Findlay Park Partners LLP
CIK: 0001351950SEC EDGAR →
Portfolio Value
$7.8B
Holdings
57
As of
Q4 2025
New Positions
56
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | S&P GLOBAL INC | 542,640 | $283.6M | 3.62% |
| 2 | MASTERCARD INCORPORATED | 479,330 | $273.6M | 3.49% |
| 3 | API GROUP CORP | 7,020,134 | $268.6M | 3.43% |
| 4 | GALLAGHER ARTHUR J & CO | 1,025,521 | $265.4M | 3.39% |
| 5 | ACCENTURE PLC IRELAND | 965,598 | $259.1M | 3.31% |
| 6 | CRH PLC | 2,013,711 | $251.3M | 3.21% |
| 7 | INTUIT | 372,185 | $246.5M | 3.15% |
| 8 | TEXAS INSTRS INC | 1,321,131 | $229.2M | 2.92% |
| 9 | ROYAL GOLD INC | 978,030 | $217.4M | 2.77% |
| 10 | ITT INC | 1,230,902 | $213.6M | 2.73% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Industrials | 13 | $1.8B | 22.4% |
| Financial Services | 8 | $1.5B | 19.3% |
| Technology | 11 | $1.4B | 18.2% |
| Healthcare | 7 | $904.5M | 11.5% |
| Basic Materials | 4 | $552.0M | 7.0% |
| Communication Services | 4 | $462.4M | 5.9% |
| Consumer Cyclical | 3 | $424.1M | 5.4% |
| Energy | 3 | $400.0M | 5.1% |
| Unknown | 3 | $323.7M | 4.1% |
| Real Estate | 1 | $83.3M | 1.1% |