Findlay Park Partners

Latest statistics and disclosures from Findlay Park Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are MSFT, BLD, MA, INTU, AJG, and represent 18.45% of Findlay Park Partners's stock portfolio.
  • Added to shares of these 10 stocks: ECL (+$91M), FWONK (+$80M), WST (+$64M), TXN (+$58M), CNI (+$56M), UNH (+$54M), SCHW (+$40M), KLAC (+$38M), ELV (+$37M), AJG (+$36M).
  • Started 1 new stock position in ECL.
  • Reduced shares in these 10 stocks: CBRE (-$101M), J (-$79M), WCN (-$63M), TDY (-$59M), LULU (-$56M), CTAS (-$53M), ACN (-$51M), NVDA (-$44M), IBP (-$42M), EOG (-$41M).
  • Sold out of its positions in CTAS, IBP, LULU.
  • Findlay Park Partners was a net seller of stock by $-299M.
  • Findlay Park Partners has $10B in assets under management (AUM), dropping by 9.44%.
  • Central Index Key (CIK): 0001351950

Tip: Access up to 7 years of quarterly data

Positions held by Findlay Park Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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 -2% 1.7M 376.04
 View chart
Topbuild (BLD) 3.3 $334M -8% 894k 374.26
 View chart
Mastercard Incorporated Cl A (MA) 3.0 $307M -2% 719k 426.51
 View chart
Intuit (INTU) 2.9 $297M -2% 475k 625.03
 View chart
Arthur J. Gallagher & Co. (AJG) 2.9 $295M +13% 1.3M 224.88
 View chart
Gartner (IT) 2.8 $290M -2% 642k 451.11
 View chart
Metropcs Communications (TMUS) 2.8 $285M -2% 1.8M 160.33
 View chart
Live Nation Entertainment (LYV) 2.7 $279M -2% 3.0M 93.60
 View chart
S&p Global (SPGI) 2.7 $275M -2% 624k 440.52
 View chart
Martin Marietta Materials (MLM) 2.6 $264M -2% 529k 498.91
 View chart
EOG Resources (EOG) 2.6 $263M -13% 2.2M 120.95
 View chart
Waste Connections (WCN) 2.4 $245M -20% 1.6M 149.27
 View chart
Accenture PLC Ireland Shs Class A (ACN) 2.3 $232M -18% 660k 350.91
 View chart
Intercontinental Exchange (ICE) 2.2 $229M -2% 1.8M 128.43
 View chart
ConocoPhillips (COP) 2.2 $228M -2% 2.0M 116.07
 View chart
UnitedHealth (UNH) 2.2 $228M +30% 433k 526.47
 View chart
Marsh & McLennan Companies (MMC) 2.2 $225M +7% 1.2M 189.47
 View chart
Sherwin-Williams Company (SHW) 2.0 $205M -13% 656k 311.90
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.0 $201M -2% 564k 356.66
 View chart
Charles Schwab Corporation (SCHW) 2.0 $201M +24% 2.9M 68.80
 View chart
AECOM Technology Corporation (ACM) 1.9 $193M +21% 2.1M 92.43
 View chart
United Rentals (URI) 1.9 $189M -2% 330k 573.42
 View chart
Thermo Fisher Scientific (TMO) 1.8 $188M 353k 530.79
 View chart
Canadian Pacific Kansas City (CP) 1.8 $184M 2.3M 79.06
 View chart
Ferguson SHS (FERG) 1.8 $179M -18% 929k 193.07
 View chart
Alphabet Cap Stk Cl C (GOOG) 1.7 $175M -2% 1.2M 140.93
 View chart
West Pharmaceutical Services (WST) 1.6 $161M +65% 457k 352.12
 View chart
Agilent Technologies Inc C ommon (A) 1.6 $160M +20% 1.2M 139.03
 View chart
Royal Gold (RGLD) 1.5 $153M -2% 1.3M 120.96
 View chart
NVIDIA Corporation (NVDA) 1.5 $153M -22% 309k 495.22
 View chart
Analog Devices (ADI) 1.5 $148M -2% 746k 198.56
 View chart
Keysight Technologies (KEYS) 1.4 $145M -19% 909k 159.09
 View chart
Anthem (ELV) 1.4 $141M +35% 299k 471.56
 View chart
Autodesk (ADSK) 1.4 $139M -18% 571k 243.48
 View chart
Liberty Media Corp Del Com Lbty One S C (FWONK) 1.4 $139M +136% 2.2M 63.13
 View chart
Cdw (CDW) 1.3 $134M -23% 587k 227.32
 View chart
Steris Shs Usd (STE) 1.3 $133M +23% 605k 219.85
 View chart
CBRE Group Cl A (CBRE) 1.3 $130M -43% 1.4M 93.09
 View chart
Api Group Corp Com Stk (APG) 1.3 $129M -2% 3.7M 34.60
 View chart
Canadian Natl Ry (CNI) 1.3 $129M +76% 1.0M 125.63
 View chart
Microchip Technology (MCHP) 1.2 $127M -2% 1.4M 90.18
 View chart
Alcon Ord Shs (ALC) 1.2 $123M +24% 1.6M 78.12
 View chart
Waters Corporation (WAT) 1.2 $123M +31% 373k 329.23
 View chart
KLA Corp Com New (KLAC) 1.1 $113M +50% 194k 581.30
 View chart
Texas Instruments Incorporated (TXN) 1.1 $110M +110% 646k 170.46
 View chart
Pool Corporation (POOL) 1.0 $102M -22% 256k 398.71
 View chart
Jacobs Engineering Group (J) 1.0 $102M -43% 783k 129.80
 View chart
Teledyne Technologies Incorporated (TDY) 1.0 $101M -36% 227k 446.29
 View chart
Hilton Worldwide Holdings (HLT) 1.0 $97M -2% 531k 182.09
 View chart
Airbnb Com Cl A (ABNB) 0.9 $92M -2% 678k 136.14
 View chart
Air Products & Chemicals (APD) 0.9 $92M -2% 336k 273.80
 View chart
Ecolab (ECL) 0.9 $91M NEW 460k 198.35
 View chart
Zoetis Cl A (ZTS) 0.7 $68M -2% 347k 197.37
 View chart
Danaher Corporation (DHR) 0.6 $60M -36% 258k 231.34
 View chart
Tractor Supply Company (TSCO) 0.5 $54M -2% 249k 215.03
 View chart
Costco Wholesale Corporation (COST) 0.5 $49M -2% 75k 660.08
 View chart
Fortive (FTV) 0.5 $48M -25% 646k 73.63
 View chart
Liberty Media Corp Del Com Lbty Liv S C (LLYVK) 0.0 $1.5M -2% 39k 37.39
 View chart

Past Filings by Findlay Park Partners

SEC 13F filings are viewable for Findlay Park Partners going back to 2010

View all past filings