Findlay Park Partners LLP Q1 2023 Filing
Filed May 5, 2023
Portfolio Value
$9.5B
Holdings
56
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (56 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft Corp | 1,888,450 | $544.4B | 5748.34% | |
| 2 | BRK/BBerkshire Hathaway Inc Del | 1,175,249 | $362.9B | 3831.39% | |
| 3 | EOGEOG Res Inc | 3,114,623 | $357.0B | 3769.60% | |
| 4 | MAMastercard Incorporated | 875,065 | $318.0B | 3357.60% | |
| 5 | BLDTopBuild Corp | 1,504,676 | $313.2B | 3306.67% | |
| 6 | AJGGallagher Arthur J & Co | 1,526,674 | $292.1B | 3083.73% | |
| 7 | MLMMartin Marietta Matls Inc | 789,753 | $280.4B | 2960.63% | |
| 8 | SPGIS&P Global Inc | 795,393 | $274.2B | 2895.36% | |
| 9 | NVDANvidia Corporation | 904,364 | $251.2B | 2652.29% | |
| 10 | FERGFerguson PLC New | 1,747,512 | $233.7B | 2467.77% | |
| 11 | INTUIntuit | 523,216 | $233.3B | 2462.87% | |
| 12 | WCNWaste Connections Inc | 1,609,580 | $223.8B | 2363.40% | |
| 13 | TMUST-Mobile US Inc | 1,461,333 | $211.7B | 2234.75% | |
| 14 | ACNAccenture PLC Ireland | 725,000 | $207.2B | 2187.80% | |
| 15 | SHWSherwin Williams Co | 917,696 | $206.3B | 2177.85% | |
| 16 | ICEIntercontinental Exchange In | 1,961,617 | $204.6B | 2159.98% | |
| 17 | JJacobs Solutions Inc | 1,698,964 | $199.6B | 2107.90% | |
| 18 | MRSHMarsh & Mclennan Cos Inc | 1,180,501 | $196.6B | 2075.88% | |
| 19 | ADIAnalog Devices Inc | 956,907 | $188.7B | 1992.56% | |
| 20 | CBRECBRE Group Inc | 2,560,677 | $186.4B | 1968.50% | |
| 21 | RGLDRoyal Gold Inc | 1,396,022 | $181.1B | 1911.87% | |
| 22 | ITGartner Inc | 550,985 | $179.5B | 1895.14% | |
| 23 | TDYTeledyne Technologies Inc | 385,421 | $172.4B | 1820.46% | |
| 24 | TMOThermo Fisher Scientific Inc | 293,572 | $169.2B | 1786.52% | |
| 25 | GOOGAlphabet Inc | 1,621,090 | $168.6B | 1780.05% | |
| 26 | CSGPCostar Group Inc | 2,382,126 | $164.0B | 1731.65% | |
| 27 | COPConocophillips | 1,652,661 | $164.0B | 1731.13% | |
| 28 | POOLPool Corp | 461,917 | $158.2B | 1670.08% | |
| 29 | ADSKAutodesk Inc | 754,153 | $157.0B | 1657.48% | |
| 30 | DHRDanaher Corporation | 602,157 | $151.8B | 1602.39% | |
| 31 | URIUnited Rentals Inc | 363,460 | $143.8B | 1518.72% | |
| 32 | KEYSKeysight Technologies Inc | 882,003 | $142.4B | 1503.76% | |
| 33 | UNHUnitedhealth Group Inc | 297,284 | $140.5B | 1483.36% | |
| 34 | ACMAecom | 1,657,749 | $139.8B | 1475.84% | |
| 35 | UNPUnion Pac Corp | 687,438 | $138.4B | 1460.77% | |
| 36 | ABNBAirbnb Inc | 1,053,113 | $131.0B | 1383.21% | |
| 37 | FWONALiberty Media Corp Del | 1,708,103 | $127.8B | 1349.52% | |
| 38 | APDAir Prods & Chems Inc | 443,789 | $127.5B | 1345.76% | |
| 39 | CDWCDW Corp | 636,131 | $124.0B | 1308.96% | |
| 40 | TXNTexas Instrs Inc | 594,077 | $110.5B | 1166.73% | |
| 41 | SCHWSchwab Charles Corp | 2,088,022 | $109.4B | 1154.76% | |
| 42 | WSTWest Pharmaceutical Svsc Inc | 297,040 | $102.9B | 1086.60% | |
| 43 | IBPInstalled Bldg Prods Inc | 885,334 | $101.0B | 1065.90% | |
| 44 | STESteris PLC | 526,747 | $100.8B | 1063.81% | |
| 45 | CITCintas Corp | 183,476 | $84.9B | 896.29% | |
| 46 | ALCAlcon AG | 1,195,851 | $84.4B | 890.64% | |
| 47 | MCHPMicrochip Technology Inc. | 908,762 | $76.1B | 803.86% | |
| 48 | CNRCanadian Natl Ry Co | 623,641 | $73.6B | 776.77% | |
| 49 | TSCOTractor Supply Co | 274,625 | $64.5B | 681.50% | |
| 50 | FTVFortive Corp | 929,246 | $63.3B | 668.82% | |
| 51 | GWWGrainger W W Inc | 91,798 | $63.2B | 667.61% | |
| 52 | ZTSZoetis Inc | 375,198 | $62.4B | 659.33% | |
| 53 | HLTHilton Worldwide Hldgs Inc | 417,066 | $58.8B | 620.32% | |
| 54 | LULULululemon Athletica Inc | 156,325 | $56.9B | 601.10% | |
| 55 | NDSNNordson Corp | 231,602 | $51.5B | 543.49% | |
| 56 | COSTCostco Whsl Corp New | 82,093 | $40.8B | 430.66% |