FINDLAY PARK PARTNERS LLP Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 136
New Positions 6
Increased Positions 41
Decreased Positions 55
Positions with Activity 96
Sold Out Positions 24
Total Mkt Value (in $ millions) 9,281

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 3.7%
Conglomerates 0.26%
Consumer Cyclical 3.53%
Consumer/Non-Cyclical 3.17%
Energy 5.42%
Financial 28.82%
Healthcare 8.31%
Services 24.31%
Technology 13.01%
Transportation 3.6%
Utilities 1.84%

136 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 123,455 New 847,204
ARROW ELECTRS INC COM 122,433 6,863 5.94 2,026,704
CROWN CASTLE INTL CORP COM 119,021 -10,691 (8.24) 1,595,455
AMERICAN TOWER CORP NEW COM 117,247 68,819 142.11 1,279,429
SUNCOR ENERGY INC NEW COM 115,690 New 2,808,000
HELMERICH & PAYNE INC COM 114,968 New 1,013,115
ACCENTURE PLC IRELAND SHS CLASS A 106,194 48,999 85.67 1,331,250
BECTON DICKINSON & CO COM 105,376 New 882,844
HCC INS HLDGS INC COM 104,281 12,928 14.15 2,126,456
BROWN & BROWN INC COM 103,743 -24,799 (19.29) 3,426,118
UNITED PARCEL SERVICE INC CL B 99,272 -130,917 (56.87) 968,225
FLOWERS FOODS INC COM 99,014 12,731 14.75 4,739,765
MASTERCARD INC CL A 98,571 New 1,299,890
KRAFT FOODS GROUP INC COM 95,522 New 1,597,632
CHARTER COMMUNICATIONS INC DEL CL A NEW 93,305 31,643 51.32 575,000
BERKSHIRE HATHAWAY INC DEL CL B NEW 92,969 5,017 5.70 722,766
ALLEGHANY CORP DEL COM 89,352 New 204,748
FLOWSERVE CORP COM 87,295 -11,374 (11.53) 1,197,300
FRANKLIN RES INC COM 86,834 86,834 New 1,521,000
REALOGY HLDGS CORP COM 86,513 20,999 32.05 2,283,258


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