Findlay Park Partners LLP
CIK 1351950 · Holdings on Dec 31, 2023 · First reported Feb 7, 2024
Top ten holdings
Q4 2023- MSFT6.34%
- BLD3.29%
- MA3.01%
- INTU2.92%
- AJG2.90%
- IT2.84%
- TMUS2.80%
- LYV2.74%
- SPGI2.70%
- MLM2.59%
Share classes counted separately32.13%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- EOGWeight decreased · -0.85 pp3.43% → 2.58%Shares -339.36K (-13.50%)
- BLDWeight increased · +0.64 pp2.65% → 3.29%Shares -84.87K (-8.67%)
- SCHWWeight increased · +0.59 pp1.38% → 1.97%Shares +579.96K (+24.79%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MSFTMICROSOFT CORP View history and evidence | $645.03M | 6.34% | 1.72M shares | 5.98% → 6.34%+0.36 pp -45.04K (-2.56%) | Reduced | ↗▾ |
| 02 | BLDTOPBUILD CORP View history and evidence | $334.44M | 3.29% | 893.61K shares | 2.65% → 3.29%+0.64 pp -84.87K (-8.67%) | Reduced | ↗▾ |
| 03 | MAMASTERCARD INC - ACL A View history and evidence | $306.53M | 3.01% | 718.69K shares | 3.14% → 3.01%-0.13 pp -18.87K (-2.56%) | Reduced | ↗▾ |
| 04 | INTUINTUIT INC View history and evidence | $297.04M | 2.92% | 475.25K shares | 2.68% → 2.92%+0.24 pp -12.48K (-2.56%) | Reduced | ↗▾ |
| 05 | AJGARTHUR J GALLAGHER & CO View history and evidence | $295.25M | 2.90% | 1.31M shares | 2.83% → 2.90%+0.07 pp +159.79K (+13.86%) | Added | ↗▾ |
| 06 | ITGARTNER INC View history and evidence | $289.49M | 2.84% | 641.72K shares | 2.43% → 2.84%+0.41 pp -16.85K (-2.56%) | Reduced | ↗▾ |
| 07 | TMUST-MOBILE US INC View history and evidence | $284.67M | 2.80% | 1.78M shares | 2.74% → 2.80%+0.06 pp -46.62K (-2.56%) | Reduced | ↗▾ |
| 08 | LYVLIVE NATION ENTERTAINMENT IN View history and evidence | $279.04M | 2.74% | 2.98M shares | 2.73% → 2.74%+0.01 pp -78.28K (-2.56%) | Reduced | ↗▾ |
| 09 | SPGIS&P GLOBAL INC View history and evidence | $274.72M | 2.70% | 623.62K shares | 2.51% → 2.70%+0.19 pp -16.38K (-2.56%) | Reduced | ↗▾ |
| 10 | MLMMARTIN MARIETTA MATERIALS View history and evidence | $263.84M | 2.59% | 528.84K shares | 2.39% → 2.59%+0.20 pp -13.89K (-2.56%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| LULU LULULEMON ATHLETICA INC | Non-derivative | -145,724 | -$56.19M | SEC filing ↗ | SEC filing ↗ |
| CTAS CINTAS CORP | Non-derivative | -109,521 | -$52.68M | SEC filing ↗ | SEC filing ↗ |
| IBP INSTALLED BUILDING PRODUCTS | Non-derivative | -335,108 | -$41.85M | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1351950 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-07
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 10180399613
}Research all 58 reported holdings.
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