Findlay Park Partners
Latest statistics and disclosures from Findlay Park Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, EOG, MA, WCN, AJG, and represent 18.34% of Findlay Park Partners's stock portfolio.
- Added to shares of these 10 stocks: CP (+$175M), A (+$107M), LYV (+$90M), WAT (+$78M), WCN (+$73M), APG (+$69M), FWONK (+$58M), KEYS (+$39M), TMO (+$39M), UNH (+$26M).
- Started 5 new stock positions in WAT, A, Liberty Media CORP-Liberty Live, FWONK, CP.
- Reduced shares in these 10 stocks: UNP (-$132M), , BRK.B (-$103M), FERG (-$83M), BLD (-$77M), NVDA (-$73M), Liberty Media Corp Series C Li (-$71M), IBP (-$64M), NDSN (-$54M), MLM (-$54M).
- Sold out of its positions in CSGP, Liberty Media Corp Series C Li, NDSN, UNP.
- Findlay Park Partners was a net seller of stock by $-323M.
- Findlay Park Partners has $9.3B in assets under management (AUM), dropping by -4.49%.
- Central Index Key (CIK): 0001351950
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Portfolio Holdings for Findlay Park Partners
Findlay Park Partners holds 60 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 6.0 | $556M | 1.8M | 315.75 |
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| EOG Resources (EOG) | 3.4 | $319M | -14% | 2.5M | 126.76 |
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| Mastercard Incorporated Cl A (MA) | 3.1 | $292M | 738k | 395.91 |
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| Waste Connections (WCN) | 3.0 | $276M | +35% | 2.1M | 134.30 |
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| Arthur J. Gallagher & Co. (AJG) | 2.8 | $263M | 1.2M | 227.93 |
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| Metropcs Communications (TMUS) | 2.7 | $255M | 1.8M | 140.05 |
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| Live Nation Entertainment (LYV) | 2.7 | $254M | +55% | 3.1M | 83.04 |
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| Intuit (INTU) | 2.7 | $249M | 488k | 510.94 |
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| Accenture PLC Ireland Shs Class A (ACN) | 2.7 | $247M | 805k | 307.11 |
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| Topbuild (BLD) | 2.6 | $246M | -23% | 979k | 251.60 |
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| ConocoPhillips (COP) | 2.6 | $242M | 2.0M | 119.80 |
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| S&p Global (SPGI) | 2.5 | $234M | 640k | 365.41 |
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| Gartner (IT) | 2.4 | $226M | 659k | 343.61 |
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| Martin Marietta Materials (MLM) | 2.4 | $223M | -19% | 543k | 410.48 |
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| Marsh & McLennan Companies (MMC) | 2.3 | $209M | 1.1M | 190.30 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.2 | $203M | -33% | 579k | 350.30 |
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| Intercontinental Exchange (ICE) | 2.2 | $201M | 1.8M | 110.02 |
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| Sherwin-Williams Company (SHW) | 2.1 | $194M | -11% | 761k | 255.05 |
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| Jacobs Engineering Group (J) | 2.0 | $190M | -13% | 1.4M | 136.50 |
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| Ferguson SHS (FERG) | 2.0 | $187M | -30% | 1.1M | 164.47 |
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| CBRE Group Cl A (CBRE) | 2.0 | $183M | 2.5M | 73.86 |
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| Thermo Fisher Scientific (TMO) | 1.9 | $181M | +27% | 357k | 506.17 |
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| Canadian Pacific Kansas City (CP) | 1.9 | $175M | NEW | 2.4M | 74.41 |
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| NVIDIA Corporation (NVDA) | 1.9 | $173M | -29% | 398k | 434.99 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $168M | 1.3M | 131.85 |
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| UnitedHealth (UNH) | 1.8 | $167M | +18% | 331k | 504.19 |
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| Cdw (CDW) | 1.7 | $155M | 767k | 201.76 |
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| United Rentals (URI) | 1.6 | $151M | 339k | 444.57 |
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| Keysight Technologies (KEYS) | 1.6 | $149M | +35% | 1.1M | 132.31 |
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| Teledyne Technologies Incorporated (TDY) | 1.6 | $147M | 359k | 408.58 |
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| Autodesk (ADSK) | 1.6 | $146M | 703k | 206.91 |
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| AECOM Technology Corporation (ACM) | 1.5 | $142M | 1.7M | 83.04 |
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| Royal Gold (RGLD) | 1.5 | $138M | 1.3M | 106.33 |
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| Analog Devices (ADI) | 1.4 | $134M | 765k | 175.09 |
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| Charles Schwab Corporation (SCHW) | 1.4 | $128M | 2.3M | 54.90 |
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| Pool Corporation (POOL) | 1.3 | $118M | -23% | 333k | 356.10 |
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| Microchip Technology (MCHP) | 1.2 | $113M | 1.4M | 78.05 |
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| Steris Shs Usd (STE) | 1.2 | $108M | 491k | 219.42 |
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| Agilent Technologies Inc C ommon (A) | 1.2 | $107M | NEW | 958k | 111.82 |
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| West Pharmaceutical Services (WST) | 1.1 | $104M | 277k | 375.21 |
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| Danaher Corporation (DHR) | 1.1 | $100M | -29% | 405k | 248.10 |
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| Api Group Corp Com Stk (APG) | 1.1 | $99M | +225% | 3.8M | 25.93 |
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| Air Products & Chemicals (APD) | 1.1 | $98M | 345k | 283.40 |
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| Alcon Ord Shs (ALC) | 1.0 | $98M | 1.3M | 77.06 |
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| Anthem (ELV) | 1.0 | $96M | +33% | 221k | 435.42 |
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| Airbnb Com Cl A (ABNB) | 1.0 | $95M | -29% | 695k | 137.21 |
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| Hilton Worldwide Holdings (HLT) | 0.9 | $82M | 545k | 150.18 |
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| Waters Corporation (WAT) | 0.8 | $78M | NEW | 285k | 274.21 |
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| Fortive (FTV) | 0.7 | $64M | 866k | 74.16 |
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| Canadian Natl Ry (CNI) | 0.7 | $63M | 581k | 108.33 |
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| Zoetis Cl A (ZTS) | 0.7 | $62M | 356k | 173.98 |
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| KLA Corp Com New (KLAC) | 0.6 | $59M | 129k | 458.66 |
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| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.6 | $58M | NEW | 930k | 62.30 |
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| Lululemon Athletica (LULU) | 0.6 | $56M | 146k | 385.61 |
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| Cintas Corporation (CTAS) | 0.6 | $53M | 110k | 481.01 |
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| Tractor Supply Company (TSCO) | 0.6 | $52M | 256k | 203.05 |
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| Texas Instruments Incorporated (TXN) | 0.5 | $49M | 307k | 159.01 |
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| Costco Wholesale Corporation (COST) | 0.5 | $43M | 77k | 564.96 |
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| Installed Bldg Prods (IBP) | 0.4 | $42M | -60% | 335k | 124.89 |
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| Liberty Media Corp Del Com Lbty Liv S C | 0.0 | $1.3M | NEW | 40k | 32.10 |
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Past Filings by Findlay Park Partners
SEC 13F filings are viewable for Findlay Park Partners going back to 2010
- 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
- Findlay Park Partners 2020 Q4 filed Feb. 11, 2021
- Findlay Park Partners 2020 Q3 filed Nov. 10, 2020
- Findlay Park Partners 2020 Q2 filed Aug. 13, 2020