FINDLAY PARK PARTNERS LLP Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 118
New Positions 10
Increased Positions 39
Decreased Positions 74
Positions with Activity 113
Sold Out Positions 23
Total Mkt Value (in $ millions) 9,666

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

Sector Weighting

Basic Materials 2.66%
Capital Goods 7.53%
Conglomerates 0.58%
Consumer Cyclical 3.83%
Consumer/Non-Cyclical 3.8%
Energy 1.6%
Financial 24.19%
Healthcare 9.21%
Services 21.11%
Technology 15.73%
Transportation 5.57%
Utilities 1.76%

118 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ACCENTURE PLC IRELAND SHS CLASS A 386,958 75,741 24.34 3,946,140
FISERV INC COM 336,440 -12,423 (3.56) 4,000,000
BARD C R INC COM 302,348 129,866 75.29 1,750,000
MARTIN MARIETTA MATLS INC COM 292,065 70,528 31.84 2,030,206
COMCAST CORP NEW CL A SPL 277,490 -6,117 (2.16) 4,473,475
KKR & CO L P DEL COM UNITS 252,179 -1,152 (0.46) 10,950,000
EQUIFAX INC COM 245,375 -3,187 (1.28) 2,493,646
AMERICAN TOWER CORP NEW COM 243,113 130,166 115.25 2,586,030
HOME DEPOT INC COM 237,779 45,148 23.44 2,121,705
FIDELITY NATL INFORMATION SVCS COM 220,427 -42,153 (16.05) 3,537,020
DANAHER CORP DEL COM 206,738 -2,685 (1.28) 2,394,460
WABCO HLDGS INC COM 184,885 -2,403 (1.28) 1,492,933
VISA INC COM CL A 176,808 -2,296 (1.28) 2,605,860
CISCO SYS INC COM 159,582 67,468 73.24 5,834,820
MEDTRONIC PLC SHS 159,272 67,904 74.32 2,150,000
FLOWERS FOODS INC COM 157,578 -2,046 (1.28) 7,436,449
SABRE CORP COM 155,008 155,008 New 6,400,000
COVANTA HLDG CORP COM 152,081 6,186 4.24 7,150,000
JARDEN CORP COM 147,414 -4,308 (2.84) 2,823,487
HCC INS HLDGS INC COM 146,641 -19,470 (11.72) 1,902,700