$13.2 Billion is the total value of Findlay Park Partners LLP's 42 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Microsoft Corp | $1,023,904,000 | -8.3% | 3,321,021 | 0.0% | 7.73% | +3.6% | |
| AMZN | Amazon Com Inc | $723,530,000 | -2.2% | 221,945 | 0.0% | 5.46% | +10.5% | |
| AJG | Gallagher Arthur J & Co | $482,631,000 | +2.9% | 2,764,212 | 0.0% | 3.64% | +16.3% | |
| SHW | Sherwin Williams Co | $371,131,000 | -29.1% | 1,486,784 | 0.0% | 2.80% | -19.8% | |
| UNH | Unitedhealth Group Inc | $348,508,000 | +1.6% | 683,390 | 0.0% | 2.63% | +14.8% | |
| WCN | Waste Connections Inc | $346,094,000 | +2.5% | 2,477,408 | 0.0% | 2.61% | +15.9% | |
| MMC | Marsh & Mclennan Cos Inc | $313,159,000 | -2.0% | 1,837,573 | 0.0% | 2.36% | +10.8% | |
| UNP | Union Pac Corp | $218,768,000 | +8.4% | 800,731 | 0.0% | 1.65% | +22.6% | |
| TMO | Thermo Fisher Scientific Inc | $212,115,000 | -11.5% | 359,121 | 0.0% | 1.60% | +0.1% | |
| ICE | Intercontinental Exchange In | $183,548,000 | -3.4% | 1,389,252 | 0.0% | 1.39% | +9.2% | |
| TXN | Texas Instrs Inc | $178,104,000 | -2.6% | 970,698 | 0.0% | 1.34% | +10.1% | |
| MLM | Martin Marietta Matls Inc | $172,323,000 | -12.6% | 447,719 | 0.0% | 1.30% | -1.2% | |
| APD | Air Prods & Chems Inc | $171,090,000 | -17.9% | 684,608 | 0.0% | 1.29% | -7.1% | |
| HD | Home Depot Inc | $144,273,000 | -27.9% | 481,987 | 0.0% | 1.09% | -18.5% | |
| CTAS | Cintas Corp | $120,443,000 | -4.0% | 283,136 | 0.0% | 0.91% | +8.6% | |
| MSCI | MSCI Inc | $94,488,000 | -17.9% | 187,893 | 0.0% | 0.71% | -7.2% | |
| MCD | Mcdonalds Corp | $74,979,000 | -7.8% | 303,214 | 0.0% | 0.57% | +4.2% | |
| NDSN | Nordson Corp | $73,315,000 | -11.0% | 322,861 | 0.0% | 0.55% | +0.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-12
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.