Q1 2025 · 13F-HR
Findlay Park Partners LLPholdings as filed
Filed 2025-05-14 · accession 0000943663-25-000126
$9.72B
Reported value
58
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 363576109 | AJG | GALLAGHER ARTHUR J & CO | $404.7M | 4.16% | 1,172,201 | Common | SOLE |
| 538034109 | LYV | LIVE NATION ENTERTAINMENT IN | $313.8M | 3.23% | 2,403,300 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $307.7M | 3.17% | 605,620 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $301.5M | 3.10% | 575,626 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $292.5M | 3.01% | 533,590 | Common | SOLE |
| 571748102 | MRSH | MARSH & MCLENNAN COS INC | $275.8M | 2.84% | 1,130,367 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $270.1M | 2.78% | 3,001,213 | Common | SOLE |
| G1151C101 | ACN | ACCENTURE PLC IRELAND | $267.9M | 2.76% | 858,498 | Common | SOLE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $265.6M | 2.73% | 3,393,169 | Common | SOLE |
| 461202103 | INTU | INTUIT | $242.6M | 2.50% | 395,145 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $241.3M | 2.48% | 642,810 | Common | SOLE |
| 00187Y100 | APG | API GROUP CORP | $230.5M | 2.37% | 6,445,948 | Common | SOLE |
| 13646K108 | CP | CANADIAN PACIFIC KANSAS CITY | $229.9M | 2.37% | 3,274,096 | Common | SOLE |
| G25508105 | CRH | CRH PLC | $224.9M | 2.31% | 2,556,511 | Common | SOLE |
| 26875P101 | EOG | EOG RES INC | $223.7M | 2.30% | 1,744,509 | Common | SOLE |
| 941848103 | WAT | WATERS CORP | $214.2M | 2.20% | 581,169 | Common | SOLE |
| 780287108 | RGLD | ROYAL GOLD INC | $202.9M | 2.09% | 1,241,030 | Common | SOLE |
| 12504L109 | CBRE | CBRE GROUP INC | $198.4M | 2.04% | 1,517,016 | Common | SOLE |
| 94106B101 | WCN | WASTE CONNECTIONS INC | $197.4M | 2.03% | 1,011,458 | Common | SOLE |
| 20825C104 | COP | CONOCOPHILLIPS | $192.7M | 1.98% | 1,835,071 | Common | SOLE |
| 955306105 | WST | WEST PHARMACEUTICAL SVSC INC | $189.4M | 1.95% | 846,206 | Common | SOLE |
| 366651107 | IT | GARTNER INC | $181.7M | 1.87% | 432,921 | Common | SOLE |
| G8473T100 | STE | STERIS PLC | $178.6M | 1.84% | 788,152 | Common | SOLE |
| 136375102 | CNI | CANADIAN NATL RY CO | $178.4M | 1.84% | 1,830,068 | Common | SOLE |
| 45866F104 | ICE | INTERCONTINENTAL EXCHANGE IN | $176.9M | 1.82% | 1,025,269 | Common | SOLE |
| 824348106 | SHW | SHERWIN WILLIAMS CO | $174.1M | 1.79% | 498,612 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $171.9M | 1.77% | 322,736 | Common | SOLE |
| 983793100 | XPO | XPO INC | $169.2M | 1.74% | 1,572,500 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $166.1M | 1.71% | 333,820 | Common | SOLE |
| 00846U101 | A | AGILENT TECHNOLOGIES INC | $156.1M | 1.61% | 1,334,010 | Common | SOLE |
| 882508104 | TXN | TEXAS INSTRS INC | $148.4M | 1.53% | 825,631 | Common | SOLE |
| 911363109 | URI | UNITED RENTALS INC | $147.6M | 1.52% | 235,536 | Common | SOLE |
| 57060D108 | MKTX | MARKETAXESS HLDGS INC | $147.1M | 1.51% | 680,000 | Common | SOLE |
| 032654105 | ADI | ANALOG DEVICES INC | $136.3M | 1.40% | 675,718 | Common | SOLE |
| 294429105 | EFX | EQUIFAX INC | $136.0M | 1.40% | 558,500 | Common | SOLE |
| 89055F103 | BLD | TOPBUILD CORP | $135.7M | 1.40% | 444,894 | Common | SOLE |
| 31488V107 | FERG | FERGUSON ENTERPRISES INC | $131.2M | 1.35% | 819,110 | Common | SOLE |
| 58506Q109 | MEDP | MEDPACE HLDGS INC | $127.6M | 1.31% | 418,700 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $119.9M | 1.23% | 584,800 | Common | SOLE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $119.2M | 1.23% | 523,874 | Common | SOLE |
| 55354G100 | MSCI | MSCI INC | $116.7M | 1.20% | 206,400 | Common | SOLE |
| 278865100 | ECL | ECOLAB INC | $115.6M | 1.19% | 455,984 | Common | SOLE |
| H01301128 | ALC | ALCON AG | $110.9M | 1.14% | 1,168,334 | Common | SOLE |
| 573284106 | MLM | MARTIN MARIETTA MATLS INC | $109.3M | 1.12% | 228,642 | Common | SOLE |
| 879360105 | TDY | TELEDYNE TECHNOLOGIES INC | $108.5M | 1.12% | 218,039 | Common | SOLE |
| 49338L103 | KEYS | KEYSIGHT TECHNOLOGIES INC | $107.3M | 1.10% | 716,752 | Common | SOLE |
| 45073V108 | ITT | ITT INC | $102.8M | 1.06% | 795,600 | Common | SOLE |
| 482480100 | KLAC | KLA CORP | $101.5M | 1.04% | 149,382 | Common | SOLE |
| 00766T100 | ACM | AECOM | $98.6M | 1.01% | 1,063,327 | Common | SOLE |
| 052769106 | ADSK | AUTODESK INC | $88.5M | 0.91% | 338,099 | Common | SOLE |
| 45167R104 | IEX | IDEX CORP | $84.9M | 0.87% | 469,299 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $84.9M | 0.87% | 584,700 | Common | SOLE |
| 73278L105 | POOL | POOL CORP | $81.3M | 0.84% | 255,475 | Common | SOLE |
| 12514G108 | CDW | CDW CORP | $76.2M | 0.78% | 475,626 | Common | SOLE |
| 29786A106 | ETSY | ETSY INC | $58.3M | 0.60% | 1,236,000 | Common | SOLE |
| 29362U104 | ENTG | ENTEGRIS INC | $44.9M | 0.46% | 513,000 | Common | SOLE |
| 216648501 | COO | COOPER COS INC | $37.1M | 0.38% | 440,243 | Common | SOLE |
| 531229722 | LLYVK* | LIBERTY MEDIA CORP DEL | $2.6M | 0.03% | 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.