13F HOLDINGS REPORT
Findlay Park Partners LLP
Quarter ended Q1 2024 · Filed April 30, 2024 · Accession 0000943663-24-000106
Total Value
$10.90B
Positions
56
Other Managers
0
Confidential Omitted
No
Holdings (56)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Microsoft Corp | MSFT | 1,685,410 | $709.1M | 6.51% |
| 2 | Nvidia Corporation | NVDA | 536,508 | $484.8M | 4.45% |
| 3 | Mastercard Incorporated | MA | 706,290 | $340.1M | 3.12% |
| 4 | TopBuild Corp | BLD | 766,307 | $337.7M | 3.10% |
| 5 | Gartner Inc | IT | 678,121 | $323.2M | 2.97% |
| 6 | Gallagher Arthur J & Co | 363576109 | 1,290,001 | $322.6M | 2.96% |
| 7 | Live Nation Entertainment In | LYV | 2,929,300 | $309.8M | 2.84% |
| 8 | T-Mobile US Inc | TMUSZ | 1,882,607 | $307.3M | 2.82% |
| 9 | Unitedhealth Group Inc | UNH | 570,026 | $282.0M | 2.59% |
| 10 | Conocophillips | COP | 2,153,671 | $274.1M | 2.52% |
| 11 | EOG Res Inc | EOG | 2,137,509 | $273.3M | 2.51% |
| 12 | S&P Global Inc | SPGI | 612,920 | $260.8M | 2.39% |
| 13 | Intuit | INTU | 398,645 | $259.1M | 2.38% |
| 14 | Aecom | ACM | 2,561,327 | $251.2M | 2.31% |
| 15 | Intercontinental Exchange In | 45866F104 | 1,750,869 | $240.6M | 2.21% |
| 16 | Martin Marietta Matls Inc | 573284106 | 390,842 | $240.0M | 2.20% |
| 17 | Marsh & Mclennan Cos Inc | 571748102 | 1,164,167 | $239.8M | 2.20% |
| 18 | West Pharmaceutical Svsc Inc | 955306105 | 597,106 | $236.3M | 2.17% |
| 19 | United Rentals Inc | URI | 324,536 | $234.0M | 2.15% |
| 20 | LIBERTY MEDIA CORP DEL | FWONB | 3,562,513 | $233.7M | 2.14% |
| 21 | CANADIAN PACIFIC KANSAS CITY | CP | 2,609,396 | $230.1M | 2.11% |
| 22 | Accenture PLC Ireland | ACN | 648,198 | $224.7M | 2.06% |
| 23 | Waste Connections Inc | WCN | 1,293,458 | $222.5M | 2.04% |
| 24 | KLA Corp | KLAC | 302,782 | $211.5M | 1.94% |
| 25 | Schwab Charles Corp | SCHW-PJ | 2,868,488 | $207.5M | 1.90% |
| 26 | Api Group Corp | APG | 5,193,748 | $204.0M | 1.87% |
| 27 | Alphabet Inc | GOOG | 1,218,316 | $185.5M | 1.70% |
| 28 | Canadian Natl Ry Co | 136375102 | 1,370,068 | $180.5M | 1.66% |
| 29 | Thermo Fisher Scientific Inc | TMO | 290,120 | $168.6M | 1.55% |
| 30 | Elevance Health Inc | ELV | 294,351 | $152.6M | 1.40% |
| 31 | Royal Gold Inc | RGLD | 1,246,030 | $151.8M | 1.39% |
| 32 | Autodesk Inc | ADSK | 561,599 | $146.3M | 1.34% |
| 33 | Analog Devices Inc | ADI | 733,018 | $145.0M | 1.33% |
| 34 | Agilent Technologies Inc | A | 980,310 | $142.6M | 1.31% |
| 35 | CRH PLC | CRH | 1,644,311 | $141.8M | 1.30% |
| 36 | Keysight Technologies Inc | KEYS | 893,352 | $139.7M | 1.28% |
| 37 | Steris PLC | STE | 594,452 | $133.6M | 1.23% |
| 38 | CBRE Group Inc | CBRE | 1,371,316 | $133.3M | 1.22% |
| 39 | Ferguson PLC New | G3421J106 | 589,010 | $128.7M | 1.18% |
| 40 | CDW Corp | CDW | 486,326 | $124.4M | 1.14% |
| 41 | Sherwin Williams Co | SHW | 350,112 | $121.6M | 1.12% |
| 42 | MSCI Inc | MSCI | 204,900 | $114.8M | 1.05% |
| 43 | Hilton Worldwide Hldgs Inc | HLT | 522,074 | $111.4M | 1.02% |
| 44 | Airbnb Inc | ABNB | 665,914 | $109.8M | 1.01% |
| 45 | WATERS CORP | 941848103 | 303,369 | $104.4M | 0.96% |
| 46 | Ecolab Inc | ECL | 451,884 | $104.3M | 0.96% |
| 47 | Pool Corp | POOL | 251,975 | $101.7M | 0.93% |
| 48 | ILLUMINA INC | ILMN | 729,100 | $100.1M | 0.92% |
| 49 | Alcon AG | ALC | 1,155,534 | $96.2M | 0.88% |
| 50 | Teledyne Technologies Inc | TDY | 223,039 | $95.8M | 0.88% |
| 51 | MEDPACE HLDGS INC | MEDP | 223,300 | $90.2M | 0.83% |
| 52 | Tractor Supply Co | TSCO | 245,346 | $64.2M | 0.59% |
| 53 | Berkshire Hathaway Inc Del | BRK-A | 137,636 | $57.9M | 0.53% |
| 54 | Texas Instrs Inc | 882508104 | 311,631 | $54.3M | 0.50% |
| 55 | GFL ENVIRONMENTAL INC | GFL | 1,034,385 | $35.7M | 0.33% |
| 56 | LIBERTY MEDIA CORP DEL | FWONB | 38,274 | $1.7M | 0.02% |