FINDLAY PARK PARTNERS LLP Information

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

Report Date: 12/31/2015

Position Statistics

Total Positions 80
New Positions 4
Increased Positions 29
Decreased Positions 38
Positions with Activity 67
Sold Out Positions 14
Total Mkt Value (in $ millions) 9,267

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

Sector Weighting

Basic Materials 3.2%
Capital Goods 6.33%
Conglomerates 0.52%
Consumer Cyclical 2.17%
Consumer/Non-Cyclical 4.76%
Energy 3.61%
Financial 17.15%
Healthcare 14.8%
Services 22.44%
Technology 18.23%
Transportation 3.1%
Utilities 1.25%

38 DECREASED Positions as of 12/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ACCENTURE PLC IRELAND SHS CLASS A 426,627 -26,822 (5.92) 3,731,540
FISERV INC COM 344,682 -36,878 (9.67) 3,505,000
MARTIN MARIETTA MATLS INC COM 330,062 -105,353 (24.2) 1,940,740
DANAHER CORP DEL COM 322,239 -43,358 (11.86) 3,344,460
AMERICAN TOWER CORP NEW COM 293,257 -69,743 (19.21) 2,816,262
EQUIFAX INC COM 207,552 -25,104 (10.79) 1,725,000
HOME DEPOT INC COM 196,440 -144,238 (42.34) 1,480,000
VISA INC COM CL A 192,566 -40,474 (17.37) 2,478,959
SABRE CORP COM 178,086 -846 (0.47) 6,155,760
COVANTA HLDG CORP COM 115,423 -10,110 (8.05) 6,850,000
CITIGROUP INC COM NEW 107,002 -14,019 (11.58) 2,289,790
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 105,307 -13,470 (11.34) 2,150,000
ARROW ELECTRS INC COM 87,446 -15,795 (15.3) 1,384,077
BROWN & BROWN INC COM 81,106 -24,109 (22.91) 2,321,295
NATIONAL INSTRS CORP COM 74,925 -16,543 (18.09) 2,700,000
VULCAN MATLS CO COM 61,041 -56,654 (48.14) 561,654
SCHEIN HENRY INC COM 55,126 -35,811 (39.38) 323,260
JPMORGAN CHASE & CO COM 52,025 -24,295 (31.83) 818,000
FLOWERS FOODS INC COM 42,286 -75,068 (63.97) 2,208,149
AVIS BUDGET GROUP COM 32,669 -10,489 (24.3) 1,300,000