$9.47 Billion is the total value of Findlay Park Partners LLP's 56 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ACN | New | Accenture PLC Ireland | $207,212,250 | – | 725,000 | +100.0% | 2.19% | – |
| CDW | New | CDW Corp | $123,975,571 | – | 636,131 | +100.0% | 1.31% | – |
| STE | New | Steris PLC | $100,756,166 | – | 526,747 | +100.0% | 1.06% | – |
| ALC | New | Alcon AG | $84,355,330 | – | 1,195,851 | +100.0% | 0.89% | – |
| MCHP | New | Microchip Technology Inc. | $76,136,080 | – | 908,762 | +100.0% | 0.80% | – |
| TSCO | New | Tractor Supply Co | $64,547,860 | – | 274,625 | +100.0% | 0.68% | – |
| GWW | New | Grainger W W Inc | $63,231,380 | – | 91,798 | +100.0% | 0.67% | – |
| ZTS | New | Zoetis Inccl a | $62,447,955 | – | 375,198 | +100.0% | 0.66% | – |
| HLT | New | Hilton Worldwide Hldgs Inc | $58,752,087 | – | 417,066 | +100.0% | 0.62% | – |
| LULU | New | Lululemon Athletica Inc | $56,932,002 | – | 156,325 | +100.0% | 0.60% | – |
| COST | New | Costco Whsl Corp New | $40,789,549 | – | 82,093 | +100.0% | 0.43% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-05
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.