Filed: 5/5/2023ACC: 0001567619-23-005907
📋 What this filing means
FINDLAY PARK PARTNERS LLP filed this quarterly 13F‑HR report disclosing 56 equity positions with a total reported market value of $9.47B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
56
Positions
$9.47B
Total AUM (reported)
55.61M
Total Shares
Allocation by class
COM$7.49B79.1%
CL A$566.90M6.0%
CL B NEW$362.88M3.8%
SHS$233.73M2.5%
SHS CLASS A$207.21M2.2%
CAP STK CL C$168.59M1.8%
COM CL A$131.01M1.4%
Portfolio Concentration
Top 3$1.26B13.3%
4–10$1.96B20.7%
11–25$2.93B30.9%
Rest$3.32B35.0%
Top 3 weight
13.3%
Top 10 weight
34.1%
Voting Authority Distribution
Total shares with voting rights: 55.61M
Sole
Full voting authority
55.61M
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)
Sole56
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings56
Rows:
Microsoft Corp
SOLEShares1.89M
TypeSH
Market value$544.44M
5.75%
Sole
1.89M
Shared
0.00
None
0.00
Berkshire Hathaway Inc Del
SOLEShares1.18M
TypeSH
Market value$362.88M
3.83%
Sole
1.18M
Shared
0.00
None
0.00
EOG Res Inc
SOLEShares3.11M
TypeSH
Market value$357.03M
3.77%
Sole
3.11M
Shared
0.00
None
0.00
Mastercard Incorporated
SOLEShares875.07K
TypeSH
Market value$318.01M
3.36%
Sole
875.07K
Shared
0.00
None
0.00
TopBuild Corp
SOLEShares1.50M
TypeSH
Market value$313.18M
3.31%
Sole
1.50M
Shared
0.00
None
0.00
Gallagher Arthur J & Co
SOLEShares1.53M
TypeSH
Market value$292.07M
3.08%
Sole
1.53M
Shared
0.00
None
0.00
Martin Marietta Matls Inc
SOLEShares789.75K
TypeSH
Market value$280.41M
2.96%
Sole
789.75K
Shared
0.00
None
0.00
S&P Global Inc
SOLEShares795.39K
TypeSH
Market value$274.23M
2.90%
Sole
795.39K
Shared
0.00
None
0.00
Nvidia Corporation
SOLEShares904.36K
TypeSH
Market value$251.21M
2.65%
Sole
904.36K
Shared
0.00
None
0.00
Ferguson PLC New
SOLEShares1.75M
TypeSH
Market value$233.73M
2.47%
Sole
1.75M
Shared
0.00
None
0.00
Intuit
SOLEShares523.22K
TypeSH
Market value$233.27M
2.46%
Sole
523.22K
Shared
0.00
None
0.00
Waste Connections Inc
SOLEShares1.61M
TypeSH
Market value$223.84M
2.36%
Sole
1.61M
Shared
0.00
None
0.00
T-Mobile US Inc
SOLEShares1.46M
TypeSH
Market value$211.66M
2.23%
Sole
1.46M
Shared
0.00
None
0.00
Accenture PLC Ireland
SOLEShares725K
TypeSH
Market value$207.21M
2.19%
Sole
725K
Shared
0.00
None
0.00
Sherwin Williams Co
SOLEShares917.70K
TypeSH
Market value$206.27M
2.18%
Sole
917.70K
Shared
0.00
None
0.00
Intercontinental Exchange In
SOLEShares1.96M
TypeSH
Market value$204.58M
2.16%
Sole
1.96M
Shared
0.00
None
0.00
Jacobs Solutions Inc
SOLEShares1.70M
TypeSH
Market value$199.65M
2.11%
Sole
1.70M
Shared
0.00
None
0.00
Marsh & Mclennan Cos Inc
SOLEShares1.18M
TypeSH
Market value$196.61M
2.08%
Sole
1.18M
Shared
0.00
None
0.00
Analog Devices Inc
SOLEShares956.91K
TypeSH
Market value$188.72M
1.99%
Sole
956.91K
Shared
0.00
None
0.00
CBRE Group Inc
SOLEShares2.56M
TypeSH
Market value$186.44M
1.97%
Sole
2.56M
Shared
0.00
None
0.00
Royal Gold Inc
SOLEShares1.40M
TypeSH
Market value$181.08M
1.91%
Sole
1.40M
Shared
0.00
None
0.00
Gartner Inc
SOLEShares550.99K
TypeSH
Market value$179.49M
1.90%
Sole
550.99K
Shared
0.00
None
0.00
Teledyne Technologies Inc
SOLEShares385.42K
TypeSH
Market value$172.42M
1.82%
Sole
385.42K
Shared
0.00
None
0.00
Thermo Fisher Scientific Inc
SOLEShares293.57K
TypeSH
Market value$169.21M
1.79%
Sole
293.57K
Shared
0.00
None
0.00
Alphabet Inc
SOLEShares1.62M
TypeSH
Market value$168.59M
1.78%
Sole
1.62M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Microsoft CorpSOLE | COM | 1.89M | SH | $544.44M 5.75% | 1.89M | 0.00 | 0.00 |
Berkshire Hathaway Inc DelSOLE | CL B NEW | 1.18M | SH | $362.88M 3.83% | 1.18M | 0.00 | 0.00 |
EOG Res IncSOLE | COM | 3.11M | SH | $357.03M 3.77% | 3.11M | 0.00 | 0.00 |
Mastercard IncorporatedSOLE | CL A | 875.07K | SH | $318.01M 3.36% | 875.07K | 0.00 | 0.00 |
TopBuild CorpSOLE | COM | 1.50M | SH | $313.18M 3.31% | 1.50M | 0.00 | 0.00 |
Gallagher Arthur J & CoSOLE | COM | 1.53M | SH | $292.07M 3.08% | 1.53M | 0.00 | 0.00 |
Martin Marietta Matls IncSOLE | COM | 789.75K | SH | $280.41M 2.96% | 789.75K | 0.00 | 0.00 |
S&P Global IncSOLE | COM | 795.39K | SH | $274.23M 2.90% | 795.39K | 0.00 | 0.00 |
Nvidia CorporationSOLE | COM | 904.36K | SH | $251.21M 2.65% | 904.36K | 0.00 | 0.00 |
Ferguson PLC NewSOLE | SHS | 1.75M | SH | $233.73M 2.47% | 1.75M | 0.00 | 0.00 |
IntuitSOLE | COM | 523.22K | SH | $233.27M 2.46% | 523.22K | 0.00 | 0.00 |
Waste Connections IncSOLE | COM | 1.61M | SH | $223.84M 2.36% | 1.61M | 0.00 | 0.00 |
T-Mobile US IncSOLE | COM | 1.46M | SH | $211.66M 2.23% | 1.46M | 0.00 | 0.00 |
Accenture PLC IrelandSOLE | SHS CLASS A | 725K | SH | $207.21M 2.19% | 725K | 0.00 | 0.00 |
Sherwin Williams CoSOLE | COM | 917.70K | SH | $206.27M 2.18% | 917.70K | 0.00 | 0.00 |
Intercontinental Exchange InSOLE | COM | 1.96M | SH | $204.58M 2.16% | 1.96M | 0.00 | 0.00 |
Jacobs Solutions IncSOLE | COM | 1.70M | SH | $199.65M 2.11% | 1.70M | 0.00 | 0.00 |
Marsh & Mclennan Cos IncSOLE | COM | 1.18M | SH | $196.61M 2.08% | 1.18M | 0.00 | 0.00 |
Analog Devices IncSOLE | COM | 956.91K | SH | $188.72M 1.99% | 956.91K | 0.00 | 0.00 |
CBRE Group IncSOLE | CL A | 2.56M | SH | $186.44M 1.97% | 2.56M | 0.00 | 0.00 |
Royal Gold IncSOLE | COM | 1.40M | SH | $181.08M 1.91% | 1.40M | 0.00 | 0.00 |
Gartner IncSOLE | COM | 550.99K | SH | $179.49M 1.90% | 550.99K | 0.00 | 0.00 |
Teledyne Technologies IncSOLE | COM | 385.42K | SH | $172.42M 1.82% | 385.42K | 0.00 | 0.00 |
Thermo Fisher Scientific IncSOLE | COM | 293.57K | SH | $169.21M 1.79% | 293.57K | 0.00 | 0.00 |
Alphabet IncSOLE | CAP STK CL C | 1.62M | SH | $168.59M 1.78% | 1.62M | 0.00 | 0.00 |
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