FINDLAY PARK PARTNERS LLP Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 120
New Positions 8
Increased Positions 40
Decreased Positions 35
Positions with Activity 75
Sold Out Positions 14
Total Mkt Value (in $ millions) 9,597

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

Sector Weighting

Basic Materials 3.46%
Capital Goods 3.12%
Conglomerates 0.87%
Consumer Cyclical 3.78%
Consumer/Non-Cyclical 3.18%
Energy 5%
Financial 27.64%
Healthcare 7.02%
Services 24.84%
Technology 14.48%
Transportation 4.9%
Utilities 1.72%

40 INCREASED Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
COMCAST CORP NEW CL A SPL 321,437 17,123 5.63 5,664,096
WALGREEN CO COM 291,845 65,310 28.83 4,653,138
HOME DEPOT INC COM 235,652 67,177 39.87 2,636,516
FIDELITY NATL INFORMATION SVCS COM 233,779 35,506 17.91 4,108,593
EQUIFAX INC COM 229,525 17,140 8.07 2,938,104
KKR & CO L P DEL COM UNITS 225,855 81,087 56.01 9,984,750
AMERICAN TOWER CORP NEW COM 173,671 51,946 42.68 1,825,429
STATE STR CORP COM 165,206 11,591 7.55 2,223,500
SUNCOR ENERGY INC NEW COM 136,746 27,431 25.09 3,512,620
DELTA AIR LINES INC DEL COM NEW 136,367 80,644 144.72 3,478,750
BARD C R INC COM 135,986 11,464 9.21 925,204
COVANTA HLDG CORP COM 133,433 53,809 67.58 6,235,167
ROPER INDS INC NEW COM 126,997 70,768 125.86 863,630
UNITED PARCEL SERVICE INC CL B 124,976 30,457 32.22 1,280,225
ACCENTURE PLC IRELAND SHS CLASS A 124,587 17,289 16.11 1,545,750
VISA INC COM CL A 114,859 83,710 268.73 535,125
MASTERCARD INC CL A 113,943 16,139 16.50 1,514,390
DANAHER CORP DEL COM 112,421 38,851 52.81 1,467,058
WAL-MART STORES INC COM 109,509 28,372 34.97 1,444,520
SANDISK CORP COM 108,193 30,370 39.02 1,111,500


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