Findlay Park Partners 13F, Q4 2024
Findlay Park Partners · quarter ending 31 December 2024 · filed 14 February 2025 · SEC CIK 1351950
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q4 2024
The 25 largest of 59 positions. Weights are against the whole filed book. Changes are in shares held, against the Q3 2024 filing.
| Company | Ticker | Value | % of book | vs Q3 2024 |
|---|---|---|---|---|
| ACCENTURE PLC IRELAND | $393.37M | 3.9% | unchanged | |
| LIBERTY MEDIA CORP DEL | FWONK | $360.05M | 3.6% | unchanged |
| MICROSOFT CORP | MSFT | $330.21M | 3.3% | unchanged |
| UNITEDHEALTH GROUP INC | UNH | $329.18M | 3.3% | -14% shares |
| GALLAGHER ARTHUR J & CO | AJG | $328.30M | 3.3% | +34% shares |
| LIVE NATION ENTERTAINMENT IN | LYV | $307.06M | 3.0% | +12% shares |
| S&P GLOBAL INC | SPGI | $297.63M | 3.0% | unchanged |
| MASTERCARD INCORPORATED | MA | $277.23M | 2.8% | -24% shares |
| WEST PHARMACEUTICAL SVSC INC | WST | $273.42M | 2.7% | unchanged |
| GARTNER INC | IT | $260.80M | 2.6% | -19% shares |
| SCHWAB CHARLES CORP | SCHW | $247.77M | 2.5% | +19% shares |
| INTUIT | INTU | $244.95M | 2.4% | unchanged |
| CANADIAN PACIFIC KANSAS CITY | CP | $233.76M | 2.3% | unchanged |
| CBRE GROUP INC | CBRE | $230.38M | 2.3% | -13% shares |
| API GROUP CORP | APG | $228.75M | 2.3% | +12% shares |
| EOG RES INC | EOG | $210.97M | 2.1% | -18% shares |
| CRH PLC | $202.10M | 2.0% | unchanged | |
| WATERS CORP | WAT | $194.83M | 1.9% | +3% shares |
| AECOM | ACM | $192.40M | 1.9% | -18% shares |
| MARSH & MCLENNAN COS INC | MRSH | $188.61M | 1.9% | unchanged |
| KLA CORP | KLAC | $187.39M | 1.9% | unchanged |
| XPO INC | XPO | $184.82M | 1.8% | unchanged |
| CANADIAN NATL RY CO | CNI | $183.28M | 1.8% | unchanged |
| CONOCOPHILLIPS | COP | $179.54M | 1.8% | -14% shares |
| TOPBUILD CORP | BLD* | $174.88M | 1.7% | unchanged |
What changed since Q3 2024
Against the Q3 2024 filing, Findlay Park Partners opened 2 new positions, added to 14, trimmed 9, left 34 unchanged and exited 2. 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 0000943663-25-000051, 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.