Findlay Park Partners
Latest statistics and disclosures from Findlay Park Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, NVDA, MA, BLD, IT, and represent 20.14% of Findlay Park Partners's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$206M), CRH (+$142M), MSCI (+$115M), ILMN (+$100M), MEDP (+$90M), FWONK (+$89M), KLAC (+$76M), UNH (+$68M), APG (+$57M), WST (+$55M).
- Started 5 new stock positions in ILMN, CRH, MEDP, MSCI, GFL.
- Reduced shares in these 10 stocks: BRK.B (-$179M), MCHP (-$127M), SHW (-$106M), J (-$102M), APD (-$92M), MLM (-$85M), FERG (-$74M), , DHR (-$60M), WCN (-$59M).
- Sold out of its positions in APD, COST, DHR, FTV, J, MCHP, ZTS.
- Findlay Park Partners was a net seller of stock by $-241M.
- Findlay Park Partners has $11B in assets under management (AUM), dropping by 7.05%.
- Central Index Key (CIK): 0001351950
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Portfolio Holdings for Findlay Park Partners
Findlay Park Partners holds 56 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 6.5 | $709M | 1.7M | 420.72 |
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| NVIDIA Corporation (NVDA) | 4.4 | $485M | +73% | 537k | 903.56 |
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| Mastercard Incorporated Cl A (MA) | 3.1 | $340M | 706k | 481.57 |
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| Topbuild (BLD) | 3.1 | $338M | -14% | 766k | 440.73 |
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| Gartner (IT) | 3.0 | $323M | +5% | 678k | 476.67 |
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| Arthur J. Gallagher & Co. (AJG) | 3.0 | $323M | 1.3M | 250.04 |
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| Live Nation Entertainment (LYV) | 2.8 | $310M | 2.9M | 105.77 |
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| Metropcs Communications (TMUS) | 2.8 | $307M | +6% | 1.9M | 163.22 |
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| UnitedHealth (UNH) | 2.6 | $282M | +31% | 570k | 494.70 |
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| ConocoPhillips (COP) | 2.5 | $274M | +9% | 2.2M | 127.28 |
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| EOG Resources (EOG) | 2.5 | $273M | 2.1M | 127.84 |
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| S&p Global (SPGI) | 2.4 | $261M | 613k | 425.45 |
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| Intuit (INTU) | 2.4 | $259M | -16% | 399k | 650.00 |
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| AECOM Technology Corporation (ACM) | 2.3 | $251M | +22% | 2.6M | 98.08 |
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| Intercontinental Exchange (ICE) | 2.2 | $241M | 1.8M | 137.43 |
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| Martin Marietta Materials (MLM) | 2.2 | $240M | -26% | 391k | 613.94 |
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| Marsh & McLennan Companies (MMC) | 2.2 | $240M | 1.2M | 205.98 |
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| West Pharmaceutical Services (WST) | 2.2 | $236M | +30% | 597k | 395.71 |
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| United Rentals (URI) | 2.1 | $234M | 325k | 721.11 |
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| Liberty Media Corp Del Com Lbty One S C (FWONK) | 2.1 | $234M | +61% | 3.6M | 65.60 |
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| Canadian Pacific Kansas City (CP) | 2.1 | $230M | +12% | 2.6M | 88.17 |
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| Accenture PLC Ireland Shs Class A (ACN) | 2.1 | $225M | 648k | 346.61 |
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| Waste Connections (WCN) | 2.0 | $223M | -21% | 1.3M | 172.01 |
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| KLA Corp Com New (KLAC) | 1.9 | $212M | +56% | 303k | 698.57 |
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| Charles Schwab Corporation (SCHW) | 1.9 | $208M | 2.9M | 72.34 |
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| Api Group Corp Com Stk (APG) | 1.9 | $204M | +39% | 5.2M | 39.27 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.7 | $186M | 1.2M | 152.26 |
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| Canadian Natl Ry (CNI) | 1.7 | $181M | +33% | 1.4M | 131.71 |
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| Thermo Fisher Scientific (TMO) | 1.5 | $169M | -17% | 290k | 581.21 |
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| Anthem (ELV) | 1.4 | $153M | 294k | 518.54 |
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| Royal Gold (RGLD) | 1.4 | $152M | 1.2M | 121.81 |
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| Autodesk (ADSK) | 1.3 | $146M | 562k | 260.42 |
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| Analog Devices (ADI) | 1.3 | $145M | 733k | 197.79 |
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| Agilent Technologies Inc C ommon (A) | 1.3 | $143M | -14% | 980k | 145.51 |
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| CRH Ord (CRH) | 1.3 | $142M | NEW | 1.6M | 86.26 |
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| Keysight Technologies (KEYS) | 1.3 | $140M | 893k | 156.38 |
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| Steris Shs Usd (STE) | 1.2 | $134M | 595k | 224.82 |
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| CBRE Group Cl A (CBRE) | 1.2 | $133M | 1.4M | 97.24 |
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| Ferguson SHS (FERG) | 1.2 | $129M | -36% | 589k | 218.43 |
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| Cdw (CDW) | 1.1 | $124M | -17% | 486k | 255.78 |
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| Sherwin-Williams Company (SHW) | 1.1 | $122M | -46% | 350k | 347.33 |
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| Msci (MSCI) | 1.1 | $115M | NEW | 205k | 560.45 |
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| Hilton Worldwide Holdings (HLT) | 1.0 | $111M | 522k | 213.31 |
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| Airbnb Com Cl A (ABNB) | 1.0 | $110M | 666k | 164.96 |
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| Waters Corporation (WAT) | 1.0 | $104M | -18% | 303k | 344.23 |
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| Ecolab (ECL) | 1.0 | $104M | 452k | 230.90 |
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| Pool Corporation (POOL) | 0.9 | $102M | 252k | 403.50 |
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| Illumina (ILMN) | 0.9 | $100M | NEW | 729k | 137.32 |
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| Alcon Ord Shs (ALC) | 0.9 | $96M | -26% | 1.2M | 83.29 |
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| Teledyne Technologies Incorporated (TDY) | 0.9 | $96M | 223k | 429.32 |
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| Medpace Hldgs (MEDP) | 0.8 | $90M | NEW | 223k | 404.15 |
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| Tractor Supply Company (TSCO) | 0.6 | $64M | 245k | 261.72 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $58M | -75% | 138k | 420.52 |
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| Texas Instruments Incorporated (TXN) | 0.5 | $54M | -51% | 312k | 174.21 |
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| Gfl Environmental Sub Vtg Shs (GFL) | 0.3 | $36M | NEW | 1.0M | 34.50 |
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| Liberty Media Corp Del Com Lbty Liv S C (LLYVK) | 0.0 | $1.7M | 38k | 43.82 |
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Past Filings by Findlay Park Partners
SEC 13F filings are viewable for Findlay Park Partners going back to 2010
- Findlay Park Partners 2024 Q1 filed April 30, 2024
- Findlay Park Partners 2023 Q4 filed Feb. 7, 2024
- Findlay Park Partners 2023 Q3 filed Nov. 7, 2023
- Findlay Park Partners 2023 Q2 filed Aug. 7, 2023
- Findlay Park Partners 2023 Q1 filed May 5, 2023
- Findlay Park Partners 2022 Q4 restated filed Feb. 10, 2023
- Findlay Park Partners 2022 Q4 filed Feb. 7, 2023
- Findlay Park Partners 2022 Q3 filed Nov. 10, 2022
- Findlay Park Partners 2022 Q2 restated filed Aug. 18, 2022
- Findlay Park Partners 2022 Q2 filed Aug. 9, 2022
- Findlay Park Partners 2022 Q1 filed May 12, 2022
- Findlay Park Partners 2021 Q4 filed Feb. 10, 2022
- Findlay Park Partners 2021 Q3 filed Nov. 12, 2021
- Findlay Park Partners 2021 Q2 filed Aug. 9, 2021
- Findlay Park Partners 2021 Q1 filed May 14, 2021
- Findlay Park Partners 2020 Q4 filed Feb. 11, 2021