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Top 5 1st Quarter Trades of Findlay Park Partners LLP

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May 12, 2022
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Findlay Park Partners LLP recently filed their 13F report for the first quarter of 2022, which ended on 2022-03-31.

The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.

ALMACK HOUSE, 4TH FLOOR LONDON, X0 SW1Y 6QW

As of the latest 13F report, the guru’s equity portfolio contained 42 stocks valued at a total of $13,242,000,000. The top holdings were MSFT(7.73%), GOOG(5.64%), and ADSK(5.58%).

According to GuruFocus data, these were Findlay Park Partners LLP’s top five trades of the quarter.

Adobe Inc


During the quarter, Findlay Park Partners LLP bought 517,000 shares of NAS:ADBE for a total holding of 1,105,997. The trade had a 1.78% impact on the equity portfolio. During the quarter, the stock traded for an average price of $481.12.

On 05/12/2022, Adobe Inc traded for a price of $387.5271 per share and a market cap of $190,572,982,000. The stock has returned -21.82% over the past year.

GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 9 out of 10.

In terms of valuation, Adobe Inc has a price-earnings ratio of 40.06, a price-book ratio of 13.83, a price-earnings-to-growth (PEG) ratio of 1.36, a EV-to-Ebitda ratio of 28.33 and a price-sales ratio of 11.98.

The price-to-GF Value ratio is 0.65, earning the stock a GF Value rank of 8.

The Cooper Companies Inc


The guru sold out of their 565,211-share investment in NYSE:COO. Previously, the stock had a 1.58% weight in the equity portfolio. Shares traded for an average price of $402.56 during the quarter.

On 05/12/2022, The Cooper Companies Inc traded for a price of $314.06 per share and a market cap of $15,536,290,000. The stock has returned -18.59% over the past year.

GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 9 out of 10.

In terms of valuation, The Cooper Companies Inc has a price-earnings ratio of 16.72, a price-book ratio of 2.25, a price-earnings-to-growth (PEG) ratio of 2.50, a EV-to-Ebitda ratio of 23.11 and a price-sales ratio of 5.20.

The price-to-GF Value ratio is 0.76, earning the stock a GF Value rank of 10.

Agnico Eagle Mines Ltd


The guru sold out of their 2,996,668-share investment in NYSE:AEM. Previously, the stock had a 1.06% weight in the equity portfolio. Shares traded for an average price of $54.09 during the quarter.

On 05/12/2022, Agnico Eagle Mines Ltd traded for a price of $50.3 per share and a market cap of $20,572,981,000. The stock has returned -21.16% over the past year.

GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 8 out of 10.

In terms of valuation, Agnico Eagle Mines Ltd has a price-earnings ratio of 24.38, a price-book ratio of 1.30, a price-earnings-to-growth (PEG) ratio of 1.64, a EV-to-Ebitda ratio of 12.73 and a price-sales ratio of 3.10.

The price-to-GF Value ratio is 0.63, earning the stock a GF Value rank of 10.

Intuit Inc


During the quarter, Findlay Park Partners LLP bought 270,511 shares of NAS:INTU for a total holding of 1,457,442. The trade had a 0.98% impact on the equity portfolio. During the quarter, the stock traded for an average price of $512.17.

On 05/12/2022, Intuit Inc traded for a price of $351.69 per share and a market cap of $93,591,252,000. The stock has returned -9.16% over the past year.

GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 9 out of 10.

In terms of valuation, Intuit Inc has a price-earnings ratio of 42.20, a price-book ratio of 6.01, a price-earnings-to-growth (PEG) ratio of 3.04, a EV-to-Ebitda ratio of 31.21 and a price-sales ratio of 8.09.

The price-to-GF Value ratio is 0.70, earning the stock a GF Value rank of 10.

Fortive Corp


Findlay Park Partners LLP reduced their investment in NYSE:FTV by 1,678,015 shares. The trade had a 0.85% impact on the equity portfolio. During the quarter, the stock traded for an average price of $65.7.

On 05/12/2022, Fortive Corp traded for a price of $57.08 per share and a market cap of $20,355,941,000. The stock has returned -17.52% over the past year.

GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 8 out of 10.

In terms of valuation, Fortive Corp has a price-earnings ratio of 31.67, a price-book ratio of 2.15, a price-earnings-to-growth (PEG) ratio of 10.16, a EV-to-Ebitda ratio of 19.42 and a price-sales ratio of 3.80.

The price-to-GF Value ratio is 0.72, earning the stock a GF Value rank of 10.


Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.

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