Findlay Park Partners
Findlay Park Partners LLP · CIK 0001351950 · LONDON, X0 · Dönem sonu: 2026-06-30 · Dosyalama tarihi: 2026-08-12 · SEC kaynağını aç ↗Büyüme Yatırımcısı
Portföy BüyüklüğüFonun SEC’e bildirdiği ABD hisse portföyünün toplam değeri.
$7.41B
2026 Q2
Pozisyon
49
İlk 10 Hissenin AğırlığıPortföyün ne kadarının en büyük 10 hissede toplandığı. Yüksekse fon az sayıda hisseye odaklanıyor.
33.0%
Para Girişi/Çıkışı (Tahmini)
—
2026 Q2
Portföy Büyüklüğü Geçmişi
Çeyreklik Geçmiş · 40 Çeyrek
| Çeyrek | Bildirim | Pozisyon | Toplam Değer | Devir % | İlk 10 |
|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-12 | 49 | $7.41B | 12.4% | TDY, ITT, APG, G25508105, XPO, BRK-B, WWD, CNI, WCN, WST |
| 2026 Q1 | 2026-05-13 | 56 | $7.17B | 17.9% | ITT, EOG, APG, TDY, BRK-B, XPO, G25508105, TXN, COP, KEYS |
| 2025 Q4 | 2026-02-13 | 57 | $7.84B | 0.1% | SPGI, MA, APG, AJG, G1151C101, G25508105, INTU, TXN, RGLD, ITT |
| 2025 Q3 | 2025-11-12 | 57 | $9.52B | 4.1% | MSFT, AJG, LYV, INTU, FWONK, G25508105, MA, G1151C101, SPGI, APG |
| 2025 Q2 | 2025-08-13 | 57 | $9.70B | 3.1% | MSFT, INTU, G1151C101, APG, LYV, SPGI, FWONK, AJG, MA, CP |
| 2025 Q1 | 2025-05-14 | 58 | $9.72B | 3.9% | AJG, LYV, SPGI, UNH, MA, MRSH, FWONK, G1151C101, SCHW, INTU |
| 2024 Q4 | 2025-02-14 | 59 | $10.06B | 4.2% | G1151C101, FWONK, MSFT, UNH, AJG, LYV, SPGI, MA, WST, IT |
| 2024 Q3 | 2024-11-04 | 59 | $10.60B | 13.1% | UNH, G1151C101, MA, MSFT, IT, SPGI, FWONK, CP, EOG, CBRE |
| 2024 Q2 | 2024-08-13 | 56 | $10.61B | 1.6% | MSFT, NVDA, AJG, TMUS, G1151C101, MA, IT, UNH, LYV, SPGI |
| 2024 Q1 | 2024-04-30 | 56 | $10.90B | 9.8% | MSFT, NVDA, MA, BLD*, IT, AJG, LYV, TMUS, UNH, COP |
| 2023 Q4 | 2024-02-07 | 58 | $10.18B | 2.5% | MSFT, BLD*, MA, INTU, AJG, IT, TMUS, LYV, SPGI, MLM |
| 2023 Q3 | 2023-11-07 | 60 | $9.30B | 8.3% | MSFT, EOG, MA, WCN, AJG, TMUS, LYV, INTU, G1151C101, BLD* |
| 2023 Q2 | 2023-08-07 | 59 | $9.74B | 4.3% | MSFT, BLD*, EOG, MLM, BRK-B, MA, SPGI, G3421J106, AJG, TMUS |
| 2023 Q1 | 2023-05-05 | 56 | $9.47B | 12.7% | MSFT, BRK-B, EOG, MA, BLD*, AJG, MLM, SPGI, NVDA, G3421J106 |
| 2022 Q4 | 2023-02-10 | 47 | $9.19B | 12.9% | MSFT, INTU, EOG, G3421J106, BRK-B, MA, AJG, BLD*, GOOG, SPGI |
| 2022 Q3 | 2022-11-10 | 40 | $10.10B | 13.1% | MSFT, INTU, AMZN, DHR, EOG, BLD*, ADBE, CSGP, G3421J106, AJG |
| 2022 Q2 | 2022-08-18 | 39 | $10.72B | 2.9% | MSFT, INTU, GOOG, DHR, ADBE, AMZN, BLD*, CSGP, AJG, SPGI |
| 2022 Q1 | 2022-05-12 | 42 | $13.24B | 3.5% | MSFT, GOOG, ADSK, AMZN, INTU, DHR, ADBE, BLD*, AJG, SPGI |
| 2021 Q4 | 2022-02-10 | 45 | $14.97B | 4.0% | MSFT, ADSK, INTU, AMZN, GOOG, BLD*, DHR, SHW, AJG, CSGP |
| 2021 Q3 | 2021-11-12 | 48 | $14.51B | 8.5% | MSFT, ADSK, INTU, GOOG, AMZN, TMUS, DHR, BLD*, CSGP, SPGI |
| 2021 Q2 | 2021-08-09 | 52 | $14.70B | 3.7% | MSFT, ADSK, INTU, GOOG, TMUS, FISV, FIS, AMZN, APD, DHR |
| 2021 Q1 | 2021-05-14 | 51 | $14.40B | 9.7% | TMUS, MSFT, GOOG, INTU, FISV, ADSK, CMCSA, BRK-B, APD, FIS |
| 2020 Q4 | 2021-02-11 | 45 | $14.41B | 1.3% | MSFT, TMUS, INTU, ADSK, FISV, AMZN, BRK-B, CMCSA, FIS, APD |
| 2020 Q3 | 2020-11-10 | 43 | $14.46B | 8.3% | MSFT, TMUS, INTU, FISV, APD, AMZN, FIS, BRK-B, DHR, ADSK |
| 2020 Q2 | 2020-08-13 | 48 | $12.79B | 6.5% | MSFT, TMUS, INTU, APD, FIS, AMZN, FISV, BDX, BRK-B, DHR |
| 2020 Q1 | 2020-05-14 | 48 | $10.40B | 22.6% | MSFT, BDX, TMUS, BRK-B, FISV, APD, INTU, FIS, DHR, CMCSA |
| 2019 Q4 | 2020-02-12 | 52 | $12.77B | 4.5% | MSFT, BDX, BRK-B, FIS, APD, DHR, LYV, FISV, CMCSA, GOOG |
| 2019 Q3 | 2019-11-05 | 46 | $11.43B | 0.8% | MSFT, DHR, BDX, FIS, BRK-B, APD, FISV, CMCSA, LYV, GOOG |
| 2019 Q2 | 2019-08-07 | 45 | $11.20B | 4.9% | MSFT, DHR, BDX, APD, FIS, CMCSA, BRK-B, FISV, G1151C101, GOOG |
| 2019 Q1 | 2019-05-03 | 45 | $10.89B | 10.1% | DHR, MSFT, APD, BDX, FIS, BRK-B, CMCSA, GOOG, G1151C101, AXP |
| 2018 Q4 | 2019-02-12 | 48 | $10.53B | 7.0% | MSFT, APD, DHR, BDX, FIS, BRK-B, KO, G1151C101, CMCSA, GOOG |
| 2018 Q3 | 2018-11-07 | 47 | $11.27B | 8.3% | MSFT, APD, BDX, KO, G1151C101, AXP, BRK-B, FIS, MMM, GOOG |
| 2018 Q2 | 2018-08-07 | 46 | $10.42B | 7.3% | MSFT, G1151C101, APD, AXP, KO, BDX, MMM, BRK-B, FIS, GOOG |
| 2018 Q1 | 2018-05-09 | 55 | $10.05B | 13.1% | MSFT, APD, MMM, KO, G1151C101, AXP, BRK-B, DHR, GOOG, BDX |
| 2017 Q4 | 2018-02-08 | 58 | $10.51B | 10.8% | MSFT, APD, MMM, AXP, TMO, G1151C101, DHR, KO, CMCSA, BDX |
| 2017 Q3 | 2017-11-08 | 61 | $10.11B | 13.9% | MSFT, G1151C101, BRK-B, TMO, AXP, MMM, APD, CMCSA, DHR, KO |
| 2017 Q2 | 2017-08-10 | 57 | $9.80B | 9.2% | MSFT, G1151C101, TMO, MMM, BRK-B, CMCSA, AXP, BDX, WFC, KO |
| 2017 Q1 | 2017-05-11 | 61 | $9.42B | 10.7% | MSFT, CMCSA, G1151C101, BRK-B, WCN, WFC, TMO, MA, FISV, ADBE |
| 2016 Q4 | 2017-02-13 | 60 | $8.21B | 15.4% | MSFT, BRK-B, CMCSA, G1151C101, WFC, AXP, WCN, FISV, MA, 067383109 |
| 2016 Q3 | 2016-11-14 | 58 | $8.63B | — | MSFT, G1151C101, BRK-B, 067383109, G5960L103, FISV, CSCO, KO, CMCSA, WCN |
Adetler bölünme düzeltmeli (split-adjusted). Elde tutma süresi, en son çeyrekle biten kesintisiz çeyrek sayısından hesaplanır; 10 yıl üstü ">10 Yıl" olarak gösterilir.
Benzer portföyler
Son çeyrekte tutulan hisselerin Jaccard benzerliğine göre en yakın beş usta yatırımcı (gece hesaplanır).
| Fon | Örtüşme | Ortak hisseler |
|---|---|---|
| Cantillon Capital Management | 15.2% | LYV, MSFT, ICE, SPGI, ADI, A, CP, FERG +2 |
| Weitz Investment Management | 12.5% | DHR, MLM, MSFT, TXN, BRK-B, MA, SPGI, ADI +3 |
| Select Equity Group | 11.7% | DHR, ECL, FWONK, LYV, MLM, MSFT, TDY, SPGI +10 |
| Markel Group (Tom Gayner) | 9.5% | ECL, MSFT, SCHW, SHW, TXN, URI, WSO, BRK-B +6 |
| Harris Associates (Bill Nygren) | 9.0% | COO, DHR, MSFT, SCHW, TXN, WAT, BRK-B, MA +7 |
2026-Q2 çeyrek raporunu oku · 13F Bildirim Takvimi
13F verisi çeyrek sonu pozisyonlarını gösterir, 45 güne kadar gecikmelidir ve yalnızca ABD borsalarındaki uzun (long) pozisyonları kapsar; açığa satışlar, türevler ve ABD dışı varlıklar bildirilmez.