Filed: 8/13/2024ACC: 0000943663-24-000197
📋 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 $10.61B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
56
Positions
$10.61B
Total AUM (reported)
62.85M
Total Shares
Allocation by class
COM$8.33B78.5%
CL A$392.55M3.7%
SHS CLASS A$314.30M3.0%
COM LBTY ONE S C$255.93M2.4%
COM NEW$247.75M2.3%
CAP STK CL C$221.74M2.1%
COM STK$216.69M2.0%
Portfolio Concentration
Top 3$1.31B12.3%
4–10$2.09B19.7%
11–25$3.63B34.2%
Rest$3.59B33.8%
Top 3 weight
12.3%
Top 10 weight
32.0%
Voting Authority Distribution
Total shares with voting rights: 62.85M
Sole
Full voting authority
62.85M
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
SOLEShares1.33M
TypeSH
Market value$594.40M
5.60%
Sole
1.33M
Shared
0.00
None
0.00
Nvidia Corporation
SOLEShares3.07M
TypeSH
Market value$378.68M
3.57%
Sole
3.07M
Shared
0.00
None
0.00
Gallagher Arthur J & Co
SOLEShares1.28M
TypeSH
Market value$331.94M
3.13%
Sole
1.28M
Shared
0.00
None
0.00
T-Mobile US Inc
SOLEShares1.87M
TypeSH
Market value$329.12M
3.10%
Sole
1.87M
Shared
0.00
None
0.00
Accenture PLC Ireland
SOLEShares1.04M
TypeSH
Market value$314.30M
2.96%
Sole
1.04M
Shared
0.00
None
0.00
Mastercard Incorporated
SOLEShares700.89K
TypeSH
Market value$309.20M
2.91%
Sole
700.89K
Shared
0.00
None
0.00
Gartner Inc
SOLEShares672.92K
TypeSH
Market value$302.18M
2.85%
Sole
672.92K
Shared
0.00
None
0.00
Unitedhealth Group Inc
SOLEShares565.73K
TypeSH
Market value$288.10M
2.71%
Sole
565.73K
Shared
0.00
None
0.00
Live Nation Entertainment In
SOLEShares2.91M
TypeSH
Market value$272.48M
2.57%
Sole
2.91M
Shared
0.00
None
0.00
S&P Global Inc
SOLEShares608.22K
TypeSH
Market value$271.27M
2.56%
Sole
608.22K
Shared
0.00
None
0.00
EOG Res Inc
SOLEShares2.12M
TypeSH
Market value$266.98M
2.52%
Sole
2.12M
Shared
0.00
None
0.00
Intuit
SOLEShares395.64K
TypeSH
Market value$260.02M
2.45%
Sole
395.64K
Shared
0.00
None
0.00
CANADIAN PACIFIC KANSAS CITY
SOLEShares3.28M
TypeSH
Market value$257.99M
2.43%
Sole
3.28M
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares3.56M
TypeSH
Market value$255.93M
2.41%
Sole
3.56M
Shared
0.00
None
0.00
TopBuild Corp
SOLEShares659.91K
TypeSH
Market value$254.24M
2.40%
Sole
659.91K
Shared
0.00
None
0.00
Aecom
SOLEShares2.86M
TypeSH
Market value$251.68M
2.37%
Sole
2.86M
Shared
0.00
None
0.00
KLA Corp
SOLEShares300.48K
TypeSH
Market value$247.75M
2.33%
Sole
300.48K
Shared
0.00
None
0.00
Conocophillips
SOLEShares2.14M
TypeSH
Market value$244.44M
2.30%
Sole
2.14M
Shared
0.00
None
0.00
West Pharmaceutical Svsc Inc
SOLEShares741.91K
TypeSH
Market value$244.38M
2.30%
Sole
741.91K
Shared
0.00
None
0.00
Marsh & Mclennan Cos Inc
SOLEShares1.16M
TypeSH
Market value$243.44M
2.29%
Sole
1.16M
Shared
0.00
None
0.00
Intercontinental Exchange In
SOLEShares1.74M
TypeSH
Market value$237.84M
2.24%
Sole
1.74M
Shared
0.00
None
0.00
Alphabet Inc
SOLEShares1.21M
TypeSH
Market value$221.74M
2.09%
Sole
1.21M
Shared
0.00
None
0.00
Api Group Corp
SOLEShares5.76M
TypeSH
Market value$216.69M
2.04%
Sole
5.76M
Shared
0.00
None
0.00
Canadian Natl Ry Co
SOLEShares1.83M
TypeSH
Market value$215.83M
2.03%
Sole
1.83M
Shared
0.00
None
0.00
Waste Connections Inc
SOLEShares1.22M
TypeSH
Market value$213.57M
2.01%
Sole
1.22M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Microsoft CorpSOLE | COM | 1.33M | SH | $594.40M 5.60% | 1.33M | 0.00 | 0.00 |
Nvidia CorporationSOLE | COM | 3.07M | SH | $378.68M 3.57% | 3.07M | 0.00 | 0.00 |
Gallagher Arthur J & CoSOLE | COM | 1.28M | SH | $331.94M 3.13% | 1.28M | 0.00 | 0.00 |
T-Mobile US IncSOLE | COM | 1.87M | SH | $329.12M 3.10% | 1.87M | 0.00 | 0.00 |
Accenture PLC IrelandSOLE | SHS CLASS A | 1.04M | SH | $314.30M 2.96% | 1.04M | 0.00 | 0.00 |
Mastercard IncorporatedSOLE | CL A | 700.89K | SH | $309.20M 2.91% | 700.89K | 0.00 | 0.00 |
Gartner IncSOLE | COM | 672.92K | SH | $302.18M 2.85% | 672.92K | 0.00 | 0.00 |
Unitedhealth Group IncSOLE | COM | 565.73K | SH | $288.10M 2.71% | 565.73K | 0.00 | 0.00 |
Live Nation Entertainment InSOLE | COM | 2.91M | SH | $272.48M 2.57% | 2.91M | 0.00 | 0.00 |
S&P Global IncSOLE | COM | 608.22K | SH | $271.27M 2.56% | 608.22K | 0.00 | 0.00 |
EOG Res IncSOLE | COM | 2.12M | SH | $266.98M 2.52% | 2.12M | 0.00 | 0.00 |
IntuitSOLE | COM | 395.64K | SH | $260.02M 2.45% | 395.64K | 0.00 | 0.00 |
CANADIAN PACIFIC KANSAS CITYSOLE | COM | 3.28M | SH | $257.99M 2.43% | 3.28M | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 3.56M | SH | $255.93M 2.41% | 3.56M | 0.00 | 0.00 |
TopBuild CorpSOLE | COM | 659.91K | SH | $254.24M 2.40% | 659.91K | 0.00 | 0.00 |
AecomSOLE | COM | 2.86M | SH | $251.68M 2.37% | 2.86M | 0.00 | 0.00 |
KLA CorpSOLE | COM NEW | 300.48K | SH | $247.75M 2.33% | 300.48K | 0.00 | 0.00 |
ConocophillipsSOLE | COM | 2.14M | SH | $244.44M 2.30% | 2.14M | 0.00 | 0.00 |
West Pharmaceutical Svsc IncSOLE | COM | 741.91K | SH | $244.38M 2.30% | 741.91K | 0.00 | 0.00 |
Marsh & Mclennan Cos IncSOLE | COM | 1.16M | SH | $243.44M 2.29% | 1.16M | 0.00 | 0.00 |
Intercontinental Exchange InSOLE | COM | 1.74M | SH | $237.84M 2.24% | 1.74M | 0.00 | 0.00 |
Alphabet IncSOLE | CAP STK CL C | 1.21M | SH | $221.74M 2.09% | 1.21M | 0.00 | 0.00 |
Api Group CorpSOLE | COM STK | 5.76M | SH | $216.69M 2.04% | 5.76M | 0.00 | 0.00 |
Canadian Natl Ry CoSOLE | COM | 1.83M | SH | $215.83M 2.03% | 1.83M | 0.00 | 0.00 |
Waste Connections IncSOLE | COM | 1.22M | SH | $213.57M 2.01% | 1.22M | 0.00 | 0.00 |
Page 1 of 3