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) 9,742

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

Sector Weighting

Basic Materials 3.71%
Capital Goods 7.1%
Conglomerates 0.69%
Consumer Cyclical 4.88%
Consumer/Non-Cyclical 3.75%
Energy 3.29%
Financial 25.14%
Healthcare 7.26%
Services 19.4%
Technology 15.76%
Transportation 5.78%
Utilities 1.68%

121 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
ALLISON TRANSMISSION HLDGS INC COM -52,397 Sold Out 0
BANK AMER CORP COM -60,558 Sold Out 0
CLEAN HARBORS INC COM -9,571 Sold Out 0
COMPANIA CERVECERIAS UNIDAS SA SPONSORED ADR -1,093 Sold Out 0
FRANKLIN RES INC COM -60,594 Sold Out 0
LIBERTY GLOBAL PLC SHS CL A -17,177 Sold Out 0
LIBERTY INTERACTIVE CORP LBT VENT COM A -7,235 Sold Out 0
LIBERTY INTERACTIVE CORP INT COM SER A -34,505 Sold Out 0
MARRIOTT INTL INC NEW CL A -30,526 Sold Out 0
NASDAQ OMX GROUP INC COM -38,346 Sold Out 0
PERKINELMER INC COM -62,829 Sold Out 0
PRECISION DRILLING CORP COM 2010 -21,554 Sold Out 0
VALMONT INDS INC COM -44,199 Sold Out 0
LIBERTY BROADBAND CORP RT PUR COM SER C 354 354 New 42,299
GRUPO TELEVISA SA SPON ADR REP ORD 1,285 New 35,000
GRANA Y MONTERO S A A SPONSORED ADR 2,487 -1,244 (33.33) 300,000
REALOGY HLDGS CORP COM 3,180 -46,181 (93.56) 66,958
GRUPO AEROPORTUARIO CTR NORTE SPON ADR 5,114 New 123,974
SERVICE CORP INTL COM 8,711 8,711 New 312,000
CROWN CASTLE INTL CORP NEW COM 9,755 -26,826 (73.33) 113,455