Filed: 8/7/2023ACC: 0000894579-23-000210
📋 What this filing means
FINDLAY PARK PARTNERS LLP filed this quarterly 13F‑HR report disclosing 59 equity positions with a total reported market value of $9.74B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
59
Positions
$9.74B
Total AUM (reported)
55.12M
Total Shares
Allocation by class
COM$7.71B79.2%
CL A$556.92M5.7%
CL B NEW$297.22M3.1%
SHS$258.67M2.7%
SHS CLASS A$250.88M2.6%
CAP STK CL C$155.37M1.6%
COM CL A$127.00M1.3%
Portfolio Concentration
Top 3$1.28B13.2%
4–10$1.93B19.8%
11–25$3.07B31.5%
Rest$3.46B35.5%
Top 3 weight
13.2%
Top 10 weight
33.0%
Voting Authority Distribution
Total shares with voting rights: 55.12M
Sole
Full voting authority
55.12M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole59
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings59
Rows:
Microsoft Corp
SOLEShares1.78M
TypeSH
Market value$605.12M
6.21%
Sole
1.78M
Shared
0.00
None
0.00
TopBuild Corp
SOLEShares1.28M
TypeSH
Market value$341.80M
3.51%
Sole
1.28M
Shared
0.00
None
0.00
EOG Res Inc
SOLEShares2.93M
TypeSH
Market value$335.39M
3.44%
Sole
2.93M
Shared
0.00
None
0.00
Martin Marietta Matls Inc
SOLEShares673.68K
TypeSH
Market value$311.03M
3.19%
Sole
673.68K
Shared
0.00
None
0.00
Berkshire Hathaway Inc Del
SOLEShares871.60K
TypeSH
Market value$297.22M
3.05%
Sole
871.60K
Shared
0.00
None
0.00
Mastercard Incorporated
SOLEShares744.51K
TypeSH
Market value$292.82M
3.01%
Sole
744.51K
Shared
0.00
None
0.00
S&P Global Inc
SOLEShares646.03K
TypeSH
Market value$258.99M
2.66%
Sole
646.03K
Shared
0.00
None
0.00
Ferguson PLC New
SOLEShares1.64M
TypeSH
Market value$258.67M
2.66%
Sole
1.64M
Shared
0.00
None
0.00
Gallagher Arthur J & Co
SOLEShares1.16M
TypeSH
Market value$255.57M
2.62%
Sole
1.16M
Shared
0.00
None
0.00
T-Mobile US Inc
SOLEShares1.84M
TypeSH
Market value$255.48M
2.62%
Sole
1.84M
Shared
0.00
None
0.00
Accenture PLC Ireland
SOLEShares813.01K
TypeSH
Market value$250.88M
2.58%
Sole
813.01K
Shared
0.00
None
0.00
Nvidia Corporation
SOLEShares565.47K
TypeSH
Market value$239.20M
2.46%
Sole
565.47K
Shared
0.00
None
0.00
Gartner Inc
SOLEShares664.78K
TypeSH
Market value$232.88M
2.39%
Sole
664.78K
Shared
0.00
None
0.00
Sherwin Williams Co
SOLEShares863.51K
TypeSH
Market value$229.28M
2.35%
Sole
863.51K
Shared
0.00
None
0.00
Intuit
SOLEShares492.32K
TypeSH
Market value$225.58M
2.32%
Sole
492.32K
Shared
0.00
None
0.00
Waste Connections Inc
SOLEShares1.51M
TypeSH
Market value$216.47M
2.22%
Sole
1.51M
Shared
0.00
None
0.00
Conocophillips
SOLEShares2.04M
TypeSH
Market value$211.24M
2.17%
Sole
2.04M
Shared
0.00
None
0.00
Marsh & Mclennan Cos Inc
SOLEShares1.11M
TypeSH
Market value$208.92M
2.15%
Sole
1.11M
Shared
0.00
None
0.00
Intercontinental Exchange In
SOLEShares1.85M
TypeSH
Market value$208.72M
2.14%
Sole
1.85M
Shared
0.00
None
0.00
CBRE Group Inc
SOLEShares2.51M
TypeSH
Market value$202.25M
2.08%
Sole
2.51M
Shared
0.00
None
0.00
Jacobs Solutions Inc
SOLEShares1.60M
TypeSH
Market value$190.06M
1.95%
Sole
1.60M
Shared
0.00
None
0.00
Live Nation Entertainment In
SOLEShares1.97M
TypeSH
Market value$179.69M
1.84%
Sole
1.97M
Shared
0.00
None
0.00
Pool Corp
SOLEShares434.64K
TypeSH
Market value$162.83M
1.67%
Sole
434.64K
Shared
0.00
None
0.00
Alphabet Inc
SOLEShares1.28M
TypeSH
Market value$155.37M
1.60%
Sole
1.28M
Shared
0.00
None
0.00
United Rentals Inc
SOLEShares342K
TypeSH
Market value$152.32M
1.56%
Sole
342K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Microsoft CorpSOLE | COM | 1.78M | SH | $605.12M 6.21% | 1.78M | 0.00 | 0.00 |
TopBuild CorpSOLE | COM | 1.28M | SH | $341.80M 3.51% | 1.28M | 0.00 | 0.00 |
EOG Res IncSOLE | COM | 2.93M | SH | $335.39M 3.44% | 2.93M | 0.00 | 0.00 |
Martin Marietta Matls IncSOLE | COM | 673.68K | SH | $311.03M 3.19% | 673.68K | 0.00 | 0.00 |
Berkshire Hathaway Inc DelSOLE | CL B NEW | 871.60K | SH | $297.22M 3.05% | 871.60K | 0.00 | 0.00 |
Mastercard IncorporatedSOLE | CL A | 744.51K | SH | $292.82M 3.01% | 744.51K | 0.00 | 0.00 |
S&P Global IncSOLE | COM | 646.03K | SH | $258.99M 2.66% | 646.03K | 0.00 | 0.00 |
Ferguson PLC NewSOLE | SHS | 1.64M | SH | $258.67M 2.66% | 1.64M | 0.00 | 0.00 |
Gallagher Arthur J & CoSOLE | COM | 1.16M | SH | $255.57M 2.62% | 1.16M | 0.00 | 0.00 |
T-Mobile US IncSOLE | COM | 1.84M | SH | $255.48M 2.62% | 1.84M | 0.00 | 0.00 |
Accenture PLC IrelandSOLE | SHS CLASS A | 813.01K | SH | $250.88M 2.58% | 813.01K | 0.00 | 0.00 |
Nvidia CorporationSOLE | COM | 565.47K | SH | $239.20M 2.46% | 565.47K | 0.00 | 0.00 |
Gartner IncSOLE | COM | 664.78K | SH | $232.88M 2.39% | 664.78K | 0.00 | 0.00 |
Sherwin Williams CoSOLE | COM | 863.51K | SH | $229.28M 2.35% | 863.51K | 0.00 | 0.00 |
IntuitSOLE | COM | 492.32K | SH | $225.58M 2.32% | 492.32K | 0.00 | 0.00 |
Waste Connections IncSOLE | COM | 1.51M | SH | $216.47M 2.22% | 1.51M | 0.00 | 0.00 |
ConocophillipsSOLE | COM | 2.04M | SH | $211.24M 2.17% | 2.04M | 0.00 | 0.00 |
Marsh & Mclennan Cos IncSOLE | COM | 1.11M | SH | $208.92M 2.15% | 1.11M | 0.00 | 0.00 |
Intercontinental Exchange InSOLE | COM | 1.85M | SH | $208.72M 2.14% | 1.85M | 0.00 | 0.00 |
CBRE Group IncSOLE | CL A | 2.51M | SH | $202.25M 2.08% | 2.51M | 0.00 | 0.00 |
Jacobs Solutions IncSOLE | COM | 1.60M | SH | $190.06M 1.95% | 1.60M | 0.00 | 0.00 |
Live Nation Entertainment InSOLE | COM | 1.97M | SH | $179.69M 1.84% | 1.97M | 0.00 | 0.00 |
Pool CorpSOLE | COM | 434.64K | SH | $162.83M 1.67% | 434.64K | 0.00 | 0.00 |
Alphabet IncSOLE | CAP STK CL C | 1.28M | SH | $155.37M 1.60% | 1.28M | 0.00 | 0.00 |
United Rentals IncSOLE | COM | 342K | SH | $152.32M 1.56% | 342K | 0.00 | 0.00 |
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