Findlay Park Partners as of March 31, 2024
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 | |
| NVIDIA Corporation (NVDA) | 4.4 | $485M | 537k | 903.56 | |
| Mastercard Incorporated Cl A (MA) | 3.1 | $340M | 706k | 481.57 | |
| Topbuild (BLD) | 3.1 | $338M | 766k | 440.73 | |
| Gartner (IT) | 3.0 | $323M | 678k | 476.67 | |
| Arthur J. Gallagher & Co. (AJG) | 3.0 | $323M | 1.3M | 250.04 | |
| Live Nation Entertainment (LYV) | 2.8 | $310M | 2.9M | 105.77 | |
| Metropcs Communications (TMUS) | 2.8 | $307M | 1.9M | 163.22 | |
| UnitedHealth (UNH) | 2.6 | $282M | 570k | 494.70 | |
| ConocoPhillips (COP) | 2.5 | $274M | 2.2M | 127.28 | |
| EOG Resources (EOG) | 2.5 | $273M | 2.1M | 127.84 | |
| S&p Global (SPGI) | 2.4 | $261M | 613k | 425.45 | |
| Intuit (INTU) | 2.4 | $259M | 399k | 650.00 | |
| AECOM Technology Corporation (ACM) | 2.3 | $251M | 2.6M | 98.08 | |
| Intercontinental Exchange (ICE) | 2.2 | $241M | 1.8M | 137.43 | |
| Martin Marietta Materials (MLM) | 2.2 | $240M | 391k | 613.94 | |
| Marsh & McLennan Companies (MMC) | 2.2 | $240M | 1.2M | 205.98 | |
| West Pharmaceutical Services (WST) | 2.2 | $236M | 597k | 395.71 | |
| United Rentals (URI) | 2.1 | $234M | 325k | 721.11 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 2.1 | $234M | 3.6M | 65.60 | |
| Canadian Pacific Kansas City (CP) | 2.1 | $230M | 2.6M | 88.17 | |
| Accenture PLC Ireland Shs Class A (ACN) | 2.1 | $225M | 648k | 346.61 | |
| Waste Connections (WCN) | 2.0 | $223M | 1.3M | 172.01 | |
| KLA Corp Com New (KLAC) | 1.9 | $212M | 303k | 698.57 | |
| Charles Schwab Corporation (SCHW) | 1.9 | $208M | 2.9M | 72.34 | |
| Api Group Corp Com Stk (APG) | 1.9 | $204M | 5.2M | 39.27 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.7 | $186M | 1.2M | 152.26 | |
| Canadian Natl Ry (CNI) | 1.7 | $181M | 1.4M | 131.71 | |
| Thermo Fisher Scientific (TMO) | 1.5 | $169M | 290k | 581.21 | |
| Anthem (ELV) | 1.4 | $153M | 294k | 518.54 | |
| Royal Gold (RGLD) | 1.4 | $152M | 1.2M | 121.81 | |
| Autodesk (ADSK) | 1.3 | $146M | 562k | 260.42 | |
| Analog Devices (ADI) | 1.3 | $145M | 733k | 197.79 | |
| Agilent Technologies Inc C ommon (A) | 1.3 | $143M | 980k | 145.51 | |
| CRH Ord (CRH) | 1.3 | $142M | 1.6M | 86.26 | |
| Keysight Technologies (KEYS) | 1.3 | $140M | 893k | 156.38 | |
| Steris Shs Usd (STE) | 1.2 | $134M | 595k | 224.82 | |
| CBRE Group Cl A (CBRE) | 1.2 | $133M | 1.4M | 97.24 | |
| Ferguson SHS (FERG) | 1.2 | $129M | 589k | 218.43 | |
| Cdw (CDW) | 1.1 | $124M | 486k | 255.78 | |
| Sherwin-Williams Company (SHW) | 1.1 | $122M | 350k | 347.33 | |
| Msci (MSCI) | 1.1 | $115M | 205k | 560.45 | |
| Hilton Worldwide Holdings (HLT) | 1.0 | $111M | 522k | 213.31 | |
| Airbnb Com Cl A (ABNB) | 1.0 | $110M | 666k | 164.96 | |
| Waters Corporation (WAT) | 1.0 | $104M | 303k | 344.23 | |
| Ecolab (ECL) | 1.0 | $104M | 452k | 230.90 | |
| Pool Corporation (POOL) | 0.9 | $102M | 252k | 403.50 | |
| Illumina (ILMN) | 0.9 | $100M | 729k | 137.32 | |
| Alcon Ord Shs (ALC) | 0.9 | $96M | 1.2M | 83.29 | |
| Teledyne Technologies Incorporated (TDY) | 0.9 | $96M | 223k | 429.32 | |
| Medpace Hldgs (MEDP) | 0.8 | $90M | 223k | 404.15 | |
| Tractor Supply Company (TSCO) | 0.6 | $64M | 245k | 261.72 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $58M | 138k | 420.52 | |
| Texas Instruments Incorporated (TXN) | 0.5 | $54M | 312k | 174.21 | |
| Gfl Environmental Sub Vtg Shs (GFL) | 0.3 | $36M | 1.0M | 34.50 | |
| Liberty Media Corp Del Com Lbty Liv S C (LLYVK) | 0.0 | $1.7M | 38k | 43.82 |
