Findlay Park Partners 13F, Q3 2024
Findlay Park Partners · quarter ending 30 September 2024 · filed 4 November 2024 · SEC CIK 1351950
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q3 2024
The 25 largest of 59 positions. Weights are against the whole filed book. Changes are in shares held, against the Q2 2024 filing.
| Company | Ticker | Value | % of book | vs Q2 2024 |
|---|---|---|---|---|
| UNITEDHEALTH GROUP INC | UNH | $440.63M | 4.2% | +33% shares |
| ACCENTURE PLC IRELAND | $393.95M | 3.7% | +8% shares | |
| MASTERCARD INCORPORATED | MA | $342.49M | 3.2% | unchanged |
| MICROSOFT CORP | MSFT | $339.86M | 3.2% | -41% shares |
| GARTNER INC | IT | $337.46M | 3.2% | unchanged |
| S&P GLOBAL INC | SPGI | $310.96M | 2.9% | unchanged |
| LIBERTY MEDIA CORP DEL | FWONK | $303.34M | 2.9% | +10% shares |
| CANADIAN PACIFIC KANSAS CITY | CP | $277.36M | 2.6% | unchanged |
| EOG RES INC | EOG | $258.01M | 2.4% | unchanged |
| CBRE GROUP INC | CBRE | $251.72M | 2.4% | +116% shares |
| WEST PHARMACEUTICAL SVSC INC | WST | $248.44M | 2.3% | +12% shares |
| INTUIT | INTU | $243.15M | 2.3% | unchanged |
| GALLAGHER ARTHUR J & CO | AJG | $242.32M | 2.3% | -33% shares |
| LIVE NATION ENTERTAINMENT IN | LYV | $231.11M | 2.2% | -27% shares |
| KLA CORP | KLAC | $230.30M | 2.2% | unchanged |
| TOPBUILD CORP | BLD* | $229.53M | 2.2% | -15% shares |
| AECOM | ACM | $227.22M | 2.1% | -23% shares |
| CONOCOPHILLIPS | COP | $222.63M | 2.1% | unchanged |
| INTERCONTINENTAL EXCHANGE IN | ICE | $212.07M | 2.0% | -24% shares |
| CANADIAN NATL RY CO | CNI | $211.79M | 2.0% | unchanged |
| MARTIN MARIETTA MATLS INC | MLM | $206.60M | 1.9% | unchanged |
| THERMO FISHER SCIENTIFIC INC | TMO | $200.80M | 1.9% | +13% shares |
| CRH PLC | $200.56M | 1.9% | +14% shares | |
| ALPHABET INC | GOOG | $200.00M | 1.9% | unchanged |
| MARSH & MCLENNAN COS INC | MRSH | $198.32M | 1.9% | -23% shares |
What changed since Q2 2024
Against the Q2 2024 filing, Findlay Park Partners opened 7 new positions, added to 12, trimmed 9, left 31 unchanged and exited 4. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Other quarters
Source: SEC Form 13F-HR, accession 0000943663-24-000251, 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.