224.88 | |
| Gartner (IT) | 2.8 | $290M | 642k | 451.11 | |
| Metropcs Communications (TMUS) | 2.8 | $285M | 1.8M | 160.33 | |
| Live Nation Entertainment (LYV) | 2.7 | $279M | 3.0M | 93.60 | |
| S&p Global (SPGI) | 2.7 | $275M | 624k | 440.52 | |
| Martin Marietta Materials (MLM) | 2.6 | $264M | 529k | 498.91 | |
| EOG Resources (EOG) | 2.6 | $263M | 2.2M | 120.95 | |
| Waste Connections (WCN) | 2.4 | $245M | 1.6M | 149.27 | |
| Accenture PLC Ireland Shs Class A (ACN) | 2.3 | $232M | 660k | 350.91 | |
| Intercontinental Exchange (ICE) | 2.2 | $229M | 1.8M | 128.43 | |
| ConocoPhillips (COP) | 2.2 | $228M | 2.0M | 116.07 | |
| UnitedHealth (UNH) | 2.2 | $228M | 433k | 526.47 | |
| Marsh & McLennan Companies (MMC) | 2.2 | $225M | 1.2M | 189.47 | |
| Sherwin-Williams Company (SHW) | 2.0 | $205M | 656k | 311.90 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.0 | $201M | 564k | 356.66 | |
| Charles Schwab Corporation (SCHW) | 2.0 | $201M | 2.9M | 68.80 | |
| AECOM Technology Corporation (ACM) | 1.9 | $193M | 2.1M | 92.43 | |
| United Rentals (URI) | 1.9 | $189M | 330k | 573.42 | |
| Thermo Fisher Scientific (TMO) | 1.8 | $188M | 353k | 530.79 | |
| Canadian Pacific Kansas City (CP) | 1.8 | $184M | 2.3M | 79.06 | |
| Ferguson SHS (FERG) | 1.8 | $179M | 929k | 193.07 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.7 | $175M | 1.2M | 140.93 | |
| West Pharmaceutical Services (WST) | 1.6 | $161M | 457k | 352.12 | |
| Agilent Technologies Inc C ommon (A) | 1.6 | $160M | 1.2M | 139.03 | |
| Royal Gold (RGLD) | 1.5 | $153M | 1.3M | 120.96 | |
| NVIDIA Corporation (NVDA) | 1.5 | $153M | 309k | 495.22 | |
| Analog Devices (ADI) | 1.5 | $148M | 746k | 198.56 | |
| Keysight Technologies (KEYS) | 1.4 | $145M | 909k | 159.09 | |
| Anthem (ELV) | 1.4 | $141M | 299k | 471.56 | |
| Autodesk (ADSK) | 1.4 | $139M | 571k | 243.48 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 1.4 | $139M | 2.2M | 63.13 | |
| Cdw (CDW) | 1.3 | $134M | 587k | 227.32 | |
| Steris Shs Usd (STE) | 1.3 | $133M | 605k | 219.85 | |
| CBRE Group Cl A (CBRE) | 1.3 | $130M | 1.4M | 93.09 | |
| Api Group Corp Com Stk (APG) | 1.3 | $129M | 3.7M | 34.60 | |
| Canadian Natl Ry (CNI) | 1.3 | $129M | 1.0M | 125.63 | |
| Microchip Technology (MCHP) | 1.2 | $127M | 1.4M | 90.18 | |
| Alcon Ord Shs (ALC) | 1.2 | $123M | 1.6M | 78.12 | |
| Waters Corporation (WAT) | 1.2 | $123M | 373k | 329.23 | |
| KLA Corp Com New (KLAC) | 1.1 | $113M | 194k | 581.30 | |
| Texas Instruments Incorporated (TXN) | 1.1 | $110M | 646k | 170.46 | |
| Pool Corporation (POOL) | 1.0 | $102M | 256k | 398.71 | |
| Jacobs Engineering Group (J) | 1.0 | $102M | 783k | 129.80 | |
| Teledyne Technologies Incorporated (TDY) | 1.0 | $101M | 227k | 446.29 | |
| Hilton Worldwide Holdings (HLT) | 1.0 | $97M | 531k | 182.09 | |
| Airbnb Com Cl A (ABNB) | 0.9 | $92M | 678k | 136.14 | |
| Air Products & Chemicals (APD) | 0.9 | $92M | 336k | 273.80 | |
| Ecolab (ECL) | 0.9 | $91M | 460k | 198.35 | |
| Zoetis Cl A (ZTS) | 0.7 | $68M | 347k | 197.37 | |
| Danaher Corporation (DHR) | 0.6 | $60M | 258k | 231.34 | |
| Tractor Supply Company (TSCO) | 0.5 | $54M | 249k | 215.03 | |
| Costco Wholesale Corporation (COST) | 0.5 | $49M | 75k | 660.08 | |
| Fortive (FTV) | 0.5 | $48M | 646k | 73.63 | |
| Liberty Media Corp Del Com Lbty Liv S C (LLYVK) | 0.0 | $1.5M | 39k | 37.39 |
