Findlay Park Partners as of March 31, 2023
Portfolio Holdings for Findlay Park Partners
Findlay Park Partners holds 56 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.7 | $544M | 1.9M | 288.30 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.8 | $363M | 1.2M | 308.77 | |
| EOG Resources (EOG) | 3.8 | $357M | 3.1M | 114.63 | |
| Mastercard Incorporated Cl A (MA) | 3.4 | $318M | 875k | 363.41 | |
| Topbuild (BLD) | 3.3 | $313M | 1.5M | 208.14 | |
| Arthur J. Gallagher & Co. (AJG) | 3.1 | $292M | 1.5M | 191.31 | |
| Martin Marietta Materials (MLM) | 3.0 | $280M | 790k | 355.06 | |
| S&p Global (SPGI) | 2.9 | $274M | 795k | 344.77 | |
| NVIDIA Corporation (NVDA) | 2.7 | $251M | 904k | 277.77 | |
| Ferguson SHS | 2.5 | $234M | 1.7M | 133.75 | |
| Intuit (INTU) | 2.5 | $233M | 523k | 445.83 | |
| Waste Connections (WCN) | 2.4 | $224M | 1.6M | 139.07 | |
| Metropcs Communications (TMUS) | 2.2 | $212M | 1.5M | 144.84 | |
| Accenture PLC Ireland Shs Class A (ACN) | 2.2 | $207M | 725k | 285.81 | |
| Sherwin-Williams Company (SHW) | 2.2 | $206M | 918k | 224.77 | |
| Intercontinental Exchange (ICE) | 2.2 | $205M | 2.0M | 104.29 | |
| Jacobs Engineering Group (J) | 2.1 | $200M | 1.7M | 117.51 | |
| Marsh & McLennan Companies (MMC) | 2.1 | $197M | 1.2M | 166.55 | |
| Analog Devices (ADI) | 2.0 | $189M | 957k | 197.22 | |
| CBRE Group Cl A (CBRE) | 2.0 | $186M | 2.6M | 72.81 | |
| Royal Gold (RGLD) | 1.9 | $181M | 1.4M | 129.71 | |
| Gartner (IT) | 1.9 | $180M | 551k | 325.77 | |
| Teledyne Technologies Incorporated (TDY) | 1.8 | $172M | 385k | 447.36 | |
| Thermo Fisher Scientific (TMO) | 1.8 | $169M | 294k | 576.37 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $169M | 1.6M | 104.00 | |
| CoStar (CSGP) | 1.7 | $164M | 2.4M | 68.85 | |
| ConocoPhillips (COP) | 1.7 | $164M | 1.7M | 99.21 | |
| Pool Corporation (POOL) | 1.7 | $158M | 462k | 342.44 | |
| Autodesk (ADSK) | 1.7 | $157M | 754k | 208.16 | |
| Danaher Corporation (DHR) | 1.6 | $152M | 602k | 252.04 | |
| United Rentals (URI) | 1.5 | $144M | 364k | 395.76 | |
| Keysight Technologies (KEYS) | 1.5 | $142M | 882k | 161.48 | |
| UnitedHealth (UNH) | 1.5 | $141M | 297k | 472.59 | |
| AECOM Technology Corporation (ACM) | 1.5 | $140M | 1.7M | 84.32 | |
| Union Pacific Corporation (UNP) | 1.5 | $138M | 687k | 201.26 | |
| Airbnb Com Cl A (ABNB) | 1.4 | $131M | 1.1M | 124.40 | |
| Liberty Media Corp Del Com Ser C Frmla | 1.3 | $128M | 1.7M | 74.83 | |
| Air Products & Chemicals (APD) | 1.3 | $128M | 444k | 287.21 | |
| Cdw (CDW) | 1.3 | $124M | 636k | 194.89 | |
| Texas Instruments Incorporated (TXN) | 1.2 | $111M | 594k | 186.01 | |
| Charles Schwab Corporation (SCHW) | 1.2 | $109M | 2.1M | 52.38 | |
| West Pharmaceutical Services (WST) | 1.1 | $103M | 297k | 346.47 | |
| Installed Bldg Prods (IBP) | 1.1 | $101M | 885k | 114.03 | |
| Steris Shs Usd (STE) | 1.1 | $101M | 527k | 191.28 | |
| Cintas Corporation (CTAS) | 0.9 | $85M | 184k | 462.68 | |
| Alcon Ord Shs (ALC) | 0.9 | $84M | 1.2M | 70.54 | |
| Microchip Technology (MCHP) | 0.8 | $76M | 909k | 83.78 | |
| Canadian Natl Ry (CNI) | 0.8 | $74M | 624k | 117.97 | |
| Tractor Supply Company (TSCO) | 0.7 | $65M | 275k | 235.04 | |
| Fortive (FTV) | 0.7 | $63M | 929k | 68.17 | |
| W.W. Grainger (GWW) | 0.7 | $63M | 92k | 688.81 | |
| Zoetis Cl A (ZTS) | 0.7 | $62M | 375k | 166.44 | |
| Hilton Worldwide Holdings (HLT) | 0.6 | $59M | 417k | 140.87 | |
| Lululemon Athletica (LULU) | 0.6 | $57M | 156k | 364.19 | |
| Nordson Corporation (NDSN) | 0.5 | $52M | 232k | 222.26 | |
| Costco Wholesale Corporation (COST) | 0.4 | $41M | 82k | 496.87 |
