Filed: 2/14/2025ACC: 0000943663-25-000051
๐ What this filing means
FINDLAY PARK PARTNERS LLP filed this quarterly 13FโHR report disclosing 59 equity positions with a total reported market value of $10.06B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
59
Positions
$10.06B
Total AUM (reported)
58.61M
Total Shares
Allocation by class
COM$7.69B76.4%
CL A$507.61M5.0%
SHS CLASS A$393.37M3.9%
COM LBTY ONE S C$360.05M3.6%
COM STK$228.75M2.3%
ORD$202.10M2.0%
COM NEW$187.39M1.9%
Portfolio Concentration
Top 3$1.08B10.8%
4โ10$2.07B20.6%
11โ25$3.08B30.6%
Rest$3.82B38.0%
Top 3 weight
10.8%
Top 10 weight
31.4%
Voting Authority Distribution
Total shares with voting rights: 58.61M
Sole
Full voting authority
58.61M
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:
ACCENTURE PLC IRELAND
SOLEShares1.12M
TypeSH
Market value$393.37M
3.91%
Sole
1.12M
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares3.89M
TypeSH
Market value$360.05M
3.58%
Sole
3.89M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares783.41K
TypeSH
Market value$330.21M
3.28%
Sole
783.41K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares650.73K
TypeSH
Market value$329.18M
3.27%
Sole
650.73K
Shared
0.00
None
0.00
GALLAGHER ARTHUR J & CO
SOLEShares1.16M
TypeSH
Market value$328.30M
3.26%
Sole
1.16M
Shared
0.00
None
0.00
LIVE NATION ENTERTAINMENT IN
SOLEShares2.37M
TypeSH
Market value$307.06M
3.05%
Sole
2.37M
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares597.62K
TypeSH
Market value$297.63M
2.96%
Sole
597.62K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares526.49K
TypeSH
Market value$277.23M
2.75%
Sole
526.49K
Shared
0.00
None
0.00
WEST PHARMACEUTICAL SVSC INC
SOLEShares834.71K
TypeSH
Market value$273.42M
2.72%
Sole
834.71K
Shared
0.00
None
0.00
GARTNER INC
SOLEShares538.32K
TypeSH
Market value$260.80M
2.59%
Sole
538.32K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares3.35M
TypeSH
Market value$247.77M
2.46%
Sole
3.35M
Shared
0.00
None
0.00
INTUIT
SOLEShares389.75K
TypeSH
Market value$244.95M
2.43%
Sole
389.75K
Shared
0.00
None
0.00
CANADIAN PACIFIC KANSAS CITY
SOLEShares3.23M
TypeSH
Market value$233.76M
2.32%
Sole
3.23M
Shared
0.00
None
0.00
CBRE GROUP INC
SOLEShares1.75M
TypeSH
Market value$230.38M
2.29%
Sole
1.75M
Shared
0.00
None
0.00
API GROUP CORP
SOLEShares6.36M
TypeSH
Market value$228.75M
2.27%
Sole
6.36M
Shared
0.00
None
0.00
EOG RES INC
SOLEShares1.72M
TypeSH
Market value$210.97M
2.10%
Sole
1.72M
Shared
0.00
None
0.00
CRH PLC
SOLEShares2.18M
TypeSH
Market value$202.10M
2.01%
Sole
2.18M
Shared
0.00
None
0.00
WATERS CORP
SOLEShares525.17K
TypeSH
Market value$194.83M
1.94%
Sole
525.17K
Shared
0.00
None
0.00
AECOM
SOLEShares1.80M
TypeSH
Market value$192.40M
1.91%
Sole
1.80M
Shared
0.00
None
0.00
MARSH & MCLENNAN COS INC
SOLEShares887.97K
TypeSH
Market value$188.61M
1.87%
Sole
887.97K
Shared
0.00
None
0.00
KLA CORP
SOLEShares297.38K
TypeSH
Market value$187.39M
1.86%
Sole
297.38K
Shared
0.00
None
0.00
XPO INC
SOLEShares1.41M
TypeSH
Market value$184.82M
1.84%
Sole
1.41M
Shared
0.00
None
0.00
CANADIAN NATL RY CO
SOLEShares1.81M
TypeSH
Market value$183.28M
1.82%
Sole
1.81M
Shared
0.00
None
0.00
CONOCOPHILLIPS
SOLEShares1.81M
TypeSH
Market value$179.54M
1.78%
Sole
1.81M
Shared
0.00
None
0.00
TOPBUILD CORP
SOLEShares561.71K
TypeSH
Market value$174.88M
1.74%
Sole
561.71K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 1.12M | SH | $393.37M 3.91% | 1.12M | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 3.89M | SH | $360.05M 3.58% | 3.89M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 783.41K | SH | $330.21M 3.28% | 783.41K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 650.73K | SH | $329.18M 3.27% | 650.73K | 0.00 | 0.00 |
GALLAGHER ARTHUR J & COSOLE | COM | 1.16M | SH | $328.30M 3.26% | 1.16M | 0.00 | 0.00 |
LIVE NATION ENTERTAINMENT INSOLE | COM | 2.37M | SH | $307.06M 3.05% | 2.37M | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 597.62K | SH | $297.63M 2.96% | 597.62K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 526.49K | SH | $277.23M 2.75% | 526.49K | 0.00 | 0.00 |
WEST PHARMACEUTICAL SVSC INCSOLE | COM | 834.71K | SH | $273.42M 2.72% | 834.71K | 0.00 | 0.00 |
GARTNER INCSOLE | COM | 538.32K | SH | $260.80M 2.59% | 538.32K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 3.35M | SH | $247.77M 2.46% | 3.35M | 0.00 | 0.00 |
INTUITSOLE | COM | 389.75K | SH | $244.95M 2.43% | 389.75K | 0.00 | 0.00 |
CANADIAN PACIFIC KANSAS CITYSOLE | COM | 3.23M | SH | $233.76M 2.32% | 3.23M | 0.00 | 0.00 |
CBRE GROUP INCSOLE | CL A | 1.75M | SH | $230.38M 2.29% | 1.75M | 0.00 | 0.00 |
API GROUP CORPSOLE | COM STK | 6.36M | SH | $228.75M 2.27% | 6.36M | 0.00 | 0.00 |
EOG RES INCSOLE | COM | 1.72M | SH | $210.97M 2.10% | 1.72M | 0.00 | 0.00 |
CRH PLCSOLE | ORD | 2.18M | SH | $202.10M 2.01% | 2.18M | 0.00 | 0.00 |
WATERS CORPSOLE | COM | 525.17K | SH | $194.83M 1.94% | 525.17K | 0.00 | 0.00 |
AECOMSOLE | COM | 1.80M | SH | $192.40M 1.91% | 1.80M | 0.00 | 0.00 |
MARSH & MCLENNAN COS INCSOLE | COM | 887.97K | SH | $188.61M 1.87% | 887.97K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 297.38K | SH | $187.39M 1.86% | 297.38K | 0.00 | 0.00 |
XPO INCSOLE | COM | 1.41M | SH | $184.82M 1.84% | 1.41M | 0.00 | 0.00 |
CANADIAN NATL RY COSOLE | COM | 1.81M | SH | $183.28M 1.82% | 1.81M | 0.00 | 0.00 |
CONOCOPHILLIPSSOLE | COM | 1.81M | SH | $179.54M 1.78% | 1.81M | 0.00 | 0.00 |
TOPBUILD CORPSOLE | COM | 561.71K | SH | $174.88M 1.74% | 561.71K | 0.00 | 0.00 |
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