Findlay Park Partners LLP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Findlay Park Partners LLP reported 57 stock positions worth $9.7 billion. Its top holding was Microsoft (MSFT) at 4.3% of the portfolio, followed by Intuit (INTU, 3.7%) and Accenture Class A (ACN, 3.6%). Compared with Q1 2025, it sold out of 1, added to 7 and reduced 50. The biggest buy was Microsoft (MSFT, shares +31%) and the biggest sale an exit from Unitedhealth (UNH).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001351950
- Portfolio Value
- $9.7B (Q2 2025)
- SEC Filing
- 0000943663-25-000213 ↗ filed Aug 13, 2025
Holdings Value
Holdings 57 stocks · $9.7B
| MSFT Microsoft Corp. | 4.33% | 844,810 | $420.2M | Add +31.4% |
| INTU Intuit Inc. | 3.70% | 455,645 | $358.9M | Add +15.3% |
| ACN Accenture PLC Class A | 3.64% | 1,182,298 | $353.4M | Add +37.7% |
| APG Api Group Corp. | 3.51% | 6,666,648 | $340.3M | Add +3.4% |
| LYV Live Nation Entertainment Inc. | 3.21% | 2,059,400 | $311.5M | Reduce -14.3% |
| SPGI S&P Global Inc. | 3.18% | 584,520 | $308.2M | Reduce -3.5% |
| FWONK Liberty Media Corp. Class C | 3.12% | 2,896,213 | $302.7M | Reduce -3.5% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 3.12% | 944,101 | $302.2M | Reduce -19.5% |
| MA Mastercard Inc. Class A | 2.98% | 514,990 | $289.4M | Reduce -3.5% |
| CP Canadian Pacific Kansas City | 2.58% | 3,159,496 | $250.5M | Reduce -3.5% |
| SCHW Schwab (charles) Corp. | 2.56% | 2,726,369 | $248.8M | Reduce -19.6% |
| TXN Texas Instruments Inc. | 2.56% | 1,198,031 | $248.7M | Add +45.1% |
| CRH CRH PLC | 2.34% | 2,466,911 | $226.5M | Reduce -3.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.20% | 438,536 | $213.0M | Add +35.9% |
| RGLD Royal Gold Inc. | 2.20% | 1,197,730 | $213.0M | Reduce -3.5% |
| EOG EOG Resources Inc. | 2.08% | 1,683,509 | $201.4M | Reduce -3.5% |
| WAT Waters Corp. | 2.02% | 560,969 | $195.8M | Reduce -3.5% |
| MRSH Marsh & McLennan Cos | 2.00% | 885,767 | $193.7M | Reduce -21.6% |
| XPO Xpo Inc. | 1.98% | 1,517,500 | $191.6M | Reduce -3.5% |
| STE Steris PLC | 1.88% | 760,652 | $182.7M | Reduce -3.5% |
| ICE Intercontinental Exchange Inc. | 1.87% | 989,469 | $181.5M | Reduce -3.5% |
| WST West Pharmaceutical Services | 1.84% | 816,606 | $178.7M | Reduce -3.5% |
| FERG Ferguson Enterprises Inc. | 1.78% | 790,610 | $172.2M | Reduce -3.5% |
| URI United Rentals Inc. | 1.77% | 227,436 | $171.4M | Reduce -3.4% |
| IT Gartner Inc. | 1.74% | 417,821 | $168.9M | Reduce -3.5% |
| SHW The Sherwin-Williams Co. | 1.70% | 481,312 | $165.3M | Reduce -3.5% |
| COP Conocophillips | 1.64% | 1,770,771 | $158.9M | Reduce -3.5% |
| CNI Canadian Natl Railway Co. | 1.60% | 1,490,368 | $155.1M | Reduce -18.6% |
| A Agilent Technologies Inc. | 1.57% | 1,287,410 | $151.9M | Reduce -3.5% |
| CBRE CBRE Group Inc. Class A | 1.52% | 1,054,216 | $147.7M | Reduce -30.5% |
| MKTX Marketaxess Holdings Inc. | 1.51% | 656,300 | $146.6M | Reduce -3.5% |
| EFX Equifax Inc. | 1.44% | 539,100 | $139.8M | Reduce -3.5% |
| WCN Waste Connections Inc. | 1.42% | 734,958 | $137.2M | Reduce -27.3% |
| HLT Hilton Worldwide Holdings Inc. | 1.39% | 505,674 | $134.7M | Reduce -3.5% |
| TMO Thermo Fisher Scientific Inc. | 1.35% | 322,220 | $130.6M | Reduce -3.5% |
| KLAC KLA Corp. | 1.33% | 144,382 | $129.3M | Reduce -3.4% |
| COO The Cooper Cos Inc. | 1.33% | 1,815,900 | $129.2M | Add +312.5% |
| MLM Martin Marietta Materials | 1.25% | 220,842 | $121.2M | Reduce -3.4% |
| ITT Itt Inc. | 1.24% | 767,900 | $120.4M | Reduce -3.5% |
| ECL Ecolab Inc. | 1.22% | 440,184 | $118.6M | Reduce -3.5% |
| ACM Aecom | 1.19% | 1,026,227 | $115.8M | Reduce -3.5% |
| MSCI MSCI Inc. | 1.19% | 199,300 | $114.9M | Reduce -3.4% |
| KEYS Keysight Technologies Inc. | 1.17% | 691,752 | $113.4M | Reduce -3.5% |
| DHR Danaher Corp. | 1.15% | 564,400 | $111.5M | Reduce -3.5% |
| TDY Teledyne Technologies Inc. | 1.11% | 210,539 | $107.9M | Reduce -3.4% |
| AMAT Applied Materials Inc. | 1.07% | 564,400 | $103.3M | Reduce -3.5% |
| ADSK Autodesk Inc. | 1.04% | 326,399 | $101.0M | Reduce -3.5% |
| MEDP Medpace Holdings Inc. | 1.00% | 307,600 | $96.5M | Reduce -26.5% |
| CDW CDW Corp. | 0.85% | 459,126 | $82.0M | Reduce -3.5% |
| IEX Idex Corp. | 0.82% | 452,899 | $79.5M | Reduce -3.5% |
| ADI Analog Devices Inc. | 0.80% | 325,618 | $77.5M | Reduce -51.8% |
| POOL Pool Corp. | 0.74% | 246,675 | $71.9M | Reduce -3.4% |
| ALC Alcon Inc. filed as ALCON AG | 0.74% | 810,617 | $71.6M | Reduce -30.6% |
| ETSY Etsy Inc. | 0.62% | 1,192,800 | $59.8M | Reduce -3.5% |
| ENTG Entegris Inc. | 0.41% | 495,100 | $39.9M | Reduce -3.5% |
| BLD Topbuild Corp. | 0.38% | 113,637 | $36.8M | Reduce -74.5% |
| LLYVK Liberty Media Corp.-Liberty-C | 0.03% | 36,474 | $3.0M | Reduce -3.2% |
Portfolio Sells Q1 2025 → Q2 2025
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −3.10 |
| AJG Arthur J Gallagher & Co. | Reduce -19.5% | 3.12% | −1.05 |
| BLD Topbuild Corp. | Reduce -74.5% | 0.38% | −1.02 |
| MRSH Marsh & McLennan Cos | Reduce -21.6% | 2.00% | −0.84 |
| WCN Waste Connections Inc. | Reduce -27.3% | 1.42% | −0.62 |
| ADI Analog Devices Inc. | Reduce -51.8% | 0.80% | −0.60 |
| CBRE CBRE Group Inc. Class A | Reduce -30.5% | 1.52% | −0.52 |
| ALC Alcon Inc. | Reduce -30.6% | 0.74% | −0.40 |
| TMO Thermo Fisher Scientific Inc. | Reduce -3.5% | 1.35% | −0.36 |
| COP Conocophillips | Reduce -3.5% | 1.64% | −0.34 |
| MEDP Medpace Holdings Inc. | Reduce -26.5% | 1.00% | −0.32 |
| CNI Canadian Natl Railway Co. | Reduce -18.6% | 1.60% | −0.24 |
| EOG EOG Resources Inc. | Reduce -3.5% | 2.08% | −0.23 |
| WAT Waters Corp. | Reduce -3.5% | 2.02% | −0.18 |
| SCHW Schwab (charles) Corp. | Reduce -19.6% | 2.56% | −0.17 |
| IT Gartner Inc. | Reduce -3.5% | 1.74% | −0.13 |
| WST West Pharmaceutical Services | Reduce -3.5% | 1.84% | −0.11 |
| POOL Pool Corp. | Reduce -3.4% | 0.74% | −0.10 |
| SHW The Sherwin-Williams Co. | Reduce -3.5% | 1.70% | −0.09 |
| DHR Danaher Corp. | Reduce -3.5% | 1.15% | −0.08 |
| IEX Idex Corp. | Reduce -3.5% | 0.82% | −0.05 |
| ENTG Entegris Inc. | Reduce -3.5% | 0.41% | −0.05 |
| A Agilent Technologies Inc. | Reduce -3.5% | 1.57% | −0.04 |
| MA Mastercard Inc. Class A | Reduce -3.5% | 2.98% | −0.03 |
| LYV Live Nation Entertainment Inc. | Reduce -14.3% | 3.21% | −0.02 |
| MSCI MSCI Inc. | Reduce -3.4% | 1.19% | −0.02 |
| TDY Teledyne Technologies Inc. | Reduce -3.4% | 1.11% | −0.00 |
| MKTX Marketaxess Holdings Inc. | Reduce -3.5% | 1.51% | −0.00 |
| LLYVK Liberty Media Corp.-Liberty-C | Reduce -3.2% | 0.03% | +0.00 |
| SPGI S&P Global Inc. | Reduce -3.5% | 3.18% | +0.01 |
| ETSY Etsy Inc. | Reduce -3.5% | 0.62% | +0.02 |
| CRH CRH PLC | Reduce -3.5% | 2.34% | +0.02 |
| ECL Ecolab Inc. | Reduce -3.5% | 1.22% | +0.03 |
| EFX Equifax Inc. | Reduce -3.5% | 1.44% | +0.04 |
| STE Steris PLC | Reduce -3.5% | 1.88% | +0.05 |
| ICE Intercontinental Exchange Inc. | Reduce -3.5% | 1.87% | +0.05 |
| CDW CDW Corp. | Reduce -3.5% | 0.85% | +0.06 |
| KEYS Keysight Technologies Inc. | Reduce -3.5% | 1.17% | +0.06 |
| RGLD Royal Gold Inc. | Reduce -3.5% | 2.20% | +0.11 |
| MLM Martin Marietta Materials | Reduce -3.4% | 1.25% | +0.13 |
| ADSK Autodesk Inc. | Reduce -3.5% | 1.04% | +0.13 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -3.5% | 1.39% | +0.16 |
| ACM Aecom | Reduce -3.5% | 1.19% | +0.18 |
| ITT Itt Inc. | Reduce -3.5% | 1.24% | +0.18 |
| AMAT Applied Materials Inc. | Reduce -3.5% | 1.07% | +0.19 |
| CP Canadian Pacific Kansas City | Reduce -3.5% | 2.58% | +0.22 |
| XPO Xpo Inc. | Reduce -3.5% | 1.98% | +0.24 |
| URI United Rentals Inc. | Reduce -3.4% | 1.77% | +0.25 |
| KLAC KLA Corp. | Reduce -3.4% | 1.33% | +0.29 |
| FWONK Liberty Media Corp. Class C | Reduce -3.5% | 3.12% | +0.34 |
Portfolio Buys Q1 2025 → Q2 2025
| MSFT Microsoft Corp. | Add +31.4% | 4.33% | +1.85 |
| INTU Intuit Inc. | Add +15.3% | 3.70% | +1.20 |
| APG Api Group Corp. | Add +3.4% | 3.51% | +1.14 |
| TXN Texas Instruments Inc. | Add +45.1% | 2.56% | +1.04 |
| COO The Cooper Cos Inc. | Add +312.5% | 1.33% | +0.95 |
| ACN Accenture PLC Class A | Add +37.7% | 3.64% | +0.89 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +35.9% | 2.20% | +0.43 |
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 |