FP

Findlay Park Partners LLP

13F
Findlay Park Partners LLP
Last update 2024-11-04 59 Stocks (6 new)
Value $10.61 Bil Turnover 9 %
Countries:
Top Holdings: UNH(4.16%)ACN(3.71%)MA(3.23%)MSFT(3.20%)IT(3.18%)
Portfolio Report
Summary Stock Picks Current Portfolio
Findlay Park Partners LLP Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
UNH 		UnitedHealth Group Inc
753,626
440630.050
+33.21%
4.160
+1.04%
0.080
+9.14%
+18.35%
566720.296
Healthcare Plans
ACN 		Accenture PLC
1,114,498
393952.750
+7.59%
3.710
+0.26%
0.180
+13.01%
+2.95%
222154.929
Software
MA 		Mastercard Inc
693,590
342494.740
-1.04%
3.230
-0.03%
0.080
+15.34%
+23.75%
481641.010
Credit Services
MSFT 		Microsoft Corp
789,810
339855.240
-40.61%
3.200
-2.27%
0.010
+5.12%
+12.98%
3141534.523
Software
IT 		Gartner Inc
665,921
337462.130
-1.04%
3.180
-0.03%
0.860
+14.28%
+21.35%
42223.305
Software
SPGI 		S&P Global Inc
601,920
310963.910
-1.04%
2.930
-0.03%
0.190
+3.40%
+14.83%
156025.046
Capital Markets
FWONK 		Liberty Formula One Group
3,917,613
303340.780
+9.97%
2.860
+0.26%
1.580
+11.04%
+29.02%
20062.318
Media - Diversified
CP 		Canadian Pacific Kansas City Ltd
3,242,496
277363.110
-1.05%
2.620
-0.03%
0.350
-0.81%
-1.37%
72711.671
Transportation
EOG 		EOG Resources Inc
2,098,809
258006.590
-1.05%
2.430
-0.03%
0.370
+6.54%
+14.12%
75435.849
Oil & Gas
CBRE 		CBRE Group Inc
2,022,144
251716.490
+116.20%
2.370
+1.27%
0.660
+25.21%
+46.40%
41642.927
Real Estate

Findlay Park Partners LLP's Historical Top Holdings Breakdowns

Findlay Park Partners LLP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NVDA 		NVIDIA Corp2024-09-30Sold Out
-3.57%
●
98.91 ($118.12) 134.91
$147.63
24.98%
Sold Out
0
-3,065,280
TMUS 		T-Mobile US Inc2024-09-30Sold Out
-3.10%
●
175.14 ($191.43) 206.36
$235.31
22.92%
Sold Out
0
-1,868,107
MSFT 		Microsoft Corp2024-09-30Reduce
-2.27%
●
395.15 ($427.47) 467.56
$422.54
-1.15%
Reduce -40.61%
789,810
-540,100
MKTX 		MarketAxess Holdings Inc2024-09-30New Buy
+1.52%
●
193.39 ($234.37) 260.95
$274.68
17.20%
New holding
631,111
631,111
CBRE 		CBRE Group Inc2024-09-30Add
+1.27%
●
85.97 ($109.03) 124.48
$136.08
24.81%
Add 116.2%
2,022,144
1,086,828
DHR 		Danaher Corp2024-09-30New Buy
+1.08%
●
239.25 ($264.64) 280.76
$245.39
-7.27%
New holding
413,000
413,000
UNH 		UnitedHealth Group Inc2024-09-30Add
+1.04%
●
488.01 ($565.61) 604.18
$615.81
8.88%
Add 33.21%
753,626
187,900
AJG 		Arthur J. Gallagher & Co2024-09-30Reduce
-1.02%
●
259.22 ($282.02) 299.55
$294.77
4.52%
Reduce -32.72%
861,201
-418,900
AMAT 		Applied Materials Inc2024-09-30New Buy
+0.78%
●
174.75 ($205.11) 254.97
$192.03
-6.38%
New holding
409,600
409,600
BRK.B 		Berkshire Hathaway Inc2024-09-30Add
+0.77%
●
405.19 ($442.18) 478.57
$463.41
4.80%
Add 129.18%
313,136
176,500

Findlay Park Partners LLP Total Holding History ($B)

To

Findlay Park Partners LLP's Asset Allocation

To

Findlay Park Partners LLP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Findlay Park Partners LLP's Hypothetical Growth since 2024-09-30

Findlay Park Partners LLP's Yearly Returns

Year Portfolio % % Excess Gain %

Findlay Park Partners LLP's Holdings Heat Map

Size field:

Findlay Park Partners LLP's Holdings Bubble Chart

Findlay Park Partners LLP News

  • 1

Discussions on Findlay Park Partners LLP

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.