Findlay Park Partners 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Findlay Park Partners disclosed 58 US equity positions worth $9.7bn in its Q1 2025 13F filing. The largest position was AJG at 4.2% of the reported book, followed by LYV and SPGI. Against the Q4 2024 filing, it opened 0 new positions, added to 38 and reduced 12 among the top 50 holdings.
What did Findlay Park Partners own in Q1 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | AJG GALLAGHER ARTHUR J & CO | Financial Services | 4.2% | $404.7m | 1,172,201 | 1% | added |
| 2 | LYV LIVE NATION ENTERTAINMENT IN | Communication Services | 3.2% | $313.8m | 2,403,300 | 1% | added |
| 3 | SPGI S&P GLOBAL INC | Financial Services | 3.2% | $307.7m | 605,620 | 1% | added |
| 4 | UNH UNITEDHEALTH GROUP INC | Healthcare | 3.1% | $301.5m | 575,626 | -12% | reduced |
| 5 | MA MASTERCARD INCORPORATED | Financial Services | 3.0% | $292.5m | 533,590 | 1% | added |
| 6 | MRSH MARSH & MCLENNAN COS INC | Financial Services | 2.8% | $275.8m | 1,130,367 | 27% | added |
| 7 | LIBERTY MEDIA CORP DEL | 2.8% | $270.1m | 3,001,213 | -23% | reduced | |
| 8 | ACCENTURE PLC IRELAND | 2.8% | $267.9m | 858,498 | -23% | reduced | |
| 9 | SCHW SCHWAB CHARLES CORP | Financial Services | 2.7% | $265.6m | 3,393,169 | 1% | added |
| 10 | INTU INTUIT | Technology | 2.5% | $242.6m | 395,145 | 1% | added |
| 11 | MSFT MICROSOFT CORP | Technology | 2.5% | $241.3m | 642,810 | -18% | reduced |
| 12 | APG API GROUP CORP | Industrials | 2.4% | $230.5m | 6,445,948 | 1% | added |
| 13 | CP CANADIAN PACIFIC KANSAS CITY | Industrials | 2.4% | $229.9m | 3,274,096 | 1% | added |
| 14 | CRH CRH PLC | Basic Materials | 2.3% | $224.9m | 2,556,511 | 17% | added |
| 15 | EOG EOG RES INC | Energy | 2.3% | $223.7m | 1,744,509 | 1% | added |
| 16 | WAT WATERS CORP | Healthcare | 2.2% | $214.2m | 581,169 | 11% | added |
| 17 | RGLD ROYAL GOLD INC | Basic Materials | 2.1% | $202.9m | 1,241,030 | 1% | added |
| 18 | CBRE CBRE GROUP INC | Real Estate | 2.0% | $198.4m | 1,517,016 | -14% | reduced |
| 19 | WCN WASTE CONNECTIONS INC | Industrials | 2.0% | $197.4m | 1,011,458 | 1% | added |
| 20 | COP CONOCOPHILLIPS | Energy | 2.0% | $192.7m | 1,835,071 | 1% | added |
| 21 | WST WEST PHARMACEUTICAL SVSC INC | Healthcare | 1.9% | $189.4m | 846,206 | 1% | added |
| 22 | IT GARTNER INC | Technology | 1.9% | $181.7m | 432,921 | -20% | reduced |
| 23 | STE STERIS PLC | Healthcare | 1.8% | $178.6m | 788,152 | 1% | added |
| 24 | CNI CANADIAN NATL RY CO | Industrials | 1.8% | $178.4m | 1,830,068 | 1% | added |
| 25 | ICE INTERCONTINENTAL EXCHANGE IN | Financial Services | 1.8% | $176.9m | 1,025,269 | 1% | added |
| 26 | SHW SHERWIN WILLIAMS CO | Basic Materials | 1.8% | $174.1m | 498,612 | 44% | added |
| 27 | BRK/B BERKSHIRE HATHAWAY INC DEL | 1.8% | $171.9m | 322,736 | 1% | added | |
| 28 | XPO XPO INC | Industrials | 1.7% | $169.2m | 1,572,500 | 12% | added |
| 29 | TMO THERMO FISHER SCIENTIFIC INC | Healthcare | 1.7% | $166.1m | 333,820 | 1% | added |
| 30 | A AGILENT TECHNOLOGIES INC | Healthcare | 1.6% | $156.1m | 1,334,010 | 18% | added |
| 31 | TXN TEXAS INSTRS INC | Technology | 1.5% | $148.4m | 825,631 | 160% | added |
| 32 | URI UNITED RENTALS INC | Industrials | 1.5% | $147.6m | 235,536 | 1% | added |
| 33 | MKTX MARKETAXESS HLDGS INC | Financial Services | 1.5% | $147.1m | 680,000 | 1% | added |
| 34 | ADI ANALOG DEVICES INC | Technology | 1.4% | $136.3m | 675,718 | 39% | added |
| 35 | EFX EQUIFAX INC | Industrials | 1.4% | $136.0m | 558,500 | 67% | added |
| 36 | BLD* TOPBUILD CORP | 1.4% | $135.7m | 444,894 | -21% | reduced | |
| 37 | FERG FERGUSON ENTERPRISES INC | Industrials | 1.4% | $131.2m | 819,110 | 62% | added |
| 38 | MEDP MEDPACE HLDGS INC | Healthcare | 1.3% | $127.6m | 418,700 | -11% | reduced |
| 39 | DHR DANAHER CORPORATION | Healthcare | 1.2% | $119.9m | 584,800 | 38% | added |
| 40 | HLT HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 1.2% | $119.2m | 523,874 | 1% | added |
| 41 | MSCI MSCI INC | Financial Services | 1.2% | $116.7m | 206,400 | 1% | added |
| 42 | ECL ECOLAB INC | Basic Materials | 1.2% | $115.6m | 455,984 | 1% | added |
| 43 | ALC ALCON AG | Healthcare | 1.1% | $110.9m | 1,168,334 | 1% | added |
| 44 | MLM MARTIN MARIETTA MATLS INC | Basic Materials | 1.1% | $109.3m | 228,642 | -19% | reduced |
| 45 | TDY TELEDYNE TECHNOLOGIES INC | Technology | 1.1% | $108.5m | 218,039 | -35% | reduced |
| 46 | KEYS KEYSIGHT TECHNOLOGIES INC | Technology | 1.1% | $107.3m | 716,752 | 1% | added |
| 47 | ITT ITT INC | Industrials | 1.1% | $102.8m | 795,600 | 95% | added |
| 48 | KLAC KLA CORP | Technology | 1.0% | $101.5m | 149,382 | -50% | reduced |
| 49 | ACM AECOM | Industrials | 1.0% | $98.6m | 1,063,327 | -41% | reduced |
| 50 | ADSK AUTODESK INC | Technology | 0.9% | $88.5m | 338,099 | 1% | 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.