13F HOLDINGS REPORT
Findlay Park Partners LLP
Quarter ended Q2 2024 · Filed August 13, 2024 · Accession 0000943663-24-000197
Total Value
$10.61B
Positions
56
Other Managers
0
Confidential Omitted
No
Holdings (56)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Microsoft Corp | MSFT | 1,329,910 | $594.4M | 5.60% |
| 2 | Nvidia Corporation | NVDA | 3,065,280 | $378.7M | 3.57% |
| 3 | Gallagher Arthur J & Co | 363576109 | 1,280,101 | $331.9M | 3.13% |
| 4 | T-Mobile US Inc | TMUSZ | 1,868,107 | $329.1M | 3.10% |
| 5 | Accenture PLC Ireland | ACN | 1,035,898 | $314.3M | 2.96% |
| 6 | Mastercard Incorporated | MA | 700,890 | $309.2M | 2.91% |
| 7 | Gartner Inc | IT | 672,921 | $302.2M | 2.85% |
| 8 | Unitedhealth Group Inc | UNH | 565,726 | $288.1M | 2.71% |
| 9 | Live Nation Entertainment In | LYV | 2,906,800 | $272.5M | 2.57% |
| 10 | S&P Global Inc | SPGI | 608,220 | $271.3M | 2.56% |
| 11 | EOG Res Inc | EOG | 2,121,109 | $267.0M | 2.52% |
| 12 | Intuit | INTU | 395,645 | $260.0M | 2.45% |
| 13 | CANADIAN PACIFIC KANSAS CITY | CP | 3,276,896 | $258.0M | 2.43% |
| 14 | LIBERTY MEDIA CORP DEL | FWONB | 3,562,513 | $255.9M | 2.41% |
| 15 | TopBuild Corp | BLD | 659,907 | $254.2M | 2.40% |
| 16 | Aecom | ACM | 2,855,427 | $251.7M | 2.37% |
| 17 | KLA Corp | KLAC | 300,482 | $247.8M | 2.33% |
| 18 | Conocophillips | COP | 2,137,071 | $244.4M | 2.30% |
| 19 | West Pharmaceutical Svsc Inc | 955306105 | 741,906 | $244.4M | 2.30% |
| 20 | Marsh & Mclennan Cos Inc | 571748102 | 1,155,267 | $243.4M | 2.29% |
| 21 | Intercontinental Exchange In | 45866F104 | 1,737,469 | $237.8M | 2.24% |
| 22 | Alphabet Inc | GOOG | 1,208,916 | $221.7M | 2.09% |
| 23 | Api Group Corp | APG | 5,758,448 | $216.7M | 2.04% |
| 24 | Canadian Natl Ry Co | 136375102 | 1,827,068 | $215.8M | 2.03% |
| 25 | Waste Connections Inc | WCN | 1,217,908 | $213.6M | 2.01% |
| 26 | Martin Marietta Matls Inc | 573284106 | 387,842 | $210.1M | 1.98% |
| 27 | Schwab Charles Corp | SCHW-PJ | 2,846,388 | $209.8M | 1.98% |
| 28 | United Rentals Inc | URI | 322,036 | $208.3M | 1.96% |
| 29 | MEDPACE HLDGS INC | MEDP | 475,900 | $196.0M | 1.85% |
| 30 | Thermo Fisher Scientific Inc | TMO | 287,920 | $159.2M | 1.50% |
| 31 | Elevance Health Inc | ELV | 292,151 | $158.3M | 1.49% |
| 32 | Royal Gold Inc | RGLD | 1,236,530 | $154.8M | 1.46% |
| 33 | Agilent Technologies Inc | A | 1,141,210 | $147.9M | 1.39% |
| 34 | CRH PLC | CRH | 1,891,111 | $141.8M | 1.34% |
| 35 | XPO INC | XPO | 1,319,500 | $140.1M | 1.32% |
| 36 | Steris PLC | STE | 589,952 | $129.5M | 1.22% |
| 37 | Hilton Worldwide Hldgs Inc | HLT | 518,074 | $113.0M | 1.07% |
| 38 | Analog Devices Inc | ADI | 484,718 | $110.6M | 1.04% |
| 39 | WATERS CORP | 941848103 | 374,385 | $108.6M | 1.02% |
| 40 | CDW Corp | CDW | 482,626 | $108.0M | 1.02% |
| 41 | Ecolab Inc | ECL | 448,484 | $106.7M | 1.01% |
| 42 | Sherwin Williams Co | SHW | 347,512 | $103.7M | 0.98% |
| 43 | Alcon AG | ALC | 1,146,634 | $102.1M | 0.96% |
| 44 | Airbnb Inc | ABNB | 660,814 | $100.2M | 0.94% |
| 45 | MSCI Inc | MSCI | 203,400 | $98.0M | 0.92% |
| 46 | Ferguson PLC New | G3421J106 | 504,610 | $97.7M | 0.92% |
| 47 | Keysight Technologies Inc | KEYS | 707,652 | $96.8M | 0.91% |
| 48 | Teledyne Technologies Inc | TDY | 221,339 | $85.9M | 0.81% |
| 49 | CBRE Group Inc | CBRE | 935,316 | $83.3M | 0.79% |
| 50 | Autodesk Inc | ADSK | 331,499 | $82.0M | 0.77% |
| 51 | Pool Corp | POOL | 250,075 | $76.9M | 0.72% |
| 52 | ILLUMINA INC | ILMN | 723,500 | $75.5M | 0.71% |
| 53 | Tractor Supply Co | TSCO | 243,546 | $65.8M | 0.62% |
| 54 | Texas Instrs Inc | 882508104 | 309,231 | $60.2M | 0.57% |
| 55 | Berkshire Hathaway Inc Del | BRK-A | 136,636 | $55.6M | 0.52% |
| 56 | LIBERTY MEDIA CORP DEL | FWONB | 38,074 | $1.5M | 0.01% |