13F HOLDINGS REPORT
Findlay Park Partners LLP
Quarter ended Q3 2023 · Filed August 7, 2023 · Accession 0000894579-23-000210
Total Value
$9.74B
Positions
59
Other Managers
0
Confidential Omitted
No
Holdings (59)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Microsoft Corp | MSFT | 1,776,944 | $605.1M | 6.21% |
| 2 | TopBuild Corp | BLD | 1,284,860 | $341.8M | 3.51% |
| 3 | EOG Res Inc | EOG | 2,930,717 | $335.4M | 3.44% |
| 4 | Martin Marietta Matls Inc | 573284106 | 673,684 | $311.0M | 3.19% |
| 5 | Berkshire Hathaway Inc Del | BRK-A | 871,602 | $297.2M | 3.05% |
| 6 | Mastercard Incorporated | MA | 744,513 | $292.8M | 3.01% |
| 7 | S&P Global Inc | SPGI | 646,028 | $259.0M | 2.66% |
| 8 | Ferguson PLC New | G3421J106 | 1,644,328 | $258.7M | 2.66% |
| 9 | Gallagher Arthur J & Co | 363576109 | 1,163,975 | $255.6M | 2.62% |
| 10 | T-Mobile US Inc | TMUSZ | 1,839,304 | $255.5M | 2.62% |
| 11 | Accenture PLC Ireland | ACN | 813,009 | $250.9M | 2.58% |
| 12 | Nvidia Corporation | NVDA | 565,468 | $239.2M | 2.46% |
| 13 | Gartner Inc | IT | 664,778 | $232.9M | 2.39% |
| 14 | Sherwin Williams Co | SHW | 863,509 | $229.3M | 2.35% |
| 15 | Intuit | INTU | 492,322 | $225.6M | 2.32% |
| 16 | Waste Connections Inc | WCN | 1,514,541 | $216.5M | 2.22% |
| 17 | Conocophillips | COP | 2,038,787 | $211.2M | 2.17% |
| 18 | Marsh & Mclennan Cos Inc | 571748102 | 1,110,795 | $208.9M | 2.15% |
| 19 | Intercontinental Exchange In | 45866F104 | 1,845,791 | $208.7M | 2.14% |
| 20 | CBRE Group Inc | CBRE | 2,505,889 | $202.3M | 2.08% |
| 21 | Jacobs Solutions Inc | J | 1,598,646 | $190.1M | 1.95% |
| 22 | Live Nation Entertainment In | LYV | 1,972,221 | $179.7M | 1.84% |
| 23 | Pool Corp | POOL | 434,643 | $162.8M | 1.67% |
| 24 | Alphabet Inc | GOOG | 1,284,365 | $155.4M | 1.60% |
| 25 | United Rentals Inc | URI | 341,999 | $152.3M | 1.56% |
| 26 | Royal Gold Inc | RGLD | 1,313,592 | $150.8M | 1.55% |
| 27 | Analog Devices Inc | ADI | 772,616 | $150.5M | 1.55% |
| 28 | Teledyne Technologies Inc | TDY | 362,664 | $149.1M | 1.53% |
| 29 | Thermo Fisher Scientific Inc | TMO | 281,013 | $146.6M | 1.51% |
| 30 | Aecom | ACM | 1,730,289 | $146.5M | 1.50% |
| 31 | Autodesk Inc | ADSK | 709,623 | $145.2M | 1.49% |
| 32 | CDW Corp | CDW | 773,918 | $142.0M | 1.46% |
| 33 | Keysight Technologies Inc | KEYS | 829,924 | $139.0M | 1.43% |
| 34 | Danaher Corporation | 235851102 | 576,399 | $138.3M | 1.42% |
| 35 | Unitedhealth Group Inc | UNH | 279,730 | $134.4M | 1.38% |
| 36 | Schwab Charles Corp | SCHW-PJ | 2,361,480 | $133.8M | 1.37% |
| 37 | Union Pac Corp | UNP | 646,847 | $132.4M | 1.36% |
| 38 | Microchip Technology Inc. | MCHPP | 1,458,247 | $130.6M | 1.34% |
| 39 | Airbnb Inc | ABNB | 990,930 | $127.0M | 1.30% |
| 40 | Installed Bldg Prods Inc | 45780R101 | 847,462 | $118.8M | 1.22% |
| 41 | Costar Group Inc | CSGP | 1,263,178 | $112.4M | 1.15% |
| 42 | Steris PLC | STE | 495,644 | $111.5M | 1.14% |
| 43 | West Pharmaceutical Svsc Inc | 955306105 | 279,502 | $106.9M | 1.10% |
| 44 | Alcon AG | ALC | 1,278,271 | $105.0M | 1.08% |
| 45 | Air Prods & Chems Inc | AIIR | 348,314 | $104.3M | 1.07% |
| 46 | Hilton Worldwide Hldgs Inc | HLT | 550,259 | $80.1M | 0.82% |
| 47 | Elevance Health Inc | ELV | 164,874 | $73.3M | 0.75% |
| 48 | Canadian Natl Ry Co | 136375102 | 586,818 | $71.0M | 0.73% |
| 49 | Liberty Media Corp Del | FWONB | 939,189 | $70.7M | 0.73% |
| 50 | Fortive Corp | FTV | 874,377 | $65.4M | 0.67% |
| 51 | KLA Corp | KLAC | 129,692 | $62.9M | 0.65% |
| 52 | Zoetis Inc | ZTS | 359,148 | $61.8M | 0.64% |
| 53 | Tractor Supply Co | TSCO | 258,409 | $57.1M | 0.59% |
| 54 | Texas Instrs Inc | 882508104 | 309,595 | $55.7M | 0.57% |
| 55 | Lululemon Athletica Inc | LULU | 147,096 | $55.7M | 0.57% |
| 56 | Cintas Corp | CTAS | 110,554 | $55.0M | 0.56% |
| 57 | Nordson Corp | NDSN | 217,927 | $54.1M | 0.56% |
| 58 | Costco Whsl Corp New | 22160K105 | 77,245 | $41.6M | 0.43% |
| 59 | Api Group Corp | APG | 1,176,662 | $32.1M | 0.33% |