Findlay Park Partners Llp (1351950) Portfolio


Number of Companies: 52
Inflow: $381,078 K
Outflow: $-946,780 K
Net Flow: $-565,701 K
2016-06-30: Recent SEC Filing
2016-03-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
2934 30 Praxair Inc (PX) Basic And Diversified Chemicals 1,241,000 New Holding 1,241,000 $112.39 $139,475 $139,475
3072 34 Microsoft Corp (MSFT) Infrastructure Software 9,352,804 Added More 974,993 $51.17 $49,890 $478,582
197 6 Linear Technology Corp (LLTC) Semiconductor Devices 2,780,240 Added More 1,020,000 $46.53 $47,460 $129,364
2936 25 Ppg Industries Inc (PPG) Specialty Chemicals 2,051,971 Added More 350,000 $104.15 $36,452 $213,712
2592 79 Adobe Systems Inc (ADBE) Application Software 1,282,476 Added More 342,360 $95.79 $32,794 $122,848
3028 34 Thermo Fisher Scientific Inc (TMO) Life Science Equipment 1,157,151 Added More 190,000 $147.76 $28,074 $170,980
40 1 Wabco Holdings Inc (WBC) Commercial Vehicles 1,384,395 Added More 253,672 $91.57 $23,228 $126,769
3037 33 Mastercard Inc-Class A (MA) Consumer Finance 1,910,000 Added More 60,000 $88.06 $5,283 $168,194
190 10 Banco Macro Sa (BMA) Banks 140,000 Added More 70,000 $74.22 $5,195 $10,390
269 1 Brown And Brown Inc (BRO) Insurance Brokers 4,171,295 Added More 138,259 $37.47 $5,180 $156,298
2191 27 Cheesecake Factory Incthe (CAKE) Restaurants 1,158,948 Added More 67,000 $48.14 $3,225 $55,791
3070 18 Home Depot Inc (HD) Home Products Stores 1,654,009 Added More 14,634 $127.69 $1,868 $211,200
309 5 Sri Malini Spinning Mills (PAM) 250,000 Added More 50,000 $27.34 $1,367 $6,835
2646 264 Credicorp Ltd (BAP) Banks 106,193 Added More 6,193 $154.33 $955 $16,388
169 1 Cemex S Part Cer (CX) Cement And Aggregates 3,189,300 Added More 101,300 $6.17 $625 $19,677
195 2 Eagle Materials Inc (EXP) Cement And Aggregates 903,875 No Change 0 $77.15 $0 $69,733
2919 19 Universal Health Services-B (UHS) Health Care Facilities 1,360,447 No Change 0 $134.10 $0 $182,435
3077 22 Procter And Gamble Cothe (PG) Household Products 1,428,217 No Change 0 $84.67 $0 $120,927
3029 24 Coca-Cola Cothe (KO) Beverages 6,598,998 No Change 0 $45.33 $0 $299,132
2613 14 National Instruments Corp (NATI) Measurement Instruments 2,700,000 No Change 0 $27.40 $0 $73,980
3034 27 Sherwin-Williams Cothe (SHW) Specialty Chemicals 616,820 No Change 0 $293.67 $0 $181,141
2989 128 American Tower Corp (AMT) Reit 2,341,833 No Change 0 $113.61 $0 $266,055
3018 33 Danaher Corp (DHR) Life Science Equipment 3,378,763 No Change 0 $101.00 $0 $341,255
3050 14 Wells Fargo And Co (WFC) Diversified Banks 1,850,493 No Change 0 $47.33 $0 $87,583
2888 15 Equifax Inc (EFX) Information Services 1,390,126 No Change 0 $128.40 $0 $178,492
2945 7 Henry Schein Inc (HSIC) Health Care Supply Chain 348,260 No Change 0 $176.80 $0 $61,572
81 2 Klimasan Klima Sanayi Ve Tic (KKR) Comml And Res Bldg Equip And Sys 12,203,420 No Change 0 $12.34 $0 $150,590
3035 2 United Parcel Service-Cl B (UPS) Courier Services 1,160,397 No Change 0 $107.72 $0 $124,997
2920 268 Us Bancorp (USB) Banks 1,302,285 No Change 0 $40.33 $0 $52,521
3006 19 Becton Dickinson And Co (BDX) Health Care Supplies 1,537,058 No Change 0 $169.59 $0 $260,669
82 1 Grupo Televisa Sa (TV) Publishing And Broadcasting 35,000 No Change 0 $26.04 $0 $911
2991 68 Texas Instruments Inc (TXN) Semiconductor Devices 1,889,157 No Change 0 $62.65 $0 $118,355
122 6 Grupo Fin Santander B (BSMX) Banks 1,710,000 Sold Some -300,000 $9.09 $-2,727 $15,543
2340 8 Itau Unibanco H-Spon Prf (ITUB) Diversified Banks 500,000 Sold Some -298,200 $9.44 $-2,815 $4,720
911 5 Brookdale Senior Living Inc (BKD) Health Care Facilities 700,000 Sold Some -450,000 $15.44 $-6,948 $10,808
2905 5 Amerisourcebergen Corp (ABC) Health Care Supply Chain 2,135,000 Sold Some -115,038 $79.32 $-9,124 $169,348
2947 88 Intuit Inc (INTU) Application Software 769,428 Sold Some -103,328 $111.61 $-11,532 $85,875
3052 34 Visa Inc-Class A Shares (V) Consumer Finance 4,963,829 Sold Some -191,141 $74.17 $-14,176 $368,167
2512 4 Covanta Holding Corp (CVA) Waste Management 3,621,706 Sold Some -927,294 $16.45 $-15,253 $59,577
968 9 Spirit Aerosystems Hold-Cl A (SPR) Aircraft And Parts 0 Sold All -550,000 $43.00 $-23,650 $0
3019 8 Union Pacific Corp (UNP) Rail Freight 412,438 Sold Some -364,174 $87.25 $-31,774 $35,985
2824 3 Bank Of New York Mellon Corp (BK) Instl Trust Fiduciary And Custody 0 Sold All -846,040 $38.85 $-32,868 $0
3027 7 Comcast Corp-Class A (CMCSA) Cable And Satellite 5,701,543 Sold Some -529,498 $65.19 $-34,517 $371,683
2970 31 Fiserv Inc (FISV) Consumer Finance 3,225,000 Sold Some -359,274 $108.73 $-39,063 $350,654
2980 11 Alleghany Corp (Y) Reinsurance 166,998 Sold Some -82,739 $549.58 $-45,471 $91,778
80 1 Accenture Plc-Cl A (ACN) It Services 3,251,540 Sold Some -480,000 $113.29 $-54,379 $368,366
2979 53 Cisco Systems Inc (CSCO) Communications Equipment 9,146,068 Sold Some -2,100,000 $28.69 $-60,249 $262,400
2527 9 Suncor Energy Inc (SU) Integrated Oils 0 Sold All -2,550,000 $27.73 $-70,711 $0
2912 18 Cr Bard Inc (BCR) Health Care Supplies 1,660,000 Sold Some -320,000 $235.16 $-75,251 $390,365
2923 7 Martin Marietta Materials (MLM) Cement And Aggregates 1,123,450 Sold Some -438,978 $192.00 $-84,283 $215,702
2780 27 Fleetcor Technologies Inc (FLT) Consumer Finance 0 Sold All -700,000 $143.13 $-100,191 $0
2999 8 Waste Connections Inc (WCN) Waste Management 0 Sold All -3,217,076 $72.05 $-231,790 $0