Findlay Park Partners LLP Q4 2016 Filing
Filed February 13, 2017
Portfolio Value
$8.2T
Holdings
60
Report Date
Q4 2016
Filing Type
13F-HR
All Holdings (60 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft Corp | 8,070,763 | $501.5B | 6.10% | |
| 2 | BRK/BBerkshire Hathaway Inc Del | 2,501,569 | $407.7B | 4.96% | |
| 3 | CMCSAComcast Corp New | 5,618,078 | $387.9B | 4.72% | |
| 4 | ACNAccenture PLC Ireland | 3,081,540 | $360.9B | 4.39% | |
| 5 | WFCWells Fargo & Co New | 5,891,107 | $324.7B | 3.95% | |
| 6 | AXPAmerican Express Co | 4,017,458 | $297.6B | 3.62% | |
| 7 | WCNWaste Connections Inc | 3,769,272 | $296.2B | 3.61% | |
| 8 | FISVFiserv Inc | 2,775,000 | $294.9B | 3.59% | |
| 9 | MAMastercard Incorporated | 2,747,800 | $283.7B | 3.45% | |
| 10 | BCRUSDBard C R Inc | 1,057,500 | $237.6B | 2.89% | |
| 11 | TMOThermo Fisher Scientific Inc | 1,682,151 | $237.4B | 2.89% | |
| 12 | VVisa Inc | 2,925,000 | $228.2B | 2.78% | |
| 13 | ADBEAdobe Sys Inc | 2,206,061 | $227.1B | 2.76% | |
| 14 | HDHome Depot Inc | 1,670,319 | $224.0B | 2.73% | |
| 15 | EFXEquifax Inc | 1,862,152 | $220.2B | 2.68% | |
| 16 | KOCoca Cola Co | 4,767,500 | $197.7B | 2.41% | |
| 17 | BROBrown & Brown Inc | 4,171,295 | $187.1B | 2.28% | |
| 18 | MLMMartin Marietta Matls Inc | 789,815 | $175.0B | 2.13% | |
| 19 | GOOGAlphabet Inc | 215,770 | $166.5B | 2.03% | |
| 20 | DHRDanaher Corp Del | 2,102,348 | $163.6B | 1.99% | |
| 21 | BDXBecton Dickinson & Co | 932,058 | $154.3B | 1.88% | |
| 22 | MDTMedtronic PLC | 2,150,000 | $153.1B | 1.86% | |
| 23 | TXNTexas Instrs Inc | 2,089,157 | $152.4B | 1.86% | |
| 24 | —National Instrs Corp | 4,724,872 | $145.6B | 1.77% | |
| 25 | NTRSNorthern Tr Corp | 1,500,000 | $133.6B | 1.63% | |
| 26 | HSICSchein Henry Inc | 848,260 | $128.7B | 1.57% | |
| 27 | INTUIntuit | 1,108,360 | $127.0B | 1.55% | |
| 28 | AMTAmerican Tower Corp New | 1,177,559 | $124.4B | 1.51% | |
| 29 | ZTSZoetis Inc | 2,323,985 | $124.4B | 1.51% | |
| 30 | PPGPPG Inds Inc | 1,196,588 | $113.4B | 1.38% | |
| 31 | PXGBXPraxair Inc | 955,310 | $112.0B | 1.36% | |
| 32 | SHWSherwin Williams Co | 415,341 | $111.6B | 1.36% | |
| 33 | WBC1EURWabco Hldgs Inc | 1,034,395 | $109.8B | 1.34% | |
| 34 | CSCOCisco Sys Inc | 3,544,026 | $107.1B | 1.30% | |
| 35 | UNPUnion Pac Corp | 1,026,564 | $106.4B | 1.30% | |
| 36 | ICEIntercontinental Exchange In | 1,845,320 | $104.1B | 1.27% | |
| 37 | YUSDAlleghany Corp Del | 162,908 | $99.1B | 1.21% | |
| 38 | UHSUniversal Hlth Svcs Inc | 867,378 | $92.3B | 1.12% | |
| 39 | PGProcter and Gamble Co | 927,893 | $78.0B | 0.95% | |
| 40 | CHTRCharter Communications Inc N | 240,519 | $69.3B | 0.84% | |
| 41 | UPSUnited Parcel Service Inc | 602,415 | $69.1B | 0.84% | |
| 42 | METAFacebook Inc | 522,922 | $60.2B | 0.73% | |
| 43 | TWXCHFTime Warner Inc | 608,224 | $58.7B | 0.71% | |
| 44 | WABWabtec Corp | 569,192 | $47.3B | 0.58% | |
| 45 | CAKECheesecake Factory Inc | 711,833 | $42.6B | 0.52% | |
| 46 | WHRWhirlpool Corp | 150,000 | $27.3B | 0.33% | |
| 47 | BAPCredicorp Ltd | 148,897 | $23.5B | 0.29% | |
| 48 | MSCIMSCI Inc | 210,760 | $16.6B | 0.20% | |
| 49 | LBEURL Brands Inc | 242,002 | $15.9B | 0.19% | |
| 50 | SPGIS&P Global Inc | 143,811 | $15.5B | 0.19% | |
| 51 | ABEVAmbev SA | 3,000,000 | $14.7B | 0.18% | |
| 52 | AVALGrupo Aval Acciones Y Valore | 1,461,388 | $11.6B | 0.14% | |
| 53 | P5YBRF SA | 610,939 | $9.0B | 0.11% | |
| 54 | BMABanco Macro SA | 140,000 | $9.0B | 0.11% | |
| 55 | PAMPampa Energia S A | 250,000 | $8.7B | 0.11% | |
| 56 | ITUBItau Unibanco Hldg SA | 669,002 | $6.9B | 0.08% | |
| 57 | GGALGrupo Financiero Galicia S A | 180,000 | $4.8B | 0.06% | |
| 58 | FLIRFlir Sys Inc | 100,000 | $3.6B | 0.04% | |
| 59 | GGALGrupo Financiero Santander M | 300,000 | $2.2B | 0.03% | |
| 60 | CXCemex SAB DE CV | 203,040 | $1.6B | 0.02% |