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Findlay Park Partners LLP — 13F Holdings & Portfolio

CIK 1351950 · latest 13F-HR filed 2026-08-12

Backtest portfolio

Findlay Park Partners LLP manages $7.41B in 13F-reported U.S. long-equity assets across 49 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are TDY (3.74%), ITT (3.73%), APG (3.73%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions and exited 9; 27 existing positions rose in reported value and 11 fell.

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.

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AUM
$7.41B

Long-equity book

Holdings
49

Distinct positions

Period
2026-06-30

Filed 2026-08-12

Q/Q Activity
+2 / −9 / ↑27 / ↓11

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
TDY3.7% · +6%ITT3.7% · -1%APG3.7% · +9%CRH3.6% · +12%XPO3.2% · -3%BRK.B3.2% · -3%WWD3.1% · +21%CNI2.9% · -3%WCN2.9% · +70%WST2.9% · -3%AMAT2.7% · +77%KLAC2.7% · +1118%LYV2.6% · +4%TXN2.6% · -45%CP2.6% · -3%FWONK2.6% · +4%URI2.4% · -14%ENTG2.4% · +51%A2.4% · -3%EOG2.3% · -25%WAT2.3% · -3%MA2.1% · +13%KEYS2.1% · -39%SARO2.0% · +23%FERG2.0% · +25%MSFT1.9% · -3%BDX1.9% · -3%CSCO1.9% · newSTE1.9% · -2%SPGI1.7% · -3%COP1.7% · -28%MLM1.6% · +7%ECL1.6% · +62%CNM1.6% · +20%HLT1.5% · +9%RGLD1.5% · -3%SCHW1.5% · -3%ICE1.4% · +7%WH1.4% · -3%COO1.2% · -3%DHR1.2% · -42%ADI1.1% · -15%WSO1.1% · newIEX1.0% · -3%ETSY0.9% · -3%CDW0.6% · -3%SHW0.5% · -3%POOL0.5% · -3%LLYVK0.0% · -3%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 33%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

Name Title / Status Ownership Type

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 27 →

Top Trims

Show all 11 →

New Positions

Show all 2 →

Exited Positions

Show all 9 →

Findlay Park Partners LLP Holdings (2026-06-30)

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 TELEDYNE TECHNOLOGIES INC TDY 879360105 $277.4M 3.74% 415,899 SH
2 ITT INC ITT 45073V108 $276.4M 3.73% 1,397,628 SH
3 API GROUP CORP APG 00187Y100 $276.2M 3.73% 6,522,698 SH
4 CRH PLC CRH G25508105 $263.8M 3.56% 2,465,011 SH
5 XPO INC XPO 983793100 $236.1M 3.19% 1,150,100 SH
6 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $234.5M 3.17% 468,716 SH
7 WOODWARD INC WWD 980745103 $232.0M 3.13% 545,220 SH
8 CANADIAN NATL RY CO CNI 136375102 $217.7M 2.94% 1,826,068 SH
9 WASTE CONNECTIONS INC WCN 94106B101 $214.3M 2.89% 1,285,809 SH
10 WEST PHARMACEUTICAL SVSC INC WST 955306105 $214.2M 2.89% 596,646 SH
11 APPLIED MATLS INC AMAT 038222105 $200.9M 2.71% 277,860 SH
12 KLA CORP KLAC 482480100 $197.3M 2.66% 653,850 SH
13 LIVE NATION ENTERTAINMENT IN LYV 538034109 $195.8M 2.64% 1,069,200 SH
14 TEXAS INSTRS INC TXN 882508104 $193.6M 2.61% 649,431 SH
15 CANADIAN PACIFIC KANSAS CITY CP 13646K108 $193.5M 2.61% 2,233,296 SH
16 LIBERTY MEDIA CORP DEL FWONK 531229755 $189.3M 2.56% 1,989,657 SH
17 UNITED RENTALS INC URI 911363109 $180.1M 2.43% 158,948 SH
18 ENTEGRIS INC ENTG 29362U104 $174.4M 2.35% 969,700 SH
19 AGILENT TECHNOLOGIES INC A 00846U101 $174.3M 2.35% 1,312,063 SH
20 EOG RES INC EOG 26875P101 $172.5M 2.33% 1,329,709 SH
21 WATERS CORP WAT 941848103 $169.5M 2.29% 451,925 SH
22 MASTERCARD INCORPORATED MA 57636Q104 $158.0M 2.13% 307,650 SH
23 KEYSIGHT TECHNOLOGIES INC KEYS 49338L103 $157.1M 2.12% 448,872 SH
24 STANDARDAERO INC SARO 85423L103 $150.5M 2.03% 5,032,523 SH
25 FERGUSON ENTERPRISES INC FERG 31488V107 $146.9M 1.98% 618,810 SH
26 MICROSOFT CORP MSFT 594918104 $144.1M 1.95% 386,430 SH
27 BECTON DICKINSON & CO BDX 075887109 $143.9M 1.94% 951,200 SH
28 CISCO SYS INC CSCO 17275R102 $141.8M 1.91% 1,207,200 SH
29 STERIS PLC STE G8473T100 $138.5M 1.87% 657,713 SH
30 S&P GLOBAL INC SPGI 78409V104 $127.3M 1.72% 312,640 SH
31 CONOCOPHILLIPS COP 20825C104 $126.4M 1.71% 1,216,171 SH
32 MARTIN MARIETTA MATLS INC MLM 573284106 $119.5M 1.61% 207,262 SH
33 ECOLAB INC ECL 278865100 $115.7M 1.56% 415,184 SH
34 CORE & MAIN INC CNM 21874C102 $115.6M 1.56% 2,395,854 SH
35 HILTON WORLDWIDE HLDGS INC HLT 43300A203 $111.8M 1.51% 338,374 SH
36 ROYAL GOLD INC RGLD 780287108 $111.4M 1.50% 558,050 SH
37 SCHWAB CHARLES CORP SCHW 808513105 $110.9M 1.50% 1,202,369 SH
38 INTERCONTINENTAL EXCHANGE IN ICE 45866F104 $101.1M 1.36% 821,169 SH
39 WYNDHAM HOTELS & RESORTS INC WH 98311A105 $100.6M 1.36% 1,195,200 SH
40 COOPER COS INC COO 216648501 $92.1M 1.24% 1,284,000 SH
41 DANAHER CORP DEL DHR 235851102 $87.9M 1.19% 461,600 SH
42 ANALOG DEVICES INC ADI 032654105 $80.5M 1.09% 202,698 SH
43 WATSCO INC WSO 942622200 $78.7M 1.06% 188,840 SH
44 IDEX CORP IEX 45167R104 $72.9M 0.98% 321,299 SH
45 ETSY INC ETSY 29786A106 $66.2M 0.89% 878,400 SH
46 CDW CORP CDW 12514G108 $45.8M 0.62% 325,426 SH
47 SHERWIN WILLIAMS CO SHW 824348106 $37.9M 0.51% 110,012 SH
48 POOL CORP POOL 73278L105 $37.6M 0.51% 174,895 SH
49 LIBERTY LIVE HOLDINGS INC LLYVK 530909308 $2.8M 0.04% 26,974 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-12 $7.41B 49 0000945621-26-001029
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
Filer Information
Address
SECOND FLOOR, 16 NEW BURLINGTON PLACE
LONDON, X0 W1S 2HX
Phone
00 44 20 7968 4900
Filing Manager
Findlay Park Partners LLP
LONDON, X0
Signatory
Giulio Serrazanetti
Head of Data Analytics