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%

40 INCREASED 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 293,590 38,435 15.06 5,362,368
WALGREEN CO COM 253,407 32,835 14.89 3,611,838
TEXAS INSTRS INC COM 232,065 14,592 6.71 4,961,843
SCHLUMBERGER LTD COM 195,016 47,670 32.35 1,755,000
CAREFUSION CORP COM 174,188 13,956 8.71 3,894,200
KKR & CO L P DEL COM UNITS 157,376 24,590 18.52 6,400,000
WELLS FARGO & CO NEW COM 154,617 7,035 4.77 2,999,937
STATE STR CORP COM 146,834 16,619 12.76 2,067,500
TWENTY FIRST CENTY FOX INC CL A 145,132 80,246 123.67 4,514,219
ARROW ELECTRS INC COM 119,190 6,681 5.94 2,026,704
AMERICAN TOWER CORP NEW COM 118,155 69,352 142.11 1,279,429
ACCENTURE PLC IRELAND SHS CLASS A 107,259 49,490 85.67 1,331,250
HCC INS HLDGS INC COM 100,454 12,454 14.15 2,126,456
CHARTER COMMUNICATIONS INC DEL CL A NEW 93,185 31,602 51.32 575,000
FLOWERS FOODS INC COM 93,136 11,975 14.75 4,739,765
BERKSHIRE HATHAWAY INC DEL CL B NEW 92,051 4,967 5.70 722,766
LEGG MASON INC COM 87,695 44,340 102.27 1,735,500
FRANKLIN RES INC COM 86,849 86,849 New 1,521,000
REALOGY HLDGS CORP COM 86,718 21,049 32.05 2,283,258
AMDOCS LTD SHS 85,886 11,052 14.77 1,818,460