Findlay Park Partners
Latest statistics and disclosures from Findlay Park Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are UNH, ACN, MA, MSFT, IT, and represent 17.49% of Findlay Park Partners's stock portfolio.
- Added to shares of these 10 stocks: ACN (+$165M), MKTX (+$162M), XPO (+$152M), DHR (+$115M), UNH (+$107M), FERG (+$99M), AMAT (+$83M), MEDP (+$83M), CBRE (+$81M), BRK.B (+$81M).
- Started 8 new stock positions in MKTX, FERG, XPO, DHR, ITT, AMAT, GLOB, IEX.
- Reduced shares in these 10 stocks: NVDA (-$485M), MSFT (-$385M), TMUS (-$307M), Ferguson Plc F (-$129M), AJG (-$121M), LYV (-$90M), BLD (-$82M), URI (-$75M), ICE (-$69M), ADSK (-$64M).
- Sold out of its positions in GFL, NVDA, TMUS, TSCO, Ferguson Plc F.
- Findlay Park Partners was a net seller of stock by $-575M.
- Findlay Park Partners has $11B in assets under management (AUM), dropping by -2.70%.
- Central Index Key (CIK): 0001351950
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Portfolio Holdings for Findlay Park Partners
Findlay Park Partners holds 59 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| UnitedHealth (UNH) | 4.2 | $441M | +32% | 754k | 584.68 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 3.7 | $394M | +71% | 1.1M | 353.48 |
|
| Mastercard Incorporated Cl A (MA) | 3.2 | $343M | 694k | 493.80 |
|
|
| Microsoft Corporation (MSFT) | 3.2 | $340M | -53% | 790k | 430.30 |
|
| Gartner (IT) | 3.2 | $338M | 666k | 506.76 |
|
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| S&p Global (SPGI) | 2.9 | $311M | 602k | 516.62 |
|
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| Liberty Media Corp Del Com Lbty One S C (FWONK) | 2.9 | $303M | +9% | 3.9M | 77.43 |
|
| Canadian Pacific Kansas City (CP) | 2.6 | $277M | +24% | 3.2M | 85.54 |
|
| EOG Resources (EOG) | 2.4 | $258M | 2.1M | 122.93 |
|
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| Cbre Group Cl A (CBRE) | 2.4 | $252M | +47% | 2.0M | 124.48 |
|
| West Pharmaceutical Services (WST) | 2.3 | $248M | +38% | 828k | 300.16 |
|
| Intuit (INTU) | 2.3 | $243M | 392k | 621.00 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 2.3 | $242M | -33% | 861k | 281.37 |
|
| Live Nation Entertainment (LYV) | 2.2 | $231M | -27% | 2.1M | 109.49 |
|
| Kla Corp Com New (KLAC) | 2.2 | $230M | 297k | 774.41 |
|
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| Topbuild (BLD) | 2.2 | $230M | -26% | 564k | 406.81 |
|
| AECOM Technology Corporation (ACM) | 2.1 | $227M | -14% | 2.2M | 103.27 |
|
| ConocoPhillips (COP) | 2.1 | $223M | 2.1M | 105.28 |
|
|
| Intercontinental Exchange (ICE) | 2.0 | $212M | -24% | 1.3M | 160.64 |
|
| Canadian Natl Ry (CNI) | 2.0 | $212M | +31% | 1.8M | 117.15 |
|
| Martin Marietta Materials (MLM) | 1.9 | $207M | 384k | 538.25 |
|
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| Thermo Fisher Scientific (TMO) | 1.9 | $201M | +11% | 325k | 618.57 |
|
| CRH Ord (CRH) | 1.9 | $201M | +31% | 2.2M | 92.74 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.9 | $200M | 1.2M | 167.19 |
|
|
| Marsh & McLennan Companies (MMC) | 1.9 | $198M | -23% | 889k | 223.09 |
|
| Anthem (ELV) | 1.8 | $189M | +23% | 363k | 520.00 |
|
| United Rentals (URI) | 1.8 | $188M | -28% | 233k | 809.73 |
|
| Api Group Corp Com Stk (APG) | 1.8 | $188M | +9% | 5.7M | 33.02 |
|
| Waters Corporation (WAT) | 1.7 | $184M | +68% | 511k | 359.89 |
|
| Charles Schwab Corporation (SCHW) | 1.7 | $183M | 2.8M | 64.81 |
|
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| Waste Connections (WCN) | 1.7 | $179M | -22% | 998k | 178.82 |
|
| Royal Gold (RGLD) | 1.6 | $172M | 1.2M | 140.30 |
|
|
| Agilent Technologies Inc C ommon (A) | 1.6 | $168M | +15% | 1.1M | 148.48 |
|
| MarketAxess Holdings (MKTX) | 1.5 | $162M | NEW | 631k | 256.20 |
|
| Medpace Hldgs (MEDP) | 1.5 | $157M | +110% | 471k | 333.80 |
|
| Xpo Logistics Inc equity (XPO) | 1.4 | $152M | NEW | 1.4M | 107.51 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.4 | $144M | +127% | 313k | 460.26 |
|
| Steris Shs Usd (STE) | 1.3 | $142M | 584k | 242.54 |
|
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| Sherwin-Williams Company (SHW) | 1.2 | $131M | 344k | 381.67 |
|
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| Teledyne Technologies Incorporated (TDY) | 1.2 | $128M | +31% | 293k | 437.66 |
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| Hilton Worldwide Holdings (HLT) | 1.1 | $118M | 513k | 230.50 |
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| Msci (MSCI) | 1.1 | $117M | 201k | 582.93 |
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| Danaher Corporation (DHR) | 1.1 | $115M | NEW | 413k | 278.02 |
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| Alcon Ord Shs (ALC) | 1.1 | $114M | 1.1M | 100.07 |
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| Ecolab (ECL) | 1.1 | $113M | 444k | 255.33 |
|
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| Keysight Technologies (KEYS) | 1.0 | $111M | -21% | 700k | 158.93 |
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| Analog Devices (ADI) | 1.0 | $110M | -34% | 480k | 230.17 |
|
| Cdw (CDW) | 1.0 | $108M | 478k | 226.30 |
|
|
| Ferguson Enterprises Common Stock New (FERG) | 0.9 | $99M | NEW | 499k | 198.57 |
|
| Illumina (ILMN) | 0.9 | $93M | 716k | 130.41 |
|
|
| Pool Corporation (POOL) | 0.9 | $93M | 248k | 376.80 |
|
|
| Autodesk (ADSK) | 0.9 | $90M | -41% | 328k | 275.48 |
|
| Airbnb Com Cl A (ABNB) | 0.8 | $83M | 654k | 126.81 |
|
|
| Applied Materials (AMAT) | 0.8 | $83M | NEW | 410k | 202.05 |
|
| Texas Instruments Incorporated (TXN) | 0.6 | $63M | 306k | 206.57 |
|
|
| Globant S A (GLOB) | 0.3 | $31M | NEW | 157k | 198.14 |
|
| IDEX Corporation (IEX) | 0.2 | $26M | NEW | 121k | 214.50 |
|
| Itt (ITT) | 0.1 | $7.5M | NEW | 50k | 149.51 |
|
| Liberty Media Corp Del Com Lbty Liv S C (LLYVK) | 0.0 | $1.9M | 38k | 51.33 |
|
Past Filings by Findlay Park Partners
SEC 13F filings are viewable for Findlay Park Partners going back to 2010
- Findlay Park Partners 2024 Q3 filed Nov. 4, 2024
- Findlay Park Partners 2024 Q1 filed April 30, 2024
- Findlay Park Partners 2023 Q4 filed Feb. 7, 2024
- Findlay Park Partners 2023 Q3 filed Nov. 7, 2023
- Findlay Park Partners 2023 Q2 filed Aug. 7, 2023
- Findlay Park Partners 2023 Q1 filed May 5, 2023
- Findlay Park Partners 2022 Q4 restated filed Feb. 10, 2023
- Findlay Park Partners 2022 Q4 filed Feb. 7, 2023
- Findlay Park Partners 2022 Q3 filed Nov. 10, 2022
- Findlay Park Partners 2022 Q2 restated filed Aug. 18, 2022
- Findlay Park Partners 2022 Q2 filed Aug. 9, 2022
- Findlay Park Partners 2022 Q1 filed May 12, 2022
- Findlay Park Partners 2021 Q4 filed Feb. 10, 2022
- Findlay Park Partners 2021 Q3 filed Nov. 12, 2021
- Findlay Park Partners 2021 Q2 filed Aug. 9, 2021
- Findlay Park Partners 2021 Q1 filed May 14, 2021