Findlay Park Partners LLP Q2 2017 Filing
Filed August 10, 2017
Portfolio Value
$9.8T
Holdings
57
Report Date
Q2 2017
Filing Type
13F-HR
All Holdings (57 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft Corp | 8,346,750 | $575.3B | 5.87% | |
| 2 | ACNAccenture PLC Ireland | 3,352,829 | $414.7B | 4.23% | |
| 3 | TMOThermo Fisher Scientific Inc | 2,257,151 | $393.8B | 4.02% | |
| 4 | MMM3M Co | 1,880,000 | $391.4B | 3.99% | |
| 5 | BRK/BBerkshire Hathaway Inc Del | 2,290,044 | $387.9B | 3.96% | |
| 6 | CMCSAComcast Corp New | 8,930,646 | $347.6B | 3.55% | |
| 7 | AXPAmerican Express Co | 4,050,091 | $341.2B | 3.48% | |
| 8 | BDXBecton Dickinson & Co | 1,725,000 | $336.6B | 3.43% | |
| 9 | WFCWells Fargo & Co New | 5,891,107 | $326.4B | 3.33% | |
| 10 | KOCoca Cola Co | 7,214,170 | $323.6B | 3.30% | |
| 11 | WCNWaste Connections Inc | 4,512,567 | $290.7B | 2.97% | |
| 12 | NTRSNorthern Tr Corp | 2,742,643 | $266.6B | 2.72% | |
| 13 | VVisa Inc | 2,739,983 | $257.0B | 2.62% | |
| 14 | EFXEquifax Inc | 1,862,152 | $255.9B | 2.61% | |
| 15 | ADBEAdobe Sys Inc | 1,789,976 | $253.2B | 2.58% | |
| 16 | SCHWSchwab Charles Corp New | 5,858,214 | $251.7B | 2.57% | |
| 17 | MAMastercard Incorporated | 2,025,000 | $245.9B | 2.51% | |
| 18 | DHRDanaher Corp Del | 2,692,348 | $227.2B | 2.32% | |
| 19 | GOOGAlphabet Inc | 245,355 | $223.0B | 2.28% | |
| 20 | FISVFiserv Inc | 1,800,000 | $220.2B | 2.25% | |
| 21 | METAFacebook Inc | 1,439,148 | $217.3B | 2.22% | |
| 22 | MSCIMSCI Inc | 1,685,489 | $173.6B | 1.77% | |
| 23 | SHWSherwin Williams Co | 485,341 | $170.3B | 1.74% | |
| 24 | PPGPPG Inds Inc | 1,472,798 | $161.9B | 1.65% | |
| 25 | TXNTexas Instrs Inc | 2,089,157 | $160.7B | 1.64% | |
| 26 | ZTSZoetis Inc | 2,476,247 | $154.5B | 1.58% | |
| 27 | ICEIntercontinental Exchange In | 2,170,320 | $143.1B | 1.46% | |
| 28 | BROBrown & Brown Inc | 3,271,295 | $140.9B | 1.44% | |
| 29 | AMTAmerican Tower Corp New | 1,039,781 | $137.6B | 1.40% | |
| 30 | WBC1EURWabco Hldgs Inc | 1,034,395 | $131.9B | 1.35% | |
| 31 | —National Instrs Corp | 3,071,921 | $123.6B | 1.26% | |
| 32 | BAHBooz Allen Hamilton Hldg Cor | 3,700,000 | $120.4B | 1.23% | |
| 33 | YUSDAlleghany Corp Del | 202,142 | $120.2B | 1.23% | |
| 34 | EOGEOG Res Inc | 1,326,750 | $120.1B | 1.23% | |
| 35 | MLMMartin Marietta Matls Inc | 538,560 | $119.9B | 1.22% | |
| 36 | HDHome Depot Inc | 755,319 | $115.9B | 1.18% | |
| 37 | WHRWhirlpool Corp | 600,000 | $115.0B | 1.17% | |
| 38 | UNPUnion Pac Corp | 1,026,564 | $111.8B | 1.14% | |
| 39 | PXGBXPraxair Inc | 707,786 | $93.8B | 0.96% | |
| 40 | HSICSchein Henry Inc | 508,260 | $93.0B | 0.95% | |
| 41 | CHTRCharter Communications Inc N | 265,289 | $89.4B | 0.91% | |
| 42 | FISFidelity Natl Information SV | 1,000,000 | $85.4B | 0.87% | |
| 43 | TWXCHFTime Warner Inc | 839,446 | $84.3B | 0.86% | |
| 44 | COOCooper Cos Inc | 318,972 | $76.4B | 0.78% | |
| 45 | SNASnap On Inc | 435,000 | $68.7B | 0.70% | |
| 46 | SPGIS&P Global Inc | 442,455 | $64.6B | 0.66% | |
| 47 | CDKCDK Global Inc | 1,000,000 | $62.1B | 0.63% | |
| 48 | SSNCSS&C Technologies Hldgs Inc | 1,601,495 | $61.5B | 0.63% | |
| 49 | FLIRFlir Sys Inc | 1,565,000 | $54.2B | 0.55% | |
| 50 | BAPCredicorp Ltd | 142,743 | $25.6B | 0.26% | |
| 51 | ABEVAmbev SA | 3,000,000 | $16.5B | 0.17% | |
| 52 | PAMPampa Energia S A | 204,691 | $12.0B | 0.12% | |
| 53 | BMABanco Macro SA | 123,755 | $11.4B | 0.12% | |
| 54 | P5YBRF SA | 907,068 | $10.7B | 0.11% | |
| 55 | AVALGrupo Aval Acciones Y Valore | 1,013,804 | $8.4B | 0.09% | |
| 56 | GGALGrupo Financiero Galicia S A | 170,000 | $7.2B | 0.07% | |
| 57 | SUPVGrupo Supervielle S A | 300,000 | $5.4B | 0.06% |