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) 9,212

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

Sector Weighting

Basic Materials 4%
Capital Goods 3.66%
Conglomerates 0.28%
Consumer Cyclical 3.46%
Consumer/Non-Cyclical 3.04%
Energy 5.4%
Financial 29.2%
Healthcare 8.37%
Services 24.34%
Technology 12.79%
Transportation 3.58%
Utilities 1.83%

57 DECREASED Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FIDELITY NATL INFORMATION SVCS COM 196,357 -3,916 (1.96) 3,484,593
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 190,658 -4,389 (2.25) 11,946,000
US BANCORP DEL COM NEW 179,772 -22,041 (10.92) 4,216,050
TD AMERITRADE HLDG CORP COM 131,603 -19,874 (13.12) 4,131,974
CROWN CASTLE INTL CORP COM 118,686 -10,661 (8.24) 1,595,455
BROWN & BROWN INC COM 106,655 -25,495 (19.29) 3,426,118
UNITED PARCEL SERVICE INC CL B 95,719 -126,231 (56.87) 968,225
FLOWSERVE CORP COM 90,815 -11,833 (11.53) 1,197,300
UGI CORP NEW COM 77,513 -15,513 (16.68) 1,559,000
GRAINGER W W INC COM 73,816 -12,534 (14.52) 309,192
DANAHER CORP DEL COM 71,121 -11,630 (14.05) 960,058
INTUIT COM 67,031 -27,408 (29.02) 810,730
CROWN HOLDINGS INC COM 66,424 -73,288 (52.46) 1,395,746
AVIS BUDGET GROUP COM 62,757 -26,896 (30) 1,092,000
3M CO COM 61,128 -11,234 (15.52) 424,442
PRECISION CASTPARTS CORP COM 60,541 -24,004 (28.39) 261,620
BANK OF AMERICA CORPORATION COM 59,397 -24,613 (29.3) 3,872,007
PERKINELMER INC COM 57,355 -27,583 (32.47) 1,216,446
LIBERTY GLOBAL PLC SHS CL C 43,193 -18,722 (30.24) 1,068,600
MARTIN MARIETTA MATLS INC COM 38,880 -30,226 (43.74) 301,000


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