Filed: 4/30/2024ACC: 0000943663-24-000106
📋 What this filing means
FINDLAY PARK PARTNERS LLP filed this quarterly 13F‑HR report disclosing 56 equity positions with a total reported market value of $10.90B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
56
Positions
$10.90B
Total AUM (reported)
58.74M
Total Shares
Allocation by class
COM$8.66B79.5%
CL A$473.47M4.3%
COM LBTY ONE S C$233.70M2.1%
SHS CLASS A$224.67M2.1%
COM NEW$211.51M1.9%
COM STK$203.96M1.9%
CAP STK CL C$185.50M1.7%
Portfolio Concentration
Top 3$1.53B14.1%
4–10$2.16B19.8%
11–25$3.56B32.7%
Rest$3.64B33.4%
Top 3 weight
14.1%
Top 10 weight
33.9%
Voting Authority Distribution
Total shares with voting rights: 58.74M
Sole
Full voting authority
58.74M
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)
Sole56
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings56
Rows:
Microsoft Corp
SOLEShares1.69M
TypeSH
Market value$709.09M
6.51%
Sole
1.69M
Shared
0.00
None
0.00
Nvidia Corporation
SOLEShares536.51K
TypeSH
Market value$484.77M
4.45%
Sole
536.51K
Shared
0.00
None
0.00
Mastercard Incorporated
SOLEShares706.29K
TypeSH
Market value$340.13M
3.12%
Sole
706.29K
Shared
0.00
None
0.00
TopBuild Corp
SOLEShares766.31K
TypeSH
Market value$337.73M
3.10%
Sole
766.31K
Shared
0.00
None
0.00
Gartner Inc
SOLEShares678.12K
TypeSH
Market value$323.24M
2.97%
Sole
678.12K
Shared
0.00
None
0.00
Gallagher Arthur J & Co
SOLEShares1.29M
TypeSH
Market value$322.55M
2.96%
Sole
1.29M
Shared
0.00
None
0.00
Live Nation Entertainment In
SOLEShares2.93M
TypeSH
Market value$309.83M
2.84%
Sole
2.93M
Shared
0.00
None
0.00
T-Mobile US Inc
SOLEShares1.88M
TypeSH
Market value$307.28M
2.82%
Sole
1.88M
Shared
0.00
None
0.00
Unitedhealth Group Inc
SOLEShares570.03K
TypeSH
Market value$281.99M
2.59%
Sole
570.03K
Shared
0.00
None
0.00
Conocophillips
SOLEShares2.15M
TypeSH
Market value$274.12M
2.52%
Sole
2.15M
Shared
0.00
None
0.00
EOG Res Inc
SOLEShares2.14M
TypeSH
Market value$273.26M
2.51%
Sole
2.14M
Shared
0.00
None
0.00
S&P Global Inc
SOLEShares612.92K
TypeSH
Market value$260.77M
2.39%
Sole
612.92K
Shared
0.00
None
0.00
Intuit
SOLEShares398.64K
TypeSH
Market value$259.12M
2.38%
Sole
398.64K
Shared
0.00
None
0.00
Aecom
SOLEShares2.56M
TypeSH
Market value$251.21M
2.31%
Sole
2.56M
Shared
0.00
None
0.00
Intercontinental Exchange In
SOLEShares1.75M
TypeSH
Market value$240.62M
2.21%
Sole
1.75M
Shared
0.00
None
0.00
Martin Marietta Matls Inc
SOLEShares390.84K
TypeSH
Market value$239.95M
2.20%
Sole
390.84K
Shared
0.00
None
0.00
Marsh & Mclennan Cos Inc
SOLEShares1.16M
TypeSH
Market value$239.80M
2.20%
Sole
1.16M
Shared
0.00
None
0.00
West Pharmaceutical Svsc Inc
SOLEShares597.11K
TypeSH
Market value$236.28M
2.17%
Sole
597.11K
Shared
0.00
None
0.00
United Rentals Inc
SOLEShares324.54K
TypeSH
Market value$234.03M
2.15%
Sole
324.54K
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares3.56M
TypeSH
Market value$233.70M
2.14%
Sole
3.56M
Shared
0.00
None
0.00
CANADIAN PACIFIC KANSAS CITY
SOLEShares2.61M
TypeSH
Market value$230.07M
2.11%
Sole
2.61M
Shared
0.00
None
0.00
Accenture PLC Ireland
SOLEShares648.20K
TypeSH
Market value$224.67M
2.06%
Sole
648.20K
Shared
0.00
None
0.00
Waste Connections Inc
SOLEShares1.29M
TypeSH
Market value$222.49M
2.04%
Sole
1.29M
Shared
0.00
None
0.00
KLA Corp
SOLEShares302.78K
TypeSH
Market value$211.51M
1.94%
Sole
302.78K
Shared
0.00
None
0.00
Schwab Charles Corp
SOLEShares2.87M
TypeSH
Market value$207.51M
1.90%
Sole
2.87M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Microsoft CorpSOLE | COM | 1.69M | SH | $709.09M 6.51% | 1.69M | 0.00 | 0.00 |
Nvidia CorporationSOLE | COM | 536.51K | SH | $484.77M 4.45% | 536.51K | 0.00 | 0.00 |
Mastercard IncorporatedSOLE | CL A | 706.29K | SH | $340.13M 3.12% | 706.29K | 0.00 | 0.00 |
TopBuild CorpSOLE | COM | 766.31K | SH | $337.73M 3.10% | 766.31K | 0.00 | 0.00 |
Gartner IncSOLE | COM | 678.12K | SH | $323.24M 2.97% | 678.12K | 0.00 | 0.00 |
Gallagher Arthur J & CoSOLE | COM | 1.29M | SH | $322.55M 2.96% | 1.29M | 0.00 | 0.00 |
Live Nation Entertainment InSOLE | COM | 2.93M | SH | $309.83M 2.84% | 2.93M | 0.00 | 0.00 |
T-Mobile US IncSOLE | COM | 1.88M | SH | $307.28M 2.82% | 1.88M | 0.00 | 0.00 |
Unitedhealth Group IncSOLE | COM | 570.03K | SH | $281.99M 2.59% | 570.03K | 0.00 | 0.00 |
ConocophillipsSOLE | COM | 2.15M | SH | $274.12M 2.52% | 2.15M | 0.00 | 0.00 |
EOG Res IncSOLE | COM | 2.14M | SH | $273.26M 2.51% | 2.14M | 0.00 | 0.00 |
S&P Global IncSOLE | COM | 612.92K | SH | $260.77M 2.39% | 612.92K | 0.00 | 0.00 |
IntuitSOLE | COM | 398.64K | SH | $259.12M 2.38% | 398.64K | 0.00 | 0.00 |
AecomSOLE | COM | 2.56M | SH | $251.21M 2.31% | 2.56M | 0.00 | 0.00 |
Intercontinental Exchange InSOLE | COM | 1.75M | SH | $240.62M 2.21% | 1.75M | 0.00 | 0.00 |
Martin Marietta Matls IncSOLE | COM | 390.84K | SH | $239.95M 2.20% | 390.84K | 0.00 | 0.00 |
Marsh & Mclennan Cos IncSOLE | COM | 1.16M | SH | $239.80M 2.20% | 1.16M | 0.00 | 0.00 |
West Pharmaceutical Svsc IncSOLE | COM | 597.11K | SH | $236.28M 2.17% | 597.11K | 0.00 | 0.00 |
United Rentals IncSOLE | COM | 324.54K | SH | $234.03M 2.15% | 324.54K | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 3.56M | SH | $233.70M 2.14% | 3.56M | 0.00 | 0.00 |
CANADIAN PACIFIC KANSAS CITYSOLE | COM | 2.61M | SH | $230.07M 2.11% | 2.61M | 0.00 | 0.00 |
Accenture PLC IrelandSOLE | SHS CLASS A | 648.20K | SH | $224.67M 2.06% | 648.20K | 0.00 | 0.00 |
Waste Connections IncSOLE | COM | 1.29M | SH | $222.49M 2.04% | 1.29M | 0.00 | 0.00 |
KLA CorpSOLE | COM NEW | 302.78K | SH | $211.51M 1.94% | 302.78K | 0.00 | 0.00 |
Schwab Charles CorpSOLE | COM | 2.87M | SH | $207.51M 1.90% | 2.87M | 0.00 | 0.00 |
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