FPP
Findlay Park Partners Portfolio holdings
AUM
$9.7B
1-Year Est. Return
14.7%
1 Year Est. Return
+14.7%
AUM
$9.72B
AUM Growth
-$344M
(-3.4%)
Holding
61
Top Buys
| 1 | +$91.3M | |
| 2 | +$59.2M | |
| 3 | +$54.7M | |
| 4 |
Sherwin-Williams
SHW
|
+$53.1M |
| 5 |
Ferguson
FERG
|
+$50.1M |
Top Sells
| 1 | +$136M | |
| 2 | +$101M | |
| 3 | +$97.2M | |
| 4 |
Accenture
ACN
|
+$81M |
| 5 |
Liberty Media Series C
FWONK
|
+$79.6M |
Sector Composition
| 1 | Financials | 22.21% |
| 2 | Industrials | 19.79% |
| 3 | Technology | 18.83% |
| 4 | Healthcare | 16.48% |
| 5 | Materials | 8.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Sherwin-Williams
SHW
$82.5B
| $174M | 1.79% |
498,612
+152,200
|
|
||
27
Berkshire Hathaway Class B
BRK.B
$1.06T
| $172M | 1.77% |
322,736
+4,300
|
|
||
28
XPO
XPO
$15.3B
| $169M | 1.74% |
1,572,500
+163,300
|
|
||
29
Thermo Fisher Scientific
TMO
$204B
| $166M | 1.71% |
333,820
+4,400
|
|
||
30
Agilent Technologies
A
$40.2B
| $156M | 1.61% |
1,334,010
+199,900
|
|
||
31
Texas Instruments
TXN
$161B
| $148M | 1.53% |
825,631
+508,100
|
|
||
32
United Rentals
URI
$63.1B
| $148M | 1.52% |
235,536
+3,100
|
|
||
33
MarketAxess Holdings
MKTX
$6.4B
| $147M | 1.51% |
680,000
+9,100
|
|
||
34
Analog Devices
ADI
$119B
| $136M | 1.4% |
675,718
+189,000
|
|
||
35
Equifax
EFX
$28B
| $136M | 1.4% |
558,500
+224,700
|
|
||
36
TopBuild
BLD
$12.2B
| $136M | 1.4% |
444,894
-116,813
|
|
||
|
37
Ferguson
FERG
$47.6B
| $131M | 1.35% |
819,110
+312,800
|
|
||
38
Medpace
MEDP
$14.8B
| $128M | 1.31% |
418,700
-54,400
|
|
||
39
Danaher
DHR
$150B
| $120M | 1.23% |
584,800
+159,800
|
|
||
40
Hilton Worldwide
HLT
$61.2B
| $119M | 1.23% |
523,874
+6,900
|
|
||
41
MSCI
MSCI
$41.3B
| $117M | 1.2% |
206,400
+2,800
|
|
||
42
Ecolab
ECL
$78.5B
| $116M | 1.19% |
455,984
+6,100
|
|
||
43
Alcon
ALC
$37.1B
| $111M | 1.14% |
1,168,334
+15,700
|
|
||
44
Martin Marietta Materials
MLM
$37.7B
| $109M | 1.12% |
228,642
-54,200
|
|
||
45
Teledyne Technologies
TDY
$26.4B
| $109M | 1.12% |
218,039
-116,000
|
|
||
46
Keysight
KEYS
$27.9B
| $107M | 1.1% |
716,752
+9,600
|
|
||
47
ITT
ITT
$13.5B
| $103M | 1.06% |
795,600
+387,000
|
|
||
48
KLA
KLAC
$146B
| $102M | 1.04% |
149,382
-148,000
|
|
||
49
Aecom
ACM
$17.3B
| $98.6M | 1.01% |
1,063,327
-737,800
|
|
||
50
Autodesk
ADSK
$64.7B
| $88.5M | 0.91% |
338,099
+4,500
|
|