FINDLAY PARK PARTNERS LLP Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 142
New Positions 12
Increased Positions 38
Decreased Positions 49
Positions with Activity 87
Sold Out Positions 12
Total Mkt Value (in $ millions) 9,102

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

Sector Weighting

Basic Materials 5.4%
Capital Goods 5.31%
Conglomerates 0.24%
Consumer Cyclical 3.92%
Consumer/Non-Cyclical 2.95%
Energy 4.96%
Financial 26.95%
Healthcare 7.44%
Services 23.83%
Technology 12.86%
Transportation 4.14%
Utilities 1.96%

142 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FLOWERS FOODS INC COM 83,557 25,625 44.23 4,130,355
AVIS BUDGET GROUP COM 81,939 New 1,560,000
DANAHER CORP DEL COM 81,377 New 1,117,052
GRUPO TELEVISA SA SPON ADR REP ORD 80,997 -41,656 (33.96) 2,450,000
PERKINELMER INC COM 79,750 -3,453 (4.15) 1,801,446
STANLEY BLACK & DECKER INC COM 79,353 New 968,669
FIDELITY NATIONAL FINANCIAL IN CL A 76,441 4,694 6.54 2,443,000
LIBERTY INTERACTIVE CORP INT COM SER A 75,951 New 2,572,856
ALLIED WRLD ASSUR COM HLDG AG SHS 75,812 New 725,400
AMDOCS LTD SHS 73,709 New 1,584,460
REALOGY HLDGS CORP COM 72,655 72,655 New 1,729,058
BLACKROCK INC COM 70,170 New 227,545
CBS CORP (CLASS B) CL B 69,892 -4,730 (6.34) 1,152,574
JACOBS ENGR GROUP INC DEL COM 69,412 New 1,089,150
3M CO COM 69,201 -10,743 (13.44) 502,442
SINCLAIR BROADCAST GROUP INC CL A 67,991 27,162 66.53 2,467,920
HASBRO INC COM 67,709 New 1,239,864
SNAP ON INC COM 67,356 New 580,958
MARTIN MARIETTA MATLS INC COM 67,169 9,793 17.07 535,000
TWENTY FIRST CENTY FOX INC CL A 65,632 New 2,018,219