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 40
Decreased Positions 56
Positions with Activity 96
Sold Out Positions 24
Total Mkt Value (in $ millions) 9,334

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 3.71%
Conglomerates 0.27%
Consumer Cyclical 3.5%
Consumer/Non-Cyclical 3.04%
Energy 5.44%
Financial 29.12%
Healthcare 8.26%
Services 24.32%
Technology 12.82%
Transportation 3.65%
Utilities 1.83%

136 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
REALOGY HLDGS CORP COM 87,631 21,270 32.05 2,283,258
AMDOCS LTD SHS 87,050 11,202 14.77 1,818,460
ALLIED WRLD ASSUR COM HLDG AG SHS 82,500 New 2,176,200
WAL-MART STORES INC COM 81,715 20,890 34.35 1,070,270
FIDELITY NATIONAL FINANCIAL IN CL A 80,033 New 2,443,000
UGI CORP NEW COM 78,464 -15,703 (16.68) 1,559,000
JACOBS ENGR GROUP INC DEL COM 76,990 17,250 28.88 1,403,650
COVANTA HLDG CORP COM 76,685 11,253 17.20 3,720,749
CLEAN HARBORS INC COM 75,885 35,365 87.28 1,266,645
LIBERTY INTERACTIVE CORP INT COM SER A 75,462 New 2,572,856
SANDISK CORP COM 74,945 74,945 New 799,500
GRAINGER W W INC COM 74,358 -12,626 (14.52) 309,192
DANAHER CORP DEL COM 72,936 -11,927 (14.05) 960,058
BLACKROCK INC COM 72,214 New 227,545
PRECISION DRILLING CORP COM 2010 72,036 17,116 31.17 5,246,600
MARRIOTT INTL INC NEW CL A 71,842 New 1,075,000
SNAP ON INC COM 71,766 New 580,958
CROWN HOLDINGS INC COM 68,043 -75,075 (52.46) 1,395,746
AMERISOURCEBERGEN CORP COM 67,805 New 887,849
GENESEE & WYO INC CL A 67,723 11,949 21.42 653,380