Q2 2025 · 13F-HR
Findlay Park Partners LLPholdings as filed
Filed 2025-08-13 · accession 0000943663-25-000213
$9.70B
Reported value
57
Positions
2025-06-30
Period end
The Brief · Findlay Park Partners LLP · Q2 2025
AI · grounded in 13F
Findlay Park Partners LLP established a new position in MSFT valued at $420.2M. The fund also initiated new stakes in INTU for $358.9M and ACN for $353.4M. Other new additions include APG, LYV, and SPGI. The fund ended the period with 57 positions and total AUM of $9.7B.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $420.2M | 4.33% | 844,810 | Common | SOLE |
| 461202103 | INTU | INTUIT | $358.9M | 3.70% | 455,645 | Common | SOLE |
| G1151C101 | ACN | ACCENTURE PLC IRELAND | $353.4M | 3.64% | 1,182,298 | Common | SOLE |
| 00187Y100 | APG | API GROUP CORP | $340.3M | 3.51% | 6,666,648 | Common | SOLE |
| 538034109 | LYV | LIVE NATION ENTERTAINMENT IN | $311.5M | 3.21% | 2,059,400 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $308.2M | 3.18% | 584,520 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $302.7M | 3.12% | 2,896,213 | Common | SOLE |
| 363576109 | AJG | GALLAGHER ARTHUR J & CO | $302.2M | 3.12% | 944,101 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $289.4M | 2.98% | 514,990 | Common | SOLE |
| 13646K108 | CP | CANADIAN PACIFIC KANSAS CITY | $250.5M | 2.58% | 3,159,496 | Common | SOLE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $248.8M | 2.56% | 2,726,369 | Common | SOLE |
| 882508104 | TXN | TEXAS INSTRS INC | $248.7M | 2.56% | 1,198,031 | Common | SOLE |
| G25508105 | CRH | CRH PLC | $226.5M | 2.34% | 2,466,911 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $213.0M | 2.20% | 438,536 | Common | SOLE |
| 780287108 | RGLD | ROYAL GOLD INC | $213.0M | 2.20% | 1,197,730 | Common | SOLE |
| 26875P101 | EOG | EOG RES INC | $201.4M | 2.08% | 1,683,509 | Common | SOLE |
| 941848103 | WAT | WATERS CORP | $195.8M | 2.02% | 560,969 | Common | SOLE |
| 571748102 | MRSH | MARSH & MCLENNAN COS INC | $193.7M | 2.00% | 885,767 | Common | SOLE |
| 983793100 | XPO | XPO INC | $191.6M | 1.98% | 1,517,500 | Common | SOLE |
| G8473T100 | STE | STERIS PLC | $182.7M | 1.88% | 760,652 | Common | SOLE |
| 45866F104 | ICE | INTERCONTINENTAL EXCHANGE IN | $181.5M | 1.87% | 989,469 | Common | SOLE |
| 955306105 | WST | WEST PHARMACEUTICAL SVSC INC | $178.7M | 1.84% | 816,606 | Common | SOLE |
| 31488V107 | FERG | FERGUSON ENTERPRISES INC | $172.2M | 1.78% | 790,610 | Common | SOLE |
| 911363109 | URI | UNITED RENTALS INC | $171.4M | 1.77% | 227,436 | Common | SOLE |
| 366651107 | IT | GARTNER INC | $168.9M | 1.74% | 417,821 | Common | SOLE |
| 824348106 | SHW | SHERWIN WILLIAMS CO | $165.3M | 1.70% | 481,312 | Common | SOLE |
| 20825C104 | COP | CONOCOPHILLIPS | $158.9M | 1.64% | 1,770,771 | Common | SOLE |
| 136375102 | CNI | CANADIAN NATL RY CO | $155.1M | 1.60% | 1,490,368 | Common | SOLE |
| 00846U101 | A | AGILENT TECHNOLOGIES INC | $151.9M | 1.57% | 1,287,410 | Common | SOLE |
| 12504L109 | CBRE | CBRE GROUP INC | $147.7M | 1.52% | 1,054,216 | Common | SOLE |
| 57060D108 | MKTX | MARKETAXESS HLDGS INC | $146.6M | 1.51% | 656,300 | Common | SOLE |
| 294429105 | EFX | EQUIFAX INC | $139.8M | 1.44% | 539,100 | Common | SOLE |
| 94106B101 | WCN | WASTE CONNECTIONS INC | $137.2M | 1.42% | 734,958 | Common | SOLE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $134.7M | 1.39% | 505,674 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $130.6M | 1.35% | 322,220 | Common | SOLE |
| 482480100 | KLAC | KLA CORP | $129.3M | 1.33% | 144,382 | Common | SOLE |
| 216648501 | COO | COOPER COS INC | $129.2M | 1.33% | 1,815,900 | Common | SOLE |
| 573284106 | MLM | MARTIN MARIETTA MATLS INC | $121.2M | 1.25% | 220,842 | Common | SOLE |
| 45073V108 | ITT | ITT INC | $120.4M | 1.24% | 767,900 | Common | SOLE |
| 278865100 | ECL | ECOLAB INC | $118.6M | 1.22% | 440,184 | Common | SOLE |
| 00766T100 | ACM | AECOM | $115.8M | 1.19% | 1,026,227 | Common | SOLE |
| 55354G100 | MSCI | MSCI INC | $114.9M | 1.19% | 199,300 | Common | SOLE |
| 49338L103 | KEYS | KEYSIGHT TECHNOLOGIES INC | $113.4M | 1.17% | 691,752 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $111.5M | 1.15% | 564,400 | Common | SOLE |
| 879360105 | TDY | TELEDYNE TECHNOLOGIES INC | $107.9M | 1.11% | 210,539 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $103.3M | 1.07% | 564,400 | Common | SOLE |
| 052769106 | ADSK | AUTODESK INC | $101.0M | 1.04% | 326,399 | Common | SOLE |
| 58506Q109 | MEDP | MEDPACE HLDGS INC | $96.5M | 1.00% | 307,600 | Common | SOLE |
| 12514G108 | CDW | CDW CORP | $82.0M | 0.85% | 459,126 | Common | SOLE |
| 45167R104 | IEX | IDEX CORP | $79.5M | 0.82% | 452,899 | Common | SOLE |
| 032654105 | ADI | ANALOG DEVICES INC | $77.5M | 0.80% | 325,618 | Common | SOLE |
| 73278L105 | POOL | POOL CORP | $71.9M | 0.74% | 246,675 | Common | SOLE |
| H01301128 | ALC | ALCON AG | $71.6M | 0.74% | 810,617 | Common | SOLE |
| 29786A106 | ETSY | ETSY INC | $59.8M | 0.62% | 1,192,800 | Common | SOLE |
| 29362U104 | ENTG | ENTEGRIS INC | $39.9M | 0.41% | 495,100 | Common | SOLE |
| 89055F103 | BLD | TOPBUILD CORP | $36.8M | 0.38% | 113,637 | Common | SOLE |
| 531229722 | LLYVK* | LIBERTY MEDIA CORP DEL | $3.0M | 0.03% | 36,474 | 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.