Findlay Park Partners LLP
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 4, 2024), Findlay Park Partners LLP reported 59 stock positions worth $10.6 billion. Its top holding was Unitedhealth (UNH) at 4.2% of the portfolio, followed by Accenture Class A (ACN, 3.7%) and Mastercard Class A (MA, 3.2%). Compared with Q2 2024, it opened 6 new positions, sold out of 3, added to 12 and reduced 41. The biggest buy was CBRE Class A (CBRE, shares +116%) and the biggest sale an exit from Nvidia (NVDA).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001351950
- Portfolio Value
- $10.6B (Q3 2024)
- SEC Filing
- 0000943663-24-000251 ↗ filed Nov 4, 2024
Holdings Value
Holdings 59 stocks · $10.6B
| UNH Unitedhealth Group Inc. | 4.16% | 753,626 | $440.6M | Add +33.2% |
| ACN Accenture PLC Class A | 3.71% | 1,114,498 | $394.0M | Add +7.6% |
| MA Mastercard Inc. Class A | 3.23% | 693,590 | $342.5M | Reduce -1.0% |
| MSFT Microsoft Corp. | 3.20% | 789,810 | $339.9M | Reduce -40.6% |
| IT Gartner Inc. | 3.18% | 665,921 | $337.5M | Reduce -1.0% |
| SPGI S&P Global Inc. | 2.93% | 601,920 | $311.0M | Reduce -1.0% |
| FWONK Liberty Media Corp. Class C | 2.86% | 3,917,613 | $303.3M | Add +10.0% |
| CP Canadian Pacific Kansas City | 2.62% | 3,242,496 | $277.4M | Reduce -1.1% |
| EOG EOG Resources Inc. | 2.43% | 2,098,809 | $258.0M | Reduce -1.1% |
| CBRE CBRE Group Inc. Class A | 2.37% | 2,022,144 | $251.7M | Add +116.2% |
| WST West Pharmaceutical Services | 2.34% | 827,706 | $248.4M | Add +11.6% |
| INTU Intuit Inc. | 2.29% | 391,545 | $243.1M | Reduce -1.0% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 2.29% | 861,201 | $242.3M | Reduce -32.7% |
| LYV Live Nation Entertainment Inc. | 2.18% | 2,110,800 | $231.1M | Reduce -27.4% |
| KLAC KLA Corp. | 2.17% | 297,382 | $230.3M | Reduce -1.0% |
| BLD Topbuild Corp. | 2.16% | 564,207 | $229.5M | Reduce -14.5% |
| ACM Aecom | 2.14% | 2,200,227 | $227.2M | Reduce -22.9% |
| COP Conocophillips | 2.10% | 2,114,671 | $222.6M | Reduce -1.1% |
| ICE Intercontinental Exchange Inc. | 2.00% | 1,320,169 | $212.1M | Reduce -24.0% |
| CNI Canadian Natl Railway Co. | 2.00% | 1,807,868 | $211.8M | Reduce -1.1% |
| MLM Martin Marietta Materials | 1.95% | 383,842 | $206.6M | Reduce -1.0% |
| TMO Thermo Fisher Scientific Inc. | 1.89% | 324,620 | $200.8M | Add +12.8% |
| CRH CRH PLC | 1.89% | 2,162,611 | $200.6M | Add +14.4% |
| GOOG Alphabet Inc. Class C | 1.89% | 1,196,216 | $200.0M | Reduce -1.1% |
| MRSH Marsh & McLennan Cos | 1.87% | 888,967 | $198.3M | Reduce -23.1% |
| ELV Elevance Health Inc. | 1.78% | 362,851 | $188.7M | Add +24.2% |
| URI United Rentals Inc. | 1.78% | 232,536 | $188.3M | Reduce -27.8% |
| APG Api Group Corp. | 1.77% | 5,698,148 | $188.2M | Reduce -1.1% |
| WAT Waters Corp. | 1.73% | 511,124 | $183.9M | Add +36.5% |
| SCHW Schwab (charles) Corp. | 1.72% | 2,816,488 | $182.5M | Reduce -1.1% |
| WCN Waste Connections Inc. | 1.68% | 998,258 | $178.5M | Reduce -18.0% |
| RGLD Royal Gold Inc. | 1.62% | 1,223,530 | $171.7M | Reduce -1.1% |
| A Agilent Technologies Inc. | 1.58% | 1,129,210 | $167.7M | Reduce -1.1% |
| MKTX Marketaxess Holdings Inc. | 1.52% | 631,111 | $161.7M | New |
| MEDP Medpace Holdings Inc. | 1.48% | 470,900 | $157.2M | Reduce -1.1% |
| XPO Xpo Inc. | 1.43% | 1,411,300 | $151.7M | Add +7.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.36% | 313,136 | $144.1M | Add +129.2% |
| STE Steris PLC | 1.34% | 583,752 | $141.6M | Reduce -1.1% |
| SHW The Sherwin-Williams Co. | 1.24% | 343,912 | $131.3M | Reduce -1.0% |
| TDY Teledyne Technologies Inc. | 1.21% | 293,444 | $128.4M | Add +32.6% |
| HLT Hilton Worldwide Holdings Inc. | 1.11% | 512,674 | $118.2M | Reduce -1.0% |
| MSCI MSCI Inc. | 1.11% | 201,300 | $117.3M | Reduce -1.0% |
| DHR Danaher Corp. | 1.08% | 413,000 | $114.8M | New |
| ALC Alcon Inc. filed as ALCON AG | 1.07% | 1,134,634 | $113.5M | Reduce -1.1% |
| ECL Ecolab Inc. | 1.07% | 443,784 | $113.3M | Reduce -1.1% |
| KEYS Keysight Technologies Inc. | 1.05% | 700,252 | $111.3M | Reduce -1.1% |
| ADI Analog Devices Inc. | 1.04% | 479,718 | $110.4M | Reduce -1.0% |
| CDW CDW Corp. | 1.02% | 477,626 | $108.1M | Reduce -1.0% |
| FERG Ferguson Enterprises Inc. | 0.94% | 499,410 | $99.2M | Reduce -1.0% |
| ILMN Illumina Inc. | 0.88% | 716,000 | $93.4M | Reduce -1.0% |
| POOL Pool Corp. | 0.88% | 247,475 | $93.2M | Reduce -1.0% |
| ADSK Autodesk Inc. | 0.85% | 328,099 | $90.4M | Reduce -1.0% |
| ABNB Airbnb Inc. Class A | 0.78% | 653,914 | $82.9M | Reduce -1.0% |
| AMAT Applied Materials Inc. | 0.78% | 409,600 | $82.8M | New |
| TXN Texas Instruments Inc. | 0.60% | 306,031 | $63.2M | Reduce -1.0% |
| GLOB Globant SA | 0.29% | 156,518 | $31.0M | New |
| IEX Idex Corp. | 0.25% | 121,378 | $26.0M | New |
| ITT Itt Inc. | 0.07% | 50,067 | $7.5M | New |
| LLYVK Liberty Media Corp.-Liberty-C | 0.02% | 37,674 | $1.9M | Reduce -1.1% |
Portfolio Sells Q2 2024 → Q3 2024
| NVDA Nvidia Corp. | Sold out | 0.00% | −3.57 |
| TMUS T-Mobile US Inc. | Sold out | 0.00% | −3.10 |
| MSFT Microsoft Corp. | Reduce -40.6% | 3.20% | −2.40 |
| AJG Arthur J Gallagher & Co. | Reduce -32.7% | 2.29% | −0.84 |
| TSCO Tractor Supply Company | Sold out | 0.00% | −0.62 |
| MRSH Marsh & McLennan Cos | Reduce -23.1% | 1.87% | −0.42 |
| LYV Live Nation Entertainment Inc. | Reduce -27.4% | 2.18% | −0.39 |
| MEDP Medpace Holdings Inc. | Reduce -1.1% | 1.48% | −0.36 |
| WCN Waste Connections Inc. | Reduce -18.0% | 1.68% | −0.33 |
| APG Api Group Corp. | Reduce -1.1% | 1.77% | −0.27 |
| SCHW Schwab (charles) Corp. | Reduce -1.1% | 1.72% | −0.26 |
| ICE Intercontinental Exchange Inc. | Reduce -24.0% | 2.00% | −0.24 |
| BLD Topbuild Corp. | Reduce -14.5% | 2.16% | −0.23 |
| ACM Aecom | Reduce -22.9% | 2.14% | −0.23 |
| COP Conocophillips | Reduce -1.1% | 2.10% | −0.20 |
| GOOG Alphabet Inc. Class C | Reduce -1.1% | 1.89% | −0.20 |
| URI United Rentals Inc. | Reduce -27.8% | 1.78% | −0.19 |
| KLAC KLA Corp. | Reduce -1.0% | 2.17% | −0.16 |
| ABNB Airbnb Inc. Class A | Reduce -1.0% | 0.78% | −0.16 |
| INTU Intuit Inc. | Reduce -1.0% | 2.29% | −0.16 |
| EOG EOG Resources Inc. | Reduce -1.1% | 2.43% | −0.08 |
| CNI Canadian Natl Railway Co. | Reduce -1.1% | 2.00% | −0.04 |
| MLM Martin Marietta Materials | Reduce -1.0% | 1.95% | −0.03 |
| ADI Analog Devices Inc. | Reduce -1.0% | 1.04% | −0.00 |
| CDW CDW Corp. | Reduce -1.0% | 1.02% | +0.00 |
| LLYVK Liberty Media Corp.-Liberty-C | Reduce -1.1% | 0.02% | +0.00 |
| FERG Ferguson Enterprises Inc. | Reduce -1.0% | 0.94% | +0.01 |
| TXN Texas Instruments Inc. | Reduce -1.0% | 0.60% | +0.03 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -1.0% | 1.11% | +0.05 |
| ECL Ecolab Inc. | Reduce -1.1% | 1.07% | +0.06 |
| ADSK Autodesk Inc. | Reduce -1.0% | 0.85% | +0.08 |
| ALC Alcon Inc. | Reduce -1.1% | 1.07% | +0.11 |
| STE Steris PLC | Reduce -1.1% | 1.34% | +0.11 |
| KEYS Keysight Technologies Inc. | Reduce -1.1% | 1.05% | +0.14 |
| POOL Pool Corp. | Reduce -1.0% | 0.88% | +0.16 |
| RGLD Royal Gold Inc. | Reduce -1.1% | 1.62% | +0.16 |
| ILMN Illumina Inc. | Reduce -1.0% | 0.88% | +0.17 |
| MSCI MSCI Inc. | Reduce -1.0% | 1.11% | +0.18 |
| CP Canadian Pacific Kansas City | Reduce -1.1% | 2.62% | +0.18 |
| A Agilent Technologies Inc. | Reduce -1.1% | 1.58% | +0.19 |
| SHW The Sherwin-Williams Co. | Reduce -1.0% | 1.24% | +0.26 |
| MA Mastercard Inc. Class A | Reduce -1.0% | 3.23% | +0.32 |
| IT Gartner Inc. | Reduce -1.0% | 3.18% | +0.33 |
| SPGI S&P Global Inc. | Reduce -1.0% | 2.93% | +0.38 |
Portfolio Buys Q2 2024 → Q3 2024
| CBRE CBRE Group Inc. Class A | Add +116.2% | 2.37% | +1.59 |
| MKTX Marketaxess Holdings Inc. | New | 1.52% | +1.52 |
| UNH Unitedhealth Group Inc. | Add +33.2% | 4.16% | +1.44 |
| DHR Danaher Corp. | New | 1.08% | +1.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +129.2% | 1.36% | +0.84 |
| AMAT Applied Materials Inc. | New | 0.78% | +0.78 |
| ACN Accenture PLC Class A | Add +7.6% | 3.71% | +0.75 |
| WAT Waters Corp. | Add +36.5% | 1.73% | +0.71 |
| CRH CRH PLC | Add +14.4% | 1.89% | +0.56 |
| FWONK Liberty Media Corp. Class C | Add +10.0% | 2.86% | +0.45 |
| TDY Teledyne Technologies Inc. | Add +32.6% | 1.21% | +0.40 |
| TMO Thermo Fisher Scientific Inc. | Add +12.8% | 1.89% | +0.39 |
| GLOB Globant SA | New | 0.29% | +0.29 |
| ELV Elevance Health Inc. | Add +24.2% | 1.78% | +0.29 |
| IEX Idex Corp. | New | 0.25% | +0.25 |
| XPO Xpo Inc. | Add +7.0% | 1.43% | +0.11 |
| ITT Itt Inc. | New | 0.07% | +0.07 |
| WST West Pharmaceutical Services | Add +11.6% | 2.34% | +0.04 |
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 |