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) 9,538

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

Sector Weighting

Basic Materials 3.8%
Capital Goods 7.27%
Conglomerates 0.7%
Consumer Cyclical 4.64%
Consumer/Non-Cyclical 3.88%
Energy 3.02%
Financial 25.13%
Healthcare 7.3%
Services 19.31%
Technology 15.86%
Transportation 5.77%
Utilities 1.75%

121 Positions as of 12/31/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
GENESEE & WYO INC CL A 105,319 30,904 41.53 1,089,810
LIBERTY MEDIA CORP DELAWARE CL A 37,089 37,089 New 975,000
MARRIOTT INTL INC NEW CL A -30,146 Sold Out 0
MASTERCARD INC CL A 66,798 -65,333 (49.45) 765,590
RALPH LAUREN CORP CL A 29,170 New 222,300
TWENTY FIRST CENTY FOX INC CL A 56,680 -110,209 (66.04) 1,681,909
COMCAST CORP NEW CL A SPL 254,483 -48,721 (16.07) 4,572,096
UNITED PARCEL SERVICE INC CL B 134,016 10,359 8.38 1,387,475
BERKSHIRE HATHAWAY INC DEL CL B NEW 82,415 -21,584 (20.75) 572,766
MCGRAW HILL FINL INC COM 24,294 24,294 New 234,000
3M CO COM 50,267 6,377 14.53 307,442
AIRGAS INC COM 53,028 -2,294 (4.15) 508,464
ALLEGHANY CORP DEL COM 114,958 15,956 16.12 237,748
ALLISON TRANSMISSION HLDGS INC COM -51,774 Sold Out 0
AMERICAN EXPRESS CO COM 66,004 -45,457 (40.78) 846,532
AMERICAN TOWER CORP NEW COM 115,385 -59,929 (34.18) 1,201,429
ANALOG DEVICES INC COM 54,923 -44,130 (44.55) 933,428
ARAMARK COM 63,140 63,140 New 2,000,000
ARROW ELECTRS INC COM 85,384 -20,575 (19.42) 1,397,454
AVIS BUDGET GROUP COM 44,250 44,250 New 778,974