Filed: 11/7/2023ACC: 0000943663-23-000165
📋 What this filing means
FINDLAY PARK PARTNERS LLP filed this quarterly 13F‑HR report disclosing 60 equity positions with a total reported market value of $9.30B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
60
Positions
$9.30B
Total AUM (reported)
57.87M
Total Shares
Allocation by class
COM$7.44B80.0%
CL A$537.27M5.8%
SHS CLASS A$247.35M2.7%
CL B NEW$202.73M2.2%
SHS$187.43M2.0%
CAP STK CL C$167.76M1.8%
SHS USD$107.74M1.2%
Portfolio Concentration
Top 3$1.17B12.5%
4–10$1.79B19.3%
11–25$2.99B32.1%
Rest$3.35B36.1%
Top 3 weight
12.5%
Top 10 weight
31.8%
Voting Authority Distribution
Total shares with voting rights: 57.87M
Sole
Full voting authority
57.87M
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)
Sole60
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings60
Rows:
Microsoft Corp
SOLEShares1.76M
TypeSH
Market value$555.83M
5.98%
Sole
1.76M
Shared
0.00
None
0.00
EOG Res Inc
SOLEShares2.51M
TypeSH
Market value$318.76M
3.43%
Sole
2.51M
Shared
0.00
None
0.00
Mastercard Incorporated
SOLEShares737.56K
TypeSH
Market value$292.01M
3.14%
Sole
737.56K
Shared
0.00
None
0.00
Waste Connections Inc
SOLEShares2.06M
TypeSH
Market value$276.27M
2.97%
Sole
2.06M
Shared
0.00
None
0.00
Gallagher Arthur J & Co
SOLEShares1.15M
TypeSH
Market value$262.83M
2.83%
Sole
1.15M
Shared
0.00
None
0.00
T-Mobile US Inc
SOLEShares1.82M
TypeSH
Market value$255.19M
2.74%
Sole
1.82M
Shared
0.00
None
0.00
Live Nation Entertainment In
SOLEShares3.06M
TypeSH
Market value$254.06M
2.73%
Sole
3.06M
Shared
0.00
None
0.00
Intuit
SOLEShares487.73K
TypeSH
Market value$249.20M
2.68%
Sole
487.73K
Shared
0.00
None
0.00
Accenture PLC Ireland
SOLEShares805.42K
TypeSH
Market value$247.35M
2.66%
Sole
805.42K
Shared
0.00
None
0.00
TopBuild Corp
SOLEShares978.48K
TypeSH
Market value$246.18M
2.65%
Sole
978.48K
Shared
0.00
None
0.00
Conocophillips
SOLEShares2.02M
TypeSH
Market value$241.97M
2.60%
Sole
2.02M
Shared
0.00
None
0.00
S&P Global Inc
SOLEShares640K
TypeSH
Market value$233.86M
2.51%
Sole
640K
Shared
0.00
None
0.00
Gartner Inc
SOLEShares658.57K
TypeSH
Market value$226.29M
2.43%
Sole
658.57K
Shared
0.00
None
0.00
Martin Marietta Matls Inc
SOLEShares542.73K
TypeSH
Market value$222.78M
2.39%
Sole
542.73K
Shared
0.00
None
0.00
Marsh & Mclennan Cos Inc
SOLEShares1.10M
TypeSH
Market value$209.41M
2.25%
Sole
1.10M
Shared
0.00
None
0.00
Berkshire Hathaway Inc Del
SOLEShares578.74K
TypeSH
Market value$202.73M
2.18%
Sole
578.74K
Shared
0.00
None
0.00
Intercontinental Exchange In
SOLEShares1.83M
TypeSH
Market value$201.18M
2.16%
Sole
1.83M
Shared
0.00
None
0.00
Sherwin Williams Co
SOLEShares760.68K
TypeSH
Market value$194.01M
2.09%
Sole
760.68K
Shared
0.00
None
0.00
Jacobs Solutions Inc
SOLEShares1.39M
TypeSH
Market value$189.84M
2.04%
Sole
1.39M
Shared
0.00
None
0.00
Ferguson PLC New
SOLEShares1.14M
TypeSH
Market value$187.43M
2.01%
Sole
1.14M
Shared
0.00
None
0.00
CBRE Group Inc
SOLEShares2.48M
TypeSH
Market value$183.36M
1.97%
Sole
2.48M
Shared
0.00
None
0.00
Thermo Fisher Scientific Inc
SOLEShares357.24K
TypeSH
Market value$180.83M
1.94%
Sole
357.24K
Shared
0.00
None
0.00
CANADIAN PACIFIC KANSAS CITY
SOLEShares2.35M
TypeSH
Market value$174.98M
1.88%
Sole
2.35M
Shared
0.00
None
0.00
Nvidia Corporation
SOLEShares398.19K
TypeSH
Market value$173.21M
1.86%
Sole
398.19K
Shared
0.00
None
0.00
Alphabet Inc
SOLEShares1.27M
TypeSH
Market value$167.76M
1.80%
Sole
1.27M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Microsoft CorpSOLE | COM | 1.76M | SH | $555.83M 5.98% | 1.76M | 0.00 | 0.00 |
EOG Res IncSOLE | COM | 2.51M | SH | $318.76M 3.43% | 2.51M | 0.00 | 0.00 |
Mastercard IncorporatedSOLE | CL A | 737.56K | SH | $292.01M 3.14% | 737.56K | 0.00 | 0.00 |
Waste Connections IncSOLE | COM | 2.06M | SH | $276.27M 2.97% | 2.06M | 0.00 | 0.00 |
Gallagher Arthur J & CoSOLE | COM | 1.15M | SH | $262.83M 2.83% | 1.15M | 0.00 | 0.00 |
T-Mobile US IncSOLE | COM | 1.82M | SH | $255.19M 2.74% | 1.82M | 0.00 | 0.00 |
Live Nation Entertainment InSOLE | COM | 3.06M | SH | $254.06M 2.73% | 3.06M | 0.00 | 0.00 |
IntuitSOLE | COM | 487.73K | SH | $249.20M 2.68% | 487.73K | 0.00 | 0.00 |
Accenture PLC IrelandSOLE | SHS CLASS A | 805.42K | SH | $247.35M 2.66% | 805.42K | 0.00 | 0.00 |
TopBuild CorpSOLE | COM | 978.48K | SH | $246.18M 2.65% | 978.48K | 0.00 | 0.00 |
ConocophillipsSOLE | COM | 2.02M | SH | $241.97M 2.60% | 2.02M | 0.00 | 0.00 |
S&P Global IncSOLE | COM | 640K | SH | $233.86M 2.51% | 640K | 0.00 | 0.00 |
Gartner IncSOLE | COM | 658.57K | SH | $226.29M 2.43% | 658.57K | 0.00 | 0.00 |
Martin Marietta Matls IncSOLE | COM | 542.73K | SH | $222.78M 2.39% | 542.73K | 0.00 | 0.00 |
Marsh & Mclennan Cos IncSOLE | COM | 1.10M | SH | $209.41M 2.25% | 1.10M | 0.00 | 0.00 |
Berkshire Hathaway Inc DelSOLE | CL B NEW | 578.74K | SH | $202.73M 2.18% | 578.74K | 0.00 | 0.00 |
Intercontinental Exchange InSOLE | COM | 1.83M | SH | $201.18M 2.16% | 1.83M | 0.00 | 0.00 |
Sherwin Williams CoSOLE | COM | 760.68K | SH | $194.01M 2.09% | 760.68K | 0.00 | 0.00 |
Jacobs Solutions IncSOLE | COM | 1.39M | SH | $189.84M 2.04% | 1.39M | 0.00 | 0.00 |
Ferguson PLC NewSOLE | SHS | 1.14M | SH | $187.43M 2.01% | 1.14M | 0.00 | 0.00 |
CBRE Group IncSOLE | CL A | 2.48M | SH | $183.36M 1.97% | 2.48M | 0.00 | 0.00 |
Thermo Fisher Scientific IncSOLE | COM | 357.24K | SH | $180.83M 1.94% | 357.24K | 0.00 | 0.00 |
CANADIAN PACIFIC KANSAS CITYSOLE | COM | 2.35M | SH | $174.98M 1.88% | 2.35M | 0.00 | 0.00 |
Nvidia CorporationSOLE | COM | 398.19K | SH | $173.21M 1.86% | 398.19K | 0.00 | 0.00 |
Alphabet IncSOLE | CAP STK CL C | 1.27M | SH | $167.76M 1.80% | 1.27M | 0.00 | 0.00 |
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