Foresight Group Ltd Liability Partnership — 13F Holdings & Portfolio
CIK 1943441 · latest 13F-HR filed 2026-07-27
Foresight Group Ltd Liability Partnership manages $555.8M in 13F-reported U.S. long-equity assets across 62 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are ECL (4.45%), XYL (4.29%), AWK (4.16%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 7 new positions, exited 4, added to 21, and trimmed 24.
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 SE1 9SG
$555.8M
Long-equity book
62
Distinct positions
2026-06-30
Filed 2026-07-27
+7 / −4 / ↑21 / ↓24
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ICON PUB LTD CO$11.7M +131.1%
- HEALTHPEAK PROPERTIES INC$4.2M +31.5%
- ROCKWELL AUTOMATION INC$2.6M +23.6%
- VENTAS INC$1.7M +18.2%
- EXELON CORP$1.3M +16.1%
Top Trims
- FIRST SOLAR INC-$9.1M -41.8%
- TRIMBLE INC-$7.2M -29.8%
- AUTODESK INC-$6.2M -27.1%
- GLOBUS MED INC-$5.6M -22.0%
- APTIV PLC-$4.7M -17.3%
New Positions
- SMURFIT WESTROCK PLC$12.4M
- VERSIGENT PLC$10.6M
- COVISTA INC$9.6M
- BROOKFIELD RENEWABLE CORP$9.5M
- TETRA TECH INC NEW$7.7M
Exited Positions
- FLUTTER ENTMT PLC$12.0M
- POWER INTEGRATIONS INC$11.2M
- VERRA MOBILITY CORP$8.5M
- BROOKFIELD RENEWABLE ENERGY$8.3M
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 | ECOLAB INC | ECL | 278865100 | $24.7M | 4.45% | 88,745 | SH |
| 2 | XYLEM INC | XYL | 98419M100 | $23.9M | 4.29% | 202,120 | SH |
| 3 | AMERICAN WTR WKS CO INC NEW | AWK | 030420103 | $23.1M | 4.16% | 174,231 | SH |
| 4 | AGILENT TECHNOLOGIES INC | A | 00846U101 | $22.3M | 4.02% | 170,779 | SH |
| 5 | APTIV PLC | APTV | G3265R107 | $22.3M | 4.02% | 369,767 | SH |
| 6 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $21.7M | 3.90% | 43,414 | SH |
| 7 | TE CONNECTIVITY PLC | TEL | G87052109 | $21.3M | 3.84% | 105,882 | SH |
| 8 | ICON PUB LTD CO | ICLR | G4705A100 | $20.6M | 3.71% | 119,181 | SH |
| 9 | GLOBUS MED INC | GMED | 379577208 | $19.8M | 3.56% | 254,030 | SH |
| 10 | STERIS PLC | STE | G8473T100 | $18.8M | 3.38% | 89,732 | SH |
| 11 | DIGITAL RLTY TR INC | DLR | 253868103 | $18.2M | 3.28% | 100,750 | SH |
| 12 | HEALTHPEAK PROPERTIES INC | DOC | 42250P103 | $17.5M | 3.15% | 808,489 | SH |
| 13 | TRIMBLE INC | TRMB | 896239100 | $17.0M | 3.06% | 336,440 | SH |
| 14 | AUTODESK INC | ADSK | 052769106 | $16.8M | 3.02% | 86,508 | SH |
| 15 | EQUINIX INC | EQIX | 29444U700 | $16.3M | 2.93% | 15,493 | SH |
| 16 | AMERICAN TOWER CORP | AMT | 03027X100 | $16.1M | 2.89% | 97,840 | SH |
| 17 | ROCKWELL AUTOMATION INC | ROK | 773903109 | $13.5M | 2.42% | 27,378 | SH |
| 18 | FIRST SOLAR INC | FSLR | 336433107 | $12.6M | 2.28% | 53,647 | SH |
| 19 | TRANE TECHNOLOGIES PLC | TT | G8994E103 | $12.6M | 2.28% | 25,643 | SH |
| 20 | SMURFIT WESTROCK PLC | SW | G8267P108 | $12.4M | 2.24% | 270,883 | SH |
| 21 | SYNOPSYS INC | SNPS | 871607107 | $12.2M | 2.20% | 27,577 | SH |
| 22 | CLEARWAY ENERGY INC | CWEN | 18539C204 | $11.5M | 2.07% | 330,485 | SH |
| 23 | VENTAS INC | VTR | 92276F100 | $11.3M | 2.02% | 126,030 | SH |
| 24 | VERALTO CORP | VLTO | 92338C103 | $11.2M | 2.02% | 127,342 | SH |
| 25 | VERSIGENT PLC | VGNT | G9600F104 | $10.6M | 1.90% | 262,320 | SH |
| 26 | COVISTA INC | CVSA | 00737L103 | $9.6M | 1.73% | 77,264 | SH |
| 27 | BROOKFIELD RENEWABLE CORP | BEPC | 11285B108 | $9.5M | 1.70% | 253,428 | SH |
| 28 | MSA SAFETY INC | MSA | 553498106 | $9.4M | 1.70% | 54,195 | SH |
| 29 | EXELON CORP | EXC | 30161N101 | $9.3M | 1.67% | 198,415 | SH |
| 30 | GRAND CANYON ED INC | LOPE | 38526M106 | $9.1M | 1.64% | 63,491 | SH |
| 31 | BENTLEY SYS INC | BSY | 08265T208 | $8.7M | 1.56% | 293,803 | SH |
| 32 | NEXTPOWER INC | NXT | 65290E101 | $8.2M | 1.48% | 71,334 | SH |
| 33 | TETRA TECH INC NEW | TTEK | 88162G103 | $7.7M | 1.38% | 269,580 | SH |
| 34 | SUNBELT RENTALS HOLDINGS INC | SUNB | 866966104 | $6.7M | 1.21% | 92,217 | SH |
| 35 | CROWN CASTLE INC | CCI | 22822V101 | $5.7M | 1.03% | 75,663 | SH |
| 36 | BOSTON SCIENTIFIC CORP | BSX | 101137107 | $5.4M | 0.97% | 126,468 | SH |
| 37 | NOVO-NORDISK A S | NVO | 670100205 | $5.3M | 0.95% | 109,935 | SH |
| 38 | EASTERLY GOVT PPTYS INC | DEA | 27616P301 | $5.0M | 0.90% | 198,278 | SH |
| 39 | VERTIV HOLDINGS CO | VRT | 92537N108 | $2.2M | 0.40% | 6,749 | SH |
| 40 | PROLOGIS INC. | PLD | 74340W103 | $2.2M | 0.39% | 16,029 | SH |
| 41 | CHENIERE ENERGY INC | LNG | 16411R208 | $2.1M | 0.39% | 8,869 | SH |
| 42 | RAYONIER INC | RYN | 754907103 | $1.9M | 0.35% | 92,003 | SH |
| 43 | DIGITALBRIDGE GROUP INC | DBRG | 25401T603 | $1.9M | 0.34% | 121,406 | SH |
| 44 | WEYERHAEUSER CO | WY | 962166104 | $1.5M | 0.28% | 64,742 | SH |
| 45 | JOHNSON CONTROLS INTERNATION | JCI | G51502105 | $1.5M | 0.27% | 10,379 | SH |
| 46 | CSX CORP | CSX | 126408103 | $1.3M | 0.23% | 26,808 | SH |
| 47 | DEERE & CO | DE | 244199105 | $1.2M | 0.22% | 1,981 | SH |
| 48 | AGREE RLTY CORP | ADC | 008492100 | $1.2M | 0.22% | 15,903 | SH |
| 49 | OWENS CORNING NEW | OC | 690742101 | $1.1M | 0.20% | 7,144 | SH |
| 50 | STAG INDUSTRIAL INC | STAG | 85254J102 | $1.1M | 0.20% | 28,807 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-27 | $555.8M | 62 | 0001172661-26-002813 |
| 2026-03-31 | 2026-05-04 | $566.2M | 59 | 0001172661-26-001596 |
| 2025-12-31 | 2026-02-17 | $664.4M | 58 | 0001172661-26-000863 |