FINDLAY PARK PARTNERS LLP Information

ALMACK HOUSE, 4TH FLOOR, LONDON, , SW1Y 6QW, (44207) 968-4900

Report Date: 12/31/2013

Position Statistics

Total Positions 142
New Positions 12
Increased Positions 38
Decreased Positions 49
Positions with Activity 87
Sold Out Positions 12
Total Mkt Value (in $ millions) 9,102

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 5.4%
Capital Goods 5.31%
Conglomerates 0.24%
Consumer Cyclical 3.92%
Consumer/Non-Cyclical 2.95%
Energy 4.96%
Financial 26.95%
Healthcare 7.44%
Services 23.83%
Technology 12.86%
Transportation 4.14%
Utilities 1.96%

142 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FISERV INC COM 265,903 13,474 5.34 4,617,982
COMCAST CORP NEW CL A SPL 226,214 30,289 15.46 4,660,368
UNITED PARCEL SERVICE INC CL B 220,019 New 2,245,095
TEXAS INSTRS INC COM 213,102 New 4,649,843
WALGREEN CO COM 209,851 -127,749 (37.84) 3,143,838
US BANCORP DEL COM NEW 190,501 31,395 19.73 4,732,950
FIDELITY NATL INFORMATION SVCS COM 187,230 New 3,554,093
EQUIFAX INC COM 186,530 19,940 11.97 2,718,700
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 175,094 -17,336 (9.01) 11,110,000
SHERWIN WILLIAMS CO COM 172,055 New 870,767
SCHEIN HENRY INC COM 157,680 New 1,384,733
TD AMERITRADE HLDG CORP COM 151,145 New 4,755,974
HOME DEPOT INC COM 145,309 50,428 53.15 1,884,926
AMERICAN EXPRESS CO COM 144,809 New 1,679,532
WELLS FARGO & CO NEW COM 140,108 11,450 8.90 2,863,437
CAREFUSION CORP COM 137,915 36,036 35.37 3,582,200
CROWN HOLDINGS INC COM 136,776 New 2,935,736
SCHLUMBERGER LTD COM 132,481 114,946 655.56 1,326,000
CROWN CASTLE INTL CORP COM 128,530 -4,140 (3.12) 1,738,765
BROWN & BROWN INC COM 127,821 5,871 4.82 4,245,118