Q3 2024 · 13F-HR
Findlay Park Partners LLPholdings as filed
Filed 2024-11-04 · accession 0000943663-24-000251
$10.60B
Reported value
59
Positions
2024-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $440.6M | 4.16% | 753,626 | Common | SOLE |
| G1151C101 | ACN | ACCENTURE PLC IRELAND | $394.0M | 3.71% | 1,114,498 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $342.5M | 3.23% | 693,590 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $339.9M | 3.20% | 789,810 | Common | SOLE |
| 366651107 | IT | GARTNER INC | $337.5M | 3.18% | 665,921 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $311.0M | 2.93% | 601,920 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $303.3M | 2.86% | 3,917,613 | Common | SOLE |
| 13646K108 | CP | CANADIAN PACIFIC KANSAS CITY | $277.4M | 2.62% | 3,242,496 | Common | SOLE |
| 26875P101 | EOG | EOG RES INC | $258.0M | 2.43% | 2,098,809 | Common | SOLE |
| 12504L109 | CBRE | CBRE GROUP INC | $251.7M | 2.37% | 2,022,144 | Common | SOLE |
| 955306105 | WST | WEST PHARMACEUTICAL SVSC INC | $248.4M | 2.34% | 827,706 | Common | SOLE |
| 461202103 | INTU | INTUIT | $243.1M | 2.29% | 391,545 | Common | SOLE |
| 363576109 | AJG | GALLAGHER ARTHUR J & CO | $242.3M | 2.29% | 861,201 | Common | SOLE |
| 538034109 | LYV | LIVE NATION ENTERTAINMENT IN | $231.1M | 2.18% | 2,110,800 | Common | SOLE |
| 482480100 | KLAC | KLA CORP | $230.3M | 2.17% | 297,382 | Common | SOLE |
| 89055F103 | BLD | TOPBUILD CORP | $229.5M | 2.16% | 564,207 | Common | SOLE |
| 00766T100 | ACM | AECOM | $227.2M | 2.14% | 2,200,227 | Common | SOLE |
| 20825C104 | COP | CONOCOPHILLIPS | $222.6M | 2.10% | 2,114,671 | Common | SOLE |
| 45866F104 | ICE | INTERCONTINENTAL EXCHANGE IN | $212.1M | 2.00% | 1,320,169 | Common | SOLE |
| 136375102 | CNI | CANADIAN NATL RY CO | $211.8M | 2.00% | 1,807,868 | Common | SOLE |
| 573284106 | MLM | MARTIN MARIETTA MATLS INC | $206.6M | 1.95% | 383,842 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $200.8M | 1.89% | 324,620 | Common | SOLE |
| G25508105 | CRH | CRH PLC | $200.6M | 1.89% | 2,162,611 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $200.0M | 1.89% | 1,196,216 | Common | SOLE |
| 571748102 | MRSH | MARSH & MCLENNAN COS INC | $198.3M | 1.87% | 888,967 | Common | SOLE |
| 036752103 | ELV | ELEVANCE HEALTH INC | $188.7M | 1.78% | 362,851 | Common | SOLE |
| 911363109 | URI | UNITED RENTALS INC | $188.3M | 1.78% | 232,536 | Common | SOLE |
| 00187Y100 | APG | API GROUP CORP | $188.2M | 1.77% | 5,698,148 | Common | SOLE |
| 941848103 | WAT | WATERS CORP | $183.9M | 1.73% | 511,124 | Common | SOLE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $182.5M | 1.72% | 2,816,488 | Common | SOLE |
| 94106B101 | WCN | WASTE CONNECTIONS INC | $178.5M | 1.68% | 998,258 | Common | SOLE |
| 780287108 | RGLD | ROYAL GOLD INC | $171.7M | 1.62% | 1,223,530 | Common | SOLE |
| 00846U101 | A | AGILENT TECHNOLOGIES INC | $167.7M | 1.58% | 1,129,210 | Common | SOLE |
| 57060D108 | MKTX | MARKETAXESS HLDGS INC | $161.7M | 1.52% | 631,111 | Common | SOLE |
| 58506Q109 | MEDP | MEDPACE HLDGS INC | $157.2M | 1.48% | 470,900 | Common | SOLE |
| 983793100 | XPO | XPO INC | $151.7M | 1.43% | 1,411,300 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $144.1M | 1.36% | 313,136 | Common | SOLE |
| G8473T100 | STE | STERIS PLC | $141.6M | 1.34% | 583,752 | Common | SOLE |
| 824348106 | SHW | SHERWIN WILLIAMS CO | $131.3M | 1.24% | 343,912 | Common | SOLE |
| 879360105 | TDY | TELEDYNE TECHNOLOGIES INC | $128.4M | 1.21% | 293,444 | Common | SOLE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $118.2M | 1.11% | 512,674 | Common | SOLE |
| 55354G100 | MSCI | MSCI INC | $117.3M | 1.11% | 201,300 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $114.8M | 1.08% | 413,000 | Common | SOLE |
| H01301128 | ALC | ALCON AG | $113.5M | 1.07% | 1,134,634 | Common | SOLE |
| 278865100 | ECL | ECOLAB INC | $113.3M | 1.07% | 443,784 | Common | SOLE |
| 49338L103 | KEYS | KEYSIGHT TECHNOLOGIES INC | $111.3M | 1.05% | 700,252 | Common | SOLE |
| 032654105 | ADI | ANALOG DEVICES INC | $110.4M | 1.04% | 479,718 | Common | SOLE |
| 12514G108 | CDW | CDW CORP | $108.1M | 1.02% | 477,626 | Common | SOLE |
| 31488V107 | FERG | FERGUSON ENTERPRISES INC | $99.2M | 0.94% | 499,410 | Common | SOLE |
| 452327109 | ILMN | ILLUMINA INC | $93.4M | 0.88% | 716,000 | Common | SOLE |
| 73278L105 | POOL | POOL CORP | $93.2M | 0.88% | 247,475 | Common | SOLE |
| 052769106 | ADSK | AUTODESK INC | $90.4M | 0.85% | 328,099 | Common | SOLE |
| 009066101 | ABNB | AIRBNB INC | $82.9M | 0.78% | 653,914 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $82.8M | 0.78% | 409,600 | Common | SOLE |
| 882508104 | TXN | TEXAS INSTRS INC | $63.2M | 0.60% | 306,031 | Common | SOLE |
| L44385109 | GLOB | GLOBANT S A | $31.0M | 0.29% | 156,518 | Common | SOLE |
| 45167R104 | IEX | IDEX CORP | $26.0M | 0.25% | 121,378 | Common | SOLE |
| 45073V108 | ITT | ITT INC | $7.5M | 0.07% | 50,067 | Common | SOLE |
| 531229722 | LLYVK* | LIBERTY MEDIA CORP DEL | $1.9M | 0.02% | 37,674 | 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.