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) 9,285

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

Sector Weighting

Basic Materials 4.01%
Capital Goods 3.72%
Conglomerates 0.27%
Consumer Cyclical 3.51%
Consumer/Non-Cyclical 3.05%
Energy 5.45%
Financial 29.11%
Healthcare 8.29%
Services 24.31%
Technology 12.78%
Transportation 3.65%
Utilities 1.82%

137 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BARD C R INC COM 126,106 New 847,204
ARROW ELECTRS INC COM 121,927 6,834 5.94 2,026,704
HELMERICH & PAYNE INC COM 118,332 New 1,013,115
SUNCOR ENERGY INC NEW COM 118,273 New 2,808,000
AMERICAN TOWER CORP NEW COM 117,989 69,254 142.11 1,279,429
CROWN CASTLE INTL CORP COM 116,803 -10,492 (8.24) 1,595,455
BROWN & BROWN INC COM 108,334 -25,897 (19.29) 3,426,118
ACCENTURE PLC IRELAND SHS CLASS A 107,006 49,373 85.67 1,331,250
BECTON DICKINSON & CO COM 104,502 New 882,844
HCC INS HLDGS INC COM 101,942 12,638 14.15 2,126,456
UNITED PARCEL SERVICE INC CL B 100,279 -132,245 (56.87) 968,225
MASTERCARD INC CL A 98,467 New 1,299,890
FLOWERS FOODS INC COM 94,369 12,133 14.75 4,739,765
CHARTER COMMUNICATIONS INC DEL CL A NEW 93,351 31,658 51.32 575,000
FLOWSERVE CORP COM 93,246 -12,149 (11.53) 1,197,300
KRAFT FOODS GROUP INC COM 93,142 New 1,597,632
BERKSHIRE HATHAWAY INC DEL CL B NEW 92,189 4,974 5.70 722,766
LEGG MASON INC COM 88,424 44,709 102.27 1,735,500
ALLEGHANY CORP DEL COM 87,147 New 204,748
FRANKLIN RES INC COM 87,047 87,047 New 1,521,000