Foresight Group Ltd Liability Partnership
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 27, 2026), Foresight Group Ltd Liability Partnership reported 62 stock positions worth $555.8 million. Its top holding was Ecolab (ECL) at 4.5% of the portfolio, followed by Xylem (XYL, 4.3%) and American Water Works (AWK, 4.2%). Compared with Q1 2026, it opened 6 new positions, sold out of 4, added to 16 and reduced 29. The biggest buy was a new position in Smurfit Westrock (SW) and the biggest sale an exit from Flutter Entertainment PLC-Di (FLUT).
- Most Recent 13F
- Q2 2026
- Location
- London, X0
- CIK
- 0001943441
- Portfolio Value
- $555.8M (Q2 2026)
- SEC Filing
- 0001172661-26-002813 ↗ filed Jul 27, 2026
Holdings Value
Holdings 62 stocks · $555.8M
| ECL Ecolab Inc. | 4.45% | 88,745 | $24.7M | Reduce -10.8% |
| XYL Xylem Inc. | 4.29% | 202,120 | $23.9M | Add +2.4% |
| AWK American Water Works Co. Inc. | 4.16% | 174,231 | $23.1M | Reduce -5.3% |
| A Agilent Technologies Inc. | 4.02% | 170,779 | $22.3M | Reduce -12.5% |
| APTV Aptiv PLC | 4.02% | 369,767 | $22.3M | Reduce -4.9% |
| TMO Thermo Fisher Scientific Inc. | 3.90% | 43,414 | $21.7M | Reduce -10.8% |
| TEL Te Connectivity PLC | 3.84% | 105,882 | $21.3M | Reduce -11.5% |
| ICLR Icon PLC filed as ICON PUB LTD CO | 3.71% | 119,181 | $20.6M | Add +47.8% |
| GMED Globus Medical Inc. Class A | 3.56% | 254,030 | $19.8M | Reduce -13.6% |
| STE Steris PLC | 3.38% | 89,732 | $18.8M | Reduce -11.7% |
| DLR Digital Realty Trust Inc. | 3.28% | 100,750 | $18.2M | Reduce -7.0% |
| DOC Healthpeak Properties Inc. | 3.15% | 808,489 | $17.5M | Add +0.6% |
| TRMB Trimble Inc. | 3.06% | 336,440 | $17.0M | Reduce -9.5% |
| ADSK Autodesk Inc. | 3.02% | 86,508 | $16.8M | Reduce -10.1% |
| EQIX Equinix Inc. | 2.93% | 15,493 | $16.3M | Reduce -13.1% |
| AMT American Tower Corp. | 2.89% | 97,840 | $16.1M | Add +1.7% |
| ROK Rockwell Automation Inc. | 2.42% | 27,378 | $13.5M | Reduce -9.9% |
| FSLR First Solar Inc. | 2.28% | 53,647 | $12.6M | Reduce -51.3% |
| TT Trane Technologies PLC | 2.28% | 25,643 | $12.6M | Reduce -9.3% |
| SW Smurfit Westrock PLC | 2.24% | 270,883 | $12.4M | New |
| SNPS Synopsys Inc. | 2.20% | 27,577 | $12.2M | Reduce -16.6% |
| CWEN Clearway Energy Inc. Class C | 2.07% | 330,485 | $11.5M | Add +15.7% |
| VTR Ventas Inc. | 2.02% | 126,030 | $11.3M | Add +8.1% |
| VLTO Veralto Corp. | 2.02% | 127,342 | $11.2M | Reduce -8.5% |
| VGNT Versigent PLC | 1.90% | 262,320 | $10.6M | Add +102.6% |
| CVSA Covista Inc. | 1.73% | 77,264 | $9.6M | New |
| BEPC Brookfield Renewable Corp. | 1.70% | 253,428 | $9.5M | New |
| MSA Msa Safety Inc. | 1.70% | 54,195 | $9.4M | Reduce -11.5% |
| EXC Exelon Corp. | 1.67% | 198,415 | $9.3M | Add +21.4% |
| LOPE Grand Canyon Education Inc. | 1.64% | 63,491 | $9.1M | Add +14.6% |
| BSY Bentley Systems Inc. Class B | 1.56% | 293,803 | $8.7M | Reduce -10.2% |
| NXT Nextpower Inc. | 1.48% | 71,334 | $8.2M | Reduce -10.9% |
| TTEK Tetra Tech Inc. | 1.38% | 269,580 | $7.7M | New |
| SUNB Sunbelt Rentals Holdings Inc. | 1.21% | 92,217 | $6.7M | New |
| CCI Crown Castle Inc. | 1.03% | 75,663 | $5.7M | Add +1.7% |
| BSX Boston Scientific Corp. | 0.97% | 126,468 | $5.4M | Add +41.5% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.95% | 109,935 | $5.3M | New |
| DEA Easterly Government Properti | 0.90% | 198,278 | $5.0M | Reduce -0.4% |
| VRT Vertiv Holdings Co. Class A | 0.40% | 6,749 | $2.2M | Reduce -25.6% |
| PLD Prologis Inc. | 0.39% | 16,029 | $2.2M | Reduce -23.4% |
| LNG Cheniere Energy Inc. | 0.39% | 8,869 | $2.1M | Reduce -18.0% |
| RYN Rayonier Inc. | 0.35% | 92,003 | $1.9M | Reduce -12.3% |
| DBRG Digitalbridge Group Inc. | 0.34% | 121,406 | $1.9M | No change |
| WY Weyerhaeuser Co. | 0.28% | 64,742 | $1.5M | Add +9.8% |
| JCI Johnson Controls Internation | 0.27% | 10,379 | $1.5M | No change |
| CSX CSX Corp. | 0.23% | 26,808 | $1.3M | Reduce -43.4% |
| DE Deere & Co. | 0.22% | 1,981 | $1.2M | No change |
| ADC Agree Realty Corp. | 0.22% | 15,903 | $1.2M | Reduce -11.9% |
| OC Owens Corning | 0.20% | 7,144 | $1.1M | Add +19.6% |
| STAG Stag Industrial Inc. | 0.20% | 28,807 | $1.1M | Reduce -18.9% |
| WMS Advanced Drainage Systems Inc. | 0.20% | 7,035 | $1.1M | Add +17.7% |
| PECO Phillips Edison & Company Inc. | 0.17% | 22,347 | $942K | Reduce -18.6% |
| GXO Gxo Logistics Inc. | 0.17% | 18,872 | $930K | Add +9.6% |
| AMH American Homes 4 Rent- A | 0.16% | 26,157 | $885K | No change |
| BXP BXP Inc. | 0.16% | 13,202 | $879K | No change |
| MAA Mid-America Apartment Comm | 0.11% | 4,480 | $622K | No change |
| CMC Commercial Metals Co. | 0.11% | 9,713 | $621K | No change |
| WELL Welltower Inc. | 0.11% | 2,598 | $595K | No change |
| KRC Kilroy Realty Corp. | 0.09% | 13,036 | $497K | No change |
| BFAM Bright Horizons Family Solut | 0.08% | 5,997 | $427K | No change |
| COLD Americold Realty Trust Inc. | 0.07% | 22,920 | $363K | No change |
| VITL Vital Farms Inc. | 0.06% | 29,399 | $340K | Add +86.5% |
Portfolio Sells Q1 2026 → Q2 2026
| FLUT Flutter Entertainment PLC-Di | Sold out | 0.00% | −2.13 |
| POWI Power Integrations Inc. | Sold out | 0.00% | −1.98 |
| FSLR First Solar Inc. | Reduce -51.3% | 2.28% | −1.56 |
| VRRM Verra Mobility Corp. | Sold out | 0.00% | −1.50 |
| BEP Brookfield Renewable Partner | Sold out | 0.00% | −1.47 |
| TRMB Trimble Inc. | Reduce -9.5% | 3.06% | −1.22 |
| ADSK Autodesk Inc. | Reduce -10.1% | 3.02% | −1.04 |
| GMED Globus Medical Inc. Class A | Reduce -13.6% | 3.56% | −0.92 |
| APTV Aptiv PLC | Reduce -4.9% | 4.02% | −0.75 |
| STE Steris PLC | Reduce -11.7% | 3.38% | −0.59 |
| TEL Te Connectivity PLC | Reduce -11.5% | 3.84% | −0.58 |
| BSY Bentley Systems Inc. Class B | Reduce -10.2% | 1.56% | −0.46 |
| TMO Thermo Fisher Scientific Inc. | Reduce -10.8% | 3.90% | −0.32 |
| AWK American Water Works Co. Inc. | Reduce -5.3% | 4.16% | −0.26 |
| NXT Nextpower Inc. | Reduce -10.9% | 1.48% | −0.22 |
| ECL Ecolab Inc. | Reduce -10.8% | 4.45% | −0.22 |
| LNG Cheniere Energy Inc. | Reduce -18.0% | 0.39% | −0.17 |
| VLTO Veralto Corp. | Reduce -8.5% | 2.02% | −0.15 |
| SNPS Synopsys Inc. | Reduce -16.6% | 2.20% | −0.12 |
| EQIX Equinix Inc. | Reduce -13.1% | 2.93% | −0.10 |
| CSX CSX Corp. | Reduce -43.4% | 0.23% | −0.10 |
| PLD Prologis Inc. | Reduce -23.4% | 0.39% | −0.08 |
| MSA Msa Safety Inc. | Reduce -11.5% | 1.70% | −0.08 |
| DLR Digital Realty Trust Inc. | Reduce -7.0% | 3.28% | −0.07 |
| RYN Rayonier Inc. | Reduce -12.3% | 0.35% | −0.03 |
| STAG Stag Industrial Inc. | Reduce -18.9% | 0.20% | −0.03 |
| ADC Agree Realty Corp. | Reduce -11.9% | 0.22% | −0.02 |
| PECO Phillips Edison & Company Inc. | Reduce -18.6% | 0.17% | −0.01 |
| VRT Vertiv Holdings Co. Class A | Reduce -25.6% | 0.40% | +0.02 |
| A Agilent Technologies Inc. | Reduce -12.5% | 4.02% | +0.09 |
| DEA Easterly Government Properti | Reduce -0.4% | 0.90% | +0.14 |
| TT Trane Technologies PLC | Reduce -9.3% | 2.28% | +0.20 |
| ROK Rockwell Automation Inc. | Reduce -9.9% | 2.42% | +0.50 |
Portfolio Buys Q1 2026 → Q2 2026
| SW Smurfit Westrock PLC | New | 2.24% | +2.24 |
| ICLR Icon PLC | Add +47.8% | 3.71% | +2.13 |
| CVSA Covista Inc. | New | 1.73% | +1.73 |
| BEPC Brookfield Renewable Corp. | New | 1.70% | +1.70 |
| TTEK Tetra Tech Inc. | New | 1.38% | +1.38 |
| SUNB Sunbelt Rentals Holdings Inc. | New | 1.21% | +1.21 |
| VGNT Versigent PLC | Add +102.6% | 1.90% | +0.98 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.95% | +0.95 |
| DOC Healthpeak Properties Inc. | Add +0.6% | 3.15% | +0.80 |
| VTR Ventas Inc. | Add +8.1% | 2.02% | +0.34 |
| EXC Exelon Corp. | Add +21.4% | 1.67% | +0.26 |
| XYL Xylem Inc. | Add +2.4% | 4.29% | +0.13 |
| OC Owens Corning | Add +19.6% | 0.20% | +0.09 |
| CWEN Clearway Energy Inc. Class C | Add +15.7% | 2.07% | +0.09 |
| WMS Advanced Drainage Systems Inc. | Add +17.7% | 0.20% | +0.06 |
| VITL Vital Farms Inc. | Add +86.5% | 0.06% | +0.02 |
| WY Weyerhaeuser Co. | Add +9.8% | 0.28% | +0.02 |
| GXO Gxo Logistics Inc. | Add +9.6% | 0.17% | +0.02 |
| AMT American Tower Corp. | Add +1.7% | 2.89% | −0.00 |
| CCI Crown Castle Inc. | Add +1.7% | 1.03% | −0.01 |
| BSX Boston Scientific Corp. | Add +41.5% | 0.97% | −0.02 |
| LOPE Grand Canyon Education Inc. | Add +14.6% | 1.64% | −0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 62 | $555.8M | ECL, XYL, AWK, A, APTV |
| Q1 2026 | 59 | $566.2M | APTV, ECL, GMED, AWK, TEL |
| Q4 2025 | 58 | $664.4M | NVO, TEL, GMED, TMO, TRMB |
| Q3 2025 | 58 | $669.9M | XYL, TEL, ADSK, TRMB, ECL |
| Q2 2025 | 60 | $704.9M | ADSK, TEL, TRMB, XYL, ECL |
| Q1 2025Amended | 62 | $709.4M | ECL, XYL, TEL, LIN, AZN |
| Q4 2024 | 35 | $645.3M | DOC, AMT, DLR, EQIX, HR |
| Q3 2024 | 33 | $51.9M | BEPC, STAG, ARE, EQIX, AMT |
| Q2 2024 | 34 | $189.5M | AMT, DOC, HR, DLR, EQIX |
| Q1 2024 | 31 | $184.7M | AMT, DOC, HR, DLR, DEA |