Findlay Park Partners LLP Q4 2021 Filing
Filed February 10, 2022
Portfolio Value
$15.0T
Holdings
45
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (45 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft Corp | 3,321,021 | $1.1T | 7.46% | |
| 2 | ADSKAutodesk Inc | 3,264,249 | $917.9B | 6.13% | |
| 3 | INTUIntuit | 1,186,931 | $763.5B | 5.10% | |
| 4 | AMZNAmazon Com Inc | 221,945 | $740.0B | 4.94% | |
| 5 | GOOGAlphabet Inc | 236,642 | $684.7B | 4.57% | |
| 6 | BLDTopBuild Corp | 2,460,089 | $678.8B | 4.53% | |
| 7 | DHRDanaher Corporation | 1,919,361 | $631.5B | 4.22% | |
| 8 | SHWSherwin Williams Co | 1,486,784 | $523.6B | 3.50% | |
| 9 | AJGGallagher Arthur J & Co | 2,764,212 | $469.0B | 3.13% | |
| 10 | CSGPCostar Group Inc | 5,565,995 | $439.9B | 2.94% | |
| 11 | SPGIS&P Global Inc | 931,102 | $439.4B | 2.94% | |
| 12 | CBRECBRE Group Inc | 3,829,692 | $415.6B | 2.78% | |
| 13 | MAMastercard Incorporated | 1,046,195 | $375.9B | 2.51% | |
| 14 | UNHUnitedhealth Group Inc | 683,390 | $343.2B | 2.29% | |
| 15 | WCNWaste Connections Inc | 2,477,408 | $337.6B | 2.26% | |
| 16 | TMUST-Mobile US Inc | 2,899,196 | $336.2B | 2.25% | |
| 17 | ADBEAdobe Systems Incorporated | 588,997 | $334.0B | 2.23% | |
| 18 | MRSHMarsh & Mclennan Cos Inc | 1,837,573 | $319.4B | 2.13% | |
| 19 | ADIAnalog Devices Inc | 1,673,701 | $294.2B | 1.97% | |
| 20 | FISVFiserv Inc | 2,813,913 | $292.1B | 1.95% | |
| 21 | FTVFortive Corp | 3,788,749 | $289.0B | 1.93% | |
| 22 | IBPInstalled Bldg Prods Inc | 1,861,126 | $260.0B | 1.74% | |
| 23 | JECUSDJacobs Engr Group Inc | 1,850,346 | $257.6B | 1.72% | |
| 24 | POOLPool Corp | 454,058 | $257.0B | 1.72% | |
| 25 | TMOThermo Fisher Scientific Inc | 359,121 | $239.6B | 1.60% | |
| 26 | COOCooper Cos Inc | 565,211 | $236.8B | 1.58% | |
| 27 | BRK/BBerkshire Hathaway Inc Del | 737,764 | $220.6B | 1.47% | |
| 28 | EOGEOG Res Inc | 2,445,113 | $217.2B | 1.45% | |
| 29 | APDAir Prods & Chems Inc | 684,608 | $208.3B | 1.39% | |
| 30 | UNPUnion Pac Corp | 800,731 | $201.7B | 1.35% | |
| 31 | HDHome Depot Inc | 481,987 | $200.0B | 1.34% | |
| 32 | MLMMartin Marietta Matls Inc | 447,719 | $197.2B | 1.32% | |
| 33 | ICEIntercontinental Exchange In | 1,389,252 | $190.0B | 1.27% | |
| 34 | TXNTexas Instrs Inc | 970,698 | $182.9B | 1.22% | |
| 35 | ROSTRoss Stores Inc | 1,488,942 | $170.2B | 1.14% | |
| 36 | AEMAgnico Eagle Mines Ltd | 2,996,668 | $159.2B | 1.06% | |
| 37 | NVDANvidia Corporation | 536,608 | $157.8B | 1.05% | |
| 38 | ALCAlcon AG | 1,623,531 | $141.4B | 0.94% | |
| 39 | CHTRCharter Communications Inc N | 200,769 | $130.9B | 0.87% | |
| 40 | CITCintas Corp | 283,136 | $125.5B | 0.84% | |
| 41 | MSCIMSCI Inc | 187,893 | $115.1B | 0.77% | |
| 42 | CMCSAComcast Corp New | 2,060,203 | $103.7B | 0.69% | |
| 43 | KEYSKeysight Technologies Inc | 444,908 | $91.9B | 0.61% | |
| 44 | NDSNNordson Corp | 322,861 | $82.4B | 0.55% | |
| 45 | MCDMcdonalds Corp | 303,214 | $81.3B | 0.54% |