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CIK: 0001351950
Total reported value
$7.4B
$7.4B
58 檔
21.9%
At the close of Q1 2025, Findlay Park Partners LLP disclosed equity holdings valued at approximately $7.4B, spread across 58 reported holdings.
In Q1 2025, Findlay Park Partners LLP displayed an active expansion posture, initiating 58 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AJG | Arthur J Gallagher & Co | Stock-Financials | 4.16% | — | +1.35% | |
| 2 | LYV | Live Nation Entertainment In | Stock-Comm Services | 3.23% | +0.46% | +1.36% | |
| 3 | SPGI | S&p Global Inc | Stock-Financials | 3.17% | -0.20% | +1.34% | |
| 4 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 3.10% | — | -11.54% | |
| 5 | MA | Mastercard Inc - A | Stock-Financials | 3.01% | +0.24% | +1.35% | |
| 6 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 2.84% | — | +27.30% | |
| 7 | FWONK | Liberty Media Corp-formula-c | Stock-Comm Services | 2.78% | +0.29% | -22.76% | |
| 8 | ACN | Accenture plc | Stock-Tech | 2.76% | -0.74% | EXIT | |
| 9 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.73% | -0.13% | +1.36% | |
| 10 | INTU | Intuit Inc | Stock-Tech | 2.50% | -2.15% | EXIT | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.48% | -0.11% | -17.95% | |
| 12 | APG | Api Group CORP | Stock-Industrials | 2.37% | +0.35% | +1.36% | |
| 13 | CP | Canadian Pacific Kansas City | Stock-Industrials | 2.37% | +0.08% | +1.36% | |
| 14 | CRH | CRH plc | Stock-Materials | 2.31% | +0.35% | +17.03% | |
| 15 | EOG | Eog Resources Inc | Stock-Energy | 2.30% | -1.25% | +1.36% | |
| 16 | WAT | Waters CORP | Stock-Healthcare | 2.20% | +0.35% | +10.66% | |
| 17 | RGLD | Royal Gold Inc | Stock-Materials | 2.09% | -0.55% | +1.36% | |
| 18 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 2.04% | — | -13.55% | |
| 19 | WCN | Waste Connections Inc | Stock-Industrials | 2.03% | +1.18% | +1.36% | |
| 20 | COP | Conocophillips | Stock-Energy | 1.98% | -1.40% | +1.36% | |
| 21 | WST | West Pharmaceutical Services | Stock-Healthcare | 1.95% | +0.74% | +1.38% | |
| 22 | IT | Gartner Inc | Stock-Tech | 1.87% | — | -19.58% | |
| 23 | STE | STERIS plc | Stock-Healthcare | 1.84% | -0.21% | +1.36% | |
| 24 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.84% | +0.24% | +1.36% | |
| 25 | ICE | Intercontinental Exchange In | Stock-Financials | 1.82% | -0.33% | +1.36% | |
| 26 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.79% | — | +43.94% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.77% | -0.07% | +1.35% | |
| 28 | XPO | Xpo Inc | Stock-Industrials | 1.74% | -0.03% | +11.59% | |
| 29 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.71% | -1.06% | EXIT | |
| 30 | A | Agilent Technologies Inc | Stock-Healthcare | 1.61% | +0.19% | +17.63% | |
| 31 | TXN | Texas Instruments Inc | Stock-Tech | 1.53% | -0.59% | +160.02% | |
| 32 | URI | United Rentals Inc | Stock-Industrials | 1.52% | +0.55% | +1.33% | |
| 33 | MKTX | Marketaxess Holdings Inc | Stock-Financials | 1.51% | -1.11% | EXIT | |
| 34 | ADI | Analog Devices Inc | Stock-Tech | 1.40% | +0.03% | +38.83% | |
| 35 | EFX | Equifax Inc | Stock-Industrials | 1.40% | -0.99% | EXIT | |
| 36 | BLD | Topbuild CORP | Stock-Industrials | 1.40% | -0.41% | EXIT | |
| 37 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 1.35% | +0.36% | +61.78% | |
| 38 | MEDP | Medpace Holdings Inc | Stock-Healthcare | 1.31% | — | -11.50% | |
| 39 | DHR | Danaher CORP | Stock-Healthcare | 1.23% | -0.93% | +37.60% | |
| 40 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 1.23% | +0.19% | +1.33% | |
| 41 | MSCI | Msci Inc | Stock-Financials | 1.20% | — | +1.38% | |
| 42 | ECL | Ecolab Inc | Stock-Materials | 1.19% | +0.61% | +1.36% | |
| 43 | ALC | Alcon Inc. | Stock-Healthcare | 1.14% | — | +1.36% | |
| 44 | MLM | Martin Marietta Materials | Stock-Materials | 1.12% | +0.02% | -19.16% | |
| 45 | TDY | Teledyne Technologies Inc | Stock-Tech | 1.12% | +0.41% | -34.73% | |
| 46 | KEYS | Keysight Technologies In | Stock-Tech | 1.10% | -0.79% | +1.36% | |
| 47 | ITT | Itt Inc | Stock-Industrials | 1.06% | -0.02% | +94.71% | |
| 48 | KLAC | Kla CORP | Stock-Tech | 1.04% | +1.56% | -49.77% | |
| 49 | ACM | Aecom | Stock-Industrials | 1.01% | — | -40.96% | |
| 50 | ADSK | Autodesk Inc | Stock-Tech | 0.91% | -1.04% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AJG | Arthur J Gallagher & Co | — | NEW | New buy |
| 2 | LYV | Live Nation Entertainment In | — | NEW | New buy |
| 3 | SPGI | S&p Global Inc | — | NEW | New buy |
| 4 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 5 | MA | Mastercard Inc - A | — | NEW | New buy |
| 6 | MRSH | Marsh & Mclennan Cos | — | NEW | New buy |
| 7 | FWONK | Liberty Media Corp-formula-c | — | NEW | New buy |
| 8 | ACN | Accenture plc | — | NEW | New buy |
| 9 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 10 | INTU | Intuit Inc | — | NEW | New buy |
| 11 | MSFT | Microsoft CORP | — | NEW | New buy |
| 12 | APG | Api Group CORP | — | NEW | New buy |
| 13 | CP | Canadian Pacific Kansas City | — | NEW | New buy |
| 14 | CRH | CRH plc | — | NEW | New buy |
| 15 | EOG | Eog Resources Inc | — | NEW | New buy |
| 16 | WAT | Waters CORP | — | NEW | New buy |
| 17 | RGLD | Royal Gold Inc | — | NEW | New buy |
| 18 | CBRE | Cbre Group Inc - A | — | NEW | New buy |
| 19 | WCN | Waste Connections Inc | — | NEW | New buy |
| 20 | COP | Conocophillips | — | NEW | New buy |
| 21 | WST | West Pharmaceutical Services | — | NEW | New buy |
| 22 | IT | Gartner Inc | — | NEW | New buy |
| 23 | STE | STERIS plc | — | NEW | New buy |
| 24 | CNI | Canadian Natl Railway Co | — | NEW | New buy |
| 25 | ICE | Intercontinental Exchange In | — | NEW | New buy |
| 26 | SHW | Sherwin-williams Co/the | — | NEW | New buy |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 28 | XPO | Xpo Inc | — | NEW | New buy |
| 29 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 30 | A | Agilent Technologies Inc | — | NEW | New buy |
| 31 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 32 | URI | United Rentals Inc | — | NEW | New buy |
| 33 | MKTX | Marketaxess Holdings Inc | — | NEW | New buy |
| 34 | ADI | Analog Devices Inc | — | NEW | New buy |
| 35 | EFX | Equifax Inc | — | NEW | New buy |
| 36 | BLD | Topbuild CORP | — | NEW | New buy |
| 37 | FERG | Ferguson Enterprises Inc | — | NEW | New buy |
| 38 | MEDP | Medpace Holdings Inc | — | NEW | New buy |
| 39 | DHR | Danaher CORP | — | NEW | New buy |
| 40 | HLT | Hilton Worldwide Holdings In | — | NEW | New buy |
| 41 | MSCI | Msci Inc | — | NEW | New buy |
| 42 | ECL | Ecolab Inc | — | NEW | New buy |
| 43 | ALC | Alcon Inc. | — | NEW | New buy |
| 44 | MLM | Martin Marietta Materials | — | NEW | New buy |
| 45 | TDY | Teledyne Technologies Inc | — | NEW | New buy |
| 46 | KEYS | Keysight Technologies In | — | NEW | New buy |
| 47 | ITT | Itt Inc | — | NEW | New buy |
| 48 | KLAC | Kla CORP | — | NEW | New buy |
| 49 | ACM | Aecom | — | NEW | New buy |
| 50 | ADSK | Autodesk Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Findlay Park Partners LLP reported a total U.S. public equity portfolio value of $7.4B across 58 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AJG, LYV, SPGI) accounted for 21.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
AJG
市值: $404.7M
During Q1 2025, Findlay Park Partners LLP's top holdings by market value included AJG (4.2%)、LYV (3.2%)、SPGI (3.2%). The largest single position, AJG, represented 4.2% of total portfolio value.
In Q1 2025, Findlay Park Partners LLP made 58 total portfolio adjustments, initiating 58 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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