13F HOLDINGS REPORT
Findlay Park Partners LLP
Quarter ended Q2 2023 · Filed May 5, 2023 · Accession 0001567619-23-005907
Total Value
$9.47B
Positions
56
Other Managers
0
Confidential Omitted
No
Holdings (56)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Microsoft Corp | MSFT | 1,888,450 | $544.4M | 5.75% |
| 2 | Berkshire Hathaway Inc Del | BRK-A | 1,175,249 | $362.9M | 3.83% |
| 3 | EOG Res Inc | EOG | 3,114,623 | $357.0M | 3.77% |
| 4 | Mastercard Incorporated | MA | 875,065 | $318.0M | 3.36% |
| 5 | TopBuild Corp | BLD | 1,504,676 | $313.2M | 3.31% |
| 6 | Gallagher Arthur J & Co | 363576109 | 1,526,674 | $292.1M | 3.08% |
| 7 | Martin Marietta Matls Inc | 573284106 | 789,753 | $280.4M | 2.96% |
| 8 | S&P Global Inc | SPGI | 795,393 | $274.2M | 2.90% |
| 9 | Nvidia Corporation | NVDA | 904,364 | $251.2M | 2.65% |
| 10 | Ferguson PLC New | G3421J106 | 1,747,512 | $233.7M | 2.47% |
| 11 | Intuit | INTU | 523,216 | $233.3M | 2.46% |
| 12 | Waste Connections Inc | WCN | 1,609,580 | $223.8M | 2.36% |
| 13 | T-Mobile US Inc | TMUSZ | 1,461,333 | $211.7M | 2.23% |
| 14 | Accenture PLC Ireland | ACN | 725,000 | $207.2M | 2.19% |
| 15 | Sherwin Williams Co | SHW | 917,696 | $206.3M | 2.18% |
| 16 | Intercontinental Exchange In | 45866F104 | 1,961,617 | $204.6M | 2.16% |
| 17 | Jacobs Solutions Inc | J | 1,698,964 | $199.6M | 2.11% |
| 18 | Marsh & Mclennan Cos Inc | 571748102 | 1,180,501 | $196.6M | 2.08% |
| 19 | Analog Devices Inc | ADI | 956,907 | $188.7M | 1.99% |
| 20 | CBRE Group Inc | CBRE | 2,560,677 | $186.4M | 1.97% |
| 21 | Royal Gold Inc | RGLD | 1,396,022 | $181.1M | 1.91% |
| 22 | Gartner Inc | IT | 550,985 | $179.5M | 1.90% |
| 23 | Teledyne Technologies Inc | TDY | 385,421 | $172.4M | 1.82% |
| 24 | Thermo Fisher Scientific Inc | TMO | 293,572 | $169.2M | 1.79% |
| 25 | Alphabet Inc | GOOG | 1,621,090 | $168.6M | 1.78% |
| 26 | Costar Group Inc | CSGP | 2,382,126 | $164.0M | 1.73% |
| 27 | Conocophillips | COP | 1,652,661 | $164.0M | 1.73% |
| 28 | Pool Corp | POOL | 461,917 | $158.2M | 1.67% |
| 29 | Autodesk Inc | ADSK | 754,153 | $157.0M | 1.66% |
| 30 | Danaher Corporation | 235851102 | 602,157 | $151.8M | 1.60% |
| 31 | United Rentals Inc | URI | 363,460 | $143.8M | 1.52% |
| 32 | Keysight Technologies Inc | KEYS | 882,003 | $142.4M | 1.50% |
| 33 | Unitedhealth Group Inc | UNH | 297,284 | $140.5M | 1.48% |
| 34 | Aecom | ACM | 1,657,749 | $139.8M | 1.48% |
| 35 | Union Pac Corp | UNP | 687,438 | $138.4M | 1.46% |
| 36 | Airbnb Inc | ABNB | 1,053,113 | $131.0M | 1.38% |
| 37 | Liberty Media Corp Del | FWONB | 1,708,103 | $127.8M | 1.35% |
| 38 | Air Prods & Chems Inc | AIIR | 443,789 | $127.5M | 1.35% |
| 39 | CDW Corp | CDW | 636,131 | $124.0M | 1.31% |
| 40 | Texas Instrs Inc | 882508104 | 594,077 | $110.5M | 1.17% |
| 41 | Schwab Charles Corp | SCHW-PJ | 2,088,022 | $109.4M | 1.15% |
| 42 | West Pharmaceutical Svsc Inc | 955306105 | 297,040 | $102.9M | 1.09% |
| 43 | Installed Bldg Prods Inc | 45780R101 | 885,334 | $101.0M | 1.07% |
| 44 | Steris PLC | STE | 526,747 | $100.8M | 1.06% |
| 45 | Cintas Corp | CTAS | 183,476 | $84.9M | 0.90% |
| 46 | Alcon AG | ALC | 1,195,851 | $84.4M | 0.89% |
| 47 | Microchip Technology Inc. | MCHPP | 908,762 | $76.1M | 0.80% |
| 48 | Canadian Natl Ry Co | 136375102 | 623,641 | $73.6M | 0.78% |
| 49 | Tractor Supply Co | TSCO | 274,625 | $64.5M | 0.68% |
| 50 | Fortive Corp | FTV | 929,246 | $63.3M | 0.67% |
| 51 | Grainger W W Inc | 384802104 | 91,798 | $63.2M | 0.67% |
| 52 | Zoetis Inc | ZTS | 375,198 | $62.4M | 0.66% |
| 53 | Hilton Worldwide Hldgs Inc | HLT | 417,066 | $58.8M | 0.62% |
| 54 | Lululemon Athletica Inc | LULU | 156,325 | $56.9M | 0.60% |
| 55 | Nordson Corp | NDSN | 231,602 | $51.5M | 0.54% |
| 56 | Costco Whsl Corp New | 22160K105 | 82,093 | $40.8M | 0.43% |