FINDLAY PARK PARTNERS LLP Information

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

Report Date: 03/31/2016

Position Statistics

Total Positions 73
New Positions 6
Increased Positions 35
Decreased Positions 33
Positions with Activity 68
Sold Out Positions 13
Total Mkt Value (in $ millions) 9,312

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

Sector Weighting

Basic Materials 3.91%
Capital Goods 4.64%
Conglomerates 0.2%
Consumer Cyclical 1.19%
Consumer/Non-Cyclical 4.56%
Energy 0.75%
Financial 17.86%
Healthcare 17.69%
Services 21.6%
Technology 21.14%
Transportation 2.15%
Utilities 0.88%

33 DECREASED Positions as of 03/31/2016

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BARD C R INC COM 455,400 -10,350 (2.22) 1,980,000
MARTIN MARIETTA MATLS INC COM 309,751 -75,000 (19.49) 1,562,428
AMERICAN TOWER CORP NEW COM 275,962 -55,907 (16.85) 2,341,833
WASTE CONNECTIONS INC COM 238,160 -34,220 (12.56) 3,217,076
EQUIFAX INC COM 188,751 -45,469 (19.41) 1,390,126
WABCO HLDGS INC COM 110,483 -36,369 (24.77) 1,130,723
FLEETCOR TECHNOLOGIES INC COM 106,260 -3,795 (3.45) 700,000
WELLS FARGO & CO NEW COM 89,416 -35,044 (28.16) 1,850,493
CHARTER COMMUNICATIONS INC NEW CL A 78,347 -27,537 (26.01) 321,794
COVANTA HLDG CORP COM 76,878 -38,887 (33.59) 4,549,000
UNION PAC CORP COM 72,108 -29,053 (28.72) 776,612
SUNCOR ENERGY INC NEW COM 69,819 -149,221 (68.13) 2,550,000
BANK NEW YORK MELLON CORP COM 33,156 -31,539 (48.75) 846,040
HILTON WORLDWIDE HLDGS INC COM 31,900 -5,101 (13.79) 1,310,607
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 23,986 -69,776 (74.42) 550,000
CEMEX SAB DE CV SPON ADR NEW 22,159 -3,588 (13.94) 3,211,520
BROOKDALE SR LIVING INC COM 20,769 -9,933 (32.35) 1,150,000
GRUPO FINANCIERO SANTANDER MEX SPON ADR SHS B 18,834 -30,777 (62.04) 2,010,000
CREDICORP LTD COM 16,193 -10,202 (38.65) 100,000
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 8,381 -15,750 (65.27) 798,200


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