Findlay Park Partners LLP Top Holdings and 13F Report (2023) About Findlay Park Partners LLPInvestment ActivityFindlay Park Partners LLP has $7.41 billion in total holdings as of March 31, 2023.Findlay Park Partners LLP owns shares of 49 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 12.43% of the portfolio was purchased this quarter.About 16.95% of the portfolio was sold this quarter.This quarter, Findlay Park Partners LLP has purchased 56 new stocks and bought additional shares in 18 stocks.Findlay Park Partners LLP sold shares of 29 stocks and completely divested from 9 stocks this quarter.Largest Holdings Teledyne Technologies $277,363,043ITT $276,394,913APi Group $276,236,260CRH PLC $263,756,177XPO $236,104,029 Largest New Holdings this Quarter 17275R102 - Cisco Systems $141,797,712 Holding942622200 - Watsco $78,695,293 Holding Largest Purchases this Quarter KLA 600,188 shares (about $181.08M)Cisco Systems 1,207,200 shares (about $141.80M)Waste Connections 528,513 shares (about $88.10M)Applied Materials 121,060 shares (about $87.53M)Watsco 188,840 shares (about $78.70M) Largest Sales this Quarter Texas Instruments 533,700 shares (about $159.08M)Keysight Technologies 289,780 shares (about $101.44M)Danaher 340,600 shares (about $64.88M)EOG Resources 445,200 shares (about $57.76M)ConocoPhillips 474,200 shares (about $49.30M) 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 PortfolioSectorTDYTeledyne Technologies$277,363,043$14,378,364 â–²5.5%415,8993.7%TechnologyITTITT$276,394,913$2,887,296 â–¼-1.0%1,397,6283.7%IndustrialsAPGAPi Group$276,236,260$22,911,350 â–²9.0%6,522,6983.7%IndustrialsCRH PLC$263,756,177$29,253,800 â–²12.5%2,465,0113.6%ORDXPOXPO$236,104,029$7,985,781 â–¼-3.3%1,150,1003.2%IndustrialsBRK.BBerkshire Hathaway$234,540,799$7,966,209 â–¼-3.3%468,7163.2%FinanceWWDWoodward$231,958,397$39,744,605 â–²20.7%545,2203.1%IndustrialsCNICanadian National Railway$217,740,348$7,380,956 â–¼-3.3%1,826,0682.9%IndustrialsWCNWaste Connections$214,331,502$88,097,832 â–²69.8%1,285,8092.9%IndustrialsWSTWest Pharmaceutical Services$214,195,914$7,223,080 â–¼-3.3%596,6462.9%HealthcareAMATApplied Materials$200,892,780$87,526,380 â–²77.2%277,8602.7%TechnologyKLACKLA$197,273,084$181,082,722 â–²1,118.5%653,8502.7%TechnologyLYVLive Nation Entertainment$195,781,212$8,001,907 â–²4.3%1,069,2002.6%Communication ServicesTXNTexas Instruments$193,575,898$159,079,959 â–¼-45.1%649,4312.6%TechnologyCPCanadian Pacific Kansas City$193,515,098$6,568,070 â–¼-3.3%2,233,2962.6%IndustrialsFWONKLiberty Media Corporation - Liberty Formula One Series C$189,295,967$7,287,724 â–²4.0%1,989,6572.6%Communication ServicesURIUnited Rentals$180,070,600$30,066,901 â–¼-14.3%158,9482.4%IndustrialsENTGEntegris$174,410,242$59,191,926 â–²51.4%969,7002.4%TechnologyAAgilent Technologies$174,281,328$5,910,935 â–¼-3.3%1,312,0632.4%HealthcareEOGEOG Resources$172,503,149$57,755,796 â–¼-25.1%1,329,7092.3%EnergyWATWaters$169,489,952$5,745,613 â–¼-3.3%451,9252.3%HealthcareMAMastercard$158,009,040$18,612,864 â–²13.4%307,6502.1%FinanceKEYSKeysight Technologies$157,136,621$101,443,285 â–¼-39.2%448,8722.1%TechnologySTANDARDAERO INC$150,522,763$28,357,133 â–²23.2%5,032,5232.0%COMFERGUSON ENTERPRISES INC$146,862,177$28,977,993 â–²24.6%618,8102.0%COMMON STOCK NEWMSFTMicrosoft$144,146,119$4,894,022 â–¼-3.3%386,4301.9%TechnologyBDXBecton, Dickinson and Company$143,945,096$4,887,959 â–¼-3.3%951,2001.9%HealthcareCSCOCisco Systems$141,797,712$141,797,712 â–²New Holding1,207,2001.9%TechnologySTESTERIS$138,494,626$3,588,534 â–¼-2.5%657,7131.9%HealthcareSPGIS&P Global$127,325,766$4,316,956 â–¼-3.3%312,6401.7%FinanceCOPConocoPhillips$126,433,137$49,297,832 â–¼-28.1%1,216,1711.7%EnergyMLMMartin Marietta Materials$119,527,995$7,474,032 â–²6.7%207,2621.6%MaterialsECLEcolab$115,674,414$44,466,156 â–²62.4%415,1841.6%MaterialsCNMCore & Main$115,599,956$19,257,830 â–²20.0%2,395,8541.6%IndustrialsHLTHilton Worldwide$111,819,072$9,094,259 â–²8.9%338,3741.5%Consumer DiscretionaryRGLDRoyal Gold$111,392,361$3,768,637 â–¼-3.3%558,0501.5%MaterialsSCHWCharles Schwab$110,942,588$3,755,389 â–¼-3.3%1,202,3691.5%FinanceICEIntercontinental Exchange$101,094,116$6,217,055 â–²6.6%821,1691.4%FinanceWHWyndham Hotels & Resorts$100,647,792$3,402,084 â–¼-3.3%1,195,2001.4%Consumer DiscretionaryCOOPER COS INC$92,075,640$3,119,385 â–¼-3.3%1,284,0001.2%COMDHRDanaher$87,925,568$64,877,488 â–¼-42.5%461,6001.2%HealthcareADIAnalog Devices$80,505,565$14,425,214 â–¼-15.2%202,6981.1%TechnologyWSOWatsco$78,695,293$78,695,293 â–²New Holding188,8401.1%IndustrialsIEXIDEX$72,918,808$2,428,365 â–¼-3.2%321,2991.0%IndustrialsETSY INC$66,169,872$2,237,301 â–¼-3.3%878,4000.9%COMCDWCDW$45,767,913$1,547,040 â–¼-3.3%325,4260.6%TechnologySHWSherwin-Williams$37,879,332$1,280,870 â–¼-3.3%110,0120.5%MaterialsPOOLPool$37,584,936$1,263,612 â–¼-3.3%174,8950.5%Consumer DiscretionaryLIBERTY LIVE HOLDINGS INC$2,849,533$84,512 â–¼-2.9%26,9740.0%COM SHS SER CINTUIntuit$0$154,093,746 â–¼-100.0%00.0%TechnologySLBSLB$0$103,509,738 â–¼-100.0%00.0%EnergyMKTXMarketAxess$0$79,289,388 â–¼-100.0%00.0%FinanceTMOThermo Fisher Scientific$0$76,059,352 â–¼-100.0%00.0%HealthcareADSKAutodesk$0$74,864,929 â–¼-100.0%00.0%TechnologyEFXEquifax$0$71,066,426 â–¼-100.0%00.0%IndustrialsACNAccenture$0$52,764,572 â–¼-100.0%00.0%TechnologySPOTSpotify Technology$0$45,697,918 â–¼-100.0%00.0%Communication ServicesBLDTopBuild$0$29,346,548 â–¼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. 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