Findlay Park Partners LLP Q1 2018 Filing

Filed May 9, 2018

Portfolio Value

$10.0T

Holdings

55

Report Date

Q1 2018

Filing Type

13F-HR

All Holdings (55 positions)

#StockSharesValue% PortfolioType
1
MSFTMicrosoft Corp
7,461,728$681.0B6.78%
2
APDAir Prods & Chems Inc
3,000,000$477.1B4.75%
3
MMM3M Co
2,105,000$462.1B4.60%
4
KOCoca Cola Co
10,115,538$439.3B4.37%
5
ACNAccenture PLC Ireland
2,860,639$439.1B4.37%
6
AXPAmerican Express Co
4,693,524$437.8B4.36%
7
BRK/BBerkshire Hathaway Inc Del
1,887,934$376.6B3.75%
8
DHRDanaher Corp Del
3,650,000$357.4B3.56%
9
GOOGAlphabet Inc
342,799$353.7B3.52%
10
BDXBecton Dickinson & Co
1,595,000$345.6B3.44%
11
TWXCHFTime Warner Inc
3,632,050$343.5B3.42%
12
ADBEAdobe Sys Inc
1,463,009$316.1B3.15%
13
WCNWaste Connections Inc
4,124,712$295.9B2.94%
14
TMOThermo Fisher Scientific Inc
1,400,000$289.0B2.88%
15
UNPUnion Pac Corp
1,937,327$260.4B2.59%
16
FISFidelity Natl Information SV
2,600,000$250.4B2.49%
17
ADSKAutodesk Inc
1,700,339$213.5B2.12%
18
YUSDAlleghany Corp Del
339,671$208.7B2.08%
19
MSCIMSCI Inc
1,348,829$201.6B2.01%
20
SHWSherwin Williams Co
500,341$196.2B1.95%
21
WFCWells Fargo Co New
3,733,864$195.7B1.95%
22
VVisa Inc
1,500,000$179.4B1.79%
23
CMCSAComcast Corp New
5,175,635$176.9B1.76%
24
MOAltria Group Inc
2,498,210$155.7B1.55%
25
TXNTexas Instrs Inc
1,485,907$154.4B1.54%
26
SLBSchlumberger Ltd
2,270,000$147.1B1.46%
27
EOGEOG Res Inc
1,326,750$139.7B1.39%
28
PBProsperity Bancshares Inc
1,909,685$138.7B1.38%
29
ICEIntercontinental Exchange In
1,752,742$127.1B1.26%
30
PPGPPG Inds Inc
1,093,176$122.0B1.21%
31
SCHWSchwab Charles Corp New
2,293,386$119.8B1.19%
32
MRSHMarsh & Mclennan Cos Inc
1,436,000$118.6B1.18%
33
MLMMartin Marietta Matls Inc
560,928$116.3B1.16%
34
DEDeere & Co
729,572$113.3B1.13%
35
BKIEURBlack Knight Inc
2,316,886$109.1B1.09%
36
CLColgate-Palmolive Co
1,500,000$107.5B1.07%
37
AMTAmerican Tower Corp New
724,102$105.2B1.05%
38
ALLEAllegion Pub Ltd Co
1,135,171$96.8B0.96%
39
NDAQNasdaq Inc
1,100,000$94.8B0.94%
40
CDKCDK Global Inc
1,400,000$88.7B0.88%
41
FISVFiserv Inc
1,200,000$85.6B0.85%
42
CBSHCommerce Bancshares Inc
1,293,917$77.5B0.77%
43
HOGHarley Davidson Inc
1,800,000$77.2B0.77%
44
ZTSZoetis Inc
831,247$69.4B0.69%
45
AONAON PLC
466,979$65.5B0.65%
46
HLTHilton Worldwide Hldgs Inc
331,017$26.1B0.26%
47
ABEVAmbev SA
3,197,000$23.2B0.23%
48
BAPCredicorp Ltd
98,012$22.3B0.22%
49
PAMPampa Energia S A
254,691$15.2B0.15%
50
MAMastercard Incorporated
71,287$12.5B0.12%
51
BMABanco Macro SA
93,755$10.1B0.10%
52
AVALGrupo Aval Acciones Y Valore
634,241$5.3B0.05%
53
SUPVGrupo Supervielle S A
145,000$4.4B0.04%
54
GGALGrupo Financiero Galicia S A
30,000$2.0B0.02%
55
CIBEURBancolombia S A
43,300$1.8B0.02%