Filed: 2/7/2024ACC: 0000943663-24-000022
📋 What this filing means
FINDLAY PARK PARTNERS LLP filed this quarterly 13F‑HR report disclosing 58 equity positions with a total reported market value of $10.18B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
58
Positions
$10.18B
Total AUM (reported)
57.26M
Total Shares
Allocation by class
COM$8.16B80.1%
CL A$504.86M5.0%
SHS CLASS A$231.46M2.3%
CL B NEW$201.13M2.0%
SHS$179.33M1.8%
CAP STK CL C$174.73M1.7%
COM LBTY ONE S C$139.03M1.4%
Portfolio Concentration
Top 3$1.29B12.6%
4–10$1.98B19.5%
11–25$3.19B31.3%
Rest$3.72B36.6%
Top 3 weight
12.6%
Top 10 weight
32.1%
Voting Authority Distribution
Total shares with voting rights: 57.26M
Sole
Full voting authority
57.26M
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)
Sole58
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings58
Rows:
Microsoft Corp
SOLEShares1.72M
TypeSH
Market value$645.03M
6.34%
Sole
1.72M
Shared
0.00
None
0.00
TopBuild Corp
SOLEShares893.61K
TypeSH
Market value$334.44M
3.29%
Sole
893.61K
Shared
0.00
None
0.00
Mastercard Incorporated
SOLEShares718.69K
TypeSH
Market value$306.53M
3.01%
Sole
718.69K
Shared
0.00
None
0.00
Intuit
SOLEShares475.25K
TypeSH
Market value$297.04M
2.92%
Sole
475.25K
Shared
0.00
None
0.00
Gallagher Arthur J & Co
SOLEShares1.31M
TypeSH
Market value$295.25M
2.90%
Sole
1.31M
Shared
0.00
None
0.00
Gartner Inc
SOLEShares641.72K
TypeSH
Market value$289.49M
2.84%
Sole
641.72K
Shared
0.00
None
0.00
T-Mobile US Inc
SOLEShares1.78M
TypeSH
Market value$284.67M
2.80%
Sole
1.78M
Shared
0.00
None
0.00
Live Nation Entertainment In
SOLEShares2.98M
TypeSH
Market value$279.04M
2.74%
Sole
2.98M
Shared
0.00
None
0.00
S&P Global Inc
SOLEShares623.62K
TypeSH
Market value$274.72M
2.70%
Sole
623.62K
Shared
0.00
None
0.00
Martin Marietta Matls Inc
SOLEShares528.84K
TypeSH
Market value$263.84M
2.59%
Sole
528.84K
Shared
0.00
None
0.00
EOG Res Inc
SOLEShares2.18M
TypeSH
Market value$263.10M
2.58%
Sole
2.18M
Shared
0.00
None
0.00
Waste Connections Inc
SOLEShares1.64M
TypeSH
Market value$244.57M
2.40%
Sole
1.64M
Shared
0.00
None
0.00
Accenture PLC Ireland
SOLEShares659.60K
TypeSH
Market value$231.46M
2.27%
Sole
659.60K
Shared
0.00
None
0.00
Intercontinental Exchange In
SOLEShares1.78M
TypeSH
Market value$228.83M
2.25%
Sole
1.78M
Shared
0.00
None
0.00
Conocophillips
SOLEShares1.97M
TypeSH
Market value$228.43M
2.24%
Sole
1.97M
Shared
0.00
None
0.00
Unitedhealth Group Inc
SOLEShares433.03K
TypeSH
Market value$227.98M
2.24%
Sole
433.03K
Shared
0.00
None
0.00
Marsh & Mclennan Cos Inc
SOLEShares1.18M
TypeSH
Market value$224.46M
2.20%
Sole
1.18M
Shared
0.00
None
0.00
Sherwin Williams Co
SOLEShares655.51K
TypeSH
Market value$204.45M
2.01%
Sole
655.51K
Shared
0.00
None
0.00
Berkshire Hathaway Inc Del
SOLEShares563.94K
TypeSH
Market value$201.13M
1.98%
Sole
563.94K
Shared
0.00
None
0.00
Schwab Charles Corp
SOLEShares2.92M
TypeSH
Market value$200.85M
1.97%
Sole
2.92M
Shared
0.00
None
0.00
Aecom
SOLEShares2.09M
TypeSH
Market value$193.03M
1.90%
Sole
2.09M
Shared
0.00
None
0.00
United Rentals Inc
SOLEShares330.14K
TypeSH
Market value$189.31M
1.86%
Sole
330.14K
Shared
0.00
None
0.00
Thermo Fisher Scientific Inc
SOLEShares353.42K
TypeSH
Market value$187.59M
1.84%
Sole
353.42K
Shared
0.00
None
0.00
CANADIAN PACIFIC KANSAS CITY
SOLEShares2.33M
TypeSH
Market value$183.92M
1.81%
Sole
2.33M
Shared
0.00
None
0.00
Ferguson PLC New
SOLEShares928.81K
TypeSH
Market value$179.33M
1.76%
Sole
928.81K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Microsoft CorpSOLE | COM | 1.72M | SH | $645.03M 6.34% | 1.72M | 0.00 | 0.00 |
TopBuild CorpSOLE | COM | 893.61K | SH | $334.44M 3.29% | 893.61K | 0.00 | 0.00 |
Mastercard IncorporatedSOLE | CL A | 718.69K | SH | $306.53M 3.01% | 718.69K | 0.00 | 0.00 |
IntuitSOLE | COM | 475.25K | SH | $297.04M 2.92% | 475.25K | 0.00 | 0.00 |
Gallagher Arthur J & CoSOLE | COM | 1.31M | SH | $295.25M 2.90% | 1.31M | 0.00 | 0.00 |
Gartner IncSOLE | COM | 641.72K | SH | $289.49M 2.84% | 641.72K | 0.00 | 0.00 |
T-Mobile US IncSOLE | COM | 1.78M | SH | $284.67M 2.80% | 1.78M | 0.00 | 0.00 |
Live Nation Entertainment InSOLE | COM | 2.98M | SH | $279.04M 2.74% | 2.98M | 0.00 | 0.00 |
S&P Global IncSOLE | COM | 623.62K | SH | $274.72M 2.70% | 623.62K | 0.00 | 0.00 |
Martin Marietta Matls IncSOLE | COM | 528.84K | SH | $263.84M 2.59% | 528.84K | 0.00 | 0.00 |
EOG Res IncSOLE | COM | 2.18M | SH | $263.10M 2.58% | 2.18M | 0.00 | 0.00 |
Waste Connections IncSOLE | COM | 1.64M | SH | $244.57M 2.40% | 1.64M | 0.00 | 0.00 |
Accenture PLC IrelandSOLE | SHS CLASS A | 659.60K | SH | $231.46M 2.27% | 659.60K | 0.00 | 0.00 |
Intercontinental Exchange InSOLE | COM | 1.78M | SH | $228.83M 2.25% | 1.78M | 0.00 | 0.00 |
ConocophillipsSOLE | COM | 1.97M | SH | $228.43M 2.24% | 1.97M | 0.00 | 0.00 |
Unitedhealth Group IncSOLE | COM | 433.03K | SH | $227.98M 2.24% | 433.03K | 0.00 | 0.00 |
Marsh & Mclennan Cos IncSOLE | COM | 1.18M | SH | $224.46M 2.20% | 1.18M | 0.00 | 0.00 |
Sherwin Williams CoSOLE | COM | 655.51K | SH | $204.45M 2.01% | 655.51K | 0.00 | 0.00 |
Berkshire Hathaway Inc DelSOLE | CL B NEW | 563.94K | SH | $201.13M 1.98% | 563.94K | 0.00 | 0.00 |
Schwab Charles CorpSOLE | COM | 2.92M | SH | $200.85M 1.97% | 2.92M | 0.00 | 0.00 |
AecomSOLE | COM | 2.09M | SH | $193.03M 1.90% | 2.09M | 0.00 | 0.00 |
United Rentals IncSOLE | COM | 330.14K | SH | $189.31M 1.86% | 330.14K | 0.00 | 0.00 |
Thermo Fisher Scientific IncSOLE | COM | 353.42K | SH | $187.59M 1.84% | 353.42K | 0.00 | 0.00 |
CANADIAN PACIFIC KANSAS CITYSOLE | COM | 2.33M | SH | $183.92M 1.81% | 2.33M | 0.00 | 0.00 |
Ferguson PLC NewSOLE | SHS | 928.81K | SH | $179.33M 1.76% | 928.81K | 0.00 | 0.00 |
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