Findlay Park Partners LLP Q4 2023 Filing
Filed February 7, 2024
Portfolio Value
$10.2T
Holdings
58
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (58 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft Corp | 1,715,310 | $645.0B | 6.34% | |
| 2 | BLDTopBuild Corp | 893,607 | $334.4B | 3.29% | |
| 3 | MAMastercard Incorporated | 718,690 | $306.5B | 3.01% | |
| 4 | INTUIntuit | 475,245 | $297.0B | 2.92% | |
| 5 | AJGGallagher Arthur J & Co | 1,312,901 | $295.2B | 2.90% | |
| 6 | ITGartner Inc | 641,721 | $289.5B | 2.84% | |
| 7 | TMUST-Mobile US Inc | 1,775,507 | $284.7B | 2.80% | |
| 8 | LYVLive Nation Entertainment In | 2,981,200 | $279.0B | 2.74% | |
| 9 | SPGIS&P Global Inc | 623,620 | $274.7B | 2.70% | |
| 10 | MLMMartin Marietta Matls Inc | 528,842 | $263.8B | 2.59% | |
| 11 | EOGEOG Res Inc | 2,175,309 | $263.1B | 2.58% | |
| 12 | WCNWaste Connections Inc | 1,638,458 | $244.6B | 2.40% | |
| 13 | ACNAccenture PLC Ireland | 659,598 | $231.5B | 2.27% | |
| 14 | ICEIntercontinental Exchange In | 1,781,769 | $228.8B | 2.25% | |
| 15 | COPConocophillips | 1,968,071 | $228.4B | 2.24% | |
| 16 | UNHUnitedhealth Group Inc | 433,026 | $228.0B | 2.24% | |
| 17 | MRSHMarsh & Mclennan Cos Inc | 1,184,667 | $224.5B | 2.20% | |
| 18 | SHWSherwin Williams Co | 655,512 | $204.5B | 2.01% | |
| 19 | BRK/BBerkshire Hathaway Inc Del | 563,936 | $201.1B | 1.98% | |
| 20 | SCHWSchwab Charles Corp | 2,919,388 | $200.9B | 1.97% | |
| 21 | ACMAecom | 2,088,383 | $193.0B | 1.90% | |
| 22 | URIUnited Rentals Inc | 330,136 | $189.3B | 1.86% | |
| 23 | TMOThermo Fisher Scientific Inc | 353,420 | $187.6B | 1.84% | |
| 24 | CPCANADIAN PACIFIC KANSAS CITY | 2,326,396 | $183.9B | 1.81% | |
| 25 | FERGFerguson PLC New | 928,810 | $179.3B | 1.76% | |
| 26 | GOOGAlphabet Inc | 1,239,816 | $174.7B | 1.72% | |
| 27 | WSTWest Pharmaceutical Svsc Inc | 457,306 | $161.0B | 1.58% | |
| 28 | AG8Agilent Technologies Inc | 1,151,410 | $160.1B | 1.57% | |
| 29 | RGLDRoyal Gold Inc | 1,268,030 | $153.4B | 1.51% | |
| 30 | NVDANvidia Corporation | 308,908 | $153.0B | 1.50% | |
| 31 | ADIAnalog Devices Inc | 745,818 | $148.1B | 1.45% | |
| 32 | KEYSKeysight Technologies Inc | 909,052 | $144.6B | 1.42% | |
| 33 | ELVElevance Health Inc | 299,351 | $141.2B | 1.39% | |
| 34 | ADSKAutodesk Inc | 571,299 | $139.1B | 1.37% | |
| 35 | FWONALIBERTY MEDIA CORP DEL | 2,202,313 | $139.0B | 1.37% | |
| 36 | CDWCDW Corp | 587,326 | $133.5B | 1.31% | |
| 37 | STESteris PLC | 604,952 | $133.0B | 1.31% | |
| 38 | CBRECBRE Group Inc | 1,395,516 | $129.9B | 1.28% | |
| 39 | APGApi Group Corp | 3,734,748 | $129.2B | 1.27% | |
| 40 | CNRCanadian Natl Ry Co | 1,027,583 | $129.1B | 1.27% | |
| 41 | MCHPMICROCHIP TECHNOLOGY INC. | 1,407,667 | $126.9B | 1.25% | |
| 42 | ALCAlcon AG | 1,576,934 | $123.2B | 1.21% | |
| 43 | WATWATERS CORP | 372,969 | $122.8B | 1.21% | |
| 44 | KLACKLA Corp | 193,882 | $112.7B | 1.11% | |
| 45 | TXNTexas Instrs Inc | 646,131 | $110.1B | 1.08% | |
| 46 | POOLPool Corp | 256,275 | $102.2B | 1.00% | |
| 47 | JJacobs Solutions Inc | 783,356 | $101.7B | 1.00% | |
| 48 | TDYTeledyne Technologies Inc | 226,739 | $101.2B | 0.99% | |
| 49 | HLTHilton Worldwide Hldgs Inc | 531,174 | $96.7B | 0.95% | |
| 50 | ABNBAirbnb Inc | 677,514 | $92.2B | 0.91% | |
| 51 | APDAir Prods & Chems Inc | 336,233 | $92.1B | 0.90% | |
| 52 | ECLEcolab Inc | 459,684 | $91.2B | 0.90% | |
| 53 | ZTSZoetis Inc | 346,691 | $68.4B | 0.67% | |
| 54 | DHRDanaher Corporation | 257,984 | $59.7B | 0.59% | |
| 55 | TSCOTractor Supply Co | 249,446 | $53.6B | 0.53% | |
| 56 | COSTCostco Whsl Corp New | 74,565 | $49.2B | 0.48% | |
| 57 | FTVFortive Corp | 645,615 | $47.5B | 0.47% | |
| 58 | FWONALIBERTY MEDIA CORP DEL | 38,874 | $1.5B | 0.01% |