13F HOLDINGS REPORT
Findlay Park Partners LLP
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0000943663-25-000126
Total Value
$9.72B
Positions
58
Other Managers
0
Confidential Omitted
No
Holdings (58)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GALLAGHER ARTHUR J & CO | 363576109 | 1,172,201 | $404.7M | 4.16% |
| 2 | LIVE NATION ENTERTAINMENT IN | LYV | 2,403,300 | $313.8M | 3.23% |
| 3 | S&P GLOBAL INC | SPGI | 605,620 | $307.7M | 3.17% |
| 4 | UNITEDHEALTH GROUP INC | UNH | 575,626 | $301.5M | 3.10% |
| 5 | MASTERCARD INCORPORATED | MA | 533,590 | $292.5M | 3.01% |
| 6 | MARSH & MCLENNAN COS INC | 571748102 | 1,130,367 | $275.8M | 2.84% |
| 7 | LIBERTY MEDIA CORP DEL | FWONB | 3,001,213 | $270.1M | 2.78% |
| 8 | ACCENTURE PLC IRELAND | ACN | 858,498 | $267.9M | 2.76% |
| 9 | SCHWAB CHARLES CORP | SCHW-PJ | 3,393,169 | $265.6M | 2.73% |
| 10 | INTUIT | INTU | 395,145 | $242.6M | 2.50% |
| 11 | MICROSOFT CORP | MSFT | 642,810 | $241.3M | 2.48% |
| 12 | API GROUP CORP | APG | 6,445,948 | $230.5M | 2.37% |
| 13 | CANADIAN PACIFIC KANSAS CITY | CP | 3,274,096 | $229.9M | 2.37% |
| 14 | CRH PLC | CRH | 2,556,511 | $224.9M | 2.31% |
| 15 | EOG RES INC | EOG | 1,744,509 | $223.7M | 2.30% |
| 16 | WATERS CORP | 941848103 | 581,169 | $214.2M | 2.20% |
| 17 | ROYAL GOLD INC | RGLD | 1,241,030 | $202.9M | 2.09% |
| 18 | CBRE GROUP INC | CBRE | 1,517,016 | $198.4M | 2.04% |
| 19 | WASTE CONNECTIONS INC | WCN | 1,011,458 | $197.4M | 2.03% |
| 20 | CONOCOPHILLIPS | COP | 1,835,071 | $192.7M | 1.98% |
| 21 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 846,206 | $189.4M | 1.95% |
| 22 | GARTNER INC | IT | 432,921 | $181.7M | 1.87% |
| 23 | STERIS PLC | STE | 788,152 | $178.6M | 1.84% |
| 24 | CANADIAN NATL RY CO | 136375102 | 1,830,068 | $178.4M | 1.84% |
| 25 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 1,025,269 | $176.9M | 1.82% |
| 26 | SHERWIN WILLIAMS CO | SHW | 498,612 | $174.1M | 1.79% |
| 27 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 322,736 | $171.9M | 1.77% |
| 28 | XPO INC | XPO | 1,572,500 | $169.2M | 1.74% |
| 29 | THERMO FISHER SCIENTIFIC INC | TMO | 333,820 | $166.1M | 1.71% |
| 30 | AGILENT TECHNOLOGIES INC | A | 1,334,010 | $156.1M | 1.61% |
| 31 | TEXAS INSTRS INC | 882508104 | 825,631 | $148.4M | 1.53% |
| 32 | UNITED RENTALS INC | URI | 235,536 | $147.6M | 1.52% |
| 33 | MARKETAXESS HLDGS INC | MKTX | 680,000 | $147.1M | 1.51% |
| 34 | ANALOG DEVICES INC | ADI | 675,718 | $136.3M | 1.40% |
| 35 | EQUIFAX INC | EFX | 558,500 | $136.0M | 1.40% |
| 36 | TOPBUILD CORP | BLD | 444,894 | $135.7M | 1.40% |
| 37 | FERGUSON ENTERPRISES INC | FERG | 819,110 | $131.2M | 1.35% |
| 38 | MEDPACE HLDGS INC | MEDP | 418,700 | $127.6M | 1.31% |
| 39 | DANAHER CORPORATION | 235851102 | 584,800 | $119.9M | 1.23% |
| 40 | HILTON WORLDWIDE HLDGS INC | HLT | 523,874 | $119.2M | 1.23% |
| 41 | MSCI INC | MSCI | 206,400 | $116.7M | 1.20% |
| 42 | ECOLAB INC | ECL | 455,984 | $115.6M | 1.19% |
| 43 | ALCON AG | ALC | 1,168,334 | $110.9M | 1.14% |
| 44 | MARTIN MARIETTA MATLS INC | 573284106 | 228,642 | $109.3M | 1.12% |
| 45 | TELEDYNE TECHNOLOGIES INC | TDY | 218,039 | $108.5M | 1.12% |
| 46 | KEYSIGHT TECHNOLOGIES INC | KEYS | 716,752 | $107.3M | 1.10% |
| 47 | ITT INC | ITT | 795,600 | $102.8M | 1.06% |
| 48 | KLA CORP | KLAC | 149,382 | $101.5M | 1.04% |
| 49 | AECOM | ACM | 1,063,327 | $98.6M | 1.01% |
| 50 | AUTODESK INC | ADSK | 338,099 | $88.5M | 0.91% |
| 51 | IDEX CORP | 45167R104 | 469,299 | $84.9M | 0.87% |
| 52 | APPLIED MATLS INC | 038222105 | 584,700 | $84.9M | 0.87% |
| 53 | POOL CORP | POOL | 255,475 | $81.3M | 0.84% |
| 54 | CDW CORP | CDW | 475,626 | $76.2M | 0.78% |
| 55 | ETSY INC | ETSY | 1,236,000 | $58.3M | 0.60% |
| 56 | ENTEGRIS INC | ENTG | 513,000 | $44.9M | 0.46% |
| 57 | COOPER COS INC | 216648501 | 440,243 | $37.1M | 0.38% |
| 58 | LIBERTY MEDIA CORP DEL | FWONB | 37,674 | $2.6M | 0.03% |