Findlay Park Partners LLP Q3 2024 Filing
Filed November 4, 2024
Portfolio Value
$10.6B
Holdings
59
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (59 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | UNHUNITEDHEALTH GROUP INC | 753,626 | $440.6M | 4.16% | |
| 2 | ACNACCENTURE PLC IRELAND | 1,114,498 | $394.0M | 3.71% | |
| 3 | MAMASTERCARD INCORPORATED | 693,590 | $342.5M | 3.23% | |
| 4 | MSFTMICROSOFT CORP | 789,810 | $339.9M | 3.20% | |
| 5 | ITGARTNER INC | 665,921 | $337.5M | 3.18% | |
| 6 | SPGIS&P GLOBAL INC | 601,920 | $311.0M | 2.93% | |
| 7 | FWONALIBERTY MEDIA CORP DEL | 3,917,613 | $303.3M | 2.86% | |
| 8 | CPCANADIAN PACIFIC KANSAS CITY | 3,242,496 | $277.4M | 2.62% | |
| 9 | EOGEOG RES INC | 2,098,809 | $258.0M | 2.43% | |
| 10 | CBRECBRE GROUP INC | 2,022,144 | $251.7M | 2.37% | |
| 11 | WSTWEST PHARMACEUTICAL SVSC INC | 827,706 | $248.4M | 2.34% | |
| 12 | INTUINTUIT | 391,545 | $243.1M | 2.29% | |
| 13 | AJGGALLAGHER ARTHUR J & CO | 861,201 | $242.3M | 2.29% | |
| 14 | LYVLIVE NATION ENTERTAINMENT IN | 2,110,800 | $231.1M | 2.18% | |
| 15 | KLACKLA CORP | 297,382 | $230.3M | 2.17% | |
| 16 | BLDTOPBUILD CORP | 564,207 | $229.5M | 2.16% | |
| 17 | ACMAECOM | 2,200,227 | $227.2M | 2.14% | |
| 18 | COPCONOCOPHILLIPS | 2,114,671 | $222.6M | 2.10% | |
| 19 | ICEINTERCONTINENTAL EXCHANGE IN | 1,320,169 | $212.1M | 2.00% | |
| 20 | CNRCANADIAN NATL RY CO | 1,807,868 | $211.8M | 2.00% | |
| 21 | MLMMARTIN MARIETTA MATLS INC | 383,842 | $206.6M | 1.95% | |
| 22 | TMOTHERMO FISHER SCIENTIFIC INC | 324,620 | $200.8M | 1.89% | |
| 23 | RHCRH PLC | 2,162,611 | $200.6M | 1.89% | |
| 24 | GOOGALPHABET INC | 1,196,216 | $200.0M | 1.89% | |
| 25 | MRSHMARSH & MCLENNAN COS INC | 888,967 | $198.3M | 1.87% | |
| 26 | ELVELEVANCE HEALTH INC | 362,851 | $188.7M | 1.78% | |
| 27 | URIUNITED RENTALS INC | 232,536 | $188.3M | 1.78% | |
| 28 | APGAPI GROUP CORP | 5,698,148 | $188.2M | 1.77% | |
| 29 | WATWATERS CORP | 511,124 | $183.9M | 1.73% | |
| 30 | SCHWSCHWAB CHARLES CORP | 2,816,488 | $182.5M | 1.72% | |
| 31 | WCNWASTE CONNECTIONS INC | 998,258 | $178.5M | 1.68% | |
| 32 | RGLDROYAL GOLD INC | 1,223,530 | $171.7M | 1.62% | |
| 33 | AG8AGILENT TECHNOLOGIES INC | 1,129,210 | $167.7M | 1.58% | |
| 34 | MKTXMARKETAXESS HLDGS INC | 631,111 | $161.7M | 1.52% | |
| 35 | MEDPMEDPACE HLDGS INC | 470,900 | $157.2M | 1.48% | |
| 36 | XPOXPO INC | 1,411,300 | $151.7M | 1.43% | |
| 37 | BRK/BBERKSHIRE HATHAWAY INC DEL | 313,136 | $144.1M | 1.36% | |
| 38 | STESTERIS PLC | 583,752 | $141.6M | 1.34% | |
| 39 | SHWSHERWIN WILLIAMS CO | 343,912 | $131.3M | 1.24% | |
| 40 | TDYTELEDYNE TECHNOLOGIES INC | 293,444 | $128.4M | 1.21% | |
| 41 | HLTHILTON WORLDWIDE HLDGS INC | 512,674 | $118.2M | 1.11% | |
| 42 | MSCIMSCI INC | 201,300 | $117.3M | 1.11% | |
| 43 | DHRDANAHER CORPORATION | 413,000 | $114.8M | 1.08% | |
| 44 | ALCALCON AG | 1,134,634 | $113.5M | 1.07% | |
| 45 | ECLECOLAB INC | 443,784 | $113.3M | 1.07% | |
| 46 | KEYSKEYSIGHT TECHNOLOGIES INC | 700,252 | $111.3M | 1.05% | |
| 47 | ADIANALOG DEVICES INC | 479,718 | $110.4M | 1.04% | |
| 48 | CDWCDW CORP | 477,626 | $108.1M | 1.02% | |
| 49 | FERGFERGUSON ENTERPRISES INC | 499,410 | $99.2M | 0.94% | |
| 50 | ILMNILLUMINA INC | 716,000 | $93.4M | 0.88% | |
| 51 | POOLPOOL CORP | 247,475 | $93.2M | 0.88% | |
| 52 | ADSKAUTODESK INC | 328,099 | $90.4M | 0.85% | |
| 53 | ABNBAIRBNB INC | 653,914 | $82.9M | 0.78% | |
| 54 | AMATAPPLIED MATLS INC | 409,600 | $82.8M | 0.78% | |
| 55 | TXNTEXAS INSTRS INC | 306,031 | $63.2M | 0.60% | |
| 56 | GLOBGLOBANT S A | 156,518 | $31.0M | 0.29% | |
| 57 | IEXIDEX CORP | 121,378 | $26.0M | 0.25% | |
| 58 | ITTITT INC | 50,067 | $7.5M | 0.07% | |
| 59 | FWONALIBERTY MEDIA CORP DEL | 37,674 | $1.9M | 0.02% |