FINDLAY PARK PARTNERS LLP Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 137
New Positions 6
Increased Positions 40
Decreased Positions 57
Positions with Activity 97
Sold Out Positions 25
Total Mkt Value (in $ millions) 9,285

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

Sector Weighting

Basic Materials 4.01%
Capital Goods 3.72%
Conglomerates 0.27%
Consumer Cyclical 3.51%
Consumer/Non-Cyclical 3.05%
Energy 5.45%
Financial 29.11%
Healthcare 8.29%
Services 24.31%
Technology 12.78%
Transportation 3.65%
Utilities 1.82%

97 Activity Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
COMCAST CORP NEW CL A SPL 290,855 38,076 15.06 5,362,368
WALGREEN CO COM 264,712 34,300 14.89 3,611,838
TEXAS INSTRS INC COM 232,313 14,608 6.71 4,961,843
FIDELITY NATL INFORMATION SVCS COM 197,193 -3,933 (1.96) 3,484,593
SCHLUMBERGER LTD COM 196,174 47,954 32.35 1,755,000
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 191,375 -4,406 (2.25) 11,946,000
US BANCORP DEL COM NEW 180,236 -22,097 (10.92) 4,216,050
CAREFUSION CORP COM 174,538 13,984 8.71 3,894,200
KKR & CO L P DEL COM UNITS 158,592 24,780 18.52 6,400,000
WELLS FARGO & CO NEW COM 154,797 7,043 4.77 2,999,937
TWENTY FIRST CENTY FOX INC CL A 148,112 81,894 123.67 4,514,219
STATE STR CORP COM 147,723 16,719 12.76 2,067,500
TD AMERITRADE HLDG CORP COM 128,628 -19,425 (13.12) 4,131,974
ARROW ELECTRS INC COM 121,927 6,834 5.94 2,026,704
AMERICAN TOWER CORP NEW COM 117,989 69,254 142.11 1,279,429
CROWN CASTLE INTL CORP COM 116,803 -10,492 (8.24) 1,595,455
BROWN & BROWN INC COM 108,334 -25,897 (19.29) 3,426,118
ACCENTURE PLC IRELAND SHS CLASS A 107,006 49,373 85.67 1,331,250
HCC INS HLDGS INC COM 101,942 12,638 14.15 2,126,456
UNITED PARCEL SERVICE INC CL B 100,279 -132,245 (56.87) 968,225