Findlay Park Partners LLP
13F Reported Value
ⓘ$7.2B
Holdings
56
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Findlay Park Partners LLP disclosed 56 positions worth $7.2B in its Form 13F-HR for Q1 2026, led by $ITT (ITT INC.) at 3.8% of the equity portfolio, followed by $EOG and $APG. During the quarter the fund opened 5 new positions and exited 6 — including a new stake in $BDX and a full exit from $AJG. The portfolio is most concentrated in Technology (27.1% of disclosed assets). All figures are sourced directly from Findlay Park Partners LLP’s Form 13F-HR filing with the SEC under CIK 1351950.
AI Fund Analysis
Stable
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 63.1#696
Quality
$269.1M1,412,228 sh - 71.1#275
Quality
$256.6M1,774,909 sh - 61.3#810
Quality
$242.4M5,981,698 sh - 70.2
Quality
$238.6M394,339 sh - 64.5
Quality
$232.2M484,636 sh - 55.3
Quality
$231.3M1,189,000 sh - —
Quality
$230.4M2,191,611 sh - 70.4
Quality
$229.7M1,183,131 sh - 74.8
Quality
$223.1M1,690,371 sh - 72.3
Quality
$208.6M738,652 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 ITT INC.$ITT | 63.1#696 | $269.1M | 1,412,228 |
 EOG RESOURCES INC$EOG | 71.1#275 | $256.6M | 1,774,909 |
 APi Group Corp$APG | 61.3#810 | $242.4M | 5,981,698 |
 TELEDYNE TECHNOLOGIES INC$TDY | 70.2 | $238.6M | 394,339 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5 | $232.2M | 484,636 |
 XPO, Inc.$XPO | 55.3 | $231.3M | 1,189,000 |
 CRH PUBLIC LTD CO$CRH | — | $230.4M | 2,191,611 |
 TEXAS INSTRUMENTS INC$TXN | 70.4 | $229.7M | 1,183,131 |
 CONOCOPHILLIPS$COP | 74.8 | $223.1M | 1,690,371 |
 Keysight Technologies, Inc.$KEYS | 72.3 | $208.6M | 738,652 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Findlay Park Partners LLP's 56 positions.
Showing top 10 of 56 holdings.
Sector Allocation
Technology
$1.9B
Industrials
$1.3B
Financials
$1.0B
Consumer Discretionary
$754.5M
Energy
$583.2M
Healthcare
$553.3M
Materials
$487.9M
Communication Services
$367.4M
Full Holdings — Findlay Park Partners LLP (Q1 2026)
All 56 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $ITT | ITT INC. | $269.1M | 3.8% | +15% | 63.1 |
| 2 | $EOG | EOG RESOURCES INC | $256.6M | 3.6% | +29% | 71.1 |
| 3 | $APG | APi Group Corp | $242.4M | 3.4% | -15% | 61.3 |
| 4 | $TDY | TELEDYNE TECHNOLOGIES INC | $238.6M | 3.3% | +56% | 70.2 |
| 5 | $BRK.B | BERKSHIRE HATHAWAY INC | $232.2M | 3.2% | +35% | 64.5 |
| 6 | $XPO | XPO, Inc. | $231.3M | 3.2% | -16% | 55.3 |
| 7 | $CRH | CRH PUBLIC LTD CO | $230.4M | 3.2% | +9% | — |
| 8 | $TXN | TEXAS INSTRUMENTS INC | $229.7M | 3.2% | -10% | 70.4 |
| 9 | $COP | CONOCOPHILLIPS | $223.1M | 3.1% | +17% | 74.8 |
| 10 | $KEYS | Keysight Technologies, Inc. | $208.6M | 2.9% | +31% | 72.3 |
| 11 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $194.0M | 2.7% | +55% | — |
| 12 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $181.6M | 2.5% | -10% | — |
| 13 |  $FWONA | Liberty Media Corp | $162.6M | 2.3% | -4% | 51 |
| 14 |  $WWD | Woodward, Inc. | $161.7M | 2.3% | -34% | 70.2 |
| 15 |  $LYV | Live Nation Entertainment, Inc. | $156.4M | 2.2% | -28% | 55 |
| 16 |  $BDX | BECTON DICKINSON & CO | $154.6M | 2.2% | NEW | 50.7 |
| 17 |  $A | AGILENT TECHNOLOGIES, INC. | $154.6M | 2.2% | +69% | 64.6 |
| 18 |  $WST | WEST PHARMACEUTICAL SERVICES INC | $154.6M | 2.1% | -8% | 66.8 |
| 19 |  $INTU | INTUIT INC. | $154.1M | 2.1% | -4% | 82 |
| 20 |  $DHR | DANAHER CORP /DE/ | $152.1M | 2.1% | +74% | 63.9 |
| 21 |  $STE | STERIS plc | $149.2M | 2.1% | +9% | — |
| 22 |  $MSFT | MICROSOFT CORP | $147.9M | 2.1% | +20% | 83.7 |
| 23 |  $RGLD | ROYAL GOLD INC | $146.8M | 2.0% | -41% | 79.4 |
| 24 |  $WAT | WATERS CORP /DE/ | $139.1M | 1.9% | +2% | 69.9 |
| 25 |  $SPGI | S&P Global Inc. | $137.5M | 1.9% | -40% | 79.4 |
| 26 |  $MA | Mastercard Inc | $135.6M | 1.9% | -43% | 81.7 |
| 27 |  $URI | UNITED RENTALS, INC. | $135.1M | 1.9% | +16% | 70.7 |
| 28 |  $WCN | Waste Connections, Inc. | $123.0M | 1.7% | +26% | — |
| 29 |  $ICE | Intercontinental Exchange, Inc. | $121.2M | 1.7% | -21% | 73.8 |
| 30 |  $SCHW | SCHWAB CHARLES CORP | $116.8M | 1.6% | -29% | 77.2 |
| 31 |  $FERG | Ferguson Enterprises Inc. /DE/ | $115.9M | 1.6% | -8% | 58.9 |
| 32 |  $MLM | MARTIN MARIETTA MATERIALS INC | $114.4M | 1.6% | +7% | 67.6 |
| 33 |  $SARO | StandardAero, Inc. | $105.5M | 1.5% | NEW | 67.4 |
| 34 |  $SLB | SLB LIMITED/NV | $103.5M | 1.4% | NEW | 63.2 |
| 35 |  $WH | WYNDHAM HOTELS & RESORTS, INC. | $100.4M | 1.4% | NEW | 61.4 |
| 36 |  $CNM | Core & Main, Inc. | $98.6M | 1.4% | NEW | 63.4 |
| 37 |  $COO | COOPER COMPANIES, INC. | $94.9M | 1.3% | -10% | 55.8 |
| 38 |  $HLT | Hilton Worldwide Holdings Inc. | $94.5M | 1.3% | -25% | 73.1 |
| 39 |  $MKTX | MARKETAXESS HOLDINGS INC | $79.3M | 1.1% | -10% | 68.6 |
| 40 |  $KLAC | KLA CORP | $79.0M | 1.1% | +77% | 84.4 |
| 41 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $76.1M | 1.1% | +40% | 63.7 |
| 42 |  $ADI | ANALOG DEVICES INC | $76.0M | 1.1% | -10% | 76.2 |
| 43 |  $ENTG | ENTEGRIS INC | $75.1M | 1.1% | +58% | 57.7 |
| 44 |  $ADSK | Autodesk, Inc. | $74.9M | 1.0% | +17% | 76.4 |
| 45 |  $EFX | EQUIFAX INC | $71.1M | 1.0% | -10% | 69.4 |
| 46 |  $ECL | ECOLAB INC. | $68.0M | 0.9% | -29% | 64.3 |
| 47 |  $IEX | IDEX CORP /DE/ | $62.9M | 0.9% | -10% | 60.6 |
| 48 |  $AMAT | APPLIED MATERIALS INC /DE | $53.6M | 0.8% | -10% | 74.8 |
| 49 |  $ACN | Accenture plc | $52.8M | 0.7% | -72% | — |
| 50 |  $SPOT | Spotify Technology S.A. | $45.7M | 0.6% | -7% | — |
| 51 |  $ETSY | ETSY INC | $45.4M | 0.6% | -7% | 50.4 |
| 52 |  $CDW | CDW Corp | $40.7M | 0.6% | -10% | 61.6 |
| 53 |  $POOL | POOL CORP | $36.6M | 0.5% | -10% | 56.3 |
| 54 |  $SHW | SHERWIN WILLIAMS CO | $36.5M | 0.5% | -71% | 65.3 |
| 55 |  $BLD | QXO Insulation, LLC | $29.3M | 0.4% | -10% | 62 |
| 56 |  $LLYVA | Liberty Live Holdings, Inc. | $2.6M | 0.0% | -10% | — |
New Positions (5)
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