Findlay Park Partners LLP — Q2 2021 13F Holdings

Name: Findlay Park Partners LLP — 13F Holdings, Q2 2021
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001351950

Total reported value

$7.2B

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	MSFT	Microsoft CORP	Stock-Tech	6.77%	+0.01%	-2.36%
2	ADSK	Autodesk INC	Stock-Tech	5.57%	—	+29.76%
3	INTU	Intuit INC	Stock-Tech	5.44%	-1.00%	-14.06%
4	GOOG	Alphabet Inc-cl C	Stock-Comm Services	5.28%	—	-19.94%
5	TMUS	T-mobile US INC	Stock-Comm Services	4.90%	—	-30.20%
6	FISV	Fiserv INC	Stock-Other	4.12%	—	-2.36%
7	FIS	Fidelity National Info Serv	Stock-Tech	3.12%	—	-2.36%
8	AMZN	Amazon.com INC	Stock-Consumer Disc	2.96%	—	+73.56%
9	APD	Air Products & Chemicals INC	Stock-Materials	2.91%	—	-12.06%
10	DHR	Danaher CORP	Stock-Healthcare	2.76%	+0.77%	-2.36%
11	SPGI	S&p Global INC	Stock-Financials	2.47%	-1.70%	-2.36%
12	UNH	Unitedhealth Group INC	Stock-Healthcare	2.42%	—	-19.82%
13	SHW	Sherwin-williams Co/the	Stock-Materials	2.16%	-1.12%	+14.17%
14	BLD	Topbuild CORP	Stock-Industrials	2.11%	-0.09%	+436.38%
15	CMCSA	Comcast Corp-class A	Stock-Comm Services	2.10%	—	-44.24%
16	AJG	Arthur J Gallagher & Co	Stock-Financials	2.08%	-3.39%	EXIT
17	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	2.08%	+0.94%	-43.45%
18	CHTR	Charter Communications Inc-a	Stock-Comm Services	2.02%	—	+14.18%
19	WCN	Waste Connections INC	Stock-Industrials	2.02%	+0.37%	-33.32%
20	MRSH	Marsh & Mclennan Cos	Stock-Financials	2.02%	-2.10%	EXIT
21	CSGP	Costar Group INC	Stock-Real Estate	1.89%	—	+836.75%
22	MCD	Mcdonald's CORP	Stock-Consumer Disc	1.87%	—	-2.36%
23	CBRE	Cbre Group INC - A	Stock-Real Estate	1.78%	-1.06%	EXIT
24	KEYS	Keysight Technologies In	Stock-Tech	1.76%	+1.44%	+29.95%
25	ALC	Alcon Inc.	Stock-Healthcare	1.74%	—	-2.36%
26	BDX	Becton Dickinson And Co	Stock-Healthcare	1.74%	+2.16%	NEW
27	JECUSD	Jacobs Engineering Group INC	Stock-Other	1.69%	—	-2.36%
28	ADBE	Adobe INC	Stock-Tech	1.66%	—	+26.09%
29	MA	Mastercard INC - A	Stock-Financials	1.61%	-1.60%	+186.79%
30	COO	The Cooper Companies, Inc.	Stock-Healthcare	1.53%	—	+87.21%
31	UNP	Union Pacific CORP	Stock-Industrials	1.50%	—	-2.36%
32	CTAS	Cintas CORP	Stock-Industrials	1.40%	—	-2.36%
33	HD	Home Depot INC	Stock-Consumer Disc	1.33%	—	-38.22%
34	TMO	Thermo Fisher Scientific INC	Stock-Healthcare	1.24%	+0.24%	-2.36%
35	AEM	Agnico Eagle Mines LTD	Stock-Materials	0.94%	—	+48.24%
36	ICUI	Icu Medical INC	Stock-Other	0.92%	—	-2.36%
37	FTV	Fortive CORP	Stock-Tech	0.85%	—	+266.36%
38	IBP	Installed Building Products	Stock-Consumer Disc	0.78%	—	—
39	POOL	Pool CORP	Stock-Industrials	0.77%	-0.08%	-27.68%
40	EOG	Eog Resources INC	Stock-Energy	0.76%	+1.74%	-50.03%
41	ICE	Intercontinental Exchange In	Stock-Financials	0.75%	-0.33%	-2.36%
42	TRI	Thomson Reuters Corporation	Stock-Industrials	0.70%	—	-29.39%
43	MSCI	Msci INC	Stock-Financials	0.68%	-1.19%	EXIT
44	MLM	Martin Marietta Materials	Stock-Materials	0.65%	—	-55.49%
45	ATVIEUR	Activision Blizzard INC	Stock-Comm Services	0.64%	—	-2.36%
46	ADI	Analog Devices INC	Stock-Tech	0.58%	—	-38.77%
47	NKE	Nike INC -cl B	Stock-Consumer Disc	0.56%	—	-2.36%
48	TSCO	Tractor Supply Company	Stock-Consumer Disc	0.55%	—	-44.42%
49	PYPL	Paypal Holdings INC	Stock-Financials	0.55%	—	-2.36%
50	TXN	Texas Instruments INC	Stock-Tech	0.53%	—	-41.00%

1–50 of 52

Holding changes this quarter

Position changes disclosed by Findlay Park Partners LLP for the quarter ending Q2 2021, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	TMUS	T-mobile US INC	—	EXIT	Sold out
2	MSFT	Microsoft CORP	—	EXIT	Sold out
3	GOOG	Alphabet Inc-cl C	—	EXIT	Sold out
4	INTU	Intuit INC	—	EXIT	Sold out
5	FISV	Fiserv INC	—	EXIT	Sold out
6	ADSK	Autodesk INC	—	EXIT	Sold out
7	CMCSA	Comcast Corp-class A	—	EXIT	Sold out
8	BRK-B	Berkshire Hathaway Inc-cl B	—	EXIT	Sold out
9	APD	Air Products & Chemicals INC	—	EXIT	Sold out
10	FIS	Fidelity National Info Serv	—	EXIT	Sold out
11	MRSH	Marsh & Mclennan Cos	—	EXIT	Sold out
12	BDX	Becton Dickinson And Co	—	EXIT	Sold out
13	UNH	Unitedhealth Group INC	—	EXIT	Sold out
14	WCN	Waste Connections INC	—	EXIT	Sold out
15	DHR	Danaher CORP	—	EXIT	Sold out
16	SPGI	S&p Global INC	—	EXIT	Sold out
17	HD	Home Depot INC	—	EXIT	Sold out
18	CSGP	Costar Group INC	—	EXIT	Sold out
19	MCD	Mcdonald's CORP	—	EXIT	Sold out
20	ALC	Alcon Inc.	—	EXIT	Sold out
21	SHW	Sherwin-williams Co/the	—	EXIT	Sold out
22	JECUSD	Jacobs Engineering Group INC	—	EXIT	Sold out
23	UNP	Union Pacific CORP	—	EXIT	Sold out
24	AMZN	Amazon.com INC	—	EXIT	Sold out
25	CHTR	Charter Communications Inc-a	—	EXIT	Sold out
26	MLM	Martin Marietta Materials	—	EXIT	Sold out
27	EOG	Eog Resources INC	—	EXIT	Sold out
28	CTAS	Cintas CORP	—	EXIT	Sold out
29	KEYS	Keysight Technologies In	—	EXIT	Sold out
30	CBRE	Cbre Group INC - A	—	EXIT	Sold out
31	TMO	Thermo Fisher Scientific INC	—	EXIT	Sold out
32	YUSD	Alleghany CORP	—	EXIT	Sold out
33	ADBE	Adobe INC	—	EXIT	Sold out
34	TSCO	Tractor Supply Company	—	EXIT	Sold out
35	ICUI	Icu Medical INC	—	EXIT	Sold out
36	TXN	Texas Instruments INC	—	EXIT	Sold out
37	TRI	Thomson Reuters Corporation	—	EXIT	Sold out
38	ADI	Analog Devices INC	—	EXIT	Sold out
39	A	Agilent Technologies INC	—	EXIT	Sold out
40	POOL	Pool CORP	—	EXIT	Sold out
41	COO	The Cooper Companies, Inc.	—	EXIT	Sold out
42	ICE	Intercontinental Exchange In	—	EXIT	Sold out
43	ATVIEUR	Activision Blizzard INC	—	EXIT	Sold out
44	AEM	Agnico Eagle Mines LTD	—	EXIT	Sold out
45	MSCI	Msci INC	—	EXIT	Sold out
46	MA	Mastercard INC - A	—	EXIT	Sold out
47	NKE	Nike INC -cl B	—	EXIT	Sold out
48	PYPL	Paypal Holdings INC	—	EXIT	Sold out
49	BLD	Topbuild CORP	—	EXIT	Sold out
50	NDSN	Nordson CORP	—	EXIT	Sold out