Findlay Park Partners LLP Q2 2018 Filing
Filed August 7, 2018
Portfolio Value
$10.4T
Holdings
46
Report Date
Q2 2018
Filing Type
13F-HR
All Holdings (46 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft Corp | 6,801,728 | $670.7B | 6.44% | |
| 2 | ACNAccenture PLC Ireland | 3,384,829 | $553.7B | 5.31% | |
| 3 | APDAir Prods & Chems Inc | 3,200,000 | $498.3B | 4.78% | |
| 4 | AXPAmerican Express Co | 4,893,524 | $479.6B | 4.60% | |
| 5 | KOCoca Cola Co | 10,115,538 | $443.7B | 4.26% | |
| 6 | BDXBecton Dickinson & Co | 1,795,000 | $430.0B | 4.13% | |
| 7 | MMM3M Co | 2,038,000 | $400.9B | 3.85% | |
| 8 | BRK/BBerkshire Hathaway Inc Del | 2,129,859 | $397.5B | 3.81% | |
| 9 | FISFidelity Natl Information SV | 3,625,000 | $384.4B | 3.69% | |
| 10 | GOOGAlphabet Inc | 342,799 | $382.4B | 3.67% | |
| 11 | DHRDanaher Corp Del | 3,825,000 | $377.5B | 3.62% | |
| 12 | TMOThermo Fisher Scientific Inc | 1,525,000 | $315.9B | 3.03% | |
| 13 | WFCWells Fargo Co New | 5,324,334 | $295.2B | 2.83% | |
| 14 | WCNWaste Connections Inc | 3,733,354 | $281.0B | 2.70% | |
| 15 | ADBEAdobe Sys Inc | 1,143,009 | $278.7B | 2.67% | |
| 16 | YUSDAlleghany Corp Del | 454,362 | $261.2B | 2.51% | |
| 17 | UNPUnion Pac Corp | 1,720,683 | $243.8B | 2.34% | |
| 18 | SHWSherwin Williams Co | 591,000 | $240.9B | 2.31% | |
| 19 | EOGEOG Res Inc | 1,924,467 | $239.5B | 2.30% | |
| 20 | ADSKAutodesk Inc | 1,785,339 | $234.0B | 2.25% | |
| 21 | CMCSAComcast Corp New | 6,503,457 | $213.4B | 2.05% | |
| 22 | MSCIMSCI Inc | 1,261,829 | $208.7B | 2.00% | |
| 23 | PBProsperity Bancshares Inc | 2,924,575 | $199.9B | 1.92% | |
| 24 | DEDeere & Co | 1,359,572 | $190.1B | 1.82% | |
| 25 | SLBSchlumberger Ltd | 2,270,000 | $152.2B | 1.46% | |
| 26 | MLMMartin Marietta Matls Inc | 674,423 | $150.6B | 1.45% | |
| 27 | MOAltria Group Inc | 2,498,210 | $141.9B | 1.36% | |
| 28 | HOGHarley Davidson Inc | 3,200,000 | $134.7B | 1.29% | |
| 29 | TXNTexas Instrs Inc | 1,142,137 | $125.9B | 1.21% | |
| 30 | HLTHilton Worldwide Hldgs Inc | 1,560,679 | $123.5B | 1.19% | |
| 31 | MRSHMarsh & Mclennan Cos Inc | 1,436,000 | $117.7B | 1.13% | |
| 32 | SCHWSchwab Charles Corp New | 2,293,386 | $117.2B | 1.12% | |
| 33 | ICEIntercontinental Exchange In | 1,556,076 | $114.4B | 1.10% | |
| 34 | CDKCDK Global Inc | 1,750,000 | $113.8B | 1.09% | |
| 35 | FISVFiserv Inc | 1,525,000 | $113.0B | 1.08% | |
| 36 | CBSHCommerce Bancshares Inc | 1,500,000 | $97.1B | 0.93% | |
| 37 | NDAQNasdaq Inc | 1,000,000 | $91.3B | 0.88% | |
| 38 | CLColgate Palmolive Co | 1,400,000 | $90.7B | 0.87% | |
| 39 | AMTAmerican Tower Corp New | 607,714 | $87.6B | 0.84% | |
| 40 | PPGPPG Inds Inc | 721,167 | $74.8B | 0.72% | |
| 41 | FTVFortive Corp | 900,000 | $69.4B | 0.67% | |
| 42 | AONAON PLC | 466,979 | $64.1B | 0.61% | |
| 43 | ZTSZoetis Inc | 731,247 | $62.3B | 0.60% | |
| 44 | ALLEAllegion Pub Ltd Co | 803,256 | $62.1B | 0.60% | |
| 45 | COOCooper Cos Inc | 227,306 | $53.5B | 0.51% | |
| 46 | BKIEURBlack Knight Inc | 790,002 | $42.3B | 0.41% |