Findlay Park Partners LLP Q3 2018 Filing
Filed November 7, 2018
Portfolio Value
$11.3T
Holdings
47
Report Date
Q3 2018
Filing Type
13F-HR
All Holdings (47 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft Corp | 6,199,026 | $709.0B | 6.29% | |
| 2 | APDAir Prods & Chems Inc | 3,087,500 | $515.8B | 4.58% | |
| 3 | BDXBecton Dickinson & Co | 1,795,000 | $468.5B | 4.16% | |
| 4 | KOCoca Cola Co | 10,115,538 | $467.2B | 4.15% | |
| 5 | ACNAccenture PLC Ireland | 2,722,844 | $463.4B | 4.11% | |
| 6 | AXPAmerican Express Co | 4,323,980 | $460.5B | 4.09% | |
| 7 | BRK/BBerkshire Hathaway Inc Del | 2,047,805 | $438.5B | 3.89% | |
| 8 | FISFidelity Natl Information SV | 3,950,000 | $430.8B | 3.82% | |
| 9 | MMM3M Co | 1,968,000 | $414.7B | 3.68% | |
| 10 | GOOGAlphabet Inc | 342,799 | $409.1B | 3.63% | |
| 11 | DHRDanaher Corp Del | 3,675,000 | $399.3B | 3.54% | |
| 12 | —Twenty First Centy Fox Inc | 7,236,000 | $335.2B | 2.97% | |
| 13 | CMCSAComcast Corp New | 9,203,457 | $325.9B | 2.89% | |
| 14 | TMOThermo Fisher Scientific Inc | 1,300,000 | $317.3B | 2.82% | |
| 15 | WFCWells Fargo Co New | 6,018,700 | $316.3B | 2.81% | |
| 16 | SHWSherwin Williams Co | 666,000 | $303.2B | 2.69% | |
| 17 | WCNWaste Connections Inc | 3,733,354 | $297.8B | 2.64% | |
| 18 | YUSDAlleghany Corp Del | 444,705 | $290.2B | 2.58% | |
| 19 | EOGEOG Res Inc | 1,907,840 | $243.4B | 2.16% | |
| 20 | PBProsperity Bancshares Inc | 3,375,901 | $234.1B | 2.08% | |
| 21 | ADSKAutodesk Inc | 1,485,339 | $231.9B | 2.06% | |
| 22 | COOCooper Cos Inc | 738,824 | $204.8B | 1.82% | |
| 23 | DEDeere & Co | 1,359,572 | $204.4B | 1.81% | |
| 24 | UNPUnion Pac Corp | 1,101,793 | $179.4B | 1.59% | |
| 25 | LYVLive Nation Entertainment In | 3,239,132 | $176.4B | 1.57% | |
| 26 | SLBSchlumberger Ltd | 2,820,000 | $171.8B | 1.52% | |
| 27 | MLMMartin Marietta Matls Inc | 857,091 | $155.9B | 1.38% | |
| 28 | HLTHilton Worldwide Hldgs Inc | 1,910,679 | $154.3B | 1.37% | |
| 29 | ICEIntercontinental Exchange In | 1,950,250 | $146.1B | 1.30% | |
| 30 | HOGHarley Davidson Inc | 3,200,000 | $145.0B | 1.29% | |
| 31 | SCHWSchwab Charles Corp New | 2,809,088 | $138.1B | 1.23% | |
| 32 | —Agilent Technologies Inc | 1,910,000 | $134.7B | 1.20% | |
| 33 | FISVFiserv Inc | 1,525,000 | $125.6B | 1.11% | |
| 34 | MOAltria Group Inc | 1,975,161 | $119.1B | 1.06% | |
| 35 | MRSHMarsh & Mclennan Cos Inc | 1,436,000 | $118.8B | 1.05% | |
| 36 | MSCIMSCI Inc | 629,829 | $111.7B | 0.99% | |
| 37 | CDKCDK Global Inc | 1,750,000 | $109.5B | 0.97% | |
| 38 | ADBEAdobe Sys Inc | 398,270 | $107.5B | 0.95% | |
| 39 | NDAQNasdaq Inc | 1,100,000 | $94.4B | 0.84% | |
| 40 | TXNTexas Instrs Inc | 865,707 | $92.9B | 0.82% | |
| 41 | AEMAgnico Eagle Mines Ltd | 2,545,490 | $87.1B | 0.77% | |
| 42 | PPGPPG Inds Inc | 721,167 | $78.7B | 0.70% | |
| 43 | FTVFortive Corp | 900,000 | $75.8B | 0.67% | |
| 44 | AONAON PLC | 466,979 | $71.8B | 0.64% | |
| 45 | AMTAmerican Tower Corp New | 493,149 | $71.7B | 0.64% | |
| 46 | CBSHCommerce Bancshares Inc | 1,000,000 | $66.0B | 0.59% | |
| 47 | CLColgate-Palmolive Co | 825,000 | $55.2B | 0.49% |