$15 Billion is the total value of Findlay Park Partners LLP's 45 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MA | Mastercard Incorporatedcl a | $375,919,000 | +3.3% | 1,046,195 | 0.0% | 2.51% | +0.2% | |
| UNH | Unitedhealth Group Inc | $343,157,000 | +28.5% | 683,390 | 0.0% | 2.29% | +24.6% | |
| WCN | Waste Connections Inc | $337,596,000 | +8.2% | 2,477,408 | 0.0% | 2.26% | +4.9% | |
| MMC | Marsh & Mclennan Cos Inc | $319,407,000 | +14.8% | 1,837,573 | 0.0% | 2.13% | +11.3% | |
| ADI | Analog Devices Inc | $294,186,000 | +4.9% | 1,673,701 | 0.0% | 1.96% | +1.8% | |
| FTV | Fortive Corp | $289,044,000 | +8.1% | 3,788,749 | 0.0% | 1.93% | +4.8% | |
| J | Jacobs Engr Group Inc | $257,624,000 | +5.1% | 1,850,346 | 0.0% | 1.72% | +1.8% | |
| TMO | Thermo Fisher Scientific Inc | $239,620,000 | +16.8% | 359,121 | 0.0% | 1.60% | +13.2% | |
| COO | Cooper Cos Inc | $236,789,000 | +1.4% | 565,211 | 0.0% | 1.58% | -1.7% | |
| MLM | Martin Marietta Matls Inc | $197,229,000 | +28.9% | 447,719 | 0.0% | 1.32% | +25.0% | |
| ICE | Intercontinental Exchange In | $190,008,000 | +19.1% | 1,389,252 | 0.0% | 1.27% | +15.5% | |
| TXN | Texas Instrs Inc | $182,947,000 | -1.9% | 970,698 | 0.0% | 1.22% | -5.0% | |
| AEM | Agnico Eagle Mines Ltd | $159,243,000 | +2.5% | 2,996,668 | 0.0% | 1.06% | -0.7% | |
| MSCI | MSCI Inc | $115,120,000 | +0.7% | 187,893 | 0.0% | 0.77% | -2.4% | |
| NDSN | Nordson Corp | $82,417,000 | +7.2% | 322,861 | 0.0% | 0.55% | +4.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Danaher Corporation | 42 | Q3 2023 | 5.6% |
| Berkshire Hathaway Inc Del | 42 | Q3 2023 | 5.0% |
| Sherwin Williams Co | 42 | Q3 2023 | 3.5% |
| Martin Marietta Matls Inc | 42 | Q3 2023 | 4.3% |
| Texas Instrs Inc | 42 | Q3 2023 | 2.7% |
| Fiserv Inc | 39 | Q4 2022 | 5.0% |
| Union Pac Corp | 36 | Q2 2023 | 2.6% |
| Microsoft Corp | 35 | Q3 2023 | 7.9% |
| Mastercard Incorporated | 35 | Q3 2023 | 3.5% |
| Becton Dickinson & Co | 33 | Q2 2021 | 6.0% |
View Findlay Park Partners LLP's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| COVANTA HOLDING CORPSold out | February 06, 2017 | 0 | 0.0% |
| PALM HARBOR HOMES INC /FL/ | July 12, 2007 | 1,139,100 | 5.0% |
View Findlay Park Partners LLP's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-02-07 |
| SC 13G/A | 2024-01-29 |
| SC 13G/A | 2024-01-29 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-05 |
| 13F-HR/A | 2023-02-10 |
| SC 13G/A | 2023-02-09 |
| SC 13G/A | 2023-02-09 |
View Findlay Park Partners LLP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.