FINDLAY PARK PARTNERS LLP
ALMACK HOUSE, 4TH FLOOR, LONDON, , SW1Y 6QW, (44207) 968-4900
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 158 |
| New Positions | 17 |
| Increased Positions | 55 |
| Decreased Positions | 53 |
| Positions with Activity | 108 |
| Sold Out Positions | 19 |
| Total Mkt Value (in $ millions) |
7,751 |
Sector Weighting
| Basic Materials | 6.53% |
| Capital Goods | 5.3% |
| Conglomerates | 0.55% |
| Consumer Cyclical | 4.79% |
| Consumer/Non-Cyclical | 5.26% |
| Energy | 3.22% |
| Financial | 28.36% |
| Healthcare | 6.39% |
| Services | 20.58% |
| Technology | 12.23% |
| Transportation | 4.06% |
| Utilities | 1.87% |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
158 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| UNIT CORP | COM | 14,033 | New | 305,000 | |
| TEXAS PAC LD TR | SUB CTF PROP I T | 12,632 | New | 162,192 | |
| WINTRUST FINANCIAL CORP | COM | 12,514 | New | 335,500 | |
| MCGRAW HILL FINL INC | COM | 10,872 | -13,743 | (55.83) | 198,750 |
| BANCO MACRO SA | SPON ADR B | 10,279 | New | 680,300 | |
| SBA COMMUNICATIONS CORP | COM | 9,894 | New | 126,000 | |
| TESORO CORP | COM | 9,049 | 9,049 | New | 146,000 |
| JACOBS ENGR GROUP INC DEL | COM | 8,158 | 8,158 | New | 149,500 |
| ITC HLDGS CORP | COM | 8,147 | -32,587 | (80) | 91,250 |
| GENERAL ELECTRIC CO | COM | 8,017 | New | 336,000 | |
| NVR INC | COM | 7,678 | -7,675 | (49.99) | 7,668 |
| MEADWESTVACO CORP | COM | 6,964 | 6,964 | New | 200,750 |
| THE ADT CORPORATION | COM | 5,982 | New | 145,291 | |
| KIRBY CORP | COM | 5,963 | -11,731 | (66.3) | 74,210 |
| CLEAN HARBORS INC | COM | 3,626 | -12,445 | (77.44) | 62,500 |
| CEMENTOS PACASMAYO S A A | SPON ADR REP 5 | 3,500 | New | 250,000 | |
| GRUPO AEROPORTUARIO CTR NORTE | SPON ADR | 2,737 | New | 98,974 | |
| CRESUD S A C I F Y A | SPONSORED ADR | 2,048 | 2,048 | New | 250,413 |
| IRSA INVERSIONES Y REP S A | GLOBL DEP RCPT | 2,034 | 2,034 | New | 227,050 |
| CANADIAN PAC RY LTD | COM | -20,476 | Sold Out | 0 |
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