FINDLAY PARK PARTNERS LLP Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 99
New Positions 3
Increased Positions 34
Decreased Positions 38
Positions with Activity 72
Sold Out Positions 11
Total Mkt Value (in $ millions) 9,512

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

Sector Weighting

Basic Materials 2.98%
Capital Goods 8.52%
Conglomerates 0.48%
Consumer Cyclical 2.55%
Consumer/Non-Cyclical 4.65%
Energy 1.69%
Financial 20.78%
Healthcare 10.32%
Services 22.35%
Technology 15.91%
Transportation 5.34%
Utilities 1.42%

99 Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MARTIN MARIETTA MATLS INC COM 418,039 75,848 22.17 2,480,206
BARD C R INC COM 407,703 71,948 21.43 2,125,000
ACCENTURE PLC IRELAND SHS CLASS A 372,634 New 3,946,140
FISERV INC COM 337,739 -2,981 (0.88) 3,965,000
DANAHER CORP DEL COM 318,758 112,164 54.29 3,694,460
COMCAST CORP NEW CL A SPL 295,302 39,956 15.65 5,173,475
HOME DEPOT INC COM 282,080 34,944 14.14 2,421,705
AMERICAN TOWER CORP NEW COM 272,236 36,468 15.47 2,986,030
EQUIFAX INC COM 243,330 New 2,493,646
FIDELITY NATL INFORMATION SVCS COM 239,951 New 3,537,020
BERKSHIRE HATHAWAY INC DEL CL B NEW 215,177 102,074 90.25 1,627,420
KKR & CO L P DEL COM UNITS 203,720 926 .46 11,000,000
MICROSOFT CORP COM 184,714 184,714 New 4,260,000
SABRE CORP COM 177,957 1,893 1.08 6,468,800
MEDTRONIC PLC SHS 175,298 21,465 13.95 2,450,000
FLOWERS FOODS INC COM 174,310 New 7,436,449
VISA INC COM CL A 174,050 -7,370 (4.06) 2,500,000
CITIGROUP INC COM NEW 152,822 20,700 15.67 2,953,090
CISCO SYS INC COM 151,202 1,539 1.03 5,894,820
WELLS FARGO & CO NEW COM 144,607 62,544 76.21 2,781,440


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