Findlay Park Partners LLP
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Findlay Park Partners LLP reported 56 stock positions worth $10.6 billion. Its top holding was Microsoft (MSFT) at 5.6% of the portfolio, followed by Nvidia (NVDA, 3.6%) and Arthur J Gallagher (AJG, 3.1%). Compared with Q1 2024, it opened 1 new position, sold out of 1, added to 10 and reduced 44. The biggest buy was a new position in Xpo (XPO) and the biggest sale Microsoft (MSFT, shares −21%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001351950
- Portfolio Value
- $10.6B (Q2 2024)
- SEC Filing
- 0000943663-24-000197 ↗ filed Aug 13, 2024
Holdings Value
Holdings 56 stocks · $10.6B
| MSFT Microsoft Corp. | 5.60% | 1,329,910 | $594.4M | Reduce -21.1% |
| NVDA Nvidia Corp. | 3.57% | 3,065,280 | $378.7M | Reduce -42.9% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 3.13% | 1,280,101 | $331.9M | Reduce -0.8% |
| TMUS T-Mobile US Inc. | 3.10% | 1,868,107 | $329.1M | Reduce -0.8% |
| ACN Accenture PLC Class A | 2.96% | 1,035,898 | $314.3M | Add +59.8% |
| MA Mastercard Inc. Class A | 2.91% | 700,890 | $309.2M | Reduce -0.8% |
| IT Gartner Inc. | 2.85% | 672,921 | $302.2M | Reduce -0.8% |
| UNH Unitedhealth Group Inc. | 2.71% | 565,726 | $288.1M | Reduce -0.8% |
| LYV Live Nation Entertainment Inc. | 2.57% | 2,906,800 | $272.5M | Reduce -0.8% |
| SPGI S&P Global Inc. | 2.56% | 608,220 | $271.3M | Reduce -0.8% |
| EOG EOG Resources Inc. | 2.52% | 2,121,109 | $267.0M | Reduce -0.8% |
| INTU Intuit Inc. | 2.45% | 395,645 | $260.0M | Reduce -0.8% |
| CP Canadian Pacific Kansas City | 2.43% | 3,276,896 | $258.0M | Add +25.6% |
| FWONK Liberty Media Corp. Class C | 2.41% | 3,562,513 | $255.9M | No change |
| BLD Topbuild Corp. | 2.40% | 659,907 | $254.2M | Reduce -13.9% |
| ACM Aecom | 2.37% | 2,855,427 | $251.7M | Add +11.5% |
| KLAC KLA Corp. | 2.33% | 300,482 | $247.8M | Reduce -0.8% |
| COP Conocophillips | 2.30% | 2,137,071 | $244.4M | Reduce -0.8% |
| WST West Pharmaceutical Services | 2.30% | 741,906 | $244.4M | Add +24.3% |
| MRSH Marsh & McLennan Cos | 2.29% | 1,155,267 | $243.4M | Reduce -0.8% |
| ICE Intercontinental Exchange Inc. | 2.24% | 1,737,469 | $237.8M | Reduce -0.8% |
| GOOG Alphabet Inc. Class C | 2.09% | 1,208,916 | $221.7M | Reduce -0.8% |
| APG Api Group Corp. | 2.04% | 5,758,448 | $216.7M | Add +10.9% |
| CNI Canadian Natl Railway Co. | 2.03% | 1,827,068 | $215.8M | Add +33.4% |
| WCN Waste Connections Inc. | 2.01% | 1,217,908 | $213.6M | Reduce -5.8% |
| MLM Martin Marietta Materials | 1.98% | 387,842 | $210.1M | Reduce -0.8% |
| SCHW Schwab (charles) Corp. | 1.98% | 2,846,388 | $209.8M | Reduce -0.8% |
| URI United Rentals Inc. | 1.96% | 322,036 | $208.3M | Reduce -0.8% |
| MEDP Medpace Holdings Inc. | 1.85% | 475,900 | $196.0M | Add +113.1% |
| TMO Thermo Fisher Scientific Inc. | 1.50% | 287,920 | $159.2M | Reduce -0.8% |
| ELV Elevance Health Inc. | 1.49% | 292,151 | $158.3M | Reduce -0.8% |
| RGLD Royal Gold Inc. | 1.46% | 1,236,530 | $154.8M | Reduce -0.8% |
| A Agilent Technologies Inc. | 1.39% | 1,141,210 | $147.9M | Add +16.4% |
| CRH CRH PLC | 1.34% | 1,891,111 | $141.8M | Add +15.0% |
| XPO Xpo Inc. | 1.32% | 1,319,500 | $140.1M | New |
| STE Steris PLC | 1.22% | 589,952 | $129.5M | Reduce -0.8% |
| HLT Hilton Worldwide Holdings Inc. | 1.07% | 518,074 | $113.0M | Reduce -0.8% |
| ADI Analog Devices Inc. | 1.04% | 484,718 | $110.6M | Reduce -33.9% |
| WAT Waters Corp. | 1.02% | 374,385 | $108.6M | Add +23.4% |
| CDW CDW Corp. | 1.02% | 482,626 | $108.0M | Reduce -0.8% |
| ECL Ecolab Inc. | 1.01% | 448,484 | $106.7M | Reduce -0.8% |
| SHW The Sherwin-Williams Co. | 0.98% | 347,512 | $103.7M | Reduce -0.7% |
| ALC Alcon Inc. filed as ALCON AG | 0.96% | 1,146,634 | $102.1M | Reduce -0.8% |
| ABNB Airbnb Inc. Class A | 0.94% | 660,814 | $100.2M | Reduce -0.8% |
| MSCI MSCI Inc. | 0.92% | 203,400 | $98.0M | Reduce -0.7% |
| FERG Ferguson Jersey Ltd. | 0.92% | 504,610 | $97.7M | Reduce -14.3% |
| KEYS Keysight Technologies Inc. | 0.91% | 707,652 | $96.8M | Reduce -20.8% |
| TDY Teledyne Technologies Inc. | 0.81% | 221,339 | $85.9M | Reduce -0.8% |
| CBRE CBRE Group Inc. Class A | 0.79% | 935,316 | $83.3M | Reduce -31.8% |
| ADSK Autodesk Inc. | 0.77% | 331,499 | $82.0M | Reduce -41.0% |
| POOL Pool Corp. | 0.72% | 250,075 | $76.9M | Reduce -0.8% |
| ILMN Illumina Inc. | 0.71% | 723,500 | $75.5M | Reduce -0.8% |
| TSCO Tractor Supply Company | 0.62% | 243,546 | $65.8M | Reduce -0.7% |
| TXN Texas Instruments Inc. | 0.57% | 309,231 | $60.2M | Reduce -0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.52% | 136,636 | $55.6M | Reduce -0.7% |
| LLYVK Liberty Media Corp.-Liberty-C | 0.01% | 38,074 | $1.5M | Reduce -0.5% |
Portfolio Sells Q1 2024 → Q2 2024
| MSFT Microsoft Corp. | Reduce -21.1% | 5.60% | −0.91 |
| NVDA Nvidia Corp. | Reduce -42.9% | 3.57% | −0.88 |
| BLD Topbuild Corp. | Reduce -13.9% | 2.40% | −0.70 |
| ADSK Autodesk Inc. | Reduce -41.0% | 0.77% | −0.57 |
| CBRE CBRE Group Inc. Class A | Reduce -31.8% | 0.79% | −0.44 |
| KEYS Keysight Technologies Inc. | Reduce -20.8% | 0.91% | −0.37 |
| GFL GFL Environmental Inc.-Sub VT | Sold out | 0.00% | −0.33 |
| ADI Analog Devices Inc. | Reduce -33.9% | 1.04% | −0.29 |
| LYV Live Nation Entertainment Inc. | Reduce -0.8% | 2.57% | −0.28 |
| FERG Ferguson Jersey Ltd. | Reduce -14.3% | 0.92% | −0.26 |
| MLM Martin Marietta Materials | Reduce -0.8% | 1.98% | −0.22 |
| COP Conocophillips | Reduce -0.8% | 2.30% | −0.21 |
| POOL Pool Corp. | Reduce -0.8% | 0.72% | −0.21 |
| MA Mastercard Inc. Class A | Reduce -0.8% | 2.91% | −0.21 |
| ILMN Illumina Inc. | Reduce -0.8% | 0.71% | −0.21 |
| URI United Rentals Inc. | Reduce -0.8% | 1.96% | −0.18 |
| SHW The Sherwin-Williams Co. | Reduce -0.7% | 0.98% | −0.14 |
| MSCI MSCI Inc. | Reduce -0.7% | 0.92% | −0.13 |
| CDW CDW Corp. | Reduce -0.8% | 1.02% | −0.12 |
| IT Gartner Inc. | Reduce -0.8% | 2.85% | −0.12 |
| TDY Teledyne Technologies Inc. | Reduce -0.8% | 0.81% | −0.07 |
| ABNB Airbnb Inc. Class A | Reduce -0.8% | 0.94% | −0.06 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.8% | 1.50% | −0.05 |
| WCN Waste Connections Inc. | Reduce -5.8% | 2.01% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.7% | 0.52% | −0.01 |
| STE Steris PLC | Reduce -0.8% | 1.22% | −0.01 |
| LLYVK Liberty Media Corp.-Liberty-C | Reduce -0.5% | 0.01% | −0.00 |
| EOG EOG Resources Inc. | Reduce -0.8% | 2.52% | +0.01 |
| TSCO Tractor Supply Company | Reduce -0.7% | 0.62% | +0.03 |
| ICE Intercontinental Exchange Inc. | Reduce -0.8% | 2.24% | +0.03 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -0.8% | 1.07% | +0.04 |
| ECL Ecolab Inc. | Reduce -0.8% | 1.01% | +0.05 |
| RGLD Royal Gold Inc. | Reduce -0.8% | 1.46% | +0.07 |
| TXN Texas Instruments Inc. | Reduce -0.8% | 0.57% | +0.07 |
| SCHW Schwab (charles) Corp. | Reduce -0.8% | 1.98% | +0.07 |
| INTU Intuit Inc. | Reduce -0.8% | 2.45% | +0.07 |
| ALC Alcon Inc. | Reduce -0.8% | 0.96% | +0.08 |
| ELV Elevance Health Inc. | Reduce -0.8% | 1.49% | +0.09 |
| MRSH Marsh & McLennan Cos | Reduce -0.8% | 2.29% | +0.09 |
| UNH Unitedhealth Group Inc. | Reduce -0.8% | 2.71% | +0.13 |
| SPGI S&P Global Inc. | Reduce -0.8% | 2.56% | +0.16 |
| AJG Arthur J Gallagher & Co. | Reduce -0.8% | 3.13% | +0.17 |
| TMUS T-Mobile US Inc. | Reduce -0.8% | 3.10% | +0.28 |
| GOOG Alphabet Inc. Class C | Reduce -0.8% | 2.09% | +0.39 |
| KLAC KLA Corp. | Reduce -0.8% | 2.33% | +0.39 |
Portfolio Buys Q1 2024 → Q2 2024
| XPO Xpo Inc. | New | 1.32% | +1.32 |
| MEDP Medpace Holdings Inc. | Add +113.1% | 1.85% | +1.02 |
| ACN Accenture PLC Class A | Add +59.8% | 2.96% | +0.90 |
| CNI Canadian Natl Railway Co. | Add +33.4% | 2.03% | +0.38 |
| CP Canadian Pacific Kansas City | Add +25.6% | 2.43% | +0.32 |
| APG Api Group Corp. | Add +10.9% | 2.04% | +0.17 |
| WST West Pharmaceutical Services | Add +24.3% | 2.30% | +0.13 |
| A Agilent Technologies Inc. | Add +16.4% | 1.39% | +0.09 |
| ACM Aecom | Add +11.5% | 2.37% | +0.07 |
| WAT Waters Corp. | Add +23.4% | 1.02% | +0.07 |
| CRH CRH PLC | Add +15.0% | 1.34% | +0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 49 | $7.4B | TDY, ITT, APG, CRH, XPO |
| Q1 2026 | 56 | $7.2B | ITT, EOG, APG, TDY, BRK.B |
| Q4 2025 | 57 | $7.8B | SPGI, MA, APG, AJG, ACN |
| Q3 2025 | 57 | $9.5B | MSFT, AJG, LYV, INTU, FWONK |
| Q2 2025 | 57 | $9.7B | MSFT, INTU, ACN, APG, LYV |
| Q1 2025 | 58 | $9.7B | AJG, LYV, SPGI, UNH, MA |
| Q4 2024 | 59 | $10.1B | ACN, FWONK, MSFT, UNH, AJG |
| Q3 2024 | 59 | $10.6B | UNH, ACN, MA, MSFT, IT |
| Q2 2024 | 56 | $10.6B | MSFT, NVDA, AJG, TMUS, ACN |
| Q1 2024 | 56 | $10.9B | MSFT, NVDA, MA, BLD, IT |