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| Name: |
FINDLAY PARK PARTNERS LLP |
| City: |
LONDON |
| State: |
X0 |
| Zip: |
W1K 2BU |
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| Holdings
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15 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
AJG |
Arthur J Gallagher & Co |
5 |
- |
$238.54 |
$295,245,000 |
1,312,901 |
2.9% |
32,417,000 |
159,794 |
0.554 |
Insurance Brokers |
|
|
UNH |
Unitedhealth Group Inc |
16 |
- |
$492.97 |
$227,975,000 |
433,026 |
2.24% |
61,297,000 |
102,441 |
0.046 |
Health Care Plans |
|
|
MMC |
Marsh & McLennan Companies Inc |
17 |
- |
$199.36 |
$224,459,000 |
1,184,667 |
2.2% |
15,048,000 |
84,243 |
0.234 |
Insurance Brokers |
|
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SCHW |
Charles Schwab Corp |
20 |
- |
$75.33 |
$200,854,000 |
2,919,388 |
1.97% |
72,419,000 |
579,956 |
0.162 |
Investment Brokerage ... |
|
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ACM |
Aecom Technology Corp |
21 |
- |
$94.23 |
$193,029,000 |
2,088,383 |
1.9% |
50,687,000 |
374,250 |
1.302 |
Technical Services |
|
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WST |
West Pharmaceutical Service... |
27 |
- |
$368.46 |
$161,027,000 |
457,306 |
1.58% |
57,135,000 |
180,415 |
0.619 |
Rubber & Plastics |
|
|
A |
Agilent Technologies Inc |
28 |
- |
$137.52 |
$160,081,000 |
1,151,410 |
1.57% |
52,984,000 |
193,647 |
0.373 |
Scientific & Technica... |
|
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ANTM |
Anthem Inc |
33 |
- |
$525.61 |
$141,162,000 |
299,351 |
1.39% |
45,148,000 |
78,841 |
0.119 |
N/A |
|
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FWONK |
Liberty Media Corporation |
35 |
- |
$0.00 |
$139,032,000 |
2,202,313 |
1.37% |
81,067,000 |
1,271,892 |
1.058 |
N/A |
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STE |
Steris Corp |
37 |
- |
$206.24 |
$132,999,000 |
604,952 |
1.31% |
25,260,000 |
113,936 |
0.606 |
Medical Appliances & ... |
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CNI |
Canadian National Railway (... |
40 |
- |
$121.96 |
$129,095,000 |
1,027,583 |
1.27% |
66,119,000 |
446,244 |
0.145 |
Railroads |
|
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ALC |
Alcon Inc |
42 |
- |
$78.42 |
$123,190,000 |
1,576,934 |
1.21% |
25,606,000 |
310,597 |
0.321 |
Medical Instruments &... |
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WAT |
Waters Corp |
43 |
- |
$315.58 |
$122,793,000 |
372,969 |
1.21% |
44,776,000 |
88,454 |
0.601 |
Scientific & Technica... |
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KLAC |
KLA-Tencor Corp |
44 |
- |
$682.05 |
$112,704,000 |
193,882 |
1.11% |
53,775,000 |
65,402 |
0.125 |
Semiconductor Equipme... |
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TXN |
Texas Instruments Inc |
45 |
- |
$175.80 |
$110,139,000 |
646,131 |
1.08% |
61,370,000 |
339,426 |
0.07 |
Semiconductor- Broad... |
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