Findlay Park Partners LLP Q4 2019 Filing
Filed February 12, 2020
Portfolio Value
$12.8B
Holdings
52
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (52 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft Corp | 4,707,744 | $742.4B | 5815.42% | |
| 2 | BDXBecton Dickinson & Co | 2,425,000 | $659.5B | 5166.18% | |
| 3 | BRK/BBerkshire Hathaway Inc Del | 2,506,976 | $567.8B | 4447.90% | |
| 4 | FISFidelity Natl Information SV | 3,986,715 | $554.5B | 4343.58% | |
| 5 | APDAir Prods & Chems Inc | 2,320,000 | $545.2B | 4270.46% | |
| 6 | DHRDanaher Corporation | 3,536,350 | $542.8B | 4251.52% | |
| 7 | LYVLive Nation Entertainment In | 7,552,000 | $539.7B | 4227.88% | |
| 8 | FISVFiserv Inc | 4,650,000 | $537.7B | 4211.73% | |
| 9 | CMCSAComcast Corp New | 11,030,457 | $496.0B | 3885.56% | |
| 10 | GOOGAlphabet Inc | 349,334 | $467.1B | 3658.61% | |
| 11 | EOGEOG Res Inc | 4,823,542 | $404.0B | 3164.75% | |
| 12 | AG8Agilent Technologies Inc | 4,500,000 | $383.9B | 3007.11% | |
| 13 | INTUIntuit | 1,406,788 | $368.5B | 2886.36% | |
| 14 | WCNWaste Connections Inc | 3,774,807 | $342.7B | 2684.54% | |
| 15 | HLTHilton Worldwide Hldgs Inc | 2,875,000 | $318.9B | 2497.73% | |
| 16 | AXPAmerican Express Co | 2,525,737 | $314.4B | 2462.97% | |
| 17 | ADSKAutodesk Inc | 1,668,803 | $306.2B | 2398.19% | |
| 18 | SHWSherwin Williams Co | 464,188 | $270.9B | 2121.78% | |
| 19 | TMOThermo Fisher Scientific Inc | 756,273 | $245.7B | 1924.53% | |
| 20 | DEDeere & Co | 1,394,572 | $241.6B | 1892.68% | |
| 21 | MRSHMarsh & Mclennan Cos Inc | 2,035,287 | $226.8B | 1776.18% | |
| 22 | SCHWThe Charles Schwab Corporati | 4,648,795 | $221.1B | 1731.89% | |
| 23 | AEMAgnico Eagle Mines Ltd | 3,539,621 | $218.1B | 1708.22% | |
| 24 | PBProsperity Bancshares Inc | 2,998,648 | $215.6B | 1688.62% | |
| 25 | NDAQNasdaq Inc | 1,875,000 | $200.8B | 1573.00% | |
| 26 | YUSDAlleghany Corp Del | 242,552 | $193.9B | 1519.14% | |
| 27 | ACNAccenture PLC Ireland | 870,563 | $183.3B | 1435.93% | |
| 28 | TELTE Connectivity Ltd | 1,900,494 | $182.1B | 1426.75% | |
| 29 | KOCoca Cola Co | 3,139,670 | $173.8B | 1361.25% | |
| 30 | WFCWells Fargo Co New | 2,963,784 | $159.5B | 1249.01% | |
| 31 | ICEIntercontinental Exchange In | 1,603,661 | $148.4B | 1162.59% | |
| 32 | ADIAnalog Devices Inc | 1,225,968 | $145.7B | 1141.24% | |
| 33 | ALCAlcon Inc | 2,575,000 | $145.7B | 1141.04% | |
| 34 | TMUST Mobile US Inc | 1,470,554 | $115.3B | 903.33% | |
| 35 | AONAON PLC | 539,244 | $112.3B | 879.81% | |
| 36 | ADBEAdobe Inc | 329,484 | $108.7B | 851.21% | |
| 37 | COOCooper Cos Inc | 332,748 | $106.9B | 837.44% | |
| 38 | TXNTexas Instrs Inc | 780,086 | $100.1B | 783.92% | |
| 39 | DISDisney Walt Co | 688,157 | $99.5B | 779.62% | |
| 40 | ICUIICU Med Inc | 450,000 | $84.2B | 659.58% | |
| 41 | UNPUnion Pac Corp | 455,021 | $82.3B | 644.38% | |
| 42 | SSNCSS&C Technologies Hldgs Inc | 1,305,013 | $80.1B | 627.66% | |
| 43 | IEXIdex Corp | 460,000 | $79.1B | 619.76% | |
| 44 | JECUSDJacobs Engr Group Inc | 875,000 | $78.6B | 615.69% | |
| 45 | MLMMartin Marietta Matls Inc | 273,141 | $76.4B | 598.30% | |
| 46 | MCDMcdonalds Corp | 385,000 | $76.1B | 595.95% | |
| 47 | CBSHCommerce Bancshares Inc | 1,110,876 | $75.5B | 591.19% | |
| 48 | TRUTransunion | 875,000 | $74.9B | 586.77% | |
| 49 | UNHUnitedhealth Group Inc | 250,000 | $73.5B | 575.70% | |
| 50 | CITCintas Corp | 141,000 | $37.9B | 297.19% | |
| 51 | ELVAnthem Inc | 75,000 | $22.7B | 177.44% | |
| 52 | NVSTEnvista Hldgs Corp | 606,093 | $18.0B | 140.72% |