13F HOLDINGS REPORT
Findlay Park Partners LLP
Quarter ended Q4 2023 · Filed November 7, 2023 · Accession 0000943663-23-000165
Total Value
$9.30B
Positions
60
Other Managers
0
Confidential Omitted
No
Holdings (60)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Microsoft Corp | MSFT | 1,760,354 | $555.8M | 5.98% |
| 2 | EOG Res Inc | EOG | 2,514,669 | $318.8M | 3.43% |
| 3 | Mastercard Incorporated | MA | 737,562 | $292.0M | 3.14% |
| 4 | Waste Connections Inc | WCN | 2,057,127 | $276.3M | 2.97% |
| 5 | Gallagher Arthur J & Co | 363576109 | 1,153,107 | $262.8M | 2.83% |
| 6 | T-Mobile US Inc | TMUSZ | 1,822,131 | $255.2M | 2.74% |
| 7 | Live Nation Entertainment In | LYV | 3,059,485 | $254.1M | 2.73% |
| 8 | Intuit | INTU | 487,725 | $249.2M | 2.68% |
| 9 | Accenture PLC Ireland | ACN | 805,419 | $247.4M | 2.66% |
| 10 | TopBuild Corp | BLD | 978,475 | $246.2M | 2.65% |
| 11 | Conocophillips | COP | 2,019,751 | $242.0M | 2.60% |
| 12 | S&P Global Inc | SPGI | 639,996 | $233.9M | 2.51% |
| 13 | Gartner Inc | IT | 658,572 | $226.3M | 2.43% |
| 14 | Martin Marietta Matls Inc | 573284106 | 542,730 | $222.8M | 2.39% |
| 15 | Marsh & Mclennan Cos Inc | 571748102 | 1,100,424 | $209.4M | 2.25% |
| 16 | Berkshire Hathaway Inc Del | BRK-A | 578,744 | $202.7M | 2.18% |
| 17 | Intercontinental Exchange In | 45866F104 | 1,828,558 | $201.2M | 2.16% |
| 18 | Sherwin Williams Co | SHW | 760,676 | $194.0M | 2.09% |
| 19 | Jacobs Solutions Inc | J | 1,390,802 | $189.8M | 2.04% |
| 20 | Ferguson PLC New | G3421J106 | 1,139,588 | $187.4M | 2.01% |
| 21 | CBRE Group Inc | CBRE | 2,482,492 | $183.4M | 1.97% |
| 22 | Thermo Fisher Scientific Inc | TMO | 357,244 | $180.8M | 1.94% |
| 23 | CANADIAN PACIFIC KANSAS CITY | CP | 2,351,570 | $175.0M | 1.88% |
| 24 | Nvidia Corporation | NVDA | 398,189 | $173.2M | 1.86% |
| 25 | Alphabet Inc | GOOG | 1,272,373 | $167.8M | 1.80% |
| 26 | Unitedhealth Group Inc | UNH | 330,585 | $166.7M | 1.79% |
| 27 | CDW Corp | CDW | 766,692 | $154.7M | 1.66% |
| 28 | United Rentals Inc | URI | 338,805 | $150.6M | 1.62% |
| 29 | Keysight Technologies Inc | KEYS | 1,127,071 | $149.1M | 1.60% |
| 30 | Teledyne Technologies Inc | TDY | 359,277 | $146.8M | 1.58% |
| 31 | Autodesk Inc | ADSK | 702,998 | $145.5M | 1.56% |
| 32 | Aecom | ACM | 1,714,133 | $142.3M | 1.53% |
| 33 | Royal Gold Inc | RGLD | 1,301,327 | $138.4M | 1.49% |
| 34 | Analog Devices Inc | ADI | 765,403 | $134.0M | 1.44% |
| 35 | Schwab Charles Corp | SCHW-PJ | 2,339,432 | $128.4M | 1.38% |
| 36 | Pool Corp | POOL | 332,585 | $118.4M | 1.27% |
| 37 | MICROCHIP TECHNOLOGY INC. | MCHPP | 1,444,631 | $112.8M | 1.21% |
| 38 | Steris PLC | STE | 491,016 | $107.7M | 1.16% |
| 39 | Agilent Technologies Inc | A | 957,763 | $107.1M | 1.15% |
| 40 | West Pharmaceutical Svsc Inc | 955306105 | 276,891 | $103.9M | 1.12% |
| 41 | Danaher Corporation | 235851102 | 404,843 | $100.4M | 1.08% |
| 42 | Api Group Corp | APG | 3,832,820 | $99.4M | 1.07% |
| 43 | Air Prods & Chems Inc | AIIR | 345,062 | $97.8M | 1.05% |
| 44 | Alcon AG | ALC | 1,266,337 | $97.6M | 1.05% |
| 45 | Elevance Health Inc | ELV | 220,510 | $96.0M | 1.03% |
| 46 | Airbnb Inc | ABNB | 695,305 | $95.4M | 1.03% |
| 47 | Hilton Worldwide Hldgs Inc | HLT | 545,122 | $81.9M | 0.88% |
| 48 | WATERS CORP | 941848103 | 284,515 | $78.0M | 0.84% |
| 49 | Fortive Corp | FTV | 866,213 | $64.2M | 0.69% |
| 50 | Canadian Natl Ry Co | 136375102 | 581,339 | $63.0M | 0.68% |
| 51 | Zoetis Inc | ZTS | 355,795 | $61.9M | 0.67% |
| 52 | KLA Corp | KLAC | 128,480 | $58.9M | 0.63% |
| 53 | LIBERTY MEDIA CORP DEL | FWONB | 930,421 | $58.0M | 0.62% |
| 54 | LULULEMON ATHLETICA INC | LULU | 145,724 | $56.2M | 0.60% |
| 55 | Cintas Corp | CTAS | 109,521 | $52.7M | 0.57% |
| 56 | Tractor Supply Co | TSCO | 255,996 | $52.0M | 0.56% |
| 57 | Texas Instrs Inc | 882508104 | 306,705 | $48.8M | 0.52% |
| 58 | Costco Whsl Corp New | 22160K105 | 76,523 | $43.2M | 0.46% |
| 59 | Installed Bldg Prods Inc | 45780R101 | 335,108 | $41.9M | 0.45% |
| 60 | LIBERTY MEDIA CORP DEL | FWONB | 39,895 | $1.3M | 0.01% |