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) 9,322

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

Sector Weighting

Basic Materials 4.05%
Capital Goods 3.66%
Conglomerates 0.26%
Consumer Cyclical 3.51%
Consumer/Non-Cyclical 3.05%
Energy 5.42%
Financial 29.06%
Healthcare 8.24%
Services 24.34%
Technology 12.86%
Transportation 3.68%
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 ▲
MCGRAW HILL FINL INC COM -10,036 Sold Out 0
AMPHENOL CORP NEW CL A -23,872 Sold Out 0
BANCO BRADESCO S A SP ADR PFD NEW -23,690 Sold Out 0
BED BATH & BEYOND INC COM -55,007 Sold Out 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH -6,434 Sold Out 0
CBRE GROUP INC CL A -39,090 Sold Out 0
CBS CORP (CLASS B) CL B -67,967 Sold Out 0
CEMENTOS PACASMAYO S A A SPON ADR REP 5 -2,057 Sold Out 0
DISCOVERY COMMUNICATNS NEW COM SER C -50,260 Sold Out 0
ERA GROUP INC COM -20,970 Sold Out 0
IDEX CORP COM -41,130 Sold Out 0
LEUCADIA NATL CORP COM -12,541 Sold Out 0
LIBERTY INTERACTIVE CORP LBT VENT COM A -31,093 Sold Out 0
LIBERTY MEDIA CORP DELAWARE CL A -13,015 Sold Out 0
NICE SYS LTD SPONSORED ADR -4,167 Sold Out 0
PHILLIPS 66 COM -16,342 Sold Out 0
REGAL BELOIT CORP COM -34,985 Sold Out 0
SEACOR HOLDINGS INC COM -21,640 Sold Out 0
SINCLAIR BROADCAST GROUP INC CL A -83,860 Sold Out 0
SOUTHWESTERN ENERGY CO COM -20,188 Sold Out 0