13F HOLDINGS REPORT
Findlay Park Partners LLP
Quarter ended Q3 2024 · Filed November 4, 2024 · Accession 0000943663-24-000251
Total Value
$10.60B
Positions
59
Other Managers
0
Confidential Omitted
No
Holdings (59)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UNITEDHEALTH GROUP INC | UNH | 753,626 | $440.6M | 4.16% |
| 2 | ACCENTURE PLC IRELAND | ACN | 1,114,498 | $394.0M | 3.71% |
| 3 | MASTERCARD INCORPORATED | MA | 693,590 | $342.5M | 3.23% |
| 4 | MICROSOFT CORP | MSFT | 789,810 | $339.9M | 3.20% |
| 5 | GARTNER INC | IT | 665,921 | $337.5M | 3.18% |
| 6 | S&P GLOBAL INC | SPGI | 601,920 | $311.0M | 2.93% |
| 7 | LIBERTY MEDIA CORP DEL | FWONB | 3,917,613 | $303.3M | 2.86% |
| 8 | CANADIAN PACIFIC KANSAS CITY | CP | 3,242,496 | $277.4M | 2.62% |
| 9 | EOG RES INC | EOG | 2,098,809 | $258.0M | 2.43% |
| 10 | CBRE GROUP INC | CBRE | 2,022,144 | $251.7M | 2.37% |
| 11 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 827,706 | $248.4M | 2.34% |
| 12 | INTUIT | INTU | 391,545 | $243.1M | 2.29% |
| 13 | GALLAGHER ARTHUR J & CO | 363576109 | 861,201 | $242.3M | 2.29% |
| 14 | LIVE NATION ENTERTAINMENT IN | LYV | 2,110,800 | $231.1M | 2.18% |
| 15 | KLA CORP | KLAC | 297,382 | $230.3M | 2.17% |
| 16 | TOPBUILD CORP | BLD | 564,207 | $229.5M | 2.16% |
| 17 | AECOM | ACM | 2,200,227 | $227.2M | 2.14% |
| 18 | CONOCOPHILLIPS | COP | 2,114,671 | $222.6M | 2.10% |
| 19 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 1,320,169 | $212.1M | 2.00% |
| 20 | CANADIAN NATL RY CO | 136375102 | 1,807,868 | $211.8M | 2.00% |
| 21 | MARTIN MARIETTA MATLS INC | 573284106 | 383,842 | $206.6M | 1.95% |
| 22 | THERMO FISHER SCIENTIFIC INC | TMO | 324,620 | $200.8M | 1.89% |
| 23 | CRH PLC | CRH | 2,162,611 | $200.6M | 1.89% |
| 24 | ALPHABET INC | GOOG | 1,196,216 | $200.0M | 1.89% |
| 25 | MARSH & MCLENNAN COS INC | 571748102 | 888,967 | $198.3M | 1.87% |
| 26 | ELEVANCE HEALTH INC | ELV | 362,851 | $188.7M | 1.78% |
| 27 | UNITED RENTALS INC | URI | 232,536 | $188.3M | 1.78% |
| 28 | API GROUP CORP | APG | 5,698,148 | $188.2M | 1.77% |
| 29 | WATERS CORP | 941848103 | 511,124 | $183.9M | 1.73% |
| 30 | SCHWAB CHARLES CORP | SCHW-PJ | 2,816,488 | $182.5M | 1.72% |
| 31 | WASTE CONNECTIONS INC | WCN | 998,258 | $178.5M | 1.68% |
| 32 | ROYAL GOLD INC | RGLD | 1,223,530 | $171.7M | 1.62% |
| 33 | AGILENT TECHNOLOGIES INC | A | 1,129,210 | $167.7M | 1.58% |
| 34 | MARKETAXESS HLDGS INC | MKTX | 631,111 | $161.7M | 1.52% |
| 35 | MEDPACE HLDGS INC | MEDP | 470,900 | $157.2M | 1.48% |
| 36 | XPO INC | XPO | 1,411,300 | $151.7M | 1.43% |
| 37 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 313,136 | $144.1M | 1.36% |
| 38 | STERIS PLC | STE | 583,752 | $141.6M | 1.34% |
| 39 | SHERWIN WILLIAMS CO | SHW | 343,912 | $131.3M | 1.24% |
| 40 | TELEDYNE TECHNOLOGIES INC | TDY | 293,444 | $128.4M | 1.21% |
| 41 | HILTON WORLDWIDE HLDGS INC | HLT | 512,674 | $118.2M | 1.11% |
| 42 | MSCI INC | MSCI | 201,300 | $117.3M | 1.11% |
| 43 | DANAHER CORPORATION | 235851102 | 413,000 | $114.8M | 1.08% |
| 44 | ALCON AG | ALC | 1,134,634 | $113.5M | 1.07% |
| 45 | ECOLAB INC | ECL | 443,784 | $113.3M | 1.07% |
| 46 | KEYSIGHT TECHNOLOGIES INC | KEYS | 700,252 | $111.3M | 1.05% |
| 47 | ANALOG DEVICES INC | ADI | 479,718 | $110.4M | 1.04% |
| 48 | CDW CORP | CDW | 477,626 | $108.1M | 1.02% |
| 49 | FERGUSON ENTERPRISES INC | FERG | 499,410 | $99.2M | 0.94% |
| 50 | ILLUMINA INC | ILMN | 716,000 | $93.4M | 0.88% |
| 51 | POOL CORP | POOL | 247,475 | $93.2M | 0.88% |
| 52 | AUTODESK INC | ADSK | 328,099 | $90.4M | 0.85% |
| 53 | AIRBNB INC | ABNB | 653,914 | $82.9M | 0.78% |
| 54 | APPLIED MATLS INC | 038222105 | 409,600 | $82.8M | 0.78% |
| 55 | TEXAS INSTRS INC | 882508104 | 306,031 | $63.2M | 0.60% |
| 56 | GLOBANT S A | GLOB | 156,518 | $31.0M | 0.29% |
| 57 | IDEX CORP | 45167R104 | 121,378 | $26.0M | 0.25% |
| 58 | ITT INC | ITT | 50,067 | $7.5M | 0.07% |
| 59 | LIBERTY MEDIA CORP DEL | FWONB | 37,674 | $1.9M | 0.02% |