Findlay Park Partners LLP
13F Reported Value
ⓘ$7.4B
Holdings
49
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Findlay Park Partners LLP disclosed 49 positions worth $7.4B in its Form 13F-HR for Q2 2026, led by $TDY (TELEDYNE TECHNOLOGIES INC) at 3.7% of the equity portfolio, followed by $ITT and $APG. During the quarter the fund opened 2 new positions and exited 9 — including a new stake in $CSCO and a full exit from $INTU. The portfolio is most concentrated in Technology (27.8% 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
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 67.2#375
Quality
$277.4M415,899 sh - 63.0#667
Quality
$276.4M1,397,628 sh - 65.4#481
Quality
$276.2M6,522,698 sh - —
Quality
$263.8M2,465,011 sh - 58.4
Quality
$236.1M1,150,100 sh - 73.8
Quality
$234.5M468,716 sh - 67.3
Quality
$232.0M545,220 sh - —
Quality
$217.7M1,826,068 sh - 68.2
Quality
$214.3M1,285,809 sh - 64.4
Quality
$214.2M596,646 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 TELEDYNE TECHNOLOGIES INC$TDY | 67.2#375 | $277.4M | 415,899 |
 ITT INC.$ITT | 63.0#667 | $276.4M | 1,397,628 |
 APi Group Corp$APG | 65.4#481 | $276.2M | 6,522,698 |
 CRH PUBLIC LTD CO$CRH | — | $263.8M | 2,465,011 |
 XPO, Inc.$XPO | 58.4 | $236.1M | 1,150,100 |
 BERKSHIRE HATHAWAY INC$BRK.B | 73.8 | $234.5M | 468,716 |
 Woodward, Inc.$WWD | 67.3 | $232.0M | 545,220 |
 CANADIAN NATIONAL RAILWAY CO$CNI | — | $217.7M | 1,826,068 |
 Waste Connections, Inc.$WCN | 68.2 | $214.3M | 1,285,809 |
 WEST PHARMACEUTICAL SERVICES INC$WST | 64.4 | $214.2M | 596,646 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Findlay Park Partners LLP's 49 positions.
Showing top 10 of 49 holdings.
Sector Allocation
Technology
$2.1B
Industrials
$1.4B
Consumer Discretionary
$911.0M
Financials
$843.3M
Materials
$673.4M
Healthcare
$588.7M
Communication Services
$387.9M
Energy
$298.9M
Full Holdings — Findlay Park Partners LLP (Q2 2026)
All 49 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 | $TDY | TELEDYNE TECHNOLOGIES INC | $277.4M | 3.7% | +5% | 67.2 |
| 2 | $ITT | ITT INC. | $276.4M | 3.7% | -1% | 63 |
| 3 | $APG | APi Group Corp | $276.2M | 3.7% | +9% | 65.4 |
| 4 | $CRH | CRH PUBLIC LTD CO | $263.8M | 3.6% | +12% | — |
| 5 | $XPO | XPO, Inc. | $236.1M | 3.2% | -3% | 58.4 |
| 6 | $BRK.B | BERKSHIRE HATHAWAY INC | $234.5M | 3.2% | -3% | 73.8 |
| 7 | $WWD | Woodward, Inc. | $232.0M | 3.1% | +21% | 67.3 |
| 8 | $CNI | CANADIAN NATIONAL RAILWAY CO | $217.7M | 2.9% | -3% | — |
| 9 | $WCN | Waste Connections, Inc. | $214.3M | 2.9% | +70% | 68.2 |
| 10 | $WST | WEST PHARMACEUTICAL SERVICES INC | $214.2M | 2.9% | -3% | 64.4 |
| 11 |  $AMAT | APPLIED MATERIALS INC /DE | $200.9M | 2.7% | +77% | 72.3 |
| 12 |  $KLAC | KLA CORP | $197.3M | 2.7% | +1118% | 78.6 |
| 13 |  $LYV | Live Nation Entertainment, Inc. | $195.8M | 2.6% | +4% | 52.9 |
| 14 |  $TXN | TEXAS INSTRUMENTS INC | $193.6M | 2.6% | -45% | 73.4 |
| 15 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $193.5M | 2.6% | -3% | 69.7 |
| 16 |  $FWONA | Liberty Media Corp | $189.3M | 2.6% | +4% | 63.2 |
| 17 |  $URI | UNITED RENTALS, INC. | $180.1M | 2.4% | -14% | 63.9 |
| 18 |  $ENTG | ENTEGRIS INC | $174.4M | 2.4% | +51% | 58 |
| 19 |  $A | AGILENT TECHNOLOGIES, INC. | $174.3M | 2.4% | -3% | 67.1 |
| 20 |  $EOG | EOG RESOURCES INC | $172.5M | 2.3% | -25% | 71.9 |
| 21 |  $WAT | WATERS CORP /DE/ | $169.5M | 2.3% | -3% | 60.4 |
| 22 |  $MA | Mastercard Inc | $158.0M | 2.1% | +13% | 85.1 |
| 23 |  $KEYS | Keysight Technologies, Inc. | $157.1M | 2.1% | -39% | 71.4 |
| 24 |  $SARO | StandardAero, Inc. | $150.5M | 2.0% | +23% | 59.5 |
| 25 |  $FERG | Ferguson Enterprises Inc. /DE/ | $146.9M | 2.0% | +25% | 52.2 |
| 26 |  $MSFT | MICROSOFT CORP | $144.1M | 1.9% | -3% | 79.8 |
| 27 |  $BDX | BECTON DICKINSON & CO | $143.9M | 1.9% | -3% | 59 |
| 28 |  $CSCO | CISCO SYSTEMS, INC. | $141.8M | 1.9% | NEW | 70.3 |
| 29 |  $STE | STERIS plc | $138.5M | 1.9% | -3% | — |
| 30 |  $SPGI | S&P Global Inc. | $127.3M | 1.7% | -3% | 76.1 |
| 31 |  $COP | CONOCOPHILLIPS | $126.4M | 1.7% | -28% | 70.2 |
| 32 |  $MLM | MARTIN MARIETTA MATERIALS INC | $119.5M | 1.6% | +7% | 62.9 |
| 33 |  $ECL | ECOLAB INC. | $115.7M | 1.6% | +62% | 63.3 |
| 34 |  $CNM | Core & Main, Inc. | $115.6M | 1.6% | +20% | 59.9 |
| 35 |  $HLT | Hilton Worldwide Holdings Inc. | $111.8M | 1.5% | +9% | 63.3 |
| 36 |  $RGLD | ROYAL GOLD INC | $111.4M | 1.5% | -3% | 79.7 |
| 37 |  $SCHW | SCHWAB CHARLES CORP | $110.9M | 1.5% | -3% | 79.4 |
| 38 |  $ICE | Intercontinental Exchange, Inc. | $101.1M | 1.4% | +7% | 73.7 |
| 39 |  $WH | WYNDHAM HOTELS & RESORTS, INC. | $100.6M | 1.4% | -3% | 51.3 |
| 40 |  $COO | COOPER COMPANIES, INC. | $92.1M | 1.2% | -3% | 57 |
| 41 |  $DHR | DANAHER CORP /DE/ | $87.9M | 1.2% | -42% | 64.8 |
| 42 |  $ADI | ANALOG DEVICES INC | $80.5M | 1.1% | -15% | 79.2 |
| 43 |  $WSO | WATSCO INC | $78.7M | 1.1% | NEW | 51.5 |
| 44 |  $IEX | IDEX CORP /DE/ | $72.9M | 1.0% | -3% | 60.9 |
| 45 |  $ETSY | ETSY INC | $66.2M | 0.9% | -3% | 61.2 |
| 46 |  $CDW | CDW Corp | $45.8M | 0.6% | -3% | 55.5 |
| 47 |  $SHW | SHERWIN WILLIAMS CO | $37.9M | 0.5% | -3% | 61.3 |
| 48 |  $POOL | POOL CORP | $37.6M | 0.5% | -3% | 51.8 |
| 49 |  $LLYVA | Liberty Live Holdings, Inc. | $2.8M | 0.0% | -3% | 27.5 |
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