Latest Findlay Park Partners LLP Stock Portfolio
$10.18Billion
Equity Portfolio Value
Last Reported on: 07 Feb, 2024
About Findlay Park Partners LLP and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Findlay Park Partners LLP reported an equity portfolio of $10.2 Billions as of 31 Dec, 2023.
The top stock holdings of Findlay Park Partners LLP are MSFT, BLD, MA. The fund has invested 6.3% of it's portfolio in MICROSOFT CORP and 3.3% of portfolio in TOPBUILD CORP.
The fund managers got completely rid off LULULEMON ATHLETICA INC (LULU), CINTAS CORP (CTAS) and INSTALLED BLDG PRODS INC (IBP) stocks. They significantly reduced their stock positions in CBRE GROUP INC (CBRE), JACOBS SOLUTIONS INC (J) and DANAHER CORPORATION (DHR). Findlay Park Partners LLP opened new stock positions in ECOLAB INC (ECL). The fund showed a lot of confidence in some stocks as they added substantially to LIBERTY MEDIA CORP DEL (BATRA), TEXAS INSTRS INC (TXN) and CANADIAN NATL RY CO (CNI).
The top stock holdings of Findlay Park Partners LLP are MSFT, BLD, MA. The fund has invested 6.3% of it's portfolio in MICROSOFT CORP and 3.3% of portfolio in TOPBUILD CORP.
The fund managers got completely rid off LULULEMON ATHLETICA INC (LULU), CINTAS CORP (CTAS) and INSTALLED BLDG PRODS INC (IBP) stocks. They significantly reduced their stock positions in CBRE GROUP INC (CBRE), JACOBS SOLUTIONS INC (J) and DANAHER CORPORATION (DHR). Findlay Park Partners LLP opened new stock positions in ECOLAB INC (ECL). The fund showed a lot of confidence in some stocks as they added substantially to LIBERTY MEDIA CORP DEL (BATRA), TEXAS INSTRS INC (TXN) and CANADIAN NATL RY CO (CNI).
New Buys
| Ticker | $ Bought |
|---|---|
| ECOLAB INC | 91,178,300 |
New stocks bought by Findlay Park Partners LLP
Additions
| Ticker | % Inc. |
|---|---|
| LIBERTY MEDIA CORP DEL | 136 |
| TEXAS INSTRS INC | 110 |
| CANADIAN NATL RY CO | 76.76 |
| WEST PHARMACEUTICAL SVSC INC | 65.16 |
| KLA CORP | 50.9 |
| ELEVANCE HEALTH INC | 35.75 |
| WATERS CORP | 31.09 |
| UNITEDHEALTH GROUP INC | 30.99 |
Additions to existing portfolio by Findlay Park Partners LLP
Reductions
| Ticker | % Reduced |
|---|---|
| CBRE GROUP INC | -43.79 |
| JACOBS SOLUTIONS INC | -43.68 |
| DANAHER CORPORATION | -43.51 |
| TELEDYNE TECHNOLOGIES INC | -36.89 |
| FORTIVE CORP | -25.47 |
| CDW CORP | -23.39 |
| POOL CORP | -22.94 |
| NVIDIA CORPORATION | -22.42 |
Findlay Park Partners LLP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| INSTALLED BLDG PRODS INC | -41,851,600 |
| LULULEMON ATHLETICA INC | -56,192,600 |
| CINTAS CORP | -52,680,700 |
Findlay Park Partners LLP got rid off the above stocks
Current Stock Holdings of Findlay Park Partners LLP
Last Reported on: 07 Feb, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| A | AGILENT TECHNOLOGIES INC | 1.57 | 1,151,410 | 160,081,000 | ADDED | 20.22 | |
| ABNB | AIRBNB INC | 0.91 | 677,514 | 92,236,800 | REDUCED | -2.56 | |
| ACM | AECOM | 1.90 | 2,088,380 | 193,029,000 | ADDED | 21.83 | |
| ACN | ACCENTURE PLC IRELAND | 2.27 | 659,598 | 231,460,000 | REDUCED | -18.1 | |
| ADI | ANALOG DEVICES INC | 1.46 | 745,818 | 148,090,000 | REDUCED | -2.56 | |
| ADSK | AUTODESK INC | 1.37 | 571,299 | 139,100,000 | REDUCED | -18.73 | |
| AJG | GALLAGHER ARTHUR J & CO | 2.90 | 1,312,900 | 295,245,000 | ADDED | 13.86 | |
| ALC | ALCON AG | 1.21 | 1,576,930 | 123,190,000 | ADDED | 24.53 | |
| APD | AIR PRODS & CHEMS INC | 0.90 | 336,233 | 92,060,600 | REDUCED | -2.56 | |
| APG | API GROUP CORP | 1.27 | 3,734,750 | 129,222,000 | REDUCED | -2.56 | |
| BATRA | LIBERTY MEDIA CORP DEL | 1.37 | 2,202,310 | 139,032,000 | ADDED | 136 | |
| BATRA | LIBERTY MEDIA CORP DEL | 0.01 | 38,874 | 1,453,500 | REDUCED | -2.56 | |
| BLD | TOPBUILD CORP | 3.29 | 893,607 | 334,441,000 | REDUCED | -8.67 | |
| CBRE | CBRE GROUP INC | 1.28 | 1,395,520 | 129,909,000 | REDUCED | -43.79 | |
| CDW | CDW CORP | 1.31 | 587,326 | 133,511,000 | REDUCED | -23.39 | |
| CNI | CANADIAN NATL RY CO | 1.27 | 1,027,580 | 129,095,000 | ADDED | 76.76 | |
| COP | CONOCOPHILLIPS | 2.24 | 1,968,070 | 228,434,000 | REDUCED | -2.56 | |
| COST | COSTCO WHSL CORP NEW | 0.48 | 74,565 | 49,218,900 | REDUCED | -2.56 | |
| CP | CANADIAN PACIFIC KANSAS CITY | 1.81 | 2,326,400 | 183,925,000 | REDUCED | -1.07 | |
| CTAS | CINTAS CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| DHR | DANAHER CORPORATION | 0.59 | 257,984 | 59,682,000 | REDUCED | -43.51 | |
| ECL | ECOLAB INC | 0.90 | 459,684 | 91,178,300 | NEW | ||
| ELV | ELEVANCE HEALTH INC | 1.39 | 299,351 | 141,162,000 | ADDED | 35.75 | |
| EOG | EOG RES INC | 2.58 | 2,175,310 | 263,104,000 | REDUCED | -13.5 | |
| FERG | FERGUSON PLC NEW | 1.76 | 928,810 | 179,325,000 | REDUCED | -18.5 | |
| FTV | FORTIVE CORP | 0.47 | 645,615 | 47,536,600 | REDUCED | -25.47 | |
| GOOG | ALPHABET INC | 1.72 | 1,239,820 | 174,727,000 | REDUCED | -2.56 | |
| HLT | HILTON WORLDWIDE HLDGS INC | 0.95 | 531,174 | 96,721,500 | REDUCED | -2.56 | |
| IBP | INSTALLED BLDG PRODS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ICE | INTERCONTINENTAL EXCHANGE IN | 2.25 | 1,781,770 | 228,833,000 | REDUCED | -2.56 | |
| INTU | INTUIT | 2.92 | 475,245 | 297,042,000 | REDUCED | -2.56 | |
| IT | GARTNER INC | 2.84 | 641,721 | 289,487,000 | REDUCED | -2.56 | |
| J | JACOBS SOLUTIONS INC | 1.00 | 783,356 | 101,680,000 | REDUCED | -43.68 | |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 1.42 | 909,052 | 144,621,000 | REDUCED | -19.34 | |
| KLAC | KLA CORP | 1.11 | 193,882 | 112,704,000 | ADDED | 50.9 | |
| LULU | LULULEMON ATHLETICA INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| LYV | LIVE NATION ENTERTAINMENT IN | 2.74 | 2,981,200 | 279,040,000 | REDUCED | -2.56 | |
| MA | MASTERCARD INCORPORATED | 3.01 | 718,690 | 306,528,000 | REDUCED | -2.56 | |
| MCHP | MICROCHIP TECHNOLOGY INC. | 1.25 | 1,407,670 | 126,943,000 | REDUCED | -2.56 | |
| MLM | MARTIN MARIETTA MATLS INC | 2.59 | 528,842 | 263,845,000 | REDUCED | -2.56 | |
| MMC | MARSH & MCLENNAN COS INC | 2.20 | 1,184,670 | 224,459,000 | ADDED | 7.66 | |
| MSFT | MICROSOFT CORP | 6.34 | 1,715,310 | 645,025,000 | REDUCED | -2.56 | |
| NVDA | NVIDIA CORPORATION | 1.50 | 308,908 | 152,977,000 | REDUCED | -22.42 | |
| POOL | POOL CORP | 1.00 | 256,275 | 102,179,000 | REDUCED | -22.94 | |
| RGLD | ROYAL GOLD INC | 1.51 | 1,268,030 | 153,381,000 | REDUCED | -2.56 | |
| SCHW | SCHWAB CHARLES CORP | 1.97 | 2,919,390 | 200,854,000 | ADDED | 24.79 | |
| SHW | SHERWIN WILLIAMS CO | 2.01 | 655,512 | 204,454,000 | REDUCED | -13.83 | |
| SPGI | S&P GLOBAL INC | 2.70 | 623,620 | 274,717,000 | REDUCED | -2.56 | |
| STE | STERIS PLC | 1.31 | 604,952 | 132,999,000 | ADDED | 23.2 | |
| TDY | TELEDYNE TECHNOLOGIES INC | 0.99 | 226,739 | 101,191,000 | REDUCED | -36.89 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 1.84 | 353,420 | 187,592,000 | REDUCED | -1.07 | |
| TMUS | T-MOBILE US INC | 2.80 | 1,775,510 | 284,667,000 | REDUCED | -2.56 | |
| TSCO | TRACTOR SUPPLY CO | 0.53 | 249,446 | 53,638,400 | REDUCED | -2.56 | |
| TXN | TEXAS INSTRS INC | 1.08 | 646,131 | 110,139,000 | ADDED | 110 | |
| UNH | UNITEDHEALTH GROUP INC | 2.24 | 433,026 | 227,975,000 | ADDED | 30.99 | |
| URI | UNITED RENTALS INC | 1.86 | 330,136 | 189,307,000 | REDUCED | -2.56 | |
| WAT | WATERS CORP | 1.21 | 372,969 | 122,793,000 | ADDED | 31.09 | |
| WCN | WASTE CONNECTIONS INC | 2.40 | 1,638,460 | 244,573,000 | REDUCED | -20.35 | |
| WST | WEST PHARMACEUTICAL SVSC INC | 1.58 | 457,306 | 161,027,000 | ADDED | 65.16 | |
| ZTS | ZOETIS INC | 0.67 | 346,691 | 68,426,400 | REDUCED | -2.56 | |
| BERKSHIRE HATHAWAY INC DEL | 1.98 | 563,936 | 201,133,000 | REDUCED | -2.56 |