Findlay Park Partners LLP
Findlay Park Partners LLP is an independent investment partnership founded in London in 1998. The firm specializes in managing a single investment fund—the Findlay Park American Fund—focused solely on US equities. With approximately 37 employees as of 2024, Findlay Park serves primarily private banks and institutional investors. The firm emphasizes a team-based and research-driven investment process, placing significant focus on controlling downside risk while aiming for long-term compound growth for its clients.
Investment Strategy
Findlay Park Partners LLP employs a highly disciplined, team-oriented approach focused on investing in a diversified portfolio of high-quality, durable US companies. The firm’s investment philosophy centers on rigorous research, downside risk control, and building conviction through collective team debate. The sole strategy, managed through the Findlay Park American Fund, aims to deliver attractive compound returns over decades, prioritizing preservation of capital over pursuit of outsized, risky gains. Their process involves in-depth due diligence, at least two team members researching each investment, and emphasis on collaborative decision-making.
Latest 13F Filing Activity
Findlay Park Partners LLP filed their most recent 13F report on Jun 30, 2025 disclosing 57 equity positions with a total 13F market value of $10B. The fund increased holdings in Microsoft Corp., Intuit, Api Group Corp. among other positions. Findlay Park Partners LLP reduced exposure to Unitedhealth Group Inc., Gallagher Arthur J & Co., Topbuild Corp. among others.
Top Holdings
Equity Positions (57)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 4.33% | $420.2M | 844,810 | $156.48 | $497.41 | +$178.9M |
I INTU | INTUIT | 3.70% | $358.9M | 455,645 | $385.23 | $787.63 | +$116.3M |
A ACN | ACCENTURE PLC IRELAND | 3.64% | $353.4M | 1,182,298 | $298.26 | $298.89 | +$85.5M |
A APG | API GROUP CORP | 3.51% | $340.3M | 6,666,648 | $32.16 | $34.03 | +$109.8M |
L LYV | LIVE NATION ENTERTAINMENT IN | 3.21% | $311.5M | 2,059,400 | $93.28 | $151.28 | -$2.3M |