Findlay Park Partners LLP Portfolio Holdings by Sector
Findlay Park Partners LLP
- $8.42 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Diagnostics & Research | Healthcare
A WAT MEDP TMO DHR 5 stocks |
$783,159
9.3% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI ICE MSCI 3 stocks |
$554,267
6.58% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AJG MMC 2 stocks |
$546,215
6.49% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
APG ACM BLD 3 stocks |
$434,381
5.16% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$429,800
5.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
INTU ADSK 2 stocks |
$384,469
4.57% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN CDW 2 stocks |
$358,215
4.25% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
EOG COP 2 stocks |
$349,878
4.16% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
LYV 1 stocks |
$330,492
3.93% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW MKTX 2 stocks |
$312,373
3.71% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
KLAC AMAT ENTG 3 stocks |
$311,524
3.7% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
TXN ADI 2 stocks |
$307,575
3.65% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA 1 stocks |
$287,755
3.42% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SHW ECL 2 stocks |
$282,190
3.35% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
TDY KEYS 2 stocks |
$240,123
2.85% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
RGLD 1 stocks |
$235,948
2.8% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$216,598
2.57% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
WST 1 stocks |
$210,416
2.5% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ITT IEX 2 stocks |
$207,231
2.46% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
XPO 1 stocks |
$192,664
2.29% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
STE 1 stocks |
$184,875
2.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
URI 1 stocks |
$183,710
2.18% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
CNI 1 stocks |
$138,033
1.64% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
MLM CRH.L 2 stocks |
$136,797
1.62% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
EFX 1 stocks |
$135,858
1.61% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
HLT 1 stocks |
$128,908
1.53% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WCN 1 stocks |
$126,920
1.51% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CBRE 1 stocks |
$98,083
1.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
SPOT 1 stocks |
$84,388
1.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
ETSY 1 stocks |
$77,775
0.92% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
POOL 1 stocks |
$75,184
0.89% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
WWD 1 stocks |
$73,405
0.87% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|