Findlay Park Partners LLP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), Findlay Park Partners LLP reported 49 stock positions worth $7.4 billion. Its top holding was Teledyne Technologies (TDY) at 3.7% of the portfolio, followed by Itt (ITT, 3.7%) and Api (APG, 3.7%). Compared with Q1 2026, it opened 2 new positions, sold out of 9, added to 18 and reduced 29. The biggest buy was Applied Materials (AMAT, shares +77%) and the biggest sale an exit from Intuit (INTU).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001351950
- Portfolio Value
- $7.4B (Q2 2026)
- SEC Filing
- 0000945621-26-001029 ↗ filed Aug 12, 2026
Holdings Value
Holdings 49 stocks · $7.4B
| TDY Teledyne Technologies Inc. | 3.74% | 415,899 | $277.4M | Add +5.5% |
| ITT Itt Inc. | 3.73% | 1,397,628 | $276.4M | Reduce -1.0% |
| APG Api Group Corp. | 3.73% | 6,522,698 | $276.2M | Add +9.0% |
| CRH CRH PLC | 3.56% | 2,465,011 | $263.8M | Add +12.5% |
| XPO Xpo Inc. | 3.19% | 1,150,100 | $236.1M | Reduce -3.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.17% | 468,716 | $234.5M | Reduce -3.3% |
| WWD Woodward Inc. | 3.13% | 545,220 | $232.0M | Add +20.7% |
| CNI Canadian Natl Railway Co. | 2.94% | 1,826,068 | $217.7M | Reduce -3.3% |
| WCN Waste Connections Inc. | 2.89% | 1,285,809 | $214.3M | Add +69.8% |
| WST West Pharmaceutical Services | 2.89% | 596,646 | $214.2M | Reduce -3.3% |
| AMAT Applied Materials Inc. | 2.71% | 277,860 | $200.9M | Add +77.2% |
| KLAC KLA Corp. | 2.66% | 653,850 | $197.3M | Add +21.9% |
| LYV Live Nation Entertainment Inc. | 2.64% | 1,069,200 | $195.8M | Add +4.3% |
| TXN Texas Instruments Inc. | 2.61% | 649,431 | $193.6M | Reduce -45.1% |
| CP Canadian Pacific Kansas City | 2.61% | 2,233,296 | $193.5M | Reduce -3.3% |
| FWONK Liberty Media Corp. Class C | 2.56% | 1,989,657 | $189.3M | Add +4.0% |
| URI United Rentals Inc. | 2.43% | 158,948 | $180.1M | Reduce -14.3% |
| ENTG Entegris Inc. | 2.35% | 969,700 | $174.4M | Add +51.4% |
| A Agilent Technologies Inc. | 2.35% | 1,312,063 | $174.3M | Reduce -3.3% |
| EOG EOG Resources Inc. | 2.33% | 1,329,709 | $172.5M | Reduce -25.1% |
| WAT Waters Corp. | 2.29% | 451,925 | $169.5M | Reduce -3.3% |
| MA Mastercard Inc. Class A | 2.13% | 307,650 | $158.0M | Add +13.3% |
| KEYS Keysight Technologies Inc. | 2.12% | 448,872 | $157.1M | Reduce -39.2% |
| SARO Standardaero Inc. | 2.03% | 5,032,523 | $150.5M | Add +23.2% |
| FERG Ferguson Enterprises Inc. | 1.98% | 618,810 | $146.9M | Add +24.6% |
| MSFT Microsoft Corp. | 1.95% | 386,430 | $144.1M | Reduce -3.3% |
| BDX Becton Dickinson and Co. | 1.94% | 951,200 | $143.9M | Reduce -3.3% |
| CSCO Cisco Systems Inc. | 1.91% | 1,207,200 | $141.8M | New |
| STE Steris PLC | 1.87% | 657,713 | $138.5M | Reduce -2.5% |
| SPGI S&P Global Inc. | 1.72% | 312,640 | $127.3M | Reduce -3.3% |
| COP Conocophillips | 1.71% | 1,216,171 | $126.4M | Reduce -28.1% |
| MLM Martin Marietta Materials | 1.61% | 207,262 | $119.5M | Add +6.7% |
| ECL Ecolab Inc. | 1.56% | 415,184 | $115.7M | Add +62.5% |
| CNM Core & Main Inc. Class A | 1.56% | 2,395,854 | $115.6M | Add +20.0% |
| HLT Hilton Worldwide Holdings Inc. | 1.51% | 338,374 | $111.8M | Add +8.8% |
| RGLD Royal Gold Inc. | 1.50% | 558,050 | $111.4M | Reduce -3.3% |
| SCHW Schwab (charles) Corp. | 1.50% | 1,202,369 | $110.9M | Reduce -3.3% |
| ICE Intercontinental Exchange Inc. | 1.36% | 821,169 | $101.1M | Add +6.5% |
| WH Wyndham Hotels & Resorts Inc. | 1.36% | 1,195,200 | $100.6M | Reduce -3.3% |
| COO The Cooper Cos Inc. | 1.24% | 1,284,000 | $92.1M | Reduce -3.3% |
| DHR Danaher Corp. | 1.19% | 461,600 | $87.9M | Reduce -42.5% |
| ADI Analog Devices Inc. | 1.09% | 202,698 | $80.5M | Reduce -15.2% |
| WSO Watsco Inc. | 1.06% | 188,840 | $78.7M | New |
| IEX Idex Corp. | 0.98% | 321,299 | $72.9M | Reduce -3.2% |
| ETSY Etsy Inc. | 0.89% | 878,400 | $66.2M | Reduce -3.3% |
| CDW CDW Corp. | 0.62% | 325,426 | $45.8M | Reduce -3.3% |
| SHW The Sherwin-Williams Co. | 0.51% | 110,012 | $37.9M | Reduce -3.3% |
| POOL Pool Corp. | 0.51% | 174,895 | $37.6M | Reduce -3.3% |
| LLYVK Liberty Live Holdings Class C | 0.04% | 26,974 | $2.8M | Reduce -2.9% |
Portfolio Sells Q1 2026 → Q2 2026
| INTU Intuit Inc. | Sold out | 0.00% | −2.15 |
| SLB SLB Ltd. | Sold out | 0.00% | −1.44 |
| COP Conocophillips | Reduce -28.1% | 1.71% | −1.40 |
| EOG EOG Resources Inc. | Reduce -25.1% | 2.33% | −1.25 |
| MKTX Marketaxess Holdings Inc. | Sold out | 0.00% | −1.11 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −1.06 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −1.04 |
| EFX Equifax Inc. | Sold out | 0.00% | −0.99 |
| DHR Danaher Corp. | Reduce -42.5% | 1.19% | −0.93 |
| KEYS Keysight Technologies Inc. | Reduce -39.2% | 2.12% | −0.79 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.74 |
| SPOT Spotify Technology SA | Sold out | 0.00% | −0.64 |
| TXN Texas Instruments Inc. | Reduce -45.1% | 2.61% | −0.59 |
| RGLD Royal Gold Inc. | Reduce -3.3% | 1.50% | −0.54 |
| BLD Topbuild Corp. | Sold out | 0.00% | −0.41 |
| BDX Becton Dickinson and Co. | Reduce -3.3% | 1.94% | −0.21 |
| STE Steris PLC | Reduce -2.5% | 1.87% | −0.21 |
| SPGI S&P Global Inc. | Reduce -3.3% | 1.72% | −0.20 |
| SCHW Schwab (charles) Corp. | Reduce -3.3% | 1.50% | −0.13 |
| MSFT Microsoft Corp. | Reduce -3.3% | 1.95% | −0.12 |
| COO The Cooper Cos Inc. | Reduce -3.3% | 1.24% | −0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.3% | 3.17% | −0.07 |
| WH Wyndham Hotels & Resorts Inc. | Reduce -3.3% | 1.36% | −0.04 |
| XPO Xpo Inc. | Reduce -3.3% | 3.19% | −0.04 |
| ITT Itt Inc. | Reduce -1.0% | 3.73% | −0.02 |
| POOL Pool Corp. | Reduce -3.3% | 0.51% | −0.00 |
| LLYVK Liberty Live Holdings Class C | Reduce -2.9% | 0.04% | +0.00 |
| SHW The Sherwin-Williams Co. | Reduce -3.3% | 0.51% | +0.00 |
| ADI Analog Devices Inc. | Reduce -15.2% | 1.09% | +0.03 |
| CDW CDW Corp. | Reduce -3.3% | 0.62% | +0.05 |
| CP Canadian Pacific Kansas City | Reduce -3.3% | 2.61% | +0.08 |
| IEX Idex Corp. | Reduce -3.2% | 0.98% | +0.11 |
| A Agilent Technologies Inc. | Reduce -3.3% | 2.35% | +0.20 |
| CNI Canadian Natl Railway Co. | Reduce -3.3% | 2.94% | +0.23 |
| ETSY Etsy Inc. | Reduce -3.3% | 0.89% | +0.26 |
| WAT Waters Corp. | Reduce -3.3% | 2.29% | +0.35 |
| URI United Rentals Inc. | Reduce -14.3% | 2.43% | +0.55 |
| WST West Pharmaceutical Services | Reduce -3.3% | 2.89% | +0.74 |
Portfolio Buys Q1 2026 → Q2 2026
| AMAT Applied Materials Inc. | Add +77.2% | 2.71% | +1.97 |
| CSCO Cisco Systems Inc. | New | 1.91% | +1.91 |
| KLAC KLA Corp. | Add +21.9% | 2.66% | +1.56 |
| ENTG Entegris Inc. | Add +51.4% | 2.35% | +1.31 |
| WCN Waste Connections Inc. | Add +69.8% | 2.89% | +1.18 |
| WSO Watsco Inc. | New | 1.06% | +1.06 |
| WWD Woodward Inc. | Add +20.7% | 3.13% | +0.88 |
| ECL Ecolab Inc. | Add +62.5% | 1.56% | +0.61 |
| SARO Standardaero Inc. | Add +23.2% | 2.03% | +0.56 |
| LYV Live Nation Entertainment Inc. | Add +4.3% | 2.64% | +0.46 |
| TDY Teledyne Technologies Inc. | Add +5.5% | 3.74% | +0.42 |
| FERG Ferguson Enterprises Inc. | Add +24.6% | 1.98% | +0.37 |
| APG Api Group Corp. | Add +9.0% | 3.73% | +0.35 |
| CRH CRH PLC | Add +12.5% | 3.56% | +0.35 |
| FWONK Liberty Media Corp. Class C | Add +4.0% | 2.56% | +0.29 |
| MA Mastercard Inc. Class A | Add +13.3% | 2.13% | +0.24 |
| HLT Hilton Worldwide Holdings Inc. | Add +8.8% | 1.51% | +0.19 |
| CNM Core & Main Inc. Class A | Add +20.0% | 1.56% | +0.19 |
| MLM Martin Marietta Materials | Add +6.7% | 1.61% | +0.02 |
| ICE Intercontinental Exchange Inc. | Add +6.5% | 1.36% | −0.32 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 49 | $7.4B | TDY, ITT, APG, CRH, XPO |
| Q1 2026 | 56 | $7.2B | ITT, EOG, APG, TDY, BRK.B |
| Q4 2025 | 57 | $7.8B | SPGI, MA, APG, AJG, ACN |
| Q3 2025 | 57 | $9.5B | MSFT, AJG, LYV, INTU, FWONK |
| Q2 2025 | 57 | $9.7B | MSFT, INTU, ACN, APG, LYV |
| Q1 2025 | 58 | $9.7B | AJG, LYV, SPGI, UNH, MA |
| Q4 2024 | 59 | $10.1B | ACN, FWONK, MSFT, UNH, AJG |
| Q3 2024 | 59 | $10.6B | UNH, ACN, MA, MSFT, IT |
| Q2 2024 | 56 | $10.6B | MSFT, NVDA, AJG, TMUS, ACN |
| Q1 2024 | 56 | $10.9B | MSFT, NVDA, MA, BLD, IT |