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 57 equity positions with a total reported market value of $9.52B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

57
Positions
$9.52B
Total AUM (reported)
54.91M
Total Shares

Allocation by class

TOTAL AUM$9.52B57 positions
COM$7.21B75.8%
CL A$385.84M4.1%
COM LBTY ONE S C$297.10M3.1%
ORD$290.50M3.1%
SHS CLASS A$286.38M3.0%
COM STK$259.15M2.7%
CL B NEW$216.60M2.3%

Portfolio Concentration

Top 311.5%4โ€“1021.1%11โ€“2531.1%Rest36.3%TOP 1032.5%0%100%
Top 3$1.09B11.5%
4โ€“10$2.01B21.1%
11โ€“25$2.96B31.1%
Rest$3.46B36.3%

Top 3 weight

11.5%

Top 10 weight

32.5%

Voting Authority Distribution

Total shares with voting rights: 54.91M

Sole

Full voting authority

54.91M

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)

Sole57
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings57
Rows:

MICROSOFT CORP

SOLE
COM
Shares829.81K
TypeSH
Market value$429.80M
4.51%
Sole
829.81K
Shared
0.00
None
0.00

GALLAGHER ARTHUR J & CO

SOLE
COM
Shares1.07M
TypeSH
Market value$331.39M
3.48%
Sole
1.07M
Shared
0.00
None
0.00

LIVE NATION ENTERTAINMENT IN

SOLE
COM
Shares2.02M
TypeSH
Market value$330.49M
3.47%
Sole
2.02M
Shared
0.00
None
0.00

INTUIT

SOLE
COM
Shares447.55K
TypeSH
Market value$305.63M
3.21%
Sole
447.55K
Shared
0.00
None
0.00

LIBERTY MEDIA CORP DEL

SOLE
COM LBTY ONE S C
Shares2.84M
TypeSH
Market value$297.10M
3.12%
Sole
2.84M
Shared
0.00
None
0.00

CRH PLC

SOLE
ORD
Shares2.42M
TypeSH
Market value$290.50M
3.05%
Sole
2.42M
Shared
0.00
None
0.00

MASTERCARD INCORPORATED

SOLE
CL A
Shares505.89K
TypeSH
Market value$287.76M
3.02%
Sole
505.89K
Shared
0.00
None
0.00

ACCENTURE PLC IRELAND

SOLE
SHS CLASS A
Shares1.16M
TypeSH
Market value$286.38M
3.01%
Sole
1.16M
Shared
0.00
None
0.00

S&P GLOBAL INC

SOLE
COM
Shares574.12K
TypeSH
Market value$279.43M
2.94%
Sole
574.12K
Shared
0.00
None
0.00

API GROUP CORP

SOLE
COM STK
Shares7.54M
TypeSH
Market value$259.15M
2.72%
Sole
7.54M
Shared
0.00
None
0.00

ROYAL GOLD INC

SOLE
COM
Shares1.18M
TypeSH
Market value$235.95M
2.48%
Sole
1.18M
Shared
0.00
None
0.00

CANADIAN PACIFIC KANSAS CITY

SOLE
COM
Shares3.10M
TypeSH
Market value$231.13M
2.43%
Sole
3.10M
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares430.84K
TypeSH
Market value$216.60M
2.28%
Sole
430.84K
Shared
0.00
None
0.00

TEXAS INSTRS INC

SOLE
COM
Shares1.18M
TypeSH
Market value$216.18M
2.27%
Sole
1.18M
Shared
0.00
None
0.00

MARSH & MCLENNAN COS INC

SOLE
COM
Shares1.07M
TypeSH
Market value$214.82M
2.26%
Sole
1.07M
Shared
0.00
None
0.00

WEST PHARMACEUTICAL SVSC INC

SOLE
COM
Shares802.11K
TypeSH
Market value$210.42M
2.21%
Sole
802.11K
Shared
0.00
None
0.00

SCHWAB CHARLES CORP

SOLE
COM
Shares2.10M
TypeSH
Market value$200.04M
2.10%
Sole
2.10M
Shared
0.00
None
0.00

AGILENT TECHNOLOGIES INC

SOLE
COM
Shares1.55M
TypeSH
Market value$199.01M
2.09%
Sole
1.55M
Shared
0.00
None
0.00

XPO INC

SOLE
COM
Shares1.49M
TypeSH
Market value$192.66M
2.02%
Sole
1.49M
Shared
0.00
None
0.00

EOG RES INC

SOLE
COM
Shares1.65M
TypeSH
Market value$185.38M
1.95%
Sole
1.65M
Shared
0.00
None
0.00

STERIS PLC

SOLE
SHS USD
Shares747.15K
TypeSH
Market value$184.88M
1.94%
Sole
747.15K
Shared
0.00
None
0.00

UNITED RENTALS INC

SOLE
COM
Shares192.44K
TypeSH
Market value$183.71M
1.93%
Sole
192.44K
Shared
0.00
None
0.00

WATERS CORP

SOLE
COM
Shares551.07K
TypeSH
Market value$165.22M
1.74%
Sole
551.07K
Shared
0.00
None
0.00

CONOCOPHILLIPS

SOLE
COM
Shares1.74M
TypeSH
Market value$164.50M
1.73%
Sole
1.74M
Shared
0.00
None
0.00

SHERWIN WILLIAMS CO

SOLE
COM
Shares472.91K
TypeSH
Market value$163.75M
1.72%
Sole
472.91K
Shared
0.00
None
0.00
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FINDLAY PARK PARTNERS LLP 13F Holdings โ€” 57 Positions | Finecho