FINDLAY PARK PARTNERS LLP

PrivateCIK: 1351950
Location

LONDON, X0

๐Ÿ“‹ What this filing means

FINDLAY PARK PARTNERS LLP filed this quarterly 13Fโ€‘HR report disclosing 59 equity positions with a total reported market value of $10.60B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

59
Positions
$10.60B
Total AUM (reported)
58.26M
Total Shares

Allocation by class

TOTAL AUM$10.60B59 positions
COM$7.91B74.6%
CL A$594.21M5.6%
SHS CLASS A$393.95M3.7%
COM LBTY ONE S C$303.34M2.9%
COM NEW$230.30M2.2%
ORD$200.56M1.9%
CAP STK CL C$200.00M1.9%

Portfolio Concentration

Top 311.1%4โ€“1019.6%11โ€“2531.2%Rest38.1%TOP 1030.7%0%100%
Top 3$1.18B11.1%
4โ€“10$2.08B19.6%
11โ€“25$3.30B31.2%
Rest$4.04B38.1%

Top 3 weight

11.1%

Top 10 weight

30.7%

Voting Authority Distribution

Total shares with voting rights: 58.26M

Sole

Full voting authority

58.26M

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)

Sole59
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings59
Rows:

UNITEDHEALTH GROUP INC

SOLE
COM
Shares753.63K
TypeSH
Market value$440.63M
4.16%
Sole
753.63K
Shared
0.00
None
0.00

ACCENTURE PLC IRELAND

SOLE
SHS CLASS A
Shares1.11M
TypeSH
Market value$393.95M
3.71%
Sole
1.11M
Shared
0.00
None
0.00

MASTERCARD INCORPORATED

SOLE
CL A
Shares693.59K
TypeSH
Market value$342.49M
3.23%
Sole
693.59K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares789.81K
TypeSH
Market value$339.86M
3.20%
Sole
789.81K
Shared
0.00
None
0.00

GARTNER INC

SOLE
COM
Shares665.92K
TypeSH
Market value$337.46M
3.18%
Sole
665.92K
Shared
0.00
None
0.00

S&P GLOBAL INC

SOLE
COM
Shares601.92K
TypeSH
Market value$310.96M
2.93%
Sole
601.92K
Shared
0.00
None
0.00

LIBERTY MEDIA CORP DEL

SOLE
COM LBTY ONE S C
Shares3.92M
TypeSH
Market value$303.34M
2.86%
Sole
3.92M
Shared
0.00
None
0.00

CANADIAN PACIFIC KANSAS CITY

SOLE
COM
Shares3.24M
TypeSH
Market value$277.36M
2.62%
Sole
3.24M
Shared
0.00
None
0.00

EOG RES INC

SOLE
COM
Shares2.10M
TypeSH
Market value$258.01M
2.43%
Sole
2.10M
Shared
0.00
None
0.00

CBRE GROUP INC

SOLE
CL A
Shares2.02M
TypeSH
Market value$251.72M
2.37%
Sole
2.02M
Shared
0.00
None
0.00

WEST PHARMACEUTICAL SVSC INC

SOLE
COM
Shares827.71K
TypeSH
Market value$248.44M
2.34%
Sole
827.71K
Shared
0.00
None
0.00

INTUIT

SOLE
COM
Shares391.55K
TypeSH
Market value$243.15M
2.29%
Sole
391.55K
Shared
0.00
None
0.00

GALLAGHER ARTHUR J & CO

SOLE
COM
Shares861.20K
TypeSH
Market value$242.32M
2.29%
Sole
861.20K
Shared
0.00
None
0.00

LIVE NATION ENTERTAINMENT IN

SOLE
COM
Shares2.11M
TypeSH
Market value$231.11M
2.18%
Sole
2.11M
Shared
0.00
None
0.00

KLA CORP

SOLE
COM NEW
Shares297.38K
TypeSH
Market value$230.30M
2.17%
Sole
297.38K
Shared
0.00
None
0.00

TOPBUILD CORP

SOLE
COM
Shares564.21K
TypeSH
Market value$229.53M
2.16%
Sole
564.21K
Shared
0.00
None
0.00

AECOM

SOLE
COM
Shares2.20M
TypeSH
Market value$227.22M
2.14%
Sole
2.20M
Shared
0.00
None
0.00

CONOCOPHILLIPS

SOLE
COM
Shares2.11M
TypeSH
Market value$222.63M
2.10%
Sole
2.11M
Shared
0.00
None
0.00

INTERCONTINENTAL EXCHANGE IN

SOLE
COM
Shares1.32M
TypeSH
Market value$212.07M
2.00%
Sole
1.32M
Shared
0.00
None
0.00

CANADIAN NATL RY CO

SOLE
COM
Shares1.81M
TypeSH
Market value$211.79M
2.00%
Sole
1.81M
Shared
0.00
None
0.00

MARTIN MARIETTA MATLS INC

SOLE
COM
Shares383.84K
TypeSH
Market value$206.60M
1.95%
Sole
383.84K
Shared
0.00
None
0.00

THERMO FISHER SCIENTIFIC INC

SOLE
COM
Shares324.62K
TypeSH
Market value$200.80M
1.89%
Sole
324.62K
Shared
0.00
None
0.00

CRH PLC

SOLE
ORD
Shares2.16M
TypeSH
Market value$200.56M
1.89%
Sole
2.16M
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares1.20M
TypeSH
Market value$200.00M
1.89%
Sole
1.20M
Shared
0.00
None
0.00

MARSH & MCLENNAN COS INC

SOLE
COM
Shares888.97K
TypeSH
Market value$198.32M
1.87%
Sole
888.97K
Shared
0.00
None
0.00
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FINDLAY PARK PARTNERS LLP 13F Holdings โ€” 59 Positions | Finecho