FINDLAY PARK PARTNERS LLP Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 121
New Positions 16
Increased Positions 50
Decreased Positions 55
Positions with Activity 105
Sold Out Positions 13
Total Mkt Value (in $ millions) 9,720

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

Sector Weighting

Basic Materials 3.73%
Capital Goods 7.3%
Conglomerates 0.64%
Consumer Cyclical 4.89%
Consumer/Non-Cyclical 3.72%
Energy 3.3%
Financial 25.2%
Healthcare 7.16%
Services 19.4%
Technology 15.69%
Transportation 5.75%
Utilities 1.66%

121 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FISERV INC COM 326,092 -43,106 (11.68) 4,147,704
ACCENTURE PLC IRELAND SHS CLASS A 299,729 135,117 82.08 3,173,750
COMCAST CORP NEW CL A SPL 267,879 -51,286 (16.07) 4,572,096
FIDELITY NATL INFORMATION SVCS COM 266,498 6,630 2.55 4,213,410
EQUIFAX INC COM 252,047 -41,117 (14.03) 2,526,031
KKR & CO L P DEL COM UNITS 250,470 10,800 4.51 11,000,000
MARTIN MARIETTA MATLS INC COM 228,513 185,191 427.47 1,539,950
CITIGROUP INC COM NEW 205,399 -42,402 (17.11) 3,791,750
DANAHER CORP DEL COM 200,569 5,085 2.60 2,425,558
WABCO HLDGS INC COM 191,266 14,184 8.01 1,512,341
HOME DEPOT INC COM 189,176 -100,999 (34.81) 1,718,846
SCHEIN HENRY INC COM 182,509 -14,206 (7.22) 1,284,733
VISA INC COM CL A 173,112 2,046 1.20 2,639,700
BARD C R INC COM 170,654 12,500 7.90 998,329
FLOWERS FOODS INC COM 170,020 35,519 26.41 7,533,022
SHERWIN WILLIAMS CO COM 158,997 -84,852 (34.8) 567,767
JARDEN CORP COM 148,903 12,984 9.55 2,905,999
COVANTA HLDG CORP COM 142,328 -3,237 (2.22) 6,859,167
UNITED PARCEL SERVICE INC CL B 140,732 10,878 8.38 1,387,475
SUNCOR ENERGY INC NEW COM 138,428 10,396 8.12 4,284,370