Findlay Park Partners as of Sept. 30, 2023
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 | |
| EOG Resources (EOG) | 3.4 | $319M | 2.5M | 126.76 | |
| Mastercard Incorporated Cl A (MA) | 3.1 | $292M | 738k | 395.91 | |
| Waste Connections (WCN) | 3.0 | $276M | 2.1M | 134.30 | |
| Arthur J. Gallagher & Co. (AJG) | 2.8 | $263M | 1.2M | 227.93 | |
| Metropcs Communications (TMUS) | 2.7 | $255M | 1.8M | 140.05 | |
| Live Nation Entertainment (LYV) | 2.7 | $254M | 3.1M | 83.04 | |
| Intuit (INTU) | 2.7 | $249M | 488k | 510.94 | |
| Accenture PLC Ireland Shs Class A (ACN) | 2.7 | $247M | 805k | 307.11 | |
| Topbuild (BLD) | 2.6 | $246M | 979k | 251.60 | |
| ConocoPhillips (COP) | 2.6 | $242M | 2.0M | 119.80 | |
| S&p Global (SPGI) | 2.5 | $234M | 640k | 365.41 | |
| Gartner (IT) | 2.4 | $226M | 659k | 343.61 | |
| Martin Marietta Materials (MLM) | 2.4 | $223M | 543k | 410.48 | |
| Marsh & McLennan Companies (MMC) | 2.3 | $209M | 1.1M | 190.30 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.2 | $203M | 579k | 350.30 | |
| Intercontinental Exchange (ICE) | 2.2 | $201M | 1.8M | 110.02 | |
| Sherwin-Williams Company (SHW) | 2.1 | $194M | 761k | 255.05 | |
| Jacobs Engineering Group (J) | 2.0 | $190M | 1.4M | 136.50 | |
| Ferguson SHS | 2.0 | $187M | 1.1M | 164.47 | |
| CBRE Group Cl A (CBRE) | 2.0 | $183M | 2.5M | 73.86 | |
| Thermo Fisher Scientific (TMO) | 1.9 | $181M | 357k | 506.17 | |
| Canadian Pacific Kansas City (CP) | 1.9 | $175M | 2.4M | 74.41 | |
| NVIDIA Corporation (NVDA) | 1.9 | $173M | 398k | 434.99 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $168M | 1.3M | 131.85 | |
| UnitedHealth (UNH) | 1.8 | $167M | 331k | 504.19 | |
| Cdw (CDW) | 1.7 | $155M | 767k | 201.76 | |
| United Rentals (URI) | 1.6 | $151M | 339k | 444.57 | |
| Keysight Technologies (KEYS) | 1.6 | $149M | 1.1M | 132.31 | |
| Teledyne Technologies Incorporated (TDY) | 1.6 | $147M | 359k | 408.58 | |
| Autodesk (ADSK) | 1.6 | $146M | 703k | 206.91 | |
| AECOM Technology Corporation (ACM) | 1.5 | $142M | 1.7M | 83.04 | |
| Royal Gold (RGLD) | 1.5 | $138M | 1.3M | 106.33 | |
| Analog Devices (ADI) | 1.4 | $134M | 765k | 175.09 | |
| Charles Schwab Corporation (SCHW) | 1.4 | $128M | 2.3M | 54.90 | |
| Pool Corporation (POOL) | 1.3 | $118M | 333k | 356.10 | |
| Microchip Technology (MCHP) | 1.2 | $113M | 1.4M | 78.05 | |
| Steris Shs Usd (STE) | 1.2 | $108M | 491k | 219.42 | |
| Agilent Technologies Inc C ommon (A) | 1.2 | $107M | 958k | 111.82 | |
| West Pharmaceutical Services (WST) | 1.1 | $104M | 277k | 375.21 | |
| Danaher Corporation (DHR) | 1.1 | $100M | 405k | 248.10 | |
| Api Group Corp Com Stk (APG) | 1.1 | $99M | 3.8M | 25.93 | |
| Air Products & Chemicals (APD) | 1.1 | $98M | 345k | 283.40 | |
| Alcon Ord Shs (ALC) | 1.0 | $98M | 1.3M | 77.06 | |
| Anthem (ELV) | 1.0 | $96M | 221k | 435.42 | |
| Airbnb Com Cl A (ABNB) | 1.0 | $95M | 695k | 137.21 | |
| Hilton Worldwide Holdings (HLT) | 0.9 | $82M | 545k | 150.18 | |
| Waters Corporation (WAT) | 0.8 | $78M | 285k | 274.21 | |
| Fortive (FTV) | 0.7 | $64M | 866k | 74.16 | |
| Canadian Natl Ry (CNI) | 0.7 | $63M | 581k | 108.33 | |
| Zoetis Cl A (ZTS) | 0.7 | $62M | 356k | 173.98 | |
| KLA Corp Com New (KLAC) | 0.6 | $59M | 129k | 458.66 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.6 | $58M | 930k | 62.30 | |
| Lululemon Athletica (LULU) | 0.6 | $56M | 146k | 385.61 | |
| Cintas Corporation (CTAS) | 0.6 | $53M | 110k | 481.01 | |
| Tractor Supply Company (TSCO) | 0.6 | $52M | 256k | 203.05 | |
| Texas Instruments Incorporated (TXN) | 0.5 | $49M | 307k | 159.01 | |
| Costco Wholesale Corporation (COST) | 0.5 | $43M | 77k | 564.96 | |
| Installed Bldg Prods (IBP) | 0.4 | $42M | 335k | 124.89 | |
| Liberty Media Corp Del Com Lbty Liv S C (LLYVK) | 0.0 | $1.3M | 40k | 32.10 |
