Foresight Group Ltd Liability Partnership — 13F Holdings & Portfolio
CIK 1943441 · latest 13F-HR filed 2026-05-04
Foresight Group Ltd Liability Partnership manages $566.2M in 13F-reported U.S. long-equity assets across 59 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are APTV (4.77%), ECL (4.67%), GMED (4.47%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 7 new positions, exited 6, added to 9, and trimmed 34.
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.
$566.2M
Long-equity book
59
Distinct positions
2026-03-31
Filed 2026-05-04
+7 / −6 / ↑9 / ↓34
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- APTIV PLC$11.1M +70.2%
- AMERICAN WTR WKS CO INC NEW$10.7M +74.2%
- POWER INTEGRATIONS INC$3.4M +42.6%
- RAYONIER INC$1.5M +242.5%
- CHENIERE ENERGY INC$1.5M +86.3%
Top Trims
- MSA SAFETY INC-$9.7M -49.3%
- FIRST SOLAR INC-$7.3M -25.2%
- NEXTPOWER INC-$6.5M -40.3%
- TE CONNECTIVITY PLC-$6.2M -20.0%
- AUTODESK INC-$5.8M -20.1%
New Positions
- SYNOPSYS INC$13.1M
- FLUTTER ENTMT PLC$12.0M
- BENTLEY SYS INC$11.5M
- BROOKFIELD RENEWABLE ENERGY$8.3M
- EXELON CORP$8.0M
Exited Positions
- NOVO-NORDISK A S$40.3M
- SMURFIT WESTROCK PLC$19.7M
- SILICON LABORATORIES INC$14.5M
- BROOKFIELD RENEWABLE CORP$8.4M
- DANAHER CORPORATION$6.5M
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 | APTIV PLC | APTV | G3265R107 | $27.0M | 4.77% | 388,774 | SH |
| 2 | ECOLAB INC | ECL | 278865100 | $26.5M | 4.67% | 99,448 | SH |
| 3 | GLOBUS MED INC | GMED | 379577208 | $25.3M | 4.47% | 293,903 | SH |
| 4 | AMERICAN WTR WKS CO INC NEW | AWK | 030420103 | $25.0M | 4.42% | 183,991 | SH |
| 5 | TE CONNECTIVITY PLC | TEL | G87052109 | $25.0M | 4.42% | 119,610 | SH |
| 6 | TRIMBLE INC | TRMB | 896239100 | $24.2M | 4.28% | 371,597 | SH |
| 7 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $23.9M | 4.22% | 48,654 | SH |
| 8 | XYLEM INC | XYL | 98419M100 | $23.6M | 4.17% | 197,354 | SH |
| 9 | AUTODESK INC | ADSK | 052769106 | $23.0M | 4.07% | 96,203 | SH |
| 10 | STERIS PLC | STE | G8473T100 | $22.5M | 3.97% | 101,653 | SH |
| 11 | AGILENT TECHNOLOGIES INC | A | 00846U101 | $22.3M | 3.93% | 195,213 | SH |
| 12 | FIRST SOLAR INC | FSLR | 336433107 | $21.7M | 3.84% | 110,210 | SH |
| 13 | DIGITAL RLTY TR INC | DLR | 253868103 | $19.0M | 3.35% | 108,294 | SH |
| 14 | EQUINIX INC | EQIX | 29444U700 | $17.2M | 3.04% | 17,821 | SH |
| 15 | AMERICAN TOWER CORP | AMT | 03027X100 | $16.4M | 2.89% | 96,189 | SH |
| 16 | HEALTHPEAK PROPERTIES INC | DOC | 42250P103 | $13.3M | 2.35% | 803,985 | SH |
| 17 | SYNOPSYS INC | SNPS | 871607107 | $13.1M | 2.32% | 33,085 | SH |
| 18 | VERALTO CORP | VLTO | 92338C103 | $12.3M | 2.17% | 139,120 | SH |
| 19 | FLUTTER ENTMT PLC | FLUT | G3643J108 | $12.0M | 2.13% | 302,279 | SH |
| 20 | TRANE TECHNOLOGIES PLC | TT | G8994E103 | $11.8M | 2.08% | 28,266 | SH |
| 21 | BENTLEY SYS INC | BSY | 08265T208 | $11.5M | 2.03% | 327,158 | SH |
| 22 | POWER INTEGRATIONS INC | POWI | 739276103 | $11.2M | 1.98% | 219,475 | SH |
| 23 | CLEARWAY ENERGY INC | CWEN | 18539C204 | $11.2M | 1.98% | 285,575 | SH |
| 24 | ROCKWELL AUTOMATION INC | ROK | 773903109 | $10.9M | 1.93% | 30,373 | SH |
| 25 | MSA SAFETY INC | MSA | 553498106 | $10.0M | 1.77% | 61,214 | SH |
| 26 | NEXTPOWER INC | NXT | 65290E101 | $9.7M | 1.70% | 80,053 | SH |
| 27 | VENTAS INC | VTR | 92276F100 | $9.5M | 1.68% | 116,591 | SH |
| 28 | GRAND CANYON ED INC | LOPE | 38526M106 | $9.4M | 1.66% | 55,397 | SH |
| 29 | ICON PLC | ICLR | G4705A100 | $8.9M | 1.58% | 80,660 | SH |
| 30 | VERRA MOBILITY CORP | VRRM | 92511U102 | $8.5M | 1.50% | 593,623 | SH |
| 31 | BROOKFIELD RENEWABLE ENERGY | BEP | G16258108 | $8.3M | 1.47% | 213,209 | SH |
| 32 | EXELON CORP | EXC | 30161N101 | $8.0M | 1.42% | 163,495 | SH |
| 33 | CROWN CASTLE INC | CCI | 22822V101 | $5.9M | 1.05% | 74,428 | SH |
| 34 | BOSTON SCIENTIFIC CORP | BSX | 101137107 | $5.6M | 0.99% | 89,343 | SH |
| 35 | EASTERLY GOVT PPTYS INC | DEA | 27616P301 | $4.3M | 0.75% | 199,012 | SH |
| 36 | CHENIERE ENERGY INC | LNG | 16411R208 | $3.2M | 0.56% | 10,814 | SH |
| 37 | PROLOGIS INC. | PLD | 74340W103 | $2.7M | 0.48% | 20,930 | SH |
| 38 | RAYONIER INC | RYN | 754907103 | $2.2M | 0.38% | 104,950 | SH |
| 39 | VERTIV HOLDINGS CO | VRT | 92537N108 | $2.1M | 0.38% | 9,076 | SH |
| 40 | CSX CORP | CSX | 126408103 | $1.9M | 0.33% | 47,396 | SH |
| 41 | DIGITALBRIDGE GROUP INC | DBRG | 25401T603 | $1.9M | 0.33% | 121,406 | SH |
| 42 | WEYERHAEUSER CO | WY | 962166104 | $1.4M | 0.25% | 58,962 | SH |
| 43 | AGREE RLTY CORP | ADC | 008492100 | $1.4M | 0.24% | 18,056 | SH |
| 44 | JOHNSON CONTROLS INTERNATION | JCI | G51502105 | $1.3M | 0.23% | 10,379 | SH |
| 45 | STAG INDUSTRIAL INC | STAG | 85254J102 | $1.3M | 0.23% | 35,500 | SH |
| 46 | DEERE & CO | DE | 244199105 | $1.1M | 0.19% | 1,981 | SH |
| 47 | PHILLIPS EDISON & CO INC | PECO | 71844V201 | $1.0M | 0.18% | 27,446 | SH |
| 48 | GXO LOGISTICS INCORPORATED | GXO | 36262G101 | $841.4K | 0.15% | 17,226 | SH |
| 49 | ADVANCED DRAIN SYS INC DEL | WMS | 00790R104 | $785.2K | 0.14% | 5,978 | SH |
| 50 | AMERICAN HOMES 4 RENT | AMH | 02665T306 | $731.0K | 0.13% | 26,157 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-04 | $566.2M | 59 | 0001172661-26-001596 |
| 2025-12-31 | 2026-02-17 | $664.4M | 58 | 0001172661-26-000863 |