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 $7.84B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

57
Positions
$7.84B
Total AUM (reported)
46.43M
Total Shares

Allocation by class

TOTAL AUM$7.84B57 positions
COM$5.95B75.9%
CL A$356.92M4.6%
COM STK$268.59M3.4%
SHS CLASS A$259.07M3.3%
ORD$251.31M3.2%
COM LBTY ONE S C$197.18M2.5%
CL B NEW$180.15M2.3%

Portfolio Concentration

Top 310.5%4โ€“1021.5%11โ€“2533.5%Rest34.5%TOP 1032.0%0%100%
Top 3$825.81M10.5%
4โ€“10$1.68B21.5%
11โ€“25$2.62B33.5%
Rest$2.71B34.5%

Top 3 weight

10.5%

Top 10 weight

32.0%

Voting Authority Distribution

Total shares with voting rights: 46.43M

Sole

Full voting authority

46.43M

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:

S&P GLOBAL INC

SOLE
COM
Shares542.64K
TypeSH
Market value$283.58M
3.62%
Sole
542.64K
Shared
0.00
None
0.00

MASTERCARD INCORPORATED

SOLE
CL A
Shares479.33K
TypeSH
Market value$273.64M
3.49%
Sole
479.33K
Shared
0.00
None
0.00

API GROUP CORP

SOLE
COM STK
Shares7.02M
TypeSH
Market value$268.59M
3.43%
Sole
7.02M
Shared
0.00
None
0.00

GALLAGHER ARTHUR J & CO

SOLE
COM
Shares1.03M
TypeSH
Market value$265.39M
3.39%
Sole
1.03M
Shared
0.00
None
0.00

ACCENTURE PLC IRELAND

SOLE
SHS CLASS A
Shares965.60K
TypeSH
Market value$259.07M
3.31%
Sole
965.60K
Shared
0.00
None
0.00

CRH PLC

SOLE
ORD
Shares2.01M
TypeSH
Market value$251.31M
3.21%
Sole
2.01M
Shared
0.00
None
0.00

INTUIT

SOLE
COM
Shares372.19K
TypeSH
Market value$246.54M
3.15%
Sole
372.19K
Shared
0.00
None
0.00

TEXAS INSTRS INC

SOLE
COM
Shares1.32M
TypeSH
Market value$229.20M
2.92%
Sole
1.32M
Shared
0.00
None
0.00

ROYAL GOLD INC

SOLE
COM
Shares978.03K
TypeSH
Market value$217.41M
2.77%
Sole
978.03K
Shared
0.00
None
0.00

ITT INC

SOLE
COM
Shares1.23M
TypeSH
Market value$213.57M
2.73%
Sole
1.23M
Shared
0.00
None
0.00

WOODWARD INC

SOLE
COM
Shares686.20K
TypeSH
Market value$207.45M
2.65%
Sole
686.20K
Shared
0.00
None
0.00

LIVE NATION ENTERTAINMENT IN

SOLE
COM
Shares1.43M
TypeSH
Market value$203.93M
2.60%
Sole
1.43M
Shared
0.00
None
0.00

LIBERTY MEDIA CORP DEL

SOLE
COM LBTY ONE S C
Shares2M
TypeSH
Market value$197.18M
2.52%
Sole
2M
Shared
0.00
None
0.00

XPO INC

SOLE
COM
Shares1.42M
TypeSH
Market value$192.33M
2.45%
Sole
1.42M
Shared
0.00
None
0.00

CANADIAN PACIFIC KANSAS CITY

SOLE
COM
Shares2.58M
TypeSH
Market value$189.87M
2.42%
Sole
2.58M
Shared
0.00
None
0.00

WEST PHARMACEUTICAL SVSC INC

SOLE
COM
Shares666.93K
TypeSH
Market value$183.50M
2.34%
Sole
666.93K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares358.40K
TypeSH
Market value$180.15M
2.30%
Sole
358.40K
Shared
0.00
None
0.00

WATERS CORP

SOLE
COM
Shares458.47K
TypeSH
Market value$174.14M
2.22%
Sole
458.47K
Shared
0.00
None
0.00

SCHWAB CHARLES CORP

SOLE
COM
Shares1.74M
TypeSH
Market value$173.99M
2.22%
Sole
1.74M
Shared
0.00
None
0.00

MARSH & MCLENNAN COS INC

SOLE
COM
Shares886.47K
TypeSH
Market value$164.46M
2.10%
Sole
886.47K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares332.83K
TypeSH
Market value$160.96M
2.05%
Sole
332.83K
Shared
0.00
None
0.00

INTERCONTINENTAL EXCHANGE IN

SOLE
COM
Shares975.67K
TypeSH
Market value$158.02M
2.02%
Sole
975.67K
Shared
0.00
None
0.00

STERIS PLC

SOLE
SHS USD
Shares621.55K
TypeSH
Market value$157.58M
2.01%
Sole
621.55K
Shared
0.00
None
0.00

EOG RES INC

SOLE
COM
Shares1.37M
TypeSH
Market value$144.34M
1.84%
Sole
1.37M
Shared
0.00
None
0.00

CONOCOPHILLIPS

SOLE
COM
Shares1.45M
TypeSH
Market value$135.35M
1.73%
Sole
1.45M
Shared
0.00
None
0.00
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FINDLAY PARK PARTNERS LLP 13F Holdings โ€” 57 Positions | Finecho