Findlay Park Partners as of June 30, 2022
Portfolio Holdings for Findlay Park Partners
Findlay Park Partners holds 39 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 7.9 | $849M | 3.3M | 256.83 | |
| Intuit (INTU) | 6.8 | $729M | 1.9M | 385.44 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.4 | $582M | 266k | 2187.45 | |
| Danaher Corporation (DHR) | 5.1 | $551M | 2.2M | 253.52 | |
| Adobe Systems Incorporated (ADBE) | 5.1 | $549M | 1.5M | 366.06 | |
| Amazon (AMZN) | 4.9 | $529M | 5.0M | 106.21 | |
| Topbuild (BLD) | 4.1 | $443M | 2.6M | 167.16 | |
| CoStar (CSGP) | 3.9 | $415M | 6.9M | 60.41 | |
| Arthur J. Gallagher & Co. (AJG) | 3.5 | $375M | 2.3M | 163.04 | |
| S&p Global (SPGI) | 3.3 | $357M | 1.1M | 337.06 | |
| Sherwin-Williams Company (SHW) | 3.1 | $331M | 1.5M | 223.91 | |
| EOG Resources (EOG) | 3.0 | $318M | 2.9M | 110.44 | |
| Analog Devices (ADI) | 2.9 | $312M | 2.1M | 146.09 | |
| Jacobs Engineering | 2.9 | $309M | 2.4M | 127.13 | |
| Autodesk (ADSK) | 2.6 | $284M | 1.7M | 171.96 | |
| Mastercard Incorporated Cl A (MA) | 2.6 | $282M | 893k | 315.48 | |
| Waste Connections (WCN) | 2.6 | $276M | 2.2M | 123.96 | |
| Metropcs Communications (TMUS) | 2.4 | $257M | 1.9M | 134.54 | |
| Marsh & McLennan Companies (MMC) | 2.4 | $253M | 1.6M | 155.25 | |
| Thermo Fisher Scientific (TMO) | 1.8 | $194M | 357k | 543.28 | |
| UnitedHealth (UNH) | 1.8 | $192M | 373k | 513.63 | |
| NVIDIA Corporation (NVDA) | 1.8 | $191M | 1.3M | 151.59 | |
| CBRE Group Cl A (CBRE) | 1.8 | $190M | 2.6M | 73.61 | |
| Pool Corporation (POOL) | 1.8 | $188M | 536k | 351.23 | |
| Union Pacific Corporation (UNP) | 1.6 | $170M | 797k | 213.28 | |
| Installed Bldg Prods (IBP) | 1.5 | $166M | 2.0M | 83.16 | |
| Air Products & Chemicals (APD) | 1.5 | $164M | 681k | 240.48 | |
| Keysight Technologies (KEYS) | 1.5 | $160M | 1.2M | 137.85 | |
| Fiserv (FI) | 1.5 | $157M | 1.8M | 88.97 | |
| Texas Instruments Incorporated (TXN) | 1.4 | $148M | 966k | 153.65 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $136M | 497k | 273.02 | |
| Martin Marietta Materials (MLM) | 1.2 | $133M | 446k | 299.24 | |
| Intercontinental Exchange (ICE) | 1.2 | $130M | 1.4M | 94.04 | |
| Cintas Corporation (CTAS) | 1.0 | $105M | 282k | 373.53 | |
| McDonald's Corporation (MCD) | 0.7 | $75M | 302k | 246.88 | |
| Nordson Corporation (NDSN) | 0.6 | $65M | 321k | 202.44 | |
| Charter Communications Inc N Cl A (CHTR) | 0.6 | $63M | 135k | 468.53 | |
| Fortive (FTV) | 0.5 | $59M | 1.1M | 54.38 | |
| Ross Stores (ROST) | 0.3 | $35M | 495k | 70.23 |
