Findlay Park Partners LLP [Rocket]

Holdings

Findlay Park Partners LLP

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
MICROSOFT CORP	MSFT	Common	1,888,450	-746,657	544,440,135,000	-87,511,226,000	5.75	0.03	Hist	03/31/2023
BERKSHIRE HATHAWAY INC	BRK/B	Common	1,175,249	-76,624	362,881,634,000	-23,821,936,000	3.83		Hist	03/31/2023
EOG RESOURCES INC	EOG	Common	3,114,623	-156,507	357,029,234,000	-66,647,524,000	3.77	0.53	Hist	03/31/2023
Mastercard Inc	MA	CL A	875,065	-57,051	318,007,372,000	-6,117,325,000	3.36		Hist	03/31/2023
TopBuild Corp	BLD	COM	1,504,676	-348,894	313,183,263,000	23,118,094,000	3.31	4.75	Hist	03/31/2023
Arthur J. Gallagher & Co.	AJG	Common	1,526,674	-99,535	292,068,003,000	-14,537,442,000	3.08	0.71	Hist	03/31/2023
MARTIN MARIETTA MATERIALS INC	MLM	Common	789,753	79,263	280,409,700,000	40,285,395,000	2.96	1.27	Hist	03/31/2023
S&P Global Inc.	SPGI	COM	795,393	-51,859	274,227,645,000	-9,550,940,000	2.90		Hist	03/31/2023
NVIDIA CORP	NVDA	Common	904,364	-58,963	251,205,188,000	110,424,580,000	2.65	0.04	Hist	03/31/2023
Ferguson plc	FERG	SHS	1,747,512	-1,362,840	233,729,730,000	-161,191,663,000	2.47	0.85	Hist	03/31/2023
INTUIT INC.	INTU	Common	523,216	-813,679	233,265,389,000	-287,080,883,000	2.46	0.19	Hist	03/31/2023
Waste Connections, Inc.	WCN	COM	1,609,580	98,578	223,844,291,000	23,545,866,000	2.36		Hist	03/31/2023
T-Mobile US, Inc.	TMUS	COM	1,461,333	-95,274	211,659,472,000	-6,265,508,000	2.23	0.12	Hist	03/31/2023
Accenture plc	ACN	COM	725,000	725,000	207,212,250,000	207,212,250,000	2.19	0.11	Hist	03/31/2023
SHERWIN WILLIAMS CO	SHW	Common	917,696	69,909	206,270,530,000	5,065,241,000	2.18	0.36	Hist	03/31/2023
Intercontinental Exchange, Inc.	ICE	COM	1,961,617	126,220	204,577,037,000	16,283,659,000	2.16	0.35	Hist	03/31/2023
JACOBS SOLUTIONS INC.	J	COM	1,698,964	-110,768	199,645,260,000	-17,649,261,000	2.11	1.34	Hist	03/31/2023
MARSH & MCLENNAN COMPANIES, INC.	MMC	Common	1,180,501	-76,967	196,612,442,000	-11,473,363,000	2.08		Hist	03/31/2023
ANALOG DEVICES INC	ADI	Common	956,907	-62,387	188,721,199,000	21,526,404,000	1.99	0.19	Hist	03/31/2023
CBRE GROUP, INC.	CBRE	COM	2,560,677	194,705	186,442,892,000	4,357,687,000	1.97		Hist	03/31/2023
ROYAL GOLD INC	RGLD	COM STK	1,396,022	205,055	181,078,014,000	46,832,214,000	1.91		Hist	03/31/2023
GARTNER INC	IT	Common	550,985	68,574	179,494,383,000	17,336,749,000	1.90		Hist	03/31/2023
TELEDYNE TECHNOLOGIES INC	TDY	Common	385,421	40,002	172,421,939,000	34,285,427,000	1.82	0.82	Hist	03/31/2023
THERMO FISHER SCIENTIFIC INC.	TMO	Common	293,572	-14,753	169,206,094,000	-585,400,000	1.79	0.08	Hist	03/31/2023
Alphabet Inc.	GOOG	COM	1,621,090	-1,607,258	168,593,360,000	-117,857,958,000	1.78		Hist	03/31/2023
COSTAR GROUP, INC.	CSGP	Common	2,382,126	-155,307	164,009,375,000	-32,083,447,000	1.73	0.59	Hist	03/31/2023
CONOCOPHILLIPS	COP	Common	1,652,661	-107,748	163,960,498,000	-43,767,764,000	1.73		Hist	03/31/2023
POOL CORP	POOL	Common	461,917	-30,116	158,178,857,000	9,422,520,000	1.67	1.18	Hist	03/31/2023
Autodesk, Inc.	ADSK	Common	754,153	-361,352	156,984,488,000	-51,469,931,000	1.66	0.35	Hist	03/31/2023
DANAHER CORP /DE/	DHR	Common	602,157	-30,258	151,767,650,000	-16,087,939,000	1.60	0.08	Hist	03/31/2023
UNITED RENTALS, INC.	URI	Common	363,460	-23,698	143,842,930,000	6,239,234,000	1.52	0.52	Hist	03/31/2023
Keysight Technologies, Inc.	KEYS	COM	882,003	-57,504	142,425,844,000	-18,295,618,000	1.50	0.49	Hist	03/31/2023
UNITEDHEALTH GROUP INC	UNH	Common	297,284	97,615	140,493,446,000	34,632,936,000	1.48	0.03	Hist	03/31/2023
AECOM	ACM	Common	1,657,749	1,365,864	139,781,396,000	114,991,603,000	1.48	1.19	Hist	03/31/2023
UNION PACIFIC CORP	UNP	Common	687,438	-44,818	138,353,772,000	-13,274,478,000	1.46	0.11	Hist	03/31/2023
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