Q3 2025 · 13F-HR
Findlay Park Partners LLPholdings as filed
Filed 2025-11-12 · accession 0000945621-25-001056
$9.52B
Reported value
57
Positions
2025-09-30
Period end
The Brief · Findlay Park Partners LLP · Q3 2025
AI · grounded in 13F
Findlay Park Partners LLP established a new position in MSFT valued at $429.8M. The fund also initiated new stakes in AJG for $331.4M and LYV for $330.5M. Additional new positions include INTU at $305.6M and FWONK at $297.1M. Total assets under management stand at $9.5B across 57 positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $429.8M | 4.51% | 829,810 | Common | SOLE |
| 363576109 | AJG | GALLAGHER ARTHUR J & CO | $331.4M | 3.48% | 1,069,901 | Common | SOLE |
| 538034109 | LYV | LIVE NATION ENTERTAINMENT IN | $330.5M | 3.47% | 2,022,600 | Common | SOLE |
| 461202103 | INTU | INTUIT | $305.6M | 3.21% | 447,545 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $297.1M | 3.12% | 2,844,413 | Common | SOLE |
| G25508105 | CRH | CRH PLC | $290.5M | 3.05% | 2,422,811 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $287.8M | 3.02% | 505,890 | Common | SOLE |
| G1151C101 | ACN | ACCENTURE PLC IRELAND | $286.4M | 3.01% | 1,161,298 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $279.4M | 2.94% | 574,120 | Common | SOLE |
| 00187Y100 | APG | API GROUP CORP | $259.2M | 2.72% | 7,540,068 | Common | SOLE |
| 780287108 | RGLD | ROYAL GOLD INC | $235.9M | 2.48% | 1,176,330 | Common | SOLE |
| 13646K108 | CP | CANADIAN PACIFIC KANSAS CITY | $231.1M | 2.43% | 3,102,796 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $216.6M | 2.28% | 430,836 | Common | SOLE |
| 882508104 | TXN | TEXAS INSTRS INC | $216.2M | 2.27% | 1,176,631 | Common | SOLE |
| 571748102 | MRSH | MARSH & MCLENNAN COS INC | $214.8M | 2.26% | 1,065,967 | Common | SOLE |
| 955306105 | WST | WEST PHARMACEUTICAL SVSC INC | $210.4M | 2.21% | 802,106 | Common | SOLE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $200.0M | 2.10% | 2,095,269 | Common | SOLE |
| 00846U101 | A | AGILENT TECHNOLOGIES INC | $199.0M | 2.09% | 1,550,548 | Common | SOLE |
| 983793100 | XPO | XPO INC | $192.7M | 2.02% | 1,490,400 | Common | SOLE |
| 26875P101 | EOG | EOG RES INC | $185.4M | 1.95% | 1,653,409 | Common | SOLE |
| G8473T100 | STE | STERIS PLC | $184.9M | 1.94% | 747,152 | Common | SOLE |
| 911363109 | URI | UNITED RENTALS INC | $183.7M | 1.93% | 192,436 | Common | SOLE |
| 941848103 | WAT | WATERS CORP | $165.2M | 1.74% | 551,069 | Common | SOLE |
| 20825C104 | COP | CONOCOPHILLIPS | $164.5M | 1.73% | 1,739,071 | Common | SOLE |
| 824348106 | SHW | SHERWIN WILLIAMS CO | $163.8M | 1.72% | 472,912 | Common | SOLE |
| 45866F104 | ICE | INTERCONTINENTAL EXCHANGE IN | $163.7M | 1.72% | 971,869 | Common | SOLE |
| 58506Q109 | MEDP | MEDPACE HLDGS INC | $155.4M | 1.63% | 302,300 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $153.6M | 1.61% | 316,620 | Common | SOLE |
| 482480100 | KLAC | KLA CORP | $153.0M | 1.61% | 141,882 | Common | SOLE |
| 31488V107 | FERG | FERGUSON ENTERPRISES INC | $145.4M | 1.53% | 647,510 | Common | SOLE |
| 136375102 | CNI | CANADIAN NATL RY CO | $138.0M | 1.45% | 1,463,768 | Common | SOLE |
| 573284106 | MLM | MARTIN MARIETTA MATLS INC | $136.8M | 1.44% | 217,042 | Common | SOLE |
| 294429105 | EFX | EQUIFAX INC | $135.9M | 1.43% | 529,600 | Common | SOLE |
| 45073V108 | ITT | ITT INC | $134.8M | 1.42% | 754,200 | Common | SOLE |
| 00766T100 | ACM | AECOM | $131.5M | 1.38% | 1,008,027 | Common | SOLE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $128.9M | 1.35% | 496,874 | Common | SOLE |
| 94106B101 | WCN | WASTE CONNECTIONS INC | $126.9M | 1.33% | 721,958 | Common | SOLE |
| 216648501 | COO | COOPER COS INC | $122.3M | 1.28% | 1,783,400 | Common | SOLE |
| 879360105 | TDY | TELEDYNE TECHNOLOGIES INC | $121.3M | 1.27% | 206,939 | Common | SOLE |
| 49338L103 | KEYS | KEYSIGHT TECHNOLOGIES INC | $118.8M | 1.25% | 679,452 | Common | SOLE |
| 278865100 | ECL | ECOLAB INC | $118.4M | 1.24% | 432,484 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $113.5M | 1.19% | 554,500 | Common | SOLE |
| 57060D108 | MKTX | MARKETAXESS HLDGS INC | $112.3M | 1.18% | 644,700 | Common | SOLE |
| 55354G100 | MSCI | MSCI INC | $111.1M | 1.17% | 195,800 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $109.9M | 1.15% | 554,500 | Common | SOLE |
| 052769106 | ADSK | AUTODESK INC | $101.9M | 1.07% | 320,699 | Common | SOLE |
| 12504L109 | CBRE | CBRE GROUP INC | $98.1M | 1.03% | 622,516 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $84.4M | 0.89% | 120,900 | Common | SOLE |
| 032654105 | ADI | ANALOG DEVICES INC | $78.6M | 0.83% | 319,918 | Common | SOLE |
| 29786A106 | ETSY | ETSY INC | $77.8M | 0.82% | 1,171,500 | Common | SOLE |
| 73278L105 | POOL | POOL CORP | $75.2M | 0.79% | 242,475 | Common | SOLE |
| 980745103 | WWD | WOODWARD INC | $73.4M | 0.77% | 290,474 | Common | SOLE |
| 45167R104 | IEX | IDEX CORP | $72.4M | 0.76% | 444,899 | Common | SOLE |
| 12514G108 | CDW | CDW CORP | $71.8M | 0.75% | 451,026 | Common | SOLE |
| 29362U104 | ENTG | ENTEGRIS INC | $45.0M | 0.47% | 486,300 | Common | SOLE |
| 89055F103 | BLD | TOPBUILD CORP | $43.7M | 0.46% | 111,837 | Common | SOLE |
| 531229722 | LLYVK* | LIBERTY MEDIA CORP DEL | $3.5M | 0.04% | 36,074 | 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.