FINDLAY PARK PARTNERS LLP Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 116
New Positions 9
Increased Positions 34
Decreased Positions 37
Positions with Activity 71
Sold Out Positions 10
Total Mkt Value (in $ millions) 10,049

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

Sector Weighting

Basic Materials 3.5%
Capital Goods 3.19%
Conglomerates 0.72%
Consumer Cyclical 4.66%
Consumer/Non-Cyclical 2.74%
Energy 3.9%
Financial 27.71%
Healthcare 8.76%
Services 20.01%
Technology 17.89%
Transportation 4.78%
Utilities 1.85%

116 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FISERV INC COM 332,945 5,530 1.69 4,695,982
COMCAST CORP NEW CL A SPL 308,652 -12,276 (3.83) 5,447,436
TEXAS INSTRS INC COM 269,577 New 4,961,843
HOME DEPOT INC COM 257,588 New 2,636,516
FIDELITY NATL INFORMATION SVCS COM 249,638 New 4,108,593
CITIGROUP INC COM NEW 247,618 179,251 262.19 4,574,500
KKR & CO L P DEL COM UNITS 236,828 12,171 5.42 10,525,700
EQUIFAX INC COM 233,139 New 2,938,104
CAREFUSION CORP COM 230,615 New 3,894,200
SHERWIN WILLIAMS CO COM 209,507 New 870,767
DANAHER CORP DEL COM 197,281 74,855 61.14 2,364,058
AMERICAN TOWER CORP NEW COM 191,122 New 1,825,429
SCHEIN HENRY INC COM 187,853 New 1,384,733
TWENTY FIRST CENTY FOX INC CL A 179,864 15,908 9.70 4,952,209
COVANTA HLDG CORP COM 176,081 19,578 12.51 7,015,167
STATE STR CORP COM 170,920 New 2,223,500
VISA INC COM CL A 167,766 30,099 21.86 652,125
SCHLUMBERGER LTD COM 167,630 4,748 2.92 1,806,160
SANDISK CORP COM 156,546 40,661 35.09 1,501,500
BARD C R INC COM 154,666 New 925,204