Findlay Park Partners

Findlay Park Partners as of June 30, 2012

Portfolio Holdings for Findlay Park Partners

Findlay Park Partners holds 135 positions in its portfolio as reported in the June 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Comcast Corporation 2.6 $136M 4.3M 31.40
Henry Schein (HSIC) 2.5 $132M 1.7M 78.49
Crown Castle International 2.4 $125M 2.1M 58.66
Fiserv (FI) 2.2 $116M 1.6M 72.22
Alleghany Corporation 2.0 $108M 318k 339.75
Banco Bradesco SA (BBD) 1.9 $103M 6.9M 14.89
Banco Itau Holding Financeira (ITUB) 1.9 $99M 7.1M 13.92
Seacor Holdings 1.8 $96M 1.1M 89.38
Coca-Cola Company (KO) 1.8 $94M 1.2M 78.19
Wells Fargo & Company (WFC) 1.7 $88M 2.6M 33.44
Airgas 1.6 $85M 1.0M 84.01
TD Ameritrade Holding 1.5 $81M 4.8M 17.00
Grupo Televisa (TV) 1.5 $80M 3.7M 21.48
Allied World Assurance 1.5 $77M 973k 79.47
Discovery Communications 1.4 $77M 1.5M 50.09
Fidelity National Information Services (FIS) 1.4 $73M 2.1M 34.08
Home Depot (HD) 1.4 $72M 1.4M 52.99
CBS Corporation 1.3 $70M 2.1M 32.78
Laboratory Corp. of America Holdings (LH) 1.3 $70M 752k 92.61
Crown Holdings (CCK) 1.3 $68M 2.0M 34.49
FMC Corporation (FMC) 1.3 $68M 1.3M 53.48
United Parcel Service (UPS) 1.3 $67M 851k 78.76
MasterCard Incorporated (MA) 1.2 $66M 153k 430.11
PNC Financial Services (PNC) 1.2 $66M 1.1M 61.11
Walgreen Company 1.2 $65M 2.2M 29.58
Waste Connections 1.2 $64M 2.1M 29.92
Target Corporation (TGT) 1.2 $63M 1.1M 58.19
Tyco International Ltd S hs 1.2 $63M 1.2M 52.85
HCC Insurance Holdings 1.2 $62M 2.0M 31.40
Nice Systems (NICE) 1.2 $62M 1.7M 36.60
Covidien 1.2 $62M 1.2M 53.50
Becton, Dickinson and (BDX) 1.1 $61M 809k 74.75
PerkinElmer (RVTY) 1.1 $61M 2.4M 25.80
Amdocs Ltd ord (DOX) 1.1 $61M 2.0M 29.72
Brown & Brown (BRO) 1.1 $60M 2.2M 27.27
Dun & Bradstreet Corporation 1.1 $60M 837k 71.17
Stanley Black & Decker (SWK) 1.1 $58M 893k 64.36
FLIR Systems 1.1 $58M 3.0M 19.50
Jack Henry & Associates (JKHY) 1.1 $58M 1.7M 34.52
Berkshire Hathaway (BRK.B) 1.1 $57M 684k 83.33
DaVita (DVA) 1.1 $56M 570k 98.21
3M Company (MMM) 1.0 $55M 610k 89.60
Ca 1.0 $53M 2.0M 27.09
Equifax (EFX) 1.0 $51M 1.1M 46.60
Ecolab (ECL) 1.0 $51M 746k 68.53
AmerisourceBergen (COR) 0.9 $49M 1.3M 39.35
Synopsys (SNPS) 0.9 $49M 1.6M 29.43
Snap-on Incorporated (SNA) 0.9 $46M 732k 62.25
C.R. Bard 0.8 $44M 409k 107.44
Hasbro (HAS) 0.8 $42M 1.2M 33.87
Liberty Media 0.8 $41M 2.3M 17.77
Texas Instruments Incorporated (TXN) 0.8 $41M 1.4M 28.69
Sherwin-Williams Company (SHW) 0.8 $39M 298k 132.35
Rayonier (RYN) 0.7 $39M 874k 44.90
Genuine Parts Company (GPC) 0.7 $39M 641k 60.25
SPDR Gold Trust (GLD) 0.7 $39M 250k 155.19
Helmerich & Payne (HP) 0.7 $38M 872k 43.48
Markel Corporation (MKL) 0.7 $37M 84k 441.70
W.W. Grainger (GWW) 0.7 $36M 191k 191.24
Kraft Foods 0.7 $36M 923k 38.62
Amphenol Corporation (APH) 0.7 $36M 646k 54.92
Analog Devices (ADI) 0.7 $35M 930k 37.67
Partner Re 0.7 $35M 462k 75.67
Broadridge Financial Solutions (BR) 0.6 $34M 1.6M 21.27
Leucadia National 0.6 $34M 1.6M 21.27
Agrium 0.6 $34M 380k 88.47
Gra (GGG) 0.6 $33M 722k 46.08
Cheesecake Factory Incorporated (CAKE) 0.6 $31M 964k 31.96
Arrow Electronics (ARW) 0.6 $30M 912k 32.81
Entegris (ENTG) 0.5 $29M 3.4M 8.54
Hub (HUBG) 0.5 $28M 785k 36.13
Blackstone 0.5 $28M 2.1M 13.07
Bed Bath & Beyond 0.5 $28M 447k 61.80
Brookfield Asset Management 0.5 $27M 807k 33.10
Suntrust Banks Inc $1.00 Par Cmn 0.5 $27M 1.1M 24.23
Seagate Technology Com Stk 0.5 $26M 1.1M 24.73
Macquarie Infrastructure Company 0.5 $27M 795k 33.29
Oaktree Cap 0.5 $27M 750k 35.35
Precision Castparts 0.5 $26M 158k 164.49
Zimmer Holdings (ZBH) 0.5 $25M 393k 64.36
Woodward Governor Company (WWD) 0.5 $25M 641k 39.44
Starwood Hotels & Resorts Worldwide 0.5 $24M 456k 53.04
AutoZone (AZO) 0.4 $22M 61k 367.17
Costco Wholesale Corporation (COST) 0.4 $22M 228k 95.00
Union Pacific Corporation (UNP) 0.4 $21M 178k 119.31
Cme (CME) 0.4 $20M 76k 268.11
CareFusion Corporation 0.4 $21M 808k 25.68
Liberty Media Corp lcpad 0.4 $21M 233k 87.91
Alterra Capital Holdings Lim 0.4 $20M 849k 23.35
Te Connectivity Ltd for (TEL) 0.4 $20M 629k 31.91
Tidewater 0.4 $20M 427k 46.36
St. Joe Company (JOE) 0.4 $20M 1.2M 15.81
Oceaneering International (OII) 0.4 $19M 404k 47.86
Lazard Ltd-cl A shs a 0.3 $18M 687k 25.99
Covanta Holding Corporation 0.3 $17M 1.0M 17.15
National-Oilwell Var 0.3 $17M 258k 64.44
Johnson Controls 0.3 $17M 595k 27.71
Iconix Brand 0.3 $17M 949k 17.47
Legg Mason 0.3 $16M 608k 26.37
SBA Communications Corporation 0.3 $16M 278k 57.05
Southwestern Energy Company (SWN) 0.3 $16M 488k 31.93
Credicorp (BAP) 0.3 $15M 117k 125.89
Emerson Electric (EMR) 0.3 $14M 305k 46.58
Roper Industries (ROP) 0.2 $13M 134k 98.58
NVR (NVR) 0.2 $13M 15k 850.00
Anixter International 0.2 $13M 244k 53.05
Walt Disney Company (DIS) 0.2 $13M 266k 48.50
City National Corporation 0.2 $13M 264k 48.58
Willis Group Holdings 0.2 $12M 336k 36.49
Wintrust Financial Corporation (WTFC) 0.2 $12M 336k 35.50
Dresser-Rand 0.2 $12M 269k 44.54
Progressive Waste Solutions 0.2 $12M 639k 18.94
Bank of New York Mellon Corporation (BK) 0.2 $12M 524k 21.95
Verisk Analytics (VRSK) 0.2 $11M 228k 49.26
Bancolombia (CIB) 0.2 $11M 180k 61.84
Unit Corporation 0.2 $11M 305k 36.89
QEP Resources 0.2 $11M 366k 29.97
Kirby Corporation (KEX) 0.2 $10M 220k 47.08
Norfolk Southern (NSC) 0.2 $9.0M 125k 71.77
Homex Development 0.2 $9.2M 600k 15.40
Texas Pacific Land Trust 0.2 $9.1M 160k 57.08
Kansas City Southern 0.2 $8.3M 119k 69.56
Banco Macro SA (BMA) 0.1 $8.2M 630k 12.96
Northern Trust Corporation (NTRS) 0.1 $7.0M 152k 46.02
General Electric Company 0.1 $7.0M 336k 20.84
KKR & Co 0.1 $6.9M 532k 12.89
Agnico (AEM) 0.1 $6.5M 160k 40.46
Charter Communications 0.1 $6.5M 91k 70.87
Potash Corp. Of Saskatchewan I 0.1 $5.2M 120k 43.71
Franco-Nevada Corporation (FNV) 0.1 $5.3M 118k 45.22
Danaher Corporation (DHR) 0.1 $4.9M 95k 52.08
WestAmerica Ban (WABC) 0.1 $4.1M 86k 47.19
DeVry 0.1 $3.0M 96k 30.97
Group Cgi Cad Cl A 0.1 $3.0M 126k 24.03
Grupo Aeroportuario del Centro Nort (OMAB) 0.0 $364k 22k 16.38