Findlay Park Partners 13F, Q2 2025
Findlay Park Partners · quarter ending 30 June 2025 · filed 13 August 2025 · SEC CIK 1351950
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q2 2025
The 25 largest of 57 positions. Weights are against the whole filed book. Changes are in shares held, against the Q1 2025 filing.
| Company | Ticker | Value | % of book | vs Q1 2025 |
|---|---|---|---|---|
| MICROSOFT CORP | MSFT | $420.22M | 4.3% | +31% shares |
| INTUIT | INTU | $358.88M | 3.7% | +15% shares |
| ACCENTURE PLC IRELAND | $353.38M | 3.6% | +38% shares | |
| API GROUP CORP | APG | $340.33M | 3.5% | +3% shares |
| LIVE NATION ENTERTAINMENT IN | LYV | $311.55M | 3.2% | -14% shares |
| S&P GLOBAL INC | SPGI | $308.21M | 3.2% | -4% shares |
| LIBERTY MEDIA CORP DEL | FWONK | $302.65M | 3.1% | -4% shares |
| GALLAGHER ARTHUR J & CO | AJG | $302.23M | 3.1% | -20% shares |
| MASTERCARD INCORPORATED | MA | $289.39M | 3.0% | -4% shares |
| CANADIAN PACIFIC KANSAS CITY | CP | $250.45M | 2.6% | -4% shares |
| SCHWAB CHARLES CORP | SCHW | $248.75M | 2.6% | -20% shares |
| TEXAS INSTRS INC | TXN | $248.74M | 2.6% | +45% shares |
| CRH PLC | $226.46M | 2.3% | -4% shares | |
| BERKSHIRE HATHAWAY INC DEL | BRK/B | $213.03M | 2.2% | +36% shares |
| ROYAL GOLD INC | RGLD | $213.00M | 2.2% | -4% shares |
| EOG RES INC | EOG | $201.36M | 2.1% | -4% shares |
| WATERS CORP | WAT | $195.80M | 2.0% | -4% shares |
| MARSH & MCLENNAN COS INC | MRSH | $193.66M | 2.0% | -22% shares |
| XPO INC | XPO | $191.65M | 2.0% | -4% shares |
| STERIS PLC | $182.72M | 1.9% | -4% shares | |
| INTERCONTINENTAL EXCHANGE IN | ICE | $181.54M | 1.9% | -4% shares |
| WEST PHARMACEUTICAL SVSC INC | WST | $178.67M | 1.8% | -4% shares |
| FERGUSON ENTERPRISES INC | FERG | $172.16M | 1.8% | -4% shares |
| UNITED RENTALS INC | URI | $171.35M | 1.8% | -3% shares |
| GARTNER INC | IT | $168.89M | 1.7% | -4% shares |
What changed since Q1 2025
Against the Q1 2025 filing, Findlay Park Partners opened 0 new positions, added to 7, trimmed 50, left 0 unchanged and exited 1. 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 0000943663-25-000213, 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.