FINDLAY PARK PARTNERS LLP Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 122
New Positions 16
Increased Positions 51
Decreased Positions 55
Positions with Activity 106
Sold Out Positions 14
Total Mkt Value (in $ millions) 9,738

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

Sector Weighting

Basic Materials 3.92%
Capital Goods 7.25%
Conglomerates 0.69%
Consumer Cyclical 4.6%
Consumer/Non-Cyclical 3.35%
Energy 2.97%
Financial 25.39%
Healthcare 7.26%
Services 19.26%
Technology 16.04%
Transportation 5.99%
Utilities 1.73%

122 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FISERV INC COM 327,129 -43,243 (11.68) 4,147,704
ACCENTURE PLC IRELAND SHS CLASS A 289,383 130,453 82.08 3,173,750
FIDELITY NATL INFORMATION SVCS COM 287,523 7,153 2.55 4,213,410
COMCAST CORP NEW CL A SPL 271,400 -51,960 (16.07) 4,572,096
KKR & CO L P DEL COM UNITS 259,600 11,193 4.51 11,000,000
EQUIFAX INC COM 239,569 -39,081 (14.03) 2,526,031
MARTIN MARIETTA MATLS INC COM 220,752 178,901 427.47 1,539,950
DANAHER CORP DEL COM 212,164 5,379 2.60 2,425,558
CITIGROUP INC COM NEW 202,821 -41,869 (17.11) 3,791,750
HOME DEPOT INC COM 199,592 -106,560 (34.81) 1,718,846
VISA INC COM CL A 183,651 2,171 1.20 659,925
SCHEIN HENRY INC COM 182,278 -14,188 (7.22) 1,284,733
WABCO HLDGS INC COM 179,288 13,295 8.01 1,512,341
BARD C R INC COM 168,019 12,307 7.90 998,329
SHERWIN WILLIAMS CO COM 165,158 -88,140 (34.8) 567,767
FLOWERS FOODS INC COM 163,316 34,118 26.41 7,533,022
JARDEN CORP COM 155,238 13,537 9.55 2,905,999
COVANTA HLDG CORP COM 149,393 -3,398 (2.22) 6,859,167
UNITED PARCEL SERVICE INC CL B 141,425 10,932 8.38 1,387,475
BECTON DICKINSON & CO COM 137,191 6,495 4.97 926,719


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