13F HOLDINGS REPORT
Findlay Park Partners LLP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0000943663-25-000051
Total Value
$10.06B
Positions
59
Other Managers
0
Confidential Omitted
No
Holdings (59)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ACCENTURE PLC IRELAND | ACN | 1,118,198 | $393.4M | 3.91% |
| 2 | LIBERTY MEDIA CORP DEL | FWONB | 3,885,713 | $360.1M | 3.58% |
| 3 | MICROSOFT CORP | MSFT | 783,410 | $330.2M | 3.28% |
| 4 | UNITEDHEALTH GROUP INC | UNH | 650,726 | $329.2M | 3.27% |
| 5 | GALLAGHER ARTHUR J & CO | 363576109 | 1,156,601 | $328.3M | 3.26% |
| 6 | LIVE NATION ENTERTAINMENT IN | LYV | 2,371,100 | $307.1M | 3.05% |
| 7 | S&P GLOBAL INC | SPGI | 597,620 | $297.6M | 2.96% |
| 8 | MASTERCARD INCORPORATED | MA | 526,490 | $277.2M | 2.75% |
| 9 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 834,706 | $273.4M | 2.72% |
| 10 | GARTNER INC | IT | 538,321 | $260.8M | 2.59% |
| 11 | SCHWAB CHARLES CORP | SCHW-PJ | 3,347,769 | $247.8M | 2.46% |
| 12 | INTUIT | INTU | 389,745 | $245.0M | 2.43% |
| 13 | CANADIAN PACIFIC KANSAS CITY | CP | 3,230,096 | $233.8M | 2.32% |
| 14 | CBRE GROUP INC | CBRE | 1,754,716 | $230.4M | 2.29% |
| 15 | API GROUP CORP | APG | 6,359,348 | $228.7M | 2.27% |
| 16 | EOG RES INC | EOG | 1,721,109 | $211.0M | 2.10% |
| 17 | CRH PLC | CRH | 2,184,411 | $202.1M | 2.01% |
| 18 | WATERS CORP | 941848103 | 525,169 | $194.8M | 1.94% |
| 19 | AECOM | ACM | 1,801,127 | $192.4M | 1.91% |
| 20 | MARSH & MCLENNAN COS INC | 571748102 | 887,967 | $188.6M | 1.87% |
| 21 | KLA CORP | KLAC | 297,382 | $187.4M | 1.86% |
| 22 | XPO INC | XPO | 1,409,200 | $184.8M | 1.84% |
| 23 | CANADIAN NATL RY CO | 136375102 | 1,805,568 | $183.3M | 1.82% |
| 24 | CONOCOPHILLIPS | COP | 1,810,471 | $179.5M | 1.78% |
| 25 | TOPBUILD CORP | BLD | 561,707 | $174.9M | 1.74% |
| 26 | THERMO FISHER SCIENTIFIC INC | TMO | 329,420 | $171.4M | 1.70% |
| 27 | WASTE CONNECTIONS INC | WCN | 997,858 | $171.2M | 1.70% |
| 28 | UNITED RENTALS INC | URI | 232,436 | $163.7M | 1.63% |
| 29 | ROYAL GOLD INC | RGLD | 1,224,430 | $161.4M | 1.60% |
| 30 | STERIS PLC | STE | 777,552 | $159.8M | 1.59% |
| 31 | MEDPACE HLDGS INC | MEDP | 473,100 | $157.2M | 1.56% |
| 32 | TELEDYNE TECHNOLOGIES INC | TDY | 334,039 | $155.0M | 1.54% |
| 33 | AGILENT TECHNOLOGIES INC | A | 1,134,110 | $152.4M | 1.51% |
| 34 | MARKETAXESS HLDGS INC | MKTX | 670,900 | $151.7M | 1.51% |
| 35 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 1,011,469 | $150.7M | 1.50% |
| 36 | MARTIN MARIETTA MATLS INC | 573284106 | 282,842 | $146.1M | 1.45% |
| 37 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 318,436 | $144.3M | 1.43% |
| 38 | ELEVANCE HEALTH INC | ELV | 369,351 | $136.3M | 1.35% |
| 39 | HILTON WORLDWIDE HLDGS INC | HLT | 516,974 | $127.8M | 1.27% |
| 40 | MSCI INC | MSCI | 203,600 | $122.2M | 1.21% |
| 41 | SHERWIN WILLIAMS CO | SHW | 346,412 | $117.8M | 1.17% |
| 42 | KEYSIGHT TECHNOLOGIES INC | KEYS | 707,152 | $113.6M | 1.13% |
| 43 | ECOLAB INC | ECL | 449,884 | $105.4M | 1.05% |
| 44 | ANALOG DEVICES INC | ADI | 486,718 | $103.4M | 1.03% |
| 45 | AUTODESK INC | ADSK | 333,599 | $98.6M | 0.98% |
| 46 | ALCON AG | ALC | 1,152,634 | $97.8M | 0.97% |
| 47 | DANAHER CORPORATION | 235851102 | 425,000 | $97.6M | 0.97% |
| 48 | ILLUMINA INC | ILMN | 727,100 | $97.2M | 0.97% |
| 49 | FERGUSON ENTERPRISES INC | FERG | 506,310 | $87.9M | 0.87% |
| 50 | POOL CORP | POOL | 252,175 | $86.0M | 0.85% |
| 51 | EQUIFAX INC | EFX | 333,800 | $85.1M | 0.85% |
| 52 | CDW CORP | CDW | 469,126 | $81.6M | 0.81% |
| 53 | APPLIED MATLS INC | 038222105 | 427,200 | $69.5M | 0.69% |
| 54 | GLOBANT S A | GLOB | 306,400 | $65.7M | 0.65% |
| 55 | ETSY INC | ETSY | 1,219,400 | $64.5M | 0.64% |
| 56 | TEXAS INSTRS INC | 882508104 | 317,531 | $59.5M | 0.59% |
| 57 | IDEX CORP | 45167R104 | 282,700 | $59.2M | 0.59% |
| 58 | ITT INC | ITT | 408,600 | $58.4M | 0.58% |
| 59 | LIBERTY MEDIA CORP DEL | FWONB | 37,174 | $2.5M | 0.03% |