13F HOLDINGS REPORT (Amended)
Findlay Park Partners LLP
Quarter ended Q1 2023 · Filed February 10, 2023 · Accession 0001567619-23-002272
Total Value
$9.19B
Positions
47
Other Managers
0
Confidential Omitted
No
Holdings (47)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Microsoft Corp | MSFT | 2,635,107 | $632.0M | 6.88% |
| 2 | Intuit | INTU | 1,336,895 | $520.3M | 5.66% |
| 3 | EOG Res Inc | EOG | 3,271,130 | $423.7M | 4.61% |
| 4 | Ferguson PLC New | G3421J106 | 3,110,352 | $394.9M | 4.30% |
| 5 | Berkshire Hathaway Inc Del | BRK-A | 1,251,873 | $386.7M | 4.21% |
| 6 | Mastercard Incorporated | MA | 932,116 | $324.1M | 3.53% |
| 7 | Gallagher Arthur J & Co | 363576109 | 1,626,209 | $306.6M | 3.34% |
| 8 | TopBuild Corp | BLD | 1,853,570 | $290.1M | 3.16% |
| 9 | Alphabet Inc | GOOG | 3,228,348 | $286.5M | 3.12% |
| 10 | S&P Global Inc | SPGI | 847,252 | $283.8M | 3.09% |
| 11 | Martin Marietta Matls Inc | 573284106 | 710,490 | $240.1M | 2.61% |
| 12 | T-Mobile US Inc | TMUSZ | 1,556,607 | $217.9M | 2.37% |
| 13 | Jacobs Solutions Inc | J | 1,809,732 | $217.3M | 2.36% |
| 14 | Autodesk Inc | ADSK | 1,115,505 | $208.5M | 2.27% |
| 15 | Marsh & Mclennan Cos Inc | 571748102 | 1,257,468 | $208.1M | 2.26% |
| 16 | Conocophillips | COP | 1,760,409 | $207.7M | 2.26% |
| 17 | Sherwin Williams Co | SHW | 847,787 | $201.2M | 2.19% |
| 18 | Waste Connections Inc | WCN | 1,511,002 | $200.3M | 2.18% |
| 19 | Costar Group Inc | CSGP | 2,537,433 | $196.1M | 2.13% |
| 20 | Intercontinental Exchange In | 45866F104 | 1,835,397 | $188.3M | 2.05% |
| 21 | CBRE Group Inc | CBRE | 2,365,972 | $182.1M | 1.98% |
| 22 | Thermo Fisher Scientific Inc | TMO | 308,325 | $169.8M | 1.85% |
| 23 | Danaher Corporation | 235851102 | 632,415 | $167.9M | 1.83% |
| 24 | Analog Devices Inc | ADI | 1,019,294 | $167.2M | 1.82% |
| 25 | Gartner Inc | IT | 482,411 | $162.2M | 1.76% |
| 26 | Keysight Technologies Inc | KEYS | 939,507 | $160.7M | 1.75% |
| 27 | Union Pac Corp | UNP | 732,256 | $151.6M | 1.65% |
| 28 | Pool Corp | POOL | 492,033 | $148.8M | 1.62% |
| 29 | Air Prods & Chems Inc | AIIR | 472,722 | $145.7M | 1.59% |
| 30 | Nvidia Corporation | NVDA | 963,327 | $140.8M | 1.53% |
| 31 | Teledyne Technologies Inc | TDY | 345,419 | $138.1M | 1.50% |
| 32 | United Rentals Inc | URI | 387,158 | $137.6M | 1.50% |
| 33 | Schwab Charles Corp | SCHW-PJ | 1,621,114 | $135.0M | 1.47% |
| 34 | Royal Gold Inc | RGLD | 1,190,967 | $134.2M | 1.46% |
| 35 | Amazon Com Inc | AMZN | 1,597,420 | $134.2M | 1.46% |
| 36 | Installed Bldg Prods Inc | 45780R101 | 1,486,220 | $127.2M | 1.38% |
| 37 | Fiserv Inc | FISV | 1,078,548 | $109.0M | 1.19% |
| 38 | Liberty Media Corp Del | FWONB | 1,819,468 | $108.8M | 1.18% |
| 39 | Unitedhealth Group Inc | UNH | 199,669 | $105.9M | 1.15% |
| 40 | Texas Instrs Inc | 882508104 | 632,809 | $104.6M | 1.14% |
| 41 | Airbnb Inc | ABNB | 1,121,773 | $95.9M | 1.04% |
| 42 | Cintas Corp | CTAS | 195,437 | $88.3M | 0.96% |
| 43 | Fortive Corp | FTV | 989,830 | $63.6M | 0.69% |
| 44 | Nordson Corp | NDSN | 246,704 | $58.6M | 0.64% |
| 45 | Canadian Natl Ry Co | 136375102 | 431,766 | $51.3M | 0.56% |
| 46 | West Pharmaceutical Svsc Inc | 955306105 | 171,902 | $40.5M | 0.44% |
| 47 | Aecom | ACM | 291,885 | $24.8M | 0.27% |