Findlay Park Partners 13F, Q2 2023
Findlay Park Partners · quarter ending 30 June 2023 · filed 7 August 2023 · SEC CIK 1351950
$9.74B
Filed US book
59
Positions
6.2%
Largest position
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q2 2023
The 25 largest of 59 positions. Weights are against the whole filed book.
| Company | Ticker | Value | % of book |
|---|---|---|---|
| Microsoft Corp | MSFT | $605.12M | 6.2% |
| TopBuild Corp | BLD* | $341.80M | 3.5% |
| EOG Res Inc | EOG | $335.39M | 3.4% |
| Martin Marietta Matls Inc | MLM | $311.03M | 3.2% |
| Berkshire Hathaway Inc Del | BRK/B | $297.22M | 3.0% |
| Mastercard Incorporated | MA | $292.82M | 3.0% |
| S&P Global Inc | SPGI | $258.99M | 2.7% |
| Ferguson PLC New | $258.67M | 2.7% | |
| Gallagher Arthur J & Co | AJG | $255.57M | 2.6% |
| T-Mobile US Inc | TMUS | $255.48M | 2.6% |
| Accenture PLC Ireland | $250.88M | 2.6% | |
| Nvidia Corporation | NVDA | $239.20M | 2.5% |
| Gartner Inc | IT | $232.88M | 2.4% |
| Sherwin Williams Co | SHW | $229.28M | 2.4% |
| Intuit | INTU | $225.58M | 2.3% |
| Waste Connections Inc | WCN | $216.47M | 2.2% |
| Conocophillips | COP | $211.24M | 2.2% |
| Marsh & Mclennan Cos Inc | MRSH | $208.92M | 2.1% |
| Intercontinental Exchange In | ICE | $208.72M | 2.1% |
| CBRE Group Inc | CBRE | $202.25M | 2.1% |
| Jacobs Solutions Inc | J | $190.06M | 1.9% |
| Live Nation Entertainment In | LYV | $179.69M | 1.8% |
| Pool Corp | POOL | $162.83M | 1.7% |
| Alphabet Inc | GOOG | $155.37M | 1.6% |
| United Rentals Inc | URI | $152.32M | 1.6% |
This is the earliest Findlay Park Partners 13F we hold, so there is no earlier filing here to compare it with.
Other quarters
Source: SEC Form 13F-HR, accession 0000894579-23-000210, filed by Findlay Park Partners LLP. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.