Filed: 5/14/2025ACC: 0000943663-25-000126
๐ What this filing means
FINDLAY PARK PARTNERS LLP filed this quarterly 13FโHR 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
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 3$1.03B10.6%
4โ10$1.92B19.7%
11โ25$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
SOLEShares1.17M
TypeSH
Market value$404.69M
4.16%
Sole
1.17M
Shared
0.00
None
0.00
LIVE NATION ENTERTAINMENT IN
SOLEShares2.40M
TypeSH
Market value$313.82M
3.23%
Sole
2.40M
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares605.62K
TypeSH
Market value$307.72M
3.17%
Sole
605.62K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares575.63K
TypeSH
Market value$301.48M
3.10%
Sole
575.63K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares533.59K
TypeSH
Market value$292.47M
3.01%
Sole
533.59K
Shared
0.00
None
0.00
MARSH & MCLENNAN COS INC
SOLEShares1.13M
TypeSH
Market value$275.84M
2.84%
Sole
1.13M
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares3M
TypeSH
Market value$270.14M
2.78%
Sole
3M
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares858.50K
TypeSH
Market value$267.89M
2.76%
Sole
858.50K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares3.39M
TypeSH
Market value$265.62M
2.73%
Sole
3.39M
Shared
0.00
None
0.00
INTUIT
SOLEShares395.14K
TypeSH
Market value$242.62M
2.50%
Sole
395.14K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares642.81K
TypeSH
Market value$241.30M
2.48%
Sole
642.81K
Shared
0.00
None
0.00
API GROUP CORP
SOLEShares6.45M
TypeSH
Market value$230.51M
2.37%
Sole
6.45M
Shared
0.00
None
0.00
CANADIAN PACIFIC KANSAS CITY
SOLEShares3.27M
TypeSH
Market value$229.87M
2.37%
Sole
3.27M
Shared
0.00
None
0.00
CRH PLC
SOLEShares2.56M
TypeSH
Market value$224.90M
2.31%
Sole
2.56M
Shared
0.00
None
0.00
EOG RES INC
SOLEShares1.74M
TypeSH
Market value$223.72M
2.30%
Sole
1.74M
Shared
0.00
None
0.00
WATERS CORP
SOLEShares581.17K
TypeSH
Market value$214.20M
2.20%
Sole
581.17K
Shared
0.00
None
0.00
ROYAL GOLD INC
SOLEShares1.24M
TypeSH
Market value$202.92M
2.09%
Sole
1.24M
Shared
0.00
None
0.00
CBRE GROUP INC
SOLEShares1.52M
TypeSH
Market value$198.40M
2.04%
Sole
1.52M
Shared
0.00
None
0.00
WASTE CONNECTIONS INC
SOLEShares1.01M
TypeSH
Market value$197.43M
2.03%
Sole
1.01M
Shared
0.00
None
0.00
CONOCOPHILLIPS
SOLEShares1.84M
TypeSH
Market value$192.72M
1.98%
Sole
1.84M
Shared
0.00
None
0.00
WEST PHARMACEUTICAL SVSC INC
SOLEShares846.21K
TypeSH
Market value$189.45M
1.95%
Sole
846.21K
Shared
0.00
None
0.00
GARTNER INC
SOLEShares432.92K
TypeSH
Market value$181.71M
1.87%
Sole
432.92K
Shared
0.00
None
0.00
STERIS PLC
SOLEShares788.15K
TypeSH
Market value$178.63M
1.84%
Sole
788.15K
Shared
0.00
None
0.00
CANADIAN NATL RY CO
SOLEShares1.83M
TypeSH
Market value$178.36M
1.84%
Sole
1.83M
Shared
0.00
None
0.00
INTERCONTINENTAL EXCHANGE IN
SOLEShares1.03M
TypeSH
Market value$176.86M
1.82%
Sole
1.03M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GALLAGHER ARTHUR J & COSOLE | COM | 1.17M | SH | $404.69M 4.16% | 1.17M | 0.00 | 0.00 |
LIVE NATION ENTERTAINMENT INSOLE | COM | 2.40M | SH | $313.82M 3.23% | 2.40M | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 605.62K | SH | $307.72M 3.17% | 605.62K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 575.63K | SH | $301.48M 3.10% | 575.63K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 533.59K | SH | $292.47M 3.01% | 533.59K | 0.00 | 0.00 |
MARSH & MCLENNAN COS INCSOLE | COM | 1.13M | SH | $275.84M 2.84% | 1.13M | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 3M | SH | $270.14M 2.78% | 3M | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 858.50K | SH | $267.89M 2.76% | 858.50K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 3.39M | SH | $265.62M 2.73% | 3.39M | 0.00 | 0.00 |
INTUITSOLE | COM | 395.14K | SH | $242.62M 2.50% | 395.14K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 642.81K | SH | $241.30M 2.48% | 642.81K | 0.00 | 0.00 |
API GROUP CORPSOLE | COM STK | 6.45M | SH | $230.51M 2.37% | 6.45M | 0.00 | 0.00 |
CANADIAN PACIFIC KANSAS CITYSOLE | COM | 3.27M | SH | $229.87M 2.37% | 3.27M | 0.00 | 0.00 |
CRH PLCSOLE | ORD | 2.56M | SH | $224.90M 2.31% | 2.56M | 0.00 | 0.00 |
EOG RES INCSOLE | COM | 1.74M | SH | $223.72M 2.30% | 1.74M | 0.00 | 0.00 |
WATERS CORPSOLE | COM | 581.17K | SH | $214.20M 2.20% | 581.17K | 0.00 | 0.00 |
ROYAL GOLD INCSOLE | COM | 1.24M | SH | $202.92M 2.09% | 1.24M | 0.00 | 0.00 |
CBRE GROUP INCSOLE | CL A | 1.52M | SH | $198.40M 2.04% | 1.52M | 0.00 | 0.00 |
WASTE CONNECTIONS INCSOLE | COM | 1.01M | SH | $197.43M 2.03% | 1.01M | 0.00 | 0.00 |
CONOCOPHILLIPSSOLE | COM | 1.84M | SH | $192.72M 1.98% | 1.84M | 0.00 | 0.00 |
WEST PHARMACEUTICAL SVSC INCSOLE | COM | 846.21K | SH | $189.45M 1.95% | 846.21K | 0.00 | 0.00 |
GARTNER INCSOLE | COM | 432.92K | SH | $181.71M 1.87% | 432.92K | 0.00 | 0.00 |
STERIS PLCSOLE | SHS USD | 788.15K | SH | $178.63M 1.84% | 788.15K | 0.00 | 0.00 |
CANADIAN NATL RY COSOLE | COM | 1.83M | SH | $178.36M 1.84% | 1.83M | 0.00 | 0.00 |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 1.03M | SH | $176.86M 1.82% | 1.03M | 0.00 | 0.00 |
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