Findlay Park Partners LLP Q4 2018 Filing
Filed February 12, 2019
Portfolio Value
$10.5T
Holdings
48
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (48 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft Corp | 6,267,817 | $636.6B | 6.04% | |
| 2 | APDAir Prods & Chems Inc | 3,284,423 | $525.7B | 4.99% | |
| 3 | DHRDanaher Corp Del | 4,595,000 | $473.8B | 4.50% | |
| 4 | BDXBecton Dickinson & Co | 2,050,000 | $461.9B | 4.39% | |
| 5 | FISFidelity Natl Information SV | 4,250,000 | $435.8B | 4.14% | |
| 6 | BRK/BBerkshire Hathaway Inc Del | 1,998,413 | $408.0B | 3.87% | |
| 7 | KOCoca Cola Co | 8,127,681 | $384.8B | 3.65% | |
| 8 | ACNAccenture PLC Ireland | 2,541,231 | $358.3B | 3.40% | |
| 9 | CMCSAComcast Corp New | 10,400,457 | $354.1B | 3.36% | |
| 10 | GOOGAlphabet Inc | 336,405 | $348.4B | 3.31% | |
| 11 | —Twenty First Centy Fox Inc | 6,923,596 | $333.2B | 3.16% | |
| 12 | MMM3M Co | 1,638,000 | $312.1B | 2.96% | |
| 13 | WFCWells Fargo Co New | 6,679,185 | $307.8B | 2.92% | |
| 14 | WCNWaste Connections Inc | 4,138,563 | $307.3B | 2.92% | |
| 15 | SHWSherwin Williams Co | 741,188 | $291.6B | 2.77% | |
| 16 | DEDeere & Co | 1,834,572 | $273.7B | 2.60% | |
| 17 | AXPAmerican Express Co | 2,698,021 | $257.2B | 2.44% | |
| 18 | LYVLive Nation Entertainment In | 5,077,885 | $250.1B | 2.37% | |
| 19 | —Agilent Technologies Inc | 3,650,000 | $246.2B | 2.34% | |
| 20 | YUSDAlleghany Corp Del | 392,627 | $244.7B | 2.32% | |
| 21 | SCHWSchwab Charles Corp New | 5,584,782 | $231.9B | 2.20% | |
| 22 | ADSKAutodesk Inc | 1,686,803 | $216.9B | 2.06% | |
| 23 | HLTHilton Worldwide Hldgs Inc | 2,825,000 | $202.8B | 1.93% | |
| 24 | TMOThermo Fisher Scientific Inc | 875,000 | $195.8B | 1.86% | |
| 25 | EOGEOG Res Inc | 2,204,927 | $192.3B | 1.83% | |
| 26 | COOCooper Cos Inc | 738,748 | $188.0B | 1.78% | |
| 27 | PBProsperity Bancshares Inc | 2,844,205 | $177.2B | 1.68% | |
| 28 | NDAQNasdaq Inc | 1,875,000 | $152.9B | 1.45% | |
| 29 | MLMMartin Marietta Matls Inc | 838,067 | $144.0B | 1.37% | |
| 30 | TXNTexas Instrs Inc | 1,519,491 | $143.6B | 1.36% | |
| 31 | MRSHMarsh & Mclennan Cos Inc | 1,673,070 | $133.4B | 1.27% | |
| 32 | UTXZUnited Technologies Corp | 1,125,000 | $119.8B | 1.14% | |
| 33 | FISVFiserv Inc | 1,575,000 | $115.7B | 1.10% | |
| 34 | ICEIntercontinental Exchange In | 1,535,002 | $115.6B | 1.10% | |
| 35 | AEMAgnico Eagle Mines Ltd | 2,545,490 | $102.8B | 0.98% | |
| 36 | SLBSchlumberger Ltd | 2,820,000 | $101.7B | 0.97% | |
| 37 | MAMastercard Incorporated | 525,000 | $99.0B | 0.94% | |
| 38 | CBSHCommerce Bancshares Inc | 1,583,037 | $89.2B | 0.85% | |
| 39 | UNPUnion Pac Corp | 635,523 | $87.8B | 0.83% | |
| 40 | TMUST Mobile US Inc | 1,297,554 | $82.5B | 0.78% | |
| 41 | AONAON PLC | 539,244 | $78.4B | 0.74% | |
| 42 | TELTE Connectivity Ltd | 1,009,200 | $76.3B | 0.72% | |
| 43 | ADBEAdobe Inc | 328,484 | $74.3B | 0.71% | |
| 44 | ADIAnalog Devices Inc | 713,354 | $61.2B | 0.58% | |
| 45 | CDKCDK Global Inc | 1,250,000 | $59.9B | 0.57% | |
| 46 | MSCIMSCI Inc | 194,041 | $28.6B | 0.27% | |
| 47 | AMTAmerican Tower Corp New | 168,641 | $26.7B | 0.25% | |
| 48 | HOGHarley Davidson Inc | 685,061 | $23.4B | 0.22% |