Findlay Park Partners as of June 30, 2023
Portfolio Holdings for Findlay Park Partners
Findlay Park Partners holds 59 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 6.2 | $605M | 1.8M | 340.54 | |
| Topbuild (BLD) | 3.5 | $342M | 1.3M | 266.02 | |
| EOG Resources (EOG) | 3.4 | $335M | 2.9M | 114.44 | |
| Martin Marietta Materials (MLM) | 3.2 | $311M | 674k | 461.69 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.1 | $297M | 872k | 341.00 | |
| Mastercard Incorporated Cl A (MA) | 3.0 | $293M | 745k | 393.30 | |
| S&p Global (SPGI) | 2.7 | $259M | 646k | 400.89 | |
| Ferguson SHS | 2.7 | $259M | 1.6M | 157.31 | |
| Arthur J. Gallagher & Co. (AJG) | 2.6 | $256M | 1.2M | 219.57 | |
| Metropcs Communications (TMUS) | 2.6 | $256M | 1.8M | 138.90 | |
| Accenture PLC Ireland Shs Class A (ACN) | 2.6 | $251M | 813k | 308.58 | |
| NVIDIA Corporation (NVDA) | 2.5 | $239M | 566k | 423.02 | |
| Gartner (IT) | 2.4 | $233M | 665k | 350.31 | |
| Sherwin-Williams Company (SHW) | 2.4 | $229M | 864k | 265.52 | |
| Intuit (INTU) | 2.3 | $226M | 492k | 458.19 | |
| Waste Connections (WCN) | 2.2 | $217M | 1.5M | 142.93 | |
| ConocoPhillips (COP) | 2.2 | $211M | 2.0M | 103.61 | |
| Marsh & McLennan Companies (MMC) | 2.1 | $209M | 1.1M | 188.08 | |
| Intercontinental Exchange (ICE) | 2.1 | $209M | 1.8M | 113.08 | |
| CBRE Group Cl A (CBRE) | 2.1 | $202M | 2.5M | 80.71 | |
| Jacobs Engineering Group (J) | 2.0 | $190M | 1.6M | 118.89 | |
| Live Nation Entertainment (LYV) | 1.8 | $180M | 2.0M | 91.11 | |
| Pool Corporation (POOL) | 1.7 | $163M | 435k | 374.64 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.6 | $155M | 1.3M | 120.97 | |
| United Rentals (URI) | 1.6 | $152M | 342k | 445.37 | |
| Royal Gold (RGLD) | 1.5 | $151M | 1.3M | 114.78 | |
| Analog Devices (ADI) | 1.5 | $151M | 773k | 194.81 | |
| Teledyne Technologies Incorporated (TDY) | 1.5 | $149M | 363k | 411.11 | |
| Thermo Fisher Scientific (TMO) | 1.5 | $147M | 281k | 521.75 | |
| AECOM Technology Corporation (ACM) | 1.5 | $147M | 1.7M | 84.69 | |
| Autodesk (ADSK) | 1.5 | $145M | 710k | 204.61 | |
| Cdw (CDW) | 1.5 | $142M | 774k | 183.50 | |
| Keysight Technologies (KEYS) | 1.4 | $139M | 830k | 167.45 | |
| Danaher Corporation (DHR) | 1.4 | $138M | 576k | 240.00 | |
| UnitedHealth (UNH) | 1.4 | $134M | 280k | 480.64 | |
| Charles Schwab Corporation (SCHW) | 1.4 | $134M | 2.4M | 56.68 | |
| Union Pacific Corporation (UNP) | 1.4 | $132M | 647k | 204.62 | |
| Microchip Technology (MCHP) | 1.3 | $131M | 1.5M | 89.59 | |
| Airbnb Com Cl A (ABNB) | 1.3 | $127M | 991k | 128.16 | |
| Installed Bldg Prods (IBP) | 1.2 | $119M | 848k | 140.16 | |
| CoStar (CSGP) | 1.2 | $112M | 1.3M | 89.00 | |
| Steris Shs Usd (STE) | 1.1 | $112M | 496k | 224.98 | |
| West Pharmaceutical Services (WST) | 1.1 | $107M | 280k | 382.47 | |
| Alcon Ord Shs (ALC) | 1.1 | $105M | 1.3M | 82.11 | |
| Air Products & Chemicals (APD) | 1.1 | $104M | 348k | 299.53 | |
| Hilton Worldwide Holdings (HLT) | 0.8 | $80M | 550k | 145.55 | |
| Anthem (ELV) | 0.8 | $73M | 165k | 444.29 | |
| Canadian Natl Ry (CNI) | 0.7 | $71M | 587k | 121.07 | |
| Liberty Media Corp Del Com Ser C Frmla | 0.7 | $71M | 939k | 75.28 | |
| Fortive (FTV) | 0.7 | $65M | 874k | 74.77 | |
| KLA Corp Com New (KLAC) | 0.6 | $63M | 130k | 485.02 | |
| Zoetis Cl A (ZTS) | 0.6 | $62M | 359k | 172.21 | |
| Tractor Supply Company (TSCO) | 0.6 | $57M | 258k | 221.10 | |
| Texas Instruments Incorporated (TXN) | 0.6 | $56M | 310k | 180.02 | |
| Lululemon Athletica (LULU) | 0.6 | $56M | 147k | 378.50 | |
| Cintas Corporation (CTAS) | 0.6 | $55M | 111k | 497.08 | |
| Nordson Corporation (NDSN) | 0.6 | $54M | 218k | 248.18 | |
| Costco Wholesale Corporation (COST) | 0.4 | $42M | 77k | 538.38 | |
| Api Group Corp Com Stk (APG) | 0.3 | $32M | 1.2M | 27.26 |
