13F Pro13F Pro

Findlay Park Partners LLP

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1351950
Institutional-grade research for retail investors

Sector Allocation

  • Industrials22.5%$1.7B
  • Technology21.9%$1.6B
  • Healthcare13.8%$1.0B
  • Financials11.4%$843.3M
  • Materials9.6%$711.2M
  • Consumer Discretionary8.6%$637.0M
  • Communication Services5.2%$387.9M
  • Energy4.0%$298.9M
  • Utilities2.9%$214.3M

AUM History

13fpro.ai/research/fund/findlay-park-partners-llp-1351950

Conviction and streaks

Stable · top 10 = 33.0%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

TDY$TDYConviction hold3.7% weight · held 10 quartersITT$ITTConviction hold3.7% weight · held 8 quartersAPG$APGConviction hold3.7% weight · held 10 quartersCRH$CRHConviction hold3.6% weight · held 10 quartersXPO$XPOConviction hold3.2% weight · held 9 quartersTDY$TDYAccumulating+101% shares · 3 quarters runningCRH$CRHAccumulating+22% shares · 2 quarters runningWCN$WCNAccumulating+114% shares · 2 quarters runningKLAC$KLACAccumulating+2058% shares · 2 quarters runningENTG$ENTGAccumulating+140% shares · 2 quarters runningXPO$XPOTrimming-27% shares · 5 quarters runningWST$WSTTrimming-30% shares · 5 quarters runningCP$CPTrimming-32% shares · 5 quarters runningSPGI$SPGITrimming-48% shares · 5 quarters runningRGLD$RGLDTrimming-55% shares · 5 quarters running

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/findlay-park-partners-llp-1351950

Findlay Park Partners LLP 13F holdings — Q2 2026

$7.4B portfolio (+3.3% QoQ) · 49 holdings · Q2 2026 13F · top 10 are 33% of the stock portfolio

All holdings — Findlay Park Partners LLP (Q2 2026)

49 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
AMAT$AMATAPPLIED MATERIALS INC /DE$200.9M+77%
KLAC$KLACKLA CORP$197.3M+1118%
LYV$LYVLive Nation Entertainment, Inc.$195.8M+4%
TXN$TXNTEXAS INSTRUMENTS INC$193.6M-45%
CP$CPCANADIAN PACIFIC KANSAS CITY LTD/CN$193.5M-3%
FWONA$FWONALiberty Media Corp$189.3M+4%
URI$URIUNITED RENTALS, INC.$180.1M-14%
ENTG$ENTGENTEGRIS INC$174.4M+51%
A$AAGILENT TECHNOLOGIES, INC.$174.3M-3%
EOG$EOGEOG RESOURCES INC$172.5M-25%
WAT$WATWATERS CORP /DE/$169.5M-3%
MA$MAMastercard Inc$158.0M+13%
KEYS$KEYSKeysight Technologies, Inc.$157.1M-39%
SARO$SAROStandardAero, Inc.$150.5M+23%
FERG$FERGFerguson Enterprises Inc. /DE/$146.9M+25%

What changed in Q2 2026

Against the previous quarter's 13F: 2 new, 18 added to, 29 trimmed, 9 sold out. Share-count changes; largest moves by dollar size first.

New positions (2)

  • CSCO$CSCOCISCO SYSTEMS, INC.$141.8M

    first bought this quarter

  • WSO$WSOWATSCO INC$78.7M

    first bought this quarter

Added to (18)

  • KLAC$KLACKLA CORP+1118%

    now $197.3M · held 10+ qtrs, 2 adds in a row

  • WCN$WCNWaste Connections, Inc.+70%

    now $214.3M · held 10+ qtrs, 2 adds in a row

  • AMAT$AMATAPPLIED MATERIALS INC /DE+77%

    now $200.9M · held 8 qtrs

  • ENTG$ENTGENTEGRIS INC+51%

    now $174.4M · held 6 qtrs, 2 adds in a row

  • ECL$ECLECOLAB INC.+62%

    now $115.7M · held 10+ qtrs

  • WWD$WWDWoodward, Inc.+21%

    now $232.0M · held 4 qtrs

+12 more in the Excel export

Trimmed (29)

  • TXN$TXNTEXAS INSTRUMENTS INC-45%

    now $193.6M · held 10+ qtrs, 2 trims in a row

  • KEYS$KEYSKeysight Technologies, Inc.-39%

    now $157.1M · held 10+ qtrs

  • DHR$DHRDANAHER CORP /DE/-42%

    now $87.9M · held 8 qtrs

  • EOG$EOGEOG RESOURCES INC-25%

    now $172.5M · held 10+ qtrs

  • COP$COPCONOCOPHILLIPS-28%

    now $126.4M · held 10+ qtrs

  • URI$URIUNITED RENTALS, INC.-14%

    now $180.1M · held 10+ qtrs

+23 more in the Excel export

Sold out (9)

  • INTU$INTUINTUIT INC.was $154.1M

    held 9+ qtrs

  • SLB$SLBSLB LIMITED/NVwas $103.5M

    held 1 qtr

  • MKTX$MKTXMARKETAXESS HOLDINGS INCwas $79.3M

    held 7 qtrs

  • TMO$TMOTHERMO FISHER SCIENTIFIC INC.was $76.1M

    held 9+ qtrs

  • ADSK$ADSKAutodesk, Inc.was $74.9M

    held 9+ qtrs

  • EFX$EFXEQUIFAX INCwas $71.1M

+3 more in the Excel export

Share

Holdings by quarter

Every 13F Findlay Park Partners LLP has filed, 39 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Is it too late to follow Findlay Park Partners LLP?

Q2 2026 13F filed with the SEC on Aug 12, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Findlay Park Partners LLP's top 20 holdings: 67/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)

Top 10 since filing

-5.5%

Value-weighted move of the 10 largest stock positions

Turnover

11%

Last quarter; 34% over the last 4

Top 10 weight

33%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

90%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

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 Industrials (22.5% of disclosed assets). All figures are sourced directly from Findlay Park Partners LLP’s Form 13F-HR filing with the SEC under CIK 1351950.

Funds like this

managers whose biggest positions overlap Findlay Park Partners LLP's
Select Equity Group, L.P.$20.22B 13F book · 8 shared top holdingsITTLYVCRHENTGDurable Capital Partners LP$10.28B 13F book · 5 shared top holdingsAPGXPOCRHFERGMadison Asset Management, LLC$8.39B 13F book · 8 shared top holdingsTXNKEYSFWONATDYSNYDER CAPITAL MANAGEMENT L P$5.79B 13F book · 7 shared top holdingsWWDWCNENTGAPGBRISTOL JOHN W & CO INC /NY/$6.76B 13F book · 7 shared top holdingsCPTXNENTGSCHWLongview Partners (Guernsey) LTD$6.16B 13F book · 5 shared top holdingsWSTTXNBDXSPGI

Browse Top Institutional Investors

13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.

Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock

to search all 8,700+ institutional filers.

AI-Powered Hedge Fund Analysis: Findlay Park Partners LLP

13F Pro is an AI hedge fund tracker and stock research platform. For Findlay Park Partners LLP (SEC CIK: 1351950), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Findlay Park Partners LLP's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.