Q4 2024 · 13F-HR
Findlay Park Partners LLPholdings as filed
Filed 2025-02-14 · accession 0000943663-25-000051
$10.06B
Reported value
59
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G1151C101 | ACN | ACCENTURE PLC IRELAND | $393.4M | 3.91% | 1,118,198 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $360.1M | 3.58% | 3,885,713 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $330.2M | 3.28% | 783,410 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $329.2M | 3.27% | 650,726 | Common | SOLE |
| 363576109 | AJG | GALLAGHER ARTHUR J & CO | $328.3M | 3.26% | 1,156,601 | Common | SOLE |
| 538034109 | LYV | LIVE NATION ENTERTAINMENT IN | $307.1M | 3.05% | 2,371,100 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $297.6M | 2.96% | 597,620 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $277.2M | 2.75% | 526,490 | Common | SOLE |
| 955306105 | WST | WEST PHARMACEUTICAL SVSC INC | $273.4M | 2.72% | 834,706 | Common | SOLE |
| 366651107 | IT | GARTNER INC | $260.8M | 2.59% | 538,321 | Common | SOLE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $247.8M | 2.46% | 3,347,769 | Common | SOLE |
| 461202103 | INTU | INTUIT | $245.0M | 2.43% | 389,745 | Common | SOLE |
| 13646K108 | CP | CANADIAN PACIFIC KANSAS CITY | $233.8M | 2.32% | 3,230,096 | Common | SOLE |
| 12504L109 | CBRE | CBRE GROUP INC | $230.4M | 2.29% | 1,754,716 | Common | SOLE |
| 00187Y100 | APG | API GROUP CORP | $228.7M | 2.27% | 6,359,348 | Common | SOLE |
| 26875P101 | EOG | EOG RES INC | $211.0M | 2.10% | 1,721,109 | Common | SOLE |
| G25508105 | CRH | CRH PLC | $202.1M | 2.01% | 2,184,411 | Common | SOLE |
| 941848103 | WAT | WATERS CORP | $194.8M | 1.94% | 525,169 | Common | SOLE |
| 00766T100 | ACM | AECOM | $192.4M | 1.91% | 1,801,127 | Common | SOLE |
| 571748102 | MRSH | MARSH & MCLENNAN COS INC | $188.6M | 1.87% | 887,967 | Common | SOLE |
| 482480100 | KLAC | KLA CORP | $187.4M | 1.86% | 297,382 | Common | SOLE |
| 983793100 | XPO | XPO INC | $184.8M | 1.84% | 1,409,200 | Common | SOLE |
| 136375102 | CNI | CANADIAN NATL RY CO | $183.3M | 1.82% | 1,805,568 | Common | SOLE |
| 20825C104 | COP | CONOCOPHILLIPS | $179.5M | 1.78% | 1,810,471 | Common | SOLE |
| 89055F103 | BLD | TOPBUILD CORP | $174.9M | 1.74% | 561,707 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $171.4M | 1.70% | 329,420 | Common | SOLE |
| 94106B101 | WCN | WASTE CONNECTIONS INC | $171.2M | 1.70% | 997,858 | Common | SOLE |
| 911363109 | URI | UNITED RENTALS INC | $163.7M | 1.63% | 232,436 | Common | SOLE |
| 780287108 | RGLD | ROYAL GOLD INC | $161.4M | 1.60% | 1,224,430 | Common | SOLE |
| G8473T100 | STE | STERIS PLC | $159.8M | 1.59% | 777,552 | Common | SOLE |
| 58506Q109 | MEDP | MEDPACE HLDGS INC | $157.2M | 1.56% | 473,100 | Common | SOLE |
| 879360105 | TDY | TELEDYNE TECHNOLOGIES INC | $155.0M | 1.54% | 334,039 | Common | SOLE |
| 00846U101 | A | AGILENT TECHNOLOGIES INC | $152.4M | 1.51% | 1,134,110 | Common | SOLE |
| 57060D108 | MKTX | MARKETAXESS HLDGS INC | $151.7M | 1.51% | 670,900 | Common | SOLE |
| 45866F104 | ICE | INTERCONTINENTAL EXCHANGE IN | $150.7M | 1.50% | 1,011,469 | Common | SOLE |
| 573284106 | MLM | MARTIN MARIETTA MATLS INC | $146.1M | 1.45% | 282,842 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $144.3M | 1.43% | 318,436 | Common | SOLE |
| 036752103 | ELV | ELEVANCE HEALTH INC | $136.3M | 1.35% | 369,351 | Common | SOLE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $127.8M | 1.27% | 516,974 | Common | SOLE |
| 55354G100 | MSCI | MSCI INC | $122.2M | 1.21% | 203,600 | Common | SOLE |
| 824348106 | SHW | SHERWIN WILLIAMS CO | $117.8M | 1.17% | 346,412 | Common | SOLE |
| 49338L103 | KEYS | KEYSIGHT TECHNOLOGIES INC | $113.6M | 1.13% | 707,152 | Common | SOLE |
| 278865100 | ECL | ECOLAB INC | $105.4M | 1.05% | 449,884 | Common | SOLE |
| 032654105 | ADI | ANALOG DEVICES INC | $103.4M | 1.03% | 486,718 | Common | SOLE |
| 052769106 | ADSK | AUTODESK INC | $98.6M | 0.98% | 333,599 | Common | SOLE |
| H01301128 | ALC | ALCON AG | $97.8M | 0.97% | 1,152,634 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $97.6M | 0.97% | 425,000 | Common | SOLE |
| 452327109 | ILMN | ILLUMINA INC | $97.2M | 0.97% | 727,100 | Common | SOLE |
| 31488V107 | FERG | FERGUSON ENTERPRISES INC | $87.9M | 0.87% | 506,310 | Common | SOLE |
| 73278L105 | POOL | POOL CORP | $86.0M | 0.85% | 252,175 | Common | SOLE |
| 294429105 | EFX | EQUIFAX INC | $85.1M | 0.85% | 333,800 | Common | SOLE |
| 12514G108 | CDW | CDW CORP | $81.6M | 0.81% | 469,126 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $69.5M | 0.69% | 427,200 | Common | SOLE |
| L44385109 | GLOB | GLOBANT S A | $65.7M | 0.65% | 306,400 | Common | SOLE |
| 29786A106 | ETSY | ETSY INC | $64.5M | 0.64% | 1,219,400 | Common | SOLE |
| 882508104 | TXN | TEXAS INSTRS INC | $59.5M | 0.59% | 317,531 | Common | SOLE |
| 45167R104 | IEX | IDEX CORP | $59.2M | 0.59% | 282,700 | Common | SOLE |
| 45073V108 | ITT | ITT INC | $58.4M | 0.58% | 408,600 | Common | SOLE |
| 531229722 | LLYVK* | LIBERTY MEDIA CORP DEL | $2.5M | 0.03% | 37,174 | 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.