Findlay Park Partners 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Findlay Park Partners disclosed 59 US equity positions worth $10.1bn in its Q4 2024 13F filing. The largest position was ACCENTURE PLC IRELAND at 3.9% of the reported book, followed by LIBERTY MEDIA CORP DEL and MSFT. Against the Q3 2024 filing, it opened 0 new positions, added to 25 and reduced 12 among the top 50 holdings.
What did Findlay Park Partners own in Q4 2024? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | ACCENTURE PLC IRELAND | 3.9% | $393.4m | 1,118,198 | 0% | held | |
| 2 | LIBERTY MEDIA CORP DEL | 3.6% | $360.1m | 3,885,713 | -1% | reduced | |
| 3 | MSFT MICROSOFT CORP | Technology | 3.3% | $330.2m | 783,410 | -1% | reduced |
| 4 | UNH UNITEDHEALTH GROUP INC | Healthcare | 3.3% | $329.2m | 650,726 | -14% | reduced |
| 5 | AJG GALLAGHER ARTHUR J & CO | Financial Services | 3.3% | $328.3m | 1,156,601 | 34% | added |
| 6 | LYV LIVE NATION ENTERTAINMENT IN | Communication Services | 3.1% | $307.1m | 2,371,100 | 12% | added |
| 7 | SPGI S&P GLOBAL INC | Financial Services | 3.0% | $297.6m | 597,620 | -1% | reduced |
| 8 | MA MASTERCARD INCORPORATED | Financial Services | 2.8% | $277.2m | 526,490 | -24% | reduced |
| 9 | WST WEST PHARMACEUTICAL SVSC INC | Healthcare | 2.7% | $273.4m | 834,706 | 1% | added |
| 10 | IT GARTNER INC | Technology | 2.6% | $260.8m | 538,321 | -19% | reduced |
| 11 | SCHW SCHWAB CHARLES CORP | Financial Services | 2.5% | $247.8m | 3,347,769 | 19% | added |
| 12 | INTU INTUIT | Technology | 2.4% | $245.0m | 389,745 | -0% | held |
| 13 | CP CANADIAN PACIFIC KANSAS CITY | Industrials | 2.3% | $233.8m | 3,230,096 | -0% | held |
| 14 | CBRE CBRE GROUP INC | Real Estate | 2.3% | $230.4m | 1,754,716 | -13% | reduced |
| 15 | APG API GROUP CORP | Industrials | 2.3% | $228.7m | 6,359,348 | 12% | added |
| 16 | EOG EOG RES INC | Energy | 2.1% | $211.0m | 1,721,109 | -18% | reduced |
| 17 | CRH CRH PLC | Basic Materials | 2.0% | $202.1m | 2,184,411 | 1% | added |
| 18 | WAT WATERS CORP | Healthcare | 1.9% | $194.8m | 525,169 | 3% | added |
| 19 | ACM AECOM | Industrials | 1.9% | $192.4m | 1,801,127 | -18% | reduced |
| 20 | MRSH MARSH & MCLENNAN COS INC | Financial Services | 1.9% | $188.6m | 887,967 | -0% | held |
| 21 | KLAC KLA CORP | Technology | 1.9% | $187.4m | 297,382 | 0% | held |
| 22 | XPO XPO INC | Industrials | 1.8% | $184.8m | 1,409,200 | -0% | held |
| 23 | CNI CANADIAN NATL RY CO | Industrials | 1.8% | $183.3m | 1,805,568 | -0% | held |
| 24 | COP CONOCOPHILLIPS | Energy | 1.8% | $179.5m | 1,810,471 | -14% | reduced |
| 25 | BLD* TOPBUILD CORP | 1.7% | $174.9m | 561,707 | -0% | held | |
| 26 | TMO THERMO FISHER SCIENTIFIC INC | Healthcare | 1.7% | $171.4m | 329,420 | 1% | added |
| 27 | WCN WASTE CONNECTIONS INC | Industrials | 1.7% | $171.2m | 997,858 | -0% | held |
| 28 | URI UNITED RENTALS INC | Industrials | 1.6% | $163.7m | 232,436 | -0% | held |
| 29 | RGLD ROYAL GOLD INC | Basic Materials | 1.6% | $161.4m | 1,224,430 | 0% | held |
| 30 | STE STERIS PLC | Healthcare | 1.6% | $159.8m | 777,552 | 33% | added |
| 31 | MEDP MEDPACE HLDGS INC | Healthcare | 1.6% | $157.2m | 473,100 | 0% | held |
| 32 | TDY TELEDYNE TECHNOLOGIES INC | Technology | 1.5% | $155.0m | 334,039 | 14% | added |
| 33 | A AGILENT TECHNOLOGIES INC | Healthcare | 1.5% | $152.4m | 1,134,110 | 0% | held |
| 34 | MKTX MARKETAXESS HLDGS INC | Financial Services | 1.5% | $151.7m | 670,900 | 6% | added |
| 35 | ICE INTERCONTINENTAL EXCHANGE IN | Financial Services | 1.5% | $150.7m | 1,011,469 | -23% | reduced |
| 36 | MLM MARTIN MARIETTA MATLS INC | Basic Materials | 1.5% | $146.1m | 282,842 | -26% | reduced |
| 37 | BRK/B BERKSHIRE HATHAWAY INC DEL | 1.4% | $144.3m | 318,436 | 2% | added | |
| 38 | ELV ELEVANCE HEALTH INC | Healthcare | 1.4% | $136.3m | 369,351 | 2% | added |
| 39 | HLT HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 1.3% | $127.8m | 516,974 | 1% | added |
| 40 | MSCI MSCI INC | Financial Services | 1.2% | $122.2m | 203,600 | 1% | added |
| 41 | SHW SHERWIN WILLIAMS CO | Basic Materials | 1.2% | $117.8m | 346,412 | 1% | added |
| 42 | KEYS KEYSIGHT TECHNOLOGIES INC | Technology | 1.1% | $113.6m | 707,152 | 1% | added |
| 43 | ECL ECOLAB INC | Basic Materials | 1.0% | $105.4m | 449,884 | 1% | added |
| 44 | ADI ANALOG DEVICES INC | Technology | 1.0% | $103.4m | 486,718 | 1% | added |
| 45 | ADSK AUTODESK INC | Technology | 1.0% | $98.6m | 333,599 | 2% | added |
| 46 | ALC ALCON AG | Healthcare | 1.0% | $97.8m | 1,152,634 | 2% | added |
| 47 | DHR DANAHER CORPORATION | Healthcare | 1.0% | $97.6m | 425,000 | 3% | added |
| 48 | ILMN ILLUMINA INC | Healthcare | 1.0% | $97.2m | 727,100 | 2% | added |
| 49 | FERG FERGUSON ENTERPRISES INC | Industrials | 0.9% | $87.9m | 506,310 | 1% | added |
| 50 | POOL POOL CORP | Industrials | 0.9% | $86.0m | 252,175 | 2% | added |
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.