Q1 2024 · 13F-HR
Findlay Park Partners LLPholdings as filed
Filed 2024-04-30 · accession 0000943663-24-000106
$10.90B
Reported value
56
Positions
2024-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | Microsoft Corp | $709.1M | 6.51% | 1,685,410 | Common | SOLE |
| 67066G104 | NVDA | Nvidia Corporation | $484.8M | 4.45% | 536,508 | Common | SOLE |
| 57636Q104 | MA | Mastercard Incorporated | $340.1M | 3.12% | 706,290 | Common | SOLE |
| 89055F103 | BLD | TopBuild Corp | $337.7M | 3.10% | 766,307 | Common | SOLE |
| 366651107 | IT | Gartner Inc | $323.2M | 2.97% | 678,121 | Common | SOLE |
| 363576109 | AJG | Gallagher Arthur J & Co | $322.6M | 2.96% | 1,290,001 | Common | SOLE |
| 538034109 | LYV | Live Nation Entertainment In | $309.8M | 2.84% | 2,929,300 | Common | SOLE |
| 872590104 | TMUS | T-Mobile US Inc | $307.3M | 2.82% | 1,882,607 | Common | SOLE |
| 91324P102 | UNH | Unitedhealth Group Inc | $282.0M | 2.59% | 570,026 | Common | SOLE |
| 20825C104 | COP | Conocophillips | $274.1M | 2.52% | 2,153,671 | Common | SOLE |
| 26875P101 | EOG | EOG Res Inc | $273.3M | 2.51% | 2,137,509 | Common | SOLE |
| 78409V104 | SPGI | S&P Global Inc | $260.8M | 2.39% | 612,920 | Common | SOLE |
| 461202103 | INTU | Intuit | $259.1M | 2.38% | 398,645 | Common | SOLE |
| 00766T100 | ACM | Aecom | $251.2M | 2.31% | 2,561,327 | Common | SOLE |
| 45866F104 | ICE | Intercontinental Exchange In | $240.6M | 2.21% | 1,750,869 | Common | SOLE |
| 573284106 | MLM | Martin Marietta Matls Inc | $240.0M | 2.20% | 390,842 | Common | SOLE |
| 571748102 | MRSH | Marsh & Mclennan Cos Inc | $239.8M | 2.20% | 1,164,167 | Common | SOLE |
| 955306105 | WST | West Pharmaceutical Svsc Inc | $236.3M | 2.17% | 597,106 | Common | SOLE |
| 911363109 | URI | United Rentals Inc | $234.0M | 2.15% | 324,536 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $233.7M | 2.14% | 3,562,513 | Common | SOLE |
| 13646K108 | CP | CANADIAN PACIFIC KANSAS CITY | $230.1M | 2.11% | 2,609,396 | Common | SOLE |
| G1151C101 | ACN | Accenture PLC Ireland | $224.7M | 2.06% | 648,198 | Common | SOLE |
| 94106B101 | WCN | Waste Connections Inc | $222.5M | 2.04% | 1,293,458 | Common | SOLE |
| 482480100 | KLAC | KLA Corp | $211.5M | 1.94% | 302,782 | Common | SOLE |
| 808513105 | SCHW | Schwab Charles Corp | $207.5M | 1.90% | 2,868,488 | Common | SOLE |
| 00187Y100 | APG | Api Group Corp | $204.0M | 1.87% | 5,193,748 | Common | SOLE |
| 02079K107 | GOOG | Alphabet Inc | $185.5M | 1.70% | 1,218,316 | Common | SOLE |
| 136375102 | CNI | Canadian Natl Ry Co | $180.5M | 1.66% | 1,370,068 | Common | SOLE |
| 883556102 | TMO | Thermo Fisher Scientific Inc | $168.6M | 1.55% | 290,120 | Common | SOLE |
| 036752103 | ELV | Elevance Health Inc | $152.6M | 1.40% | 294,351 | Common | SOLE |
| 780287108 | RGLD | Royal Gold Inc | $151.8M | 1.39% | 1,246,030 | Common | SOLE |
| 052769106 | ADSK | Autodesk Inc | $146.3M | 1.34% | 561,599 | Common | SOLE |
| 032654105 | ADI | Analog Devices Inc | $145.0M | 1.33% | 733,018 | Common | SOLE |
| 00846U101 | A | Agilent Technologies Inc | $142.6M | 1.31% | 980,310 | Common | SOLE |
| G25508105 | CRH | CRH PLC | $141.8M | 1.30% | 1,644,311 | Common | SOLE |
| 49338L103 | KEYS | Keysight Technologies Inc | $139.7M | 1.28% | 893,352 | Common | SOLE |
| G8473T100 | STE | Steris PLC | $133.6M | 1.23% | 594,452 | Common | SOLE |
| 12504L109 | CBRE | CBRE Group Inc | $133.3M | 1.22% | 1,371,316 | Common | SOLE |
| G3421J106 | FERG1GBX | Ferguson PLC New | $128.7M | 1.18% | 589,010 | Common | SOLE |
| 12514G108 | CDW | CDW Corp | $124.4M | 1.14% | 486,326 | Common | SOLE |
| 824348106 | SHW | Sherwin Williams Co | $121.6M | 1.12% | 350,112 | Common | SOLE |
| 55354G100 | MSCI | MSCI Inc | $114.8M | 1.05% | 204,900 | Common | SOLE |
| 43300A203 | HLT | Hilton Worldwide Hldgs Inc | $111.4M | 1.02% | 522,074 | Common | SOLE |
| 009066101 | ABNB | Airbnb Inc | $109.8M | 1.01% | 665,914 | Common | SOLE |
| 941848103 | WAT | WATERS CORP | $104.4M | 0.96% | 303,369 | Common | SOLE |
| 278865100 | ECL | Ecolab Inc | $104.3M | 0.96% | 451,884 | Common | SOLE |
| 73278L105 | POOL | Pool Corp | $101.7M | 0.93% | 251,975 | Common | SOLE |
| 452327109 | ILMN | ILLUMINA INC | $100.1M | 0.92% | 729,100 | Common | SOLE |
| H01301128 | ALC | Alcon AG | $96.2M | 0.88% | 1,155,534 | Common | SOLE |
| 879360105 | TDY | Teledyne Technologies Inc | $95.8M | 0.88% | 223,039 | Common | SOLE |
| 58506Q109 | MEDP | MEDPACE HLDGS INC | $90.2M | 0.83% | 223,300 | Common | SOLE |
| 892356106 | TSCO | Tractor Supply Co | $64.2M | 0.59% | 245,346 | Common | SOLE |
| 084670702 | BRK/B | Berkshire Hathaway Inc Del | $57.9M | 0.53% | 137,636 | Common | SOLE |
| 882508104 | TXN | Texas Instrs Inc | $54.3M | 0.50% | 311,631 | Common | SOLE |
| 36168Q104 | GFL | GFL ENVIRONMENTAL INC | $35.7M | 0.33% | 1,034,385 | Common | SOLE |
| 531229722 | LLYVK* | LIBERTY MEDIA CORP DEL | $1.7M | 0.02% | 38,274 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.