FINDLAY PARK PARTNERS LLP Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 119
New Positions 10
Increased Positions 39
Decreased Positions 75
Positions with Activity 114
Sold Out Positions 23
Total Mkt Value (in $ millions) 9,625

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

Sector Weighting

Basic Materials 2.65%
Capital Goods 7.55%
Conglomerates 0.58%
Consumer Cyclical 3.83%
Consumer/Non-Cyclical 3.76%
Energy 1.6%
Financial 24.23%
Healthcare 9.19%
Services 21.12%
Technology 15.74%
Transportation 5.58%
Utilities 1.77%

114 Activity 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 384,117 75,184 24.34 3,946,140
FISERV INC COM 337,240 -12,453 (3.56) 4,000,000
BARD C R INC COM 299,880 128,806 75.29 1,750,000
MARTIN MARIETTA MATLS INC COM 293,284 70,822 31.84 2,030,206
COMCAST CORP NEW CL A SPL 276,908 -6,105 (2.16) 4,473,475
KKR & CO L P DEL COM UNITS 253,493 -1,158 (0.46) 10,950,000
AMERICAN TOWER CORP NEW COM 245,621 131,509 115.25 2,586,030
EQUIFAX INC COM 243,879 -3,167 (1.28) 2,493,646
HOME DEPOT INC COM 236,188 44,846 23.44 2,121,705
FIDELITY NATL INFORMATION SVCS COM 221,134 -42,288 (16.05) 3,537,020
DANAHER CORP DEL COM 205,612 -2,670 (1.28) 2,394,460
WABCO HLDGS INC COM 184,437 -2,398 (1.28) 1,492,933
VISA INC COM CL A 177,511 -2,305 (1.28) 2,605,860
CISCO SYS INC COM 158,824 67,147 73.24 5,834,820
MEDTRONIC PLC SHS 158,090 67,399 74.32 2,150,000
COVANTA HLDG CORP COM 153,368 6,238 4.24 7,150,000
SABRE CORP COM 153,152 153,152 New 6,400,000
FLOWERS FOODS INC COM 152,224 -1,977 (1.28) 7,436,449
HCC INS HLDGS INC COM 146,565 -19,460 (11.72) 1,902,700
JARDEN CORP COM 146,003 -4,267 (2.84) 2,823,487