Findlay Park Partners LLP Q3 2023 Filing
Filed November 7, 2023
Portfolio Value
$9.3T
Holdings
60
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (60 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft Corp | 1,760,354 | $555.8B | 5.98% | |
| 2 | EOGEOG Res Inc | 2,514,669 | $318.8B | 3.43% | |
| 3 | MAMastercard Incorporated | 737,562 | $292.0B | 3.14% | |
| 4 | WCNWaste Connections Inc | 2,057,127 | $276.3B | 2.97% | |
| 5 | AJGGallagher Arthur J & Co | 1,153,107 | $262.8B | 2.83% | |
| 6 | TMUST-Mobile US Inc | 1,822,131 | $255.2B | 2.74% | |
| 7 | LYVLive Nation Entertainment In | 3,059,485 | $254.1B | 2.73% | |
| 8 | INTUIntuit | 487,725 | $249.2B | 2.68% | |
| 9 | ACNAccenture PLC Ireland | 805,419 | $247.4B | 2.66% | |
| 10 | BLDTopBuild Corp | 978,475 | $246.2B | 2.65% | |
| 11 | COPConocophillips | 2,019,751 | $242.0B | 2.60% | |
| 12 | SPGIS&P Global Inc | 639,996 | $233.9B | 2.51% | |
| 13 | ITGartner Inc | 658,572 | $226.3B | 2.43% | |
| 14 | MLMMartin Marietta Matls Inc | 542,730 | $222.8B | 2.39% | |
| 15 | MRSHMarsh & Mclennan Cos Inc | 1,100,424 | $209.4B | 2.25% | |
| 16 | BRK/BBerkshire Hathaway Inc Del | 578,744 | $202.7B | 2.18% | |
| 17 | ICEIntercontinental Exchange In | 1,828,558 | $201.2B | 2.16% | |
| 18 | SHWSherwin Williams Co | 760,676 | $194.0B | 2.09% | |
| 19 | JJacobs Solutions Inc | 1,390,802 | $189.8B | 2.04% | |
| 20 | FERGFerguson PLC New | 1,139,588 | $187.4B | 2.01% | |
| 21 | CBRECBRE Group Inc | 2,482,492 | $183.4B | 1.97% | |
| 22 | TMOThermo Fisher Scientific Inc | 357,244 | $180.8B | 1.94% | |
| 23 | CPCANADIAN PACIFIC KANSAS CITY | 2,351,570 | $175.0B | 1.88% | |
| 24 | NVDANvidia Corporation | 398,189 | $173.2B | 1.86% | |
| 25 | GOOGAlphabet Inc | 1,272,373 | $167.8B | 1.80% | |
| 26 | UNHUnitedhealth Group Inc | 330,585 | $166.7B | 1.79% | |
| 27 | CDWCDW Corp | 766,692 | $154.7B | 1.66% | |
| 28 | URIUnited Rentals Inc | 338,805 | $150.6B | 1.62% | |
| 29 | KEYSKeysight Technologies Inc | 1,127,071 | $149.1B | 1.60% | |
| 30 | TDYTeledyne Technologies Inc | 359,277 | $146.8B | 1.58% | |
| 31 | ADSKAutodesk Inc | 702,998 | $145.5B | 1.56% | |
| 32 | ACMAecom | 1,714,133 | $142.3B | 1.53% | |
| 33 | RGLDRoyal Gold Inc | 1,301,327 | $138.4B | 1.49% | |
| 34 | ADIAnalog Devices Inc | 765,403 | $134.0B | 1.44% | |
| 35 | SCHWSchwab Charles Corp | 2,339,432 | $128.4B | 1.38% | |
| 36 | POOLPool Corp | 332,585 | $118.4B | 1.27% | |
| 37 | MCHPMICROCHIP TECHNOLOGY INC. | 1,444,631 | $112.8B | 1.21% | |
| 38 | STESteris PLC | 491,016 | $107.7B | 1.16% | |
| 39 | AG8Agilent Technologies Inc | 957,763 | $107.1B | 1.15% | |
| 40 | WSTWest Pharmaceutical Svsc Inc | 276,891 | $103.9B | 1.12% | |
| 41 | DHRDanaher Corporation | 404,843 | $100.4B | 1.08% | |
| 42 | APGApi Group Corp | 3,832,820 | $99.4B | 1.07% | |
| 43 | APDAir Prods & Chems Inc | 345,062 | $97.8B | 1.05% | |
| 44 | ALCAlcon AG | 1,266,337 | $97.6B | 1.05% | |
| 45 | ELVElevance Health Inc | 220,510 | $96.0B | 1.03% | |
| 46 | ABNBAirbnb Inc | 695,305 | $95.4B | 1.03% | |
| 47 | HLTHilton Worldwide Hldgs Inc | 545,122 | $81.9B | 0.88% | |
| 48 | WATWATERS CORP | 284,515 | $78.0B | 0.84% | |
| 49 | FTVFortive Corp | 866,213 | $64.2B | 0.69% | |
| 50 | CNRCanadian Natl Ry Co | 581,339 | $63.0B | 0.68% | |
| 51 | ZTSZoetis Inc | 355,795 | $61.9B | 0.67% | |
| 52 | KLACKLA Corp | 128,480 | $58.9B | 0.63% | |
| 53 | FWONALIBERTY MEDIA CORP DEL | 930,421 | $58.0B | 0.62% | |
| 54 | LULULULULEMON ATHLETICA INC | 145,724 | $56.2B | 0.60% | |
| 55 | CITCintas Corp | 109,521 | $52.7B | 0.57% | |
| 56 | TSCOTractor Supply Co | 255,996 | $52.0B | 0.56% | |
| 57 | TXNTexas Instrs Inc | 306,705 | $48.8B | 0.52% | |
| 58 | COSTCostco Whsl Corp New | 76,523 | $43.2B | 0.46% | |
| 59 | IBPInstalled Bldg Prods Inc | 335,108 | $41.9B | 0.45% | |
| 60 | FWONALIBERTY MEDIA CORP DEL | 39,895 | $1.3B | 0.01% |