Findlay Park Partners LLP — 13F Holdings & Portfolio
CIK 1351950 · latest 13F-HR filed 2026-08-12
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, exited 9, added to 27, and trimmed 11.
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.
LONDON, X0 W1S 2HX
$7.41B
Long-equity book
49
Distinct positions
2026-06-30
Filed 2026-08-12
+2 / −9 / ↑27 / ↓11
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- APPLIED MATLS INC$147.3M +274.9%
- KLA CORP$118.3M +149.7%
- ENTEGRIS INC$99.3M +132.2%
- WASTE CONNECTIONS INC$91.3M +74.2%
- WOODWARD INC$70.3M +43.4%
Top Trims
- CONOCOPHILLIPS-$96.7M -43.3%
- EOG RES INC-$84.1M -32.8%
- DANAHER CORP DEL-$64.2M -42.2%
- KEYSIGHT TECHNOLOGIES INC-$51.4M -24.7%
- TEXAS INSTRS INC-$36.1M -15.7%
Exited Positions
- INTUIT$154.1M
- SLB LIMITED$103.5M
- MARKETAXESS HLDGS INC$79.3M
- THERMO FISHER SCIENTIFIC INC$76.1M
- AUTODESK INC$74.9M
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 |
| 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 |