FINDLAY PARK PARTNERS LLP Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 121
New Positions 16
Increased Positions 50
Decreased Positions 55
Positions with Activity 105
Sold Out Positions 13
Total Mkt Value (in $ millions) 9,609

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

Sector Weighting

Basic Materials 3.76%
Capital Goods 7.2%
Conglomerates 0.7%
Consumer Cyclical 4.81%
Consumer/Non-Cyclical 3.84%
Energy 3.31%
Financial 25.11%
Healthcare 7.22%
Services 19.24%
Technology 15.79%
Transportation 5.71%
Utilities 1.77%

121 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ORACLE CORP COM 92,799 45,843 97.63 2,158,125
TEXAS INSTRS INC COM 91,948 -192,514 (67.68) 1,603,843
VALIDUS HOLDINGS LTD COM SHS 89,743 280 .31 2,110,112
FLOWSERVE CORP COM 87,491 18,957 27.66 1,528,490
WELLS FARGO & CO NEW COM 86,423 -28,647 (24.9) 1,598,937
UNION PAC CORP COM 85,625 16,914 24.62 789,750
SNAP ON INC COM 84,913 New 580,958
ARROW ELECTRS INC COM 84,895 -20,458 (19.42) 1,397,454
SCHLUMBERGER LTD COM 83,450 -84,270 (50.25) 898,660
AMDOCS LTD SHS 83,145 -15,324 (15.56) 1,535,460
HASBRO INC COM 81,695 New 1,239,864
OAKTREE CAP GROUP LLC UNIT CL A 80,671 New 1,536,000
BERKSHIRE HATHAWAY INC DEL CL B NEW 80,588 -21,105 (20.75) 572,766
ALLIED WRLD ASSUR COM HLDG AG SHS 78,575 14,658 22.93 1,876,200
GRAINGER W W INC COM 73,999 New 309,192
HELMERICH & PAYNE INC COM 69,930 10,052 16.79 949,615
GRUPO FINANCIERO SANTANDER MEX SPON ADR SHS B 67,284 New 6,144,628
MASTERCARD INC CL A 66,553 -65,093 (49.45) 765,590
AMERICAN EXPRESS CO COM 65,454 -45,078 (40.78) 846,532
FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 63,986 -25,697 (28.65) 1,743,000


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