Findlay Park Partners 13F holdings, Q2 2022
Holdings as of June 30, 2022 · filings on SEC EDGAR · latest filing →
Findlay Park Partners disclosed 39 US equity positions worth $10.7bn in its Q2 2022 13F filing. The largest position was MSFT at 7.9% of the reported book, followed by INTU and GOOG. Against the Q1 2022 filing, it opened 0 new positions, added to 6 and reduced 10 among the top 39 holdings.
What did Findlay Park Partners own in Q2 2022? Top 39 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2022 |
|---|---|---|---|---|---|---|---|
| 1 | MSFT Microsoft Corp | Technology | 7.9% | $848.9m | 3,305,131 | -0% | held |
| 2 | INTU Intuit | Technology | 6.8% | $728.8m | 1,890,824 | 30% | added |
| 3 | GOOG Alphabet Inc | Communication Services | 5.4% | $581.9m | 266,025 | -0% | held |
| 4 | DHR Danaher Corporation | Healthcare | 5.1% | $551.2m | 2,174,351 | -0% | held |
| 5 | ADBE Adobe Systems Incorporated | Technology | 5.1% | $549.3m | 1,500,705 | 36% | added |
| 6 | AMZN Amazon Com Inc | Consumer Cyclical | 4.9% | $529.2m | 4,982,480 | 2145% | added |
| 7 | BLD* TopBuild Corp | 4.1% | $442.9m | 2,649,352 | -0% | held | |
| 8 | CSGP Costar Group Inc | Real Estate | 3.9% | $415.3m | 6,874,609 | 18% | added |
| 9 | AJG Gallagher Arthur J & Co | Financial Services | 3.5% | $375.0m | 2,300,320 | -17% | reduced |
| 10 | SPGI S&P Global Inc | Financial Services | 3.3% | $356.5m | 1,057,681 | -0% | held |
| 11 | SHW Sherwin Williams Co | Basic Materials | 3.1% | $331.3m | 1,479,670 | -0% | held |
| 12 | EOG EOG Res Inc | Energy | 3.0% | $318.1m | 2,879,875 | -8% | reduced |
| 13 | ADI Analog Devices Inc | Technology | 2.9% | $312.4m | 2,138,240 | -0% | held |
| 14 | Jacobs Engr Group Inc | 2.9% | $308.6m | 2,427,765 | -0% | held | |
| 15 | ADSK Autodesk Inc | Technology | 2.6% | $283.8m | 1,650,314 | -52% | reduced |
| 16 | MA Mastercard Incorporated | Financial Services | 2.6% | $281.8m | 893,108 | -0% | held |
| 17 | WCN Waste Connections Inc | Industrials | 2.6% | $276.0m | 2,226,138 | -10% | reduced |
| 18 | TMUS T-Mobile US Inc | Communication Services | 2.4% | $257.3m | 1,912,673 | -13% | reduced |
| 19 | MRSH Marsh & Mclennan Cos Inc | Financial Services | 2.4% | $253.3m | 1,631,453 | -11% | reduced |
| 20 | TMO Thermo Fisher Scientific Inc | Healthcare | 1.8% | $194.2m | 357,403 | -0% | held |
| 21 | UNH Unitedhealth Group Inc | Healthcare | 1.8% | $191.8m | 373,394 | -45% | reduced |
| 22 | NVDA Nvidia Corporation | Technology | 1.8% | $191.1m | 1,260,863 | 246% | added |
| 23 | CBRE CBRE Group Inc | Real Estate | 1.8% | $189.5m | 2,574,845 | -8% | reduced |
| 24 | POOL Pool Corp | Industrials | 1.8% | $188.1m | 535,470 | -0% | held |
| 25 | UNP Union Pac Corp | Industrials | 1.6% | $170.0m | 796,900 | -0% | held |
| 26 | IBP Installed Bldg Prods Inc | Consumer Cyclical | 1.5% | $166.0m | 1,996,124 | -0% | held |
| 27 | APD Air Prods & Chems Inc | Basic Materials | 1.5% | $163.8m | 681,332 | -0% | held |
| 28 | KEYS Keysight Technologies Inc | Technology | 1.5% | $160.0m | 1,160,437 | 30% | added |
| 29 | FISV Fiserv Inc | 1.5% | $157.2m | 1,767,026 | -0% | held | |
| 30 | TXN Texas Instrs Inc | Technology | 1.4% | $148.4m | 966,054 | -0% | held |
| 31 | BRK/B Berkshire Hathaway Inc Del | 1.3% | $135.7m | 497,141 | -0% | held | |
| 32 | MLM Martin Marietta Matls Inc | Basic Materials | 1.2% | $133.3m | 445,577 | -0% | held |
| 33 | ICE Intercontinental Exchange In | Financial Services | 1.2% | $130.0m | 1,382,605 | -0% | held |
| 34 | CTAS Cintas Corp | Industrials | 1.0% | $105.3m | 281,781 | -0% | held |
| 35 | MCD Mcdonalds Corp | Consumer Cyclical | 0.7% | $74.5m | 301,763 | -0% | held |
| 36 | NDSN Nordson Corp | Industrials | 0.6% | $65.0m | 321,316 | -0% | held |
| 37 | CHTR Charter Communications Inc N | Communication Services | 0.6% | $63.3m | 135,025 | -51% | reduced |
| 38 | FTV Fortive Corp | Technology | 0.5% | $58.6m | 1,077,214 | -49% | reduced |
| 39 | ROST Ross Stores Inc | Consumer Cyclical | 0.3% | $34.7m | 494,564 | -0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.