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 58 equity positions with a total reported market value of $9.72B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

58
Positions
$9.72B
Total AUM (reported)
59.02M
Total Shares

Allocation by class

TOTAL AUM$9.72B58 positions
COM$7.54B77.6%
CL A$490.87M5.1%
COM LBTY ONE S C$270.14M2.8%
SHS CLASS A$267.89M2.8%
COM STK$230.51M2.4%
ORD$224.90M2.3%
SHS USD$178.63M1.8%

Portfolio Concentration

Top 310.6%4โ€“1019.7%11โ€“2531.5%Rest38.2%TOP 1030.3%0%100%
Top 3$1.03B10.6%
4โ€“10$1.92B19.7%
11โ€“25$3.06B31.5%
Rest$3.72B38.2%

Top 3 weight

10.6%

Top 10 weight

30.3%

Voting Authority Distribution

Total shares with voting rights: 59.02M

Sole

Full voting authority

59.02M

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 ยท 100.0% of voting shares
Institutional Holdings58
Rows:

GALLAGHER ARTHUR J & CO

SOLE
COM
Shares1.17M
TypeSH
Market value$404.69M
4.16%
Sole
1.17M
Shared
0.00
None
0.00

LIVE NATION ENTERTAINMENT IN

SOLE
COM
Shares2.40M
TypeSH
Market value$313.82M
3.23%
Sole
2.40M
Shared
0.00
None
0.00

S&P GLOBAL INC

SOLE
COM
Shares605.62K
TypeSH
Market value$307.72M
3.17%
Sole
605.62K
Shared
0.00
None
0.00

UNITEDHEALTH GROUP INC

SOLE
COM
Shares575.63K
TypeSH
Market value$301.48M
3.10%
Sole
575.63K
Shared
0.00
None
0.00

MASTERCARD INCORPORATED

SOLE
CL A
Shares533.59K
TypeSH
Market value$292.47M
3.01%
Sole
533.59K
Shared
0.00
None
0.00

MARSH & MCLENNAN COS INC

SOLE
COM
Shares1.13M
TypeSH
Market value$275.84M
2.84%
Sole
1.13M
Shared
0.00
None
0.00

LIBERTY MEDIA CORP DEL

SOLE
COM LBTY ONE S C
Shares3M
TypeSH
Market value$270.14M
2.78%
Sole
3M
Shared
0.00
None
0.00

ACCENTURE PLC IRELAND

SOLE
SHS CLASS A
Shares858.50K
TypeSH
Market value$267.89M
2.76%
Sole
858.50K
Shared
0.00
None
0.00

SCHWAB CHARLES CORP

SOLE
COM
Shares3.39M
TypeSH
Market value$265.62M
2.73%
Sole
3.39M
Shared
0.00
None
0.00

INTUIT

SOLE
COM
Shares395.14K
TypeSH
Market value$242.62M
2.50%
Sole
395.14K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares642.81K
TypeSH
Market value$241.30M
2.48%
Sole
642.81K
Shared
0.00
None
0.00

API GROUP CORP

SOLE
COM STK
Shares6.45M
TypeSH
Market value$230.51M
2.37%
Sole
6.45M
Shared
0.00
None
0.00

CANADIAN PACIFIC KANSAS CITY

SOLE
COM
Shares3.27M
TypeSH
Market value$229.87M
2.37%
Sole
3.27M
Shared
0.00
None
0.00

CRH PLC

SOLE
ORD
Shares2.56M
TypeSH
Market value$224.90M
2.31%
Sole
2.56M
Shared
0.00
None
0.00

EOG RES INC

SOLE
COM
Shares1.74M
TypeSH
Market value$223.72M
2.30%
Sole
1.74M
Shared
0.00
None
0.00

WATERS CORP

SOLE
COM
Shares581.17K
TypeSH
Market value$214.20M
2.20%
Sole
581.17K
Shared
0.00
None
0.00

ROYAL GOLD INC

SOLE
COM
Shares1.24M
TypeSH
Market value$202.92M
2.09%
Sole
1.24M
Shared
0.00
None
0.00

CBRE GROUP INC

SOLE
CL A
Shares1.52M
TypeSH
Market value$198.40M
2.04%
Sole
1.52M
Shared
0.00
None
0.00

WASTE CONNECTIONS INC

SOLE
COM
Shares1.01M
TypeSH
Market value$197.43M
2.03%
Sole
1.01M
Shared
0.00
None
0.00

CONOCOPHILLIPS

SOLE
COM
Shares1.84M
TypeSH
Market value$192.72M
1.98%
Sole
1.84M
Shared
0.00
None
0.00

WEST PHARMACEUTICAL SVSC INC

SOLE
COM
Shares846.21K
TypeSH
Market value$189.45M
1.95%
Sole
846.21K
Shared
0.00
None
0.00

GARTNER INC

SOLE
COM
Shares432.92K
TypeSH
Market value$181.71M
1.87%
Sole
432.92K
Shared
0.00
None
0.00

STERIS PLC

SOLE
SHS USD
Shares788.15K
TypeSH
Market value$178.63M
1.84%
Sole
788.15K
Shared
0.00
None
0.00

CANADIAN NATL RY CO

SOLE
COM
Shares1.83M
TypeSH
Market value$178.36M
1.84%
Sole
1.83M
Shared
0.00
None
0.00

INTERCONTINENTAL EXCHANGE IN

SOLE
COM
Shares1.03M
TypeSH
Market value$176.86M
1.82%
Sole
1.03M
Shared
0.00
None
0.00
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FINDLAY PARK PARTNERS LLP 13F Holdings โ€” 58 Positions | Finecho