Findlay Park Partners LLP Q1 2025 Filing

Filed May 14, 2025

Portfolio Value

$9.7T

Holdings

58

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (58 positions)

#StockSharesValue% PortfolioType
1
AJGGALLAGHER ARTHUR J & CO
1,172,201$404.7B4.16%
2
LYVLIVE NATION ENTERTAINMENT IN
2,403,300$313.8B3.23%
3
SPGIS&P GLOBAL INC
605,620$307.7B3.17%
4
UNHUNITEDHEALTH GROUP INC
575,626$301.5B3.10%
5
MAMASTERCARD INCORPORATED
533,590$292.5B3.01%
6
MRSHMARSH & MCLENNAN COS INC
1,130,367$275.8B2.84%
7
FWONALIBERTY MEDIA CORP DEL
3,001,213$270.1B2.78%
8
ACNACCENTURE PLC IRELAND
858,498$267.9B2.76%
9
SCHWSCHWAB CHARLES CORP
3,393,169$265.6B2.73%
10
INTUINTUIT
395,145$242.6B2.50%
11
MSFTMICROSOFT CORP
642,810$241.3B2.48%
12
APGAPI GROUP CORP
6,445,948$230.5B2.37%
13
CPCANADIAN PACIFIC KANSAS CITY
3,274,096$229.9B2.37%
14
RHCRH PLC
2,556,511$224.9B2.31%
15
EOGEOG RES INC
1,744,509$223.7B2.30%
16
WATWATERS CORP
581,169$214.2B2.20%
17
RGLDROYAL GOLD INC
1,241,030$202.9B2.09%
18
CBRECBRE GROUP INC
1,517,016$198.4B2.04%
19
WCNWASTE CONNECTIONS INC
1,011,458$197.4B2.03%
20
COPCONOCOPHILLIPS
1,835,071$192.7B1.98%
21
WSTWEST PHARMACEUTICAL SVSC INC
846,206$189.4B1.95%
22
ITGARTNER INC
432,921$181.7B1.87%
23
STESTERIS PLC
788,152$178.6B1.84%
24
CNRCANADIAN NATL RY CO
1,830,068$178.4B1.84%
25
ICEINTERCONTINENTAL EXCHANGE IN
1,025,269$176.9B1.82%
26
SHWSHERWIN WILLIAMS CO
498,612$174.1B1.79%
27
BRK/BBERKSHIRE HATHAWAY INC DEL
322,736$171.9B1.77%
28
XPOXPO INC
1,572,500$169.2B1.74%
29
TMOTHERMO FISHER SCIENTIFIC INC
333,820$166.1B1.71%
30
AG8AGILENT TECHNOLOGIES INC
1,334,010$156.1B1.61%
31
TXNTEXAS INSTRS INC
825,631$148.4B1.53%
32
URIUNITED RENTALS INC
235,536$147.6B1.52%
33
MKTXMARKETAXESS HLDGS INC
680,000$147.1B1.51%
34
ADIANALOG DEVICES INC
675,718$136.3B1.40%
35
EFXEQUIFAX INC
558,500$136.0B1.40%
36
BLDTOPBUILD CORP
444,894$135.7B1.40%
37
FERGFERGUSON ENTERPRISES INC
819,110$131.2B1.35%
38
MEDPMEDPACE HLDGS INC
418,700$127.6B1.31%
39
DHRDANAHER CORPORATION
584,800$119.9B1.23%
40
HLTHILTON WORLDWIDE HLDGS INC
523,874$119.2B1.23%
41
MSCIMSCI INC
206,400$116.7B1.20%
42
ECLECOLAB INC
455,984$115.6B1.19%
43
ALCALCON AG
1,168,334$110.9B1.14%
44
MLMMARTIN MARIETTA MATLS INC
228,642$109.3B1.12%
45
TDYTELEDYNE TECHNOLOGIES INC
218,039$108.5B1.12%
46
KEYSKEYSIGHT TECHNOLOGIES INC
716,752$107.3B1.10%
47
ITTITT INC
795,600$102.8B1.06%
48
KLACKLA CORP
149,382$101.5B1.04%
49
ACMAECOM
1,063,327$98.6B1.01%
50
ADSKAUTODESK INC
338,099$88.5B0.91%
51
IEXIDEX CORP
469,299$84.9B0.87%
52
AMATAPPLIED MATLS INC
584,700$84.9B0.87%
53
POOLPOOL CORP
255,475$81.3B0.84%
54
CDWCDW CORP
475,626$76.2B0.78%
55
ETSYETSY INC
1,236,000$58.3B0.60%
56
ENQENTEGRIS INC
513,000$44.9B0.46%
57
COOCOOPER COS INC
440,243$37.1B0.38%
58
FWONALIBERTY MEDIA CORP DEL
37,674$2.6B0.03%