Findlay Park Partners LLP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), Findlay Park Partners LLP reported 56 stock positions worth $7.2 billion. Its top holding was Itt (ITT) at 3.8% of the portfolio, followed by EOG Resources (EOG, 3.6%) and Api (APG, 3.4%). Compared with Q4 2025, it opened 5 new positions, sold out of 6, added to 20 and reduced 31. The biggest buy was a new position in Becton Dickinson and (BDX) and the biggest sale an exit from Arthur J Gallagher (AJG).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001351950
- Portfolio Value
- $7.2B (Q1 2026)
- SEC Filing
- 0000945621-26-000683 ↗ filed May 13, 2026
Holdings Value
Holdings 56 stocks · $7.2B
| ITT Itt Inc. | 3.75% | 1,412,228 | $269.1M | Add +14.7% |
| EOG EOG Resources Inc. | 3.58% | 1,774,909 | $256.6M | Add +29.1% |
| APG Api Group Corp. | 3.38% | 5,981,698 | $242.4M | Reduce -14.8% |
| TDY Teledyne Technologies Inc. | 3.33% | 394,339 | $238.6M | Add +55.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.24% | 484,636 | $232.2M | Add +35.2% |
| XPO Xpo Inc. | 3.22% | 1,189,000 | $231.3M | Reduce -16.0% |
| CRH CRH PLC | 3.21% | 2,191,611 | $230.4M | Add +8.8% |
| TXN Texas Instruments Inc. | 3.20% | 1,183,131 | $229.7M | Reduce -10.4% |
| COP Conocophillips | 3.11% | 1,690,371 | $223.1M | Add +16.9% |
| KEYS Keysight Technologies Inc. | 2.91% | 738,652 | $208.6M | Add +30.7% |
| CNI Canadian Natl Railway Co. | 2.70% | 1,887,968 | $194.0M | Add +55.1% |
| CP Canadian Pacific Kansas City | 2.53% | 2,309,096 | $181.6M | Reduce -10.4% |
| FWONK Liberty Media Corp. Class C | 2.27% | 1,913,057 | $162.6M | Reduce -4.4% |
| WWD Woodward Inc. | 2.25% | 451,800 | $161.7M | Reduce -34.2% |
| LYV Live Nation Entertainment Inc. | 2.18% | 1,025,500 | $156.4M | Reduce -28.3% |
| BDX Becton Dickinson and Co. | 2.16% | 983,500 | $154.6M | New |
| A Agilent Technologies Inc. | 2.16% | 1,356,563 | $154.6M | Add +68.6% |
| WST West Pharmaceutical Services | 2.15% | 616,766 | $154.6M | Reduce -7.5% |
| INTU Intuit Inc. | 2.15% | 356,385 | $154.1M | Reduce -4.3% |
| DHR Danaher Corp. | 2.12% | 802,200 | $152.1M | Add +73.8% |
| STE Steris PLC | 2.08% | 674,755 | $149.2M | Add +8.6% |
| MSFT Microsoft Corp. | 2.06% | 399,550 | $147.9M | Add +20.1% |
| RGLD Royal Gold Inc. | 2.05% | 576,930 | $146.8M | Reduce -41.0% |
| WAT Waters Corp. | 1.94% | 467,245 | $139.1M | Add +1.9% |
| SPGI S&P Global Inc. | 1.92% | 323,240 | $137.5M | Reduce -40.4% |
| MA Mastercard Inc. Class A | 1.89% | 271,410 | $135.6M | Reduce -43.4% |
| URI United Rentals Inc. | 1.88% | 185,488 | $135.1M | Add +15.6% |
| WCN Waste Connections Inc. | 1.71% | 757,296 | $123.0M | Add +26.1% |
| ICE Intercontinental Exchange Inc. | 1.69% | 770,669 | $121.2M | Reduce -21.0% |
| SCHW Schwab (charles) Corp. | 1.63% | 1,243,069 | $116.8M | Reduce -28.6% |
| FERG Ferguson Enterprises Inc. | 1.61% | 496,710 | $115.9M | Reduce -7.8% |
| MLM Martin Marietta Materials | 1.59% | 194,302 | $114.4M | Add +7.5% |
| SARO Standardaero Inc. | 1.47% | 4,084,441 | $105.5M | New |
| SLB SLB Ltd. filed as SLB LIMITED | 1.44% | 2,014,200 | $103.5M | New |
| WH Wyndham Hotels & Resorts Inc. | 1.40% | 1,235,600 | $100.4M | New |
| CNM Core & Main Inc. Class A | 1.37% | 1,996,728 | $98.6M | New |
| COO The Cooper Cos Inc. | 1.32% | 1,327,500 | $94.9M | Reduce -10.4% |
| HLT Hilton Worldwide Holdings Inc. | 1.32% | 310,854 | $94.5M | Reduce -24.8% |
| MKTX Marketaxess Holdings Inc. | 1.11% | 480,600 | $79.3M | Reduce -10.4% |
| KLAC KLA Corp. | 1.10% | 53,662 | $79.0M | Add +77.1% |
| TMO Thermo Fisher Scientific Inc. | 1.06% | 154,740 | $76.1M | Add +39.7% |
| ADI Analog Devices Inc. | 1.06% | 239,018 | $76.0M | Reduce -10.3% |
| ENTG Entegris Inc. | 1.05% | 640,600 | $75.1M | Add +58.3% |
| ADSK Autodesk Inc. | 1.04% | 312,719 | $74.9M | Add +17.1% |
| EFX Equifax Inc. | 0.99% | 394,660 | $71.1M | Reduce -10.4% |
| ECL Ecolab Inc. | 0.95% | 255,584 | $68.0M | Reduce -29.0% |
| IEX Idex Corp. | 0.88% | 331,999 | $62.9M | Reduce -10.4% |
| AMAT Applied Materials Inc. | 0.75% | 156,800 | $53.6M | Reduce -10.3% |
| ACN Accenture PLC Class A | 0.74% | 266,098 | $52.8M | Reduce -72.4% |
| SPOT Spotify Technology SA | 0.64% | 94,240 | $45.7M | Reduce -6.8% |
| ETSY Etsy Inc. | 0.63% | 908,100 | $45.4M | Reduce -6.8% |
| CDW CDW Corp. | 0.57% | 336,426 | $40.7M | Reduce -10.4% |
| POOL Pool Corp. | 0.51% | 180,775 | $36.6M | Reduce -10.4% |
| SHW The Sherwin-Williams Co. | 0.51% | 113,732 | $36.5M | Reduce -71.1% |
| BLD Topbuild Corp. | 0.41% | 83,537 | $29.3M | Reduce -10.3% |
| LLYVK Liberty Live Holdings Class C | 0.04% | 27,774 | $2.6M | Reduce -9.8% |
Portfolio Sells Q4 2025 → Q1 2026
| AJG Arthur J Gallagher & Co. | Sold out | 0.00% | −3.39 |
| ACN Accenture PLC Class A | Reduce -72.4% | 0.74% | −2.57 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −2.10 |
| SPGI S&P Global Inc. | Reduce -40.4% | 1.92% | −1.70 |
| MA Mastercard Inc. Class A | Reduce -43.4% | 1.89% | −1.60 |
| MEDP Medpace Holdings Inc. | Sold out | 0.00% | −1.25 |
| MSCI MSCI Inc. | Sold out | 0.00% | −1.19 |
| SHW The Sherwin-Williams Co. | Reduce -71.1% | 0.51% | −1.12 |
| CBRE CBRE Group Inc. Class A | Sold out | 0.00% | −1.06 |
| ACM Aecom | Sold out | 0.00% | −1.02 |
| INTU Intuit Inc. | Reduce -4.3% | 2.15% | −1.00 |
| RGLD Royal Gold Inc. | Reduce -41.0% | 2.05% | −0.73 |
| SCHW Schwab (charles) Corp. | Reduce -28.6% | 1.63% | −0.59 |
| LYV Live Nation Entertainment Inc. | Reduce -28.3% | 2.18% | −0.42 |
| WWD Woodward Inc. | Reduce -34.2% | 2.25% | −0.39 |
| ICE Intercontinental Exchange Inc. | Reduce -21.0% | 1.69% | −0.33 |
| ECL Ecolab Inc. | Reduce -29.0% | 0.95% | −0.26 |
| FWONK Liberty Media Corp. Class C | Reduce -4.4% | 2.27% | −0.25 |
| EFX Equifax Inc. | Reduce -10.4% | 0.99% | −0.23 |
| COO The Cooper Cos Inc. | Reduce -10.4% | 1.32% | −0.23 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -24.8% | 1.32% | −0.20 |
| WST West Pharmaceutical Services | Reduce -7.5% | 2.15% | −0.19 |
| MKTX Marketaxess Holdings Inc. | Reduce -10.4% | 1.11% | −0.14 |
| SPOT Spotify Technology SA | Reduce -6.8% | 0.64% | −0.11 |
| BLD Topbuild Corp. | Reduce -10.3% | 0.41% | −0.09 |
| CDW CDW Corp. | Reduce -10.4% | 0.57% | −0.09 |
| POOL Pool Corp. | Reduce -10.4% | 0.51% | −0.08 |
| ETSY Etsy Inc. | Reduce -6.8% | 0.63% | −0.06 |
| APG Api Group Corp. | Reduce -14.8% | 3.38% | −0.05 |
| LLYVK Liberty Live Holdings Class C | Reduce -9.8% | 0.04% | +0.00 |
| IEX Idex Corp. | Reduce -10.4% | 0.88% | +0.04 |
| FERG Ferguson Enterprises Inc. | Reduce -7.8% | 1.61% | +0.08 |
| CP Canadian Pacific Kansas City | Reduce -10.4% | 2.53% | +0.11 |
| ADI Analog Devices Inc. | Reduce -10.3% | 1.06% | +0.14 |
| AMAT Applied Materials Inc. | Reduce -10.3% | 0.75% | +0.17 |
| TXN Texas Instruments Inc. | Reduce -10.4% | 3.20% | +0.28 |
| XPO Xpo Inc. | Reduce -16.0% | 3.22% | +0.77 |
Portfolio Buys Q4 2025 → Q1 2026
| BDX Becton Dickinson and Co. | New | 2.16% | +2.16 |
| EOG EOG Resources Inc. | Add +29.1% | 3.58% | +1.74 |
| TDY Teledyne Technologies Inc. | Add +55.9% | 3.33% | +1.68 |
| SARO Standardaero Inc. | New | 1.47% | +1.47 |
| SLB SLB Ltd. | New | 1.44% | +1.44 |
| KEYS Keysight Technologies Inc. | Add +30.7% | 2.91% | +1.44 |
| WH Wyndham Hotels & Resorts Inc. | New | 1.40% | +1.40 |
| COP Conocophillips | Add +16.9% | 3.11% | +1.38 |
| CNM Core & Main Inc. Class A | New | 1.37% | +1.37 |
| CNI Canadian Natl Railway Co. | Add +55.1% | 2.70% | +1.17 |
| ITT Itt Inc. | Add +14.7% | 3.75% | +1.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +35.2% | 3.24% | +0.94 |
| DHR Danaher Corp. | Add +73.8% | 2.12% | +0.77 |
| A Agilent Technologies Inc. | Add +68.6% | 2.16% | +0.76 |
| KLAC KLA Corp. | Add +77.1% | 1.10% | +0.63 |
| ENTG Entegris Inc. | Add +58.3% | 1.05% | +0.61 |
| WCN Waste Connections Inc. | Add +26.1% | 1.71% | +0.37 |
| TMO Thermo Fisher Scientific Inc. | Add +39.7% | 1.06% | +0.24 |
| URI United Rentals Inc. | Add +15.6% | 1.88% | +0.23 |
| MLM Martin Marietta Materials | Add +7.5% | 1.59% | +0.16 |
| STE Steris PLC | Add +8.6% | 2.08% | +0.07 |
| ADSK Autodesk Inc. | Add +17.1% | 1.04% | +0.04 |
| MSFT Microsoft Corp. | Add +20.1% | 2.06% | +0.01 |
| CRH CRH PLC | Add +8.8% | 3.21% | +0.00 |
| WAT Waters Corp. | Add +1.9% | 1.94% | −0.28 |
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 |