Findlay Park Partners LLP Top Holdings and 13F Report (2023) About Findlay Park Partners LLPInvestment ActivityFindlay Park Partners LLP has $9.72 billion in total holdings as of March 31, 2023.Findlay Park Partners LLP owns shares of 58 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 7.55% of the portfolio was purchased this quarter.About 9.59% of the portfolio was sold this quarter.This quarter, Findlay Park Partners LLP has purchased 59 new stocks and bought additional shares in 44 stocks.Findlay Park Partners LLP sold shares of 12 stocks and completely divested from 3 stocks this quarter.Largest Holdings Arthur J. Gallagher & Co. $404,690,673Live Nation Entertainment $313,822,914S&P Global $307,715,522UnitedHealth Group $301,484,118Mastercard $292,471,351 Largest New Holdings this Quarter 29362U104 - Entegris $44,877,240 Holding216648501 - COOPER COS INC $37,134,497 Holding Largest Purchases this Quarter Texas Instruments 508,100 shares (about $91.31M)Marsh & McLennan Companies 242,400 shares (about $59.15M)Equifax 224,700 shares (about $54.73M)Sherwin-Williams 152,200 shares (about $53.15M)FERGUSON ENTERPRISES INC 312,800 shares (about $50.12M) Largest Sales this Quarter KLA 148,000 shares (about $100.61M)Accenture 259,700 shares (about $81.04M)Formula One Group 884,500 shares (about $79.61M)AECOM 737,800 shares (about $68.42M)Teledyne Technologies 116,000 shares (about $57.73M) Sector Allocation Over TimeMap of 500 Largest Holdings ofFindlay Park Partners LLP Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAJGArthur J. Gallagher & Co.$404,690,673$5,385,744 ▲1.3%1,172,2014.2%FinanceLYVLive Nation Entertainment$313,822,914$4,204,676 ▲1.4%2,403,3003.2%Consumer DiscretionarySPGIS&P Global$307,715,522$4,064,800 ▲1.3%605,6203.2%Business ServicesUNHUnitedHealth Group$301,484,118$39,333,625 ▼-11.5%575,6263.1%MedicalMAMastercard$292,471,351$3,891,652 ▲1.3%533,5903.0%Business ServicesMMCMarsh & McLennan Companies$275,843,459$59,152,872 ▲27.3%1,130,3672.8%FinanceFWONKFormula One Group$270,139,182$79,613,845 ▼-22.8%3,001,2132.8%Consumer DiscretionaryACNAccenture$267,885,716$81,036,788 ▼-23.2%858,4982.8%Computer and TechnologySCHWCharles Schwab$265,617,269$3,553,912 ▲1.4%3,393,1692.7%FinanceINTUIntuit$242,615,079$3,315,546 ▲1.4%395,1452.5%Computer and TechnologyMSFTMicrosoft$241,304,446$52,779,834 ▼-17.9%642,8102.5%Computer and TechnologyAPGAPi Group$230,507,100$3,096,816 ▲1.4%6,445,9482.4%Business ServicesCPCanadian Pacific Kansas City$229,874,280$3,089,240 ▲1.4%3,274,0962.4%TransportationCRH PLC$224,896,273$32,733,637 ▲17.0%2,556,5112.3%ORDEOGEOG Resources$223,715,834$3,000,816 ▲1.4%1,744,5092.3%EnergyWATWaters$214,201,458$20,639,920 ▲10.7%581,1692.2%MedicalRGLDRoyal Gold$202,920,815$2,714,266 ▲1.4%1,241,0302.1%Basic MaterialsCBRECBRE Group$198,395,352$31,086,406 ▼-13.5%1,517,0162.0%FinanceWCNWaste Connections$197,426,487$2,654,584 ▲1.4%1,011,4582.0%Business ServicesCOPConocoPhillips$192,719,156$2,583,492 ▲1.4%1,835,0712.0%EnergyWSTWest Pharmaceutical Services$189,448,599$2,574,620 ▲1.4%846,2061.9%MedicalITGartner$181,714,261$44,240,596 ▼-19.6%432,9211.9%Business ServicesSTESTERIS$178,634,651$2,402,490 ▲1.4%788,1521.8%MedicalCNICanadian National Railway$178,358,427$2,387,770 ▲1.4%1,830,0681.8%TransportationICEIntercontinental Exchange$176,858,903$2,380,500 ▲1.4%1,025,2691.8%FinanceSHWSherwin-Williams$174,110,324$53,146,718 ▲43.9%498,6121.8%Basic MaterialsBRK.BBerkshire Hathaway$171,882,739$2,290,094 ▲1.4%322,7361.8%FinanceXPOXPO$169,169,550$17,567,814 ▲11.6%1,572,5001.7%TransportationTMOThermo Fisher Scientific$166,108,832$2,189,440 ▲1.3%333,8201.7%MedicalAAgilent Technologies$156,052,490$23,384,302 ▲17.6%1,334,0101.6%MedicalTXNTexas Instruments$148,365,891$91,305,570 ▲160.0%825,6311.5%Computer and TechnologyURIUnited Rentals$147,610,411$1,942,770 ▲1.3%235,5361.5%ConstructionMKTXMarketAxess$147,118,000$1,968,785 ▲1.4%680,0001.5%FinanceADIAnalog Devices$136,272,049$38,115,630 ▲38.8%675,7181.4%Computer and TechnologyEFXEquifax$136,028,260$54,727,932 ▲67.3%558,5001.4%Business ServicesBLDTopBuild$135,670,425$35,622,124 ▼-20.8%444,8941.4%ConstructionFERGUSON ENTERPRISES INC$131,245,995$50,119,944 ▲61.8%819,1101.4%COMMON STOCK NEWMEDPMedpace$127,573,703$16,575,136 ▼-11.5%418,7001.3%MedicalDHRDanaher$119,884,000$32,759,000 ▲37.6%584,8001.2%MedicalHLTHilton Worldwide$119,207,529$1,570,095 ▲1.3%523,8741.2%Consumer DiscretionaryMSCIMSCI$116,719,200$1,583,400 ▲1.4%206,4001.2%FinanceECLEcolab$115,601,064$1,546,472 ▲1.4%455,9841.2%Basic MaterialsALCAlcon$110,909,947$1,490,401 ▲1.4%1,168,3341.1%MedicalMLMMartin Marietta Materials$109,320,599$25,914,646 ▼-19.2%228,6421.1%ConstructionTDYTeledyne Technologies$108,520,191$57,734,360 ▼-34.7%218,0391.1%AerospaceKEYSKeysight Technologies$107,347,947$1,437,792 ▲1.4%716,7521.1%Computer and TechnologyITTITT$102,759,696$49,984,920 ▲94.7%795,6001.1%Multi-Sector ConglomeratesKLACKLA$101,549,884$100,610,400 ▼-49.8%149,3821.0%Computer and TechnologyACMAECOM$98,602,313$68,416,194 ▼-41.0%1,063,3271.0%ConstructionADSKAutodesk$88,514,318$1,178,100 ▲1.3%338,0990.9%Computer and TechnologyIEXIDEX$84,929,040$33,768,821 ▲66.0%469,2990.9%IndustrialsAMATApplied Materials$84,851,664$22,856,400 ▲36.9%584,7000.9%Computer and TechnologyPOOLPool$81,330,466$1,050,555 ▲1.3%255,4750.8%Consumer DiscretionaryCDWCDW$76,223,823$1,041,690 ▲1.4%475,6260.8%Computer and TechnologyETSYEtsy$58,314,480$783,188 ▲1.4%1,236,0000.6%Retail/WholesaleENTGEntegris$44,877,240$44,877,240 ▲New Holding513,0000.5%Computer and TechnologyCOOPER COS INC$37,134,497$37,134,497 ▲New Holding440,2430.4%COMLIBERTY MEDIA CORP DEL$2,567,106$34,070 ▲1.3%37,6740.0%COM LBTY LIV S CELVElevance Health$0$136,253,584 ▼-100.0%00.0%MedicalILMNIllumina$0$97,162,373 ▼-100.0%00.0%MedicalGLOBGlobant$0$65,698,288 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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