Findlay Park Partners LLP Q4 2017 Filing
Filed February 8, 2018
Portfolio Value
$10.5T
Holdings
58
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (58 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft Corp | 7,246,750 | $619.9B | 5.90% | |
| 2 | APDAir Prods & Chems Inc | 3,000,000 | $492.2B | 4.68% | |
| 3 | MMM3M Co | 2,040,000 | $480.2B | 4.57% | |
| 4 | AXPAmerican Express Co | 4,397,704 | $436.7B | 4.15% | |
| 5 | TMOThermo Fisher Scientific Inc | 2,077,151 | $394.4B | 3.75% | |
| 6 | ACNAccenture PLC Ireland | 2,517,829 | $385.5B | 3.67% | |
| 7 | DHRDanaher Corp Del | 4,117,348 | $382.2B | 3.63% | |
| 8 | KOCoca Cola Co | 8,296,259 | $380.6B | 3.62% | |
| 9 | CMCSAComcast Corp New | 9,257,352 | $370.8B | 3.53% | |
| 10 | BDXBecton Dickinson & Co | 1,705,000 | $365.0B | 3.47% | |
| 11 | BRK/BBerkshire Hathaway Inc Del | 1,573,279 | $311.9B | 2.97% | |
| 12 | SCHWSchwab Charles Corp New | 5,749,274 | $295.3B | 2.81% | |
| 13 | WCNWaste Connections Inc | 4,124,712 | $292.6B | 2.78% | |
| 14 | ADBEAdobe Sys Inc | 1,489,976 | $261.1B | 2.48% | |
| 15 | GOOGAlphabet Inc | 244,575 | $255.9B | 2.43% | |
| 16 | UNPUnion Pac Corp | 1,838,076 | $246.5B | 2.34% | |
| 17 | VVisa Inc | 2,135,825 | $243.5B | 2.32% | |
| 18 | SHWSherwin Williams Co | 590,341 | $242.1B | 2.30% | |
| 19 | FISFidelity Natl Information SV | 2,550,000 | $239.9B | 2.28% | |
| 20 | METAFacebook Inc | 1,115,148 | $196.8B | 1.87% | |
| 21 | NTRSNorthern Tr Corp | 1,958,467 | $195.6B | 1.86% | |
| 22 | MSCIMSCI Inc | 1,530,489 | $193.7B | 1.84% | |
| 23 | YUSDAlleghany Corp Del | 323,949 | $193.1B | 1.84% | |
| 24 | TXNTexas Instrs Inc | 1,822,798 | $190.4B | 1.81% | |
| 25 | MLMMartin Marietta Matls Inc | 717,253 | $158.5B | 1.51% | |
| 26 | WFCWells Fargo Co New | 2,556,393 | $155.1B | 1.48% | |
| 27 | SNASnap On Inc | 885,000 | $154.3B | 1.47% | |
| 28 | TWXCHFTime Warner Inc | 1,683,570 | $154.0B | 1.46% | |
| 29 | EOGEOG Res Inc | 1,326,750 | $143.2B | 1.36% | |
| 30 | ICEIntercontinental Exchange In | 1,829,682 | $129.1B | 1.23% | |
| 31 | MOAltria Group Inc | 1,799,439 | $128.5B | 1.22% | |
| 32 | BKIEURBlack Knight Inc | 2,872,337 | $126.8B | 1.21% | |
| 33 | FISVFiserv Inc | 950,000 | $124.6B | 1.18% | |
| 34 | ADSKAutodesk Inc | 1,186,355 | $124.4B | 1.18% | |
| 35 | SLBSchlumberger Ltd | 1,800,000 | $121.3B | 1.15% | |
| 36 | AMTAmerican Tower Corp New | 818,779 | $116.8B | 1.11% | |
| 37 | CDKCDK Global Inc | 1,400,000 | $99.8B | 0.95% | |
| 38 | PPGPPG Inds Inc | 822,798 | $96.1B | 0.91% | |
| 39 | MRSHMarsh & Mclennan Cos Inc | 1,148,232 | $93.5B | 0.89% | |
| 40 | HOGHarley Davidson Inc | 1,800,000 | $91.6B | 0.87% | |
| 41 | SSNCSS&C Technologies Hldgs Inc | 2,251,253 | $91.1B | 0.87% | |
| 42 | MAMastercard Incorporated | 525,000 | $79.5B | 0.76% | |
| 43 | BAHBooz Allen Hamilton Hldg Cor | 2,040,231 | $77.8B | 0.74% | |
| 44 | PBProsperity Bancshares Inc | 1,100,000 | $77.1B | 0.73% | |
| 45 | AONAON PLC | 531,840 | $71.3B | 0.68% | |
| 46 | ZTSZoetis Inc | 981,247 | $70.7B | 0.67% | |
| 47 | HDHome Depot Inc | 368,580 | $69.9B | 0.66% | |
| 48 | BROBrown & Brown Inc | 1,271,295 | $65.4B | 0.62% | |
| 49 | KHCKraft Heinz Co | 825,000 | $64.2B | 0.61% | |
| 50 | ALLEAllegion Pub Ltd Co | 765,171 | $60.9B | 0.58% | |
| 51 | BAPCredicorp Ltd | 113,116 | $23.5B | 0.22% | |
| 52 | ABEVAmbev SA | 3,197,000 | $20.7B | 0.20% | |
| 53 | PAMPampa Energia S A | 254,691 | $17.1B | 0.16% | |
| 54 | BMABanco Macro SA | 93,755 | $10.9B | 0.10% | |
| 55 | P5YBRF SA | 907,068 | $10.2B | 0.10% | |
| 56 | GGALGrupo Financiero Galicia S A | 115,000 | $7.6B | 0.07% | |
| 57 | SUPVGrupo Supervielle S A | 240,000 | $7.0B | 0.07% | |
| 58 | AVALGrupo Aval Acciones Y Valore | 676,998 | $5.8B | 0.05% |