Findlay Park Partners LLP — 13F Holdings & Portfolio
CIK 1351950 · latest 13F-HR filed 2026-05-13
Findlay Park Partners LLP manages $7.17B in 13F-reported U.S. long-equity assets across 56 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are ITT (3.75%), EOG (3.58%), APG (3.38%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 5 new positions, exited 6, added to 16, and trimmed 28.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$7.17B
Long-equity book
56
Distinct positions
2026-03-31
Filed 2026-05-13
+5 / −6 / ↑16 / ↓28
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- EOG RES INC$112.3M +77.8%
- TELEDYNE TECHNOLOGIES INC$109.4M +84.7%
- KEYSIGHT TECHNOLOGIES INC$93.7M +81.6%
- CONOCOPHILLIPS$87.8M +64.9%
- CANADIAN NATL RY CO$73.7M +61.3%
Top Trims
- ACCENTURE PLC IRELAND-$206.3M -79.6%
- S&P GLOBAL INC-$146.1M -51.5%
- MASTERCARD INCORPORATED-$138.0M -50.4%
- INTUIT-$92.4M -37.5%
- SHERWIN WILLIAMS CO-$91.1M -71.4%
New Positions
- BECTON DICKINSON & CO$154.6M
- STANDARDAERO INC$105.5M
- SLB LIMITED$103.5M
- WYNDHAM HOTELS & RESORTS INC$100.4M
- CORE & MAIN INC$98.6M
Exited Positions
- GALLAGHER ARTHUR J & CO$265.4M
- MARSH & MCLENNAN COS INC$164.5M
- MEDPACE HLDGS INC$98.0M
- MSCI INC$93.6M
- CBRE GROUP INC$83.3M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ITT INC | ITT | 45073V108 | $269.1M | 3.75% | 1,412,228 | SH |
| 2 | EOG RES INC | EOG | 26875P101 | $256.6M | 3.58% | 1,774,909 | SH |
| 3 | API GROUP CORP | APG | 00187Y100 | $242.4M | 3.38% | 5,981,698 | SH |
| 4 | TELEDYNE TECHNOLOGIES INC | TDY | 879360105 | $238.6M | 3.33% | 394,339 | SH |
| 5 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $232.2M | 3.24% | 484,636 | SH |
| 6 | XPO INC | XPO | 983793100 | $231.3M | 3.22% | 1,189,000 | SH |
| 7 | CRH PLC | CRH | G25508105 | $230.4M | 3.21% | 2,191,611 | SH |
| 8 | TEXAS INSTRS INC | TXN | 882508104 | $229.7M | 3.20% | 1,183,131 | SH |
| 9 | CONOCOPHILLIPS | COP | 20825C104 | $223.1M | 3.11% | 1,690,371 | SH |
| 10 | KEYSIGHT TECHNOLOGIES INC | KEYS | 49338L103 | $208.6M | 2.91% | 738,652 | SH |
| 11 | CANADIAN NATL RY CO | CNI | 136375102 | $194.0M | 2.70% | 1,887,968 | SH |
| 12 | CANADIAN PACIFIC KANSAS CITY | CP | 13646K108 | $181.6M | 2.53% | 2,309,096 | SH |
| 13 | LIBERTY MEDIA CORP DEL | FWONK | 531229755 | $162.6M | 2.27% | 1,913,057 | SH |
| 14 | WOODWARD INC | WWD | 980745103 | $161.7M | 2.25% | 451,800 | SH |
| 15 | LIVE NATION ENTERTAINMENT IN | LYV | 538034109 | $156.4M | 2.18% | 1,025,500 | SH |
| 16 | BECTON DICKINSON & CO | BDX | 075887109 | $154.6M | 2.16% | 983,500 | SH |
| 17 | AGILENT TECHNOLOGIES INC | A | 00846U101 | $154.6M | 2.16% | 1,356,563 | SH |
| 18 | WEST PHARMACEUTICAL SVSC INC | WST | 955306105 | $154.6M | 2.15% | 616,766 | SH |
| 19 | INTUIT | INTU | 461202103 | $154.1M | 2.15% | 356,385 | SH |
| 20 | DANAHER CORP DEL | DHR | 235851102 | $152.1M | 2.12% | 802,200 | SH |
| 21 | STERIS PLC | STE | G8473T100 | $149.2M | 2.08% | 674,755 | SH |
| 22 | MICROSOFT CORP | MSFT | 594918104 | $147.9M | 2.06% | 399,550 | SH |
| 23 | ROYAL GOLD INC | RGLD | 780287108 | $146.8M | 2.05% | 576,930 | SH |
| 24 | WATERS CORP | WAT | 941848103 | $139.1M | 1.94% | 467,245 | SH |
| 25 | S&P GLOBAL INC | SPGI | 78409V104 | $137.5M | 1.92% | 323,240 | SH |
| 26 | MASTERCARD INCORPORATED | MA | 57636Q104 | $135.6M | 1.89% | 271,410 | SH |
| 27 | UNITED RENTALS INC | URI | 911363109 | $135.1M | 1.88% | 185,488 | SH |
| 28 | WASTE CONNECTIONS INC | WCN | 94106B101 | $123.0M | 1.71% | 757,296 | SH |
| 29 | INTERCONTINENTAL EXCHANGE IN | ICE | 45866F104 | $121.2M | 1.69% | 770,669 | SH |
| 30 | SCHWAB CHARLES CORP | SCHW | 808513105 | $116.8M | 1.63% | 1,243,069 | SH |
| 31 | FERGUSON ENTERPRISES INC | FERG | 31488V107 | $115.9M | 1.62% | 496,710 | SH |
| 32 | MARTIN MARIETTA MATLS INC | MLM | 573284106 | $114.4M | 1.59% | 194,302 | SH |
| 33 | STANDARDAERO INC | SARO | 85423L103 | $105.5M | 1.47% | 4,084,441 | SH |
| 34 | SLB LIMITED | SLB | 806857108 | $103.5M | 1.44% | 2,014,200 | SH |
| 35 | WYNDHAM HOTELS & RESORTS INC | WH | 98311A105 | $100.4M | 1.40% | 1,235,600 | SH |
| 36 | CORE & MAIN INC | CNM | 21874C102 | $98.6M | 1.37% | 1,996,728 | SH |
| 37 | COOPER COS INC | COO | 216648501 | $94.9M | 1.32% | 1,327,500 | SH |
| 38 | HILTON WORLDWIDE HLDGS INC | HLT | 43300A203 | $94.5M | 1.32% | 310,854 | SH |
| 39 | MARKETAXESS HLDGS INC | MKTX | 57060D108 | $79.3M | 1.11% | 480,600 | SH |
| 40 | KLA CORP | KLAC | 482480100 | $79.0M | 1.10% | 53,662 | SH |
| 41 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $76.1M | 1.06% | 154,740 | SH |
| 42 | ANALOG DEVICES INC | ADI | 032654105 | $76.0M | 1.06% | 239,018 | SH |
| 43 | ENTEGRIS INC | ENTG | 29362U104 | $75.1M | 1.05% | 640,600 | SH |
| 44 | AUTODESK INC | ADSK | 052769106 | $74.9M | 1.04% | 312,719 | SH |
| 45 | EQUIFAX INC | EFX | 294429105 | $71.1M | 0.99% | 394,660 | SH |
| 46 | ECOLAB INC | ECL | 278865100 | $68.0M | 0.95% | 255,584 | SH |
| 47 | IDEX CORP | IEX | 45167R104 | $62.9M | 0.88% | 331,999 | SH |
| 48 | APPLIED MATLS INC | AMAT | 038222105 | $53.6M | 0.75% | 156,800 | SH |
| 49 | ACCENTURE PLC IRELAND | ACN | G1151C101 | $52.8M | 0.74% | 266,098 | SH |
| 50 | SPOTIFY TECHNOLOGY S A | SPOT | L8681T102 | $45.7M | 0.64% | 94,240 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-13 | $7.17B | 56 | 0000945621-26-000683 |
| 2025-12-31 | 2026-02-13 | $7.84B | 57 | 0000945621-26-000301 |
| 2025-09-30 | 2025-11-12 | $9.52B | 57 | 0000945621-25-001056 |