FPP
Findlay Park Partners Portfolio holdings
AUM
$9.52B
1-Year Est. Return
9.95%
1 Year Est. Return
+9.95%
AUM
$9.7B
AUM Growth
-$21.5M
(-0.22%)
Holding
58
Top Buys
| 1 | +$100M | |
| 2 | +$97.9M | |
| 3 | +$96.8M | |
| 4 |
Texas Instruments
TXN
|
+$77.3M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$56.3M |
Top Sells
| 1 | +$301M | |
| 2 | +$107M | |
| 3 | +$83.3M | |
| 4 |
Arthur J. Gallagher & Co
AJG
|
+$73M |
| 5 |
CBRE Group
CBRE
|
+$64.8M |
Sector Composition
| 1 | Technology | 23.76% |
| 2 | Financials | 20.61% |
| 3 | Industrials | 20.44% |
| 4 | Healthcare | 12.87% |
| 5 | Materials | 8.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Analog Devices
ADI
$119B
| $77.5M | 0.8% |
325,618
-350,100
|
|
||
52
Pool Corp
POOL
$9.33B
| $71.9M | 0.74% |
246,675
-8,800
|
|
||
53
Alcon
ALC
$39.3B
| $71.6M | 0.74% |
810,617
-357,717
|
|
||
54
Etsy
ETSY
$6.31B
| $59.8M | 0.62% |
1,192,800
-43,200
|
|
||
55
Entegris
ENTG
$12.7B
| $39.9M | 0.41% |
495,100
-17,900
|
|
||
56
TopBuild
BLD
$12.4B
| $36.8M | 0.38% |
113,637
-331,257
|
|
||
57
Liberty Live Group Series C
LLYVK
$7.96B
| $2.96M | 0.03% |
36,474
-1,200
|
|
||
58
UnitedHealth
UNH
$307B
| – | – |
-575,626
|
|