Foresight Group Ltd Liability Partnership
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 28, 2025), Foresight Group Ltd Liability Partnership reported 62 stock positions worth $709.4 million. Its top holding was Ecolab (ECL) at 4.6% of the portfolio, followed by Xylem (XYL, 4.5%) and Te Connectivity (TEL, 4.5%). Compared with Q4 2024, it opened 27 new positions, added to 11 and reduced 18. The biggest buy was a new position in Ecolab (ECL) and the biggest sale Healthpeak Properties (DOC, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- London, X0
- CIK
- 0001943441
- Portfolio Value
- $709.4M (Q1 2025)
- SEC Filing
- 0001172661-25-002428 ↗ filed May 28, 2025
Holdings Value
Holdings 62 stocks · $709.4M
| ECL Ecolab Inc. | 4.64% | 129,718 | $32.9M | New |
| XYL Xylem Inc. | 4.55% | 270,151 | $32.3M | Add +3508.8% |
| TEL Te Connectivity PLC | 4.51% | 226,316 | $32.0M | New |
| LIN Linde PLC | 4.48% | 68,260 | $31.8M | New |
| AZN Astrazeneca PLC-Spons ADR | 4.46% | 217,824 | $31.6M | New |
| AMT American Tower Corp. | 4.33% | 142,382 | $30.7M | Reduce -3.1% |
| ADSK Autodesk Inc. | 4.29% | 116,153 | $30.4M | New |
| TRMB Trimble Inc. | 4.28% | 462,121 | $30.3M | New |
| TMO Thermo Fisher Scientific Inc. | 4.10% | 58,497 | $29.1M | Add +3242.7% |
| MSA Msa Safety Inc. | 3.83% | 185,170 | $27.2M | New |
| SW Smurfit Westrock PLC | 3.67% | 577,630 | $26.0M | New |
| STE Steris PLC | 3.66% | 114,528 | $26.0M | New |
| DOC Healthpeak Properties Inc. | 3.22% | 1,130,722 | $22.8M | Reduce -7.3% |
| A Agilent Technologies Inc. | 3.00% | 234,515 | $21.3M | New |
| DLR Digital Realty Trust Inc. | 2.73% | 136,136 | $19.4M | Add +8.3% |
| AWK American Water Works Co. Inc. | 2.63% | 126,520 | $18.7M | New |
| EQIX Equinix Inc. | 2.46% | 21,701 | $17.5M | Add +3.2% |
| LOPE Grand Canyon Education Inc. | 2.03% | 83,274 | $14.4M | New |
| ICLR Icon PLC | 2.00% | 80,872 | $14.2M | Add +2824.8% |
| VLTO Veralto Corp. | 2.00% | 145,329 | $14.2M | New |
| SLAB Silicon Laboratories Inc. | 1.91% | 120,461 | $13.6M | New |
| NXT Nextpower Inc. filed as NEXTRACKER INC | 1.78% | 299,573 | $12.6M | New |
| WMS Advanced Drainage Systems Inc. | 1.77% | 115,622 | $12.6M | Add +1377.0% |
| GMED Globus Medical Inc. Class A | 1.69% | 163,863 | $12.0M | New |
| DHR Danaher Corp. | 1.62% | 56,170 | $11.5M | New |
| POWI Power Integrations Inc. | 1.59% | 223,198 | $11.3M | New |
| CWEN Clearway Energy Inc. Class C | 1.54% | 361,980 | $10.9M | Reduce -3.5% |
| DEA Easterly Govt Pptys Inc. | 1.51% | 1,012,520 | $10.7M | Add +0.9% |
| TT Trane Technologies PLC | 1.42% | 29,848 | $10.0M | Add +1010.4% |
| ATS Ats Corp. | 1.36% | 386,294 | $9.6M | New |
| GMAB Genmab A/S -SP ADR | 1.33% | 48,725 | $9.5M | New |
| ROK Rockwell Automation Inc. | 1.30% | 35,761 | $9.2M | New |
| FSLR First Solar Inc. | 1.24% | 69,473 | $8.8M | New |
| VTR Ventas Inc. | 1.10% | 113,299 | $7.8M | Add +537.6% |
| CCI Crown Castle Inc. | 1.07% | 73,024 | $7.6M | Reduce -16.7% |
| BEPC Brookfield Renewable Corp. | 0.89% | 226,733 | $6.3M | New |
| APTV Aptiv PLC | 0.88% | 105,474 | $6.3M | New |
| PLD Prologis Inc. | 0.60% | 38,849 | $4.3M | Add +552.3% |
| PCH Potlatchdeltic Corp. | 0.43% | 67,901 | $3.0M | Reduce -9.7% |
| WY Weyerhaeuser Co. | 0.40% | 97,386 | $2.9M | Reduce -6.3% |
| LNG Cheniere Energy Inc. | 0.37% | 11,460 | $2.6M | New |
| STAG Stag Industrial Inc. | 0.33% | 65,998 | $2.3M | Reduce -14.7% |
| AMH American Homes 4 Rent- A | 0.30% | 57,552 | $2.2M | Reduce -6.6% |
| ARE Alexandria Real Estate Equit | 0.29% | 21,751 | $2.1M | Reduce -15.9% |
| MAA Mid-America Apartment Comm | 0.27% | 11,358 | $1.9M | Reduce -6.3% |
| COLD Americold Realty Trust Inc. | 0.25% | 82,365 | $1.8M | Reduce -6.3% |
| CSX CSX Corp. | 0.21% | 51,687 | $1.5M | New |
| KRC Kilroy Realty Corp. | 0.20% | 41,767 | $1.4M | Reduce -6.3% |
| ADC Agree Realty Corp. | 0.18% | 16,865 | $1.3M | Reduce -6.3% |
| PECO Phillips Edison & Company Inc. | 0.17% | 33,307 | $1.2M | Reduce -6.3% |
| BXP BXP Inc. | 0.15% | 15,604 | $1.1M | Reduce -6.3% |
| JCI Johnson Controls Internation | 0.15% | 13,045 | $1.0M | Reduce -5.5% |
| DE Deere & Co. | 0.13% | 1,981 | $921K | No change |
| RYN Rayonier Inc. | 0.11% | 27,696 | $771K | Add +4.5% |
| BFAM Bright Horizons Family Solut | 0.11% | 5,997 | $759K | No change |
| GXO Gxo Logistics Inc. | 0.10% | 18,703 | $735K | No change |
| OC Owens Corning | 0.09% | 4,525 | $646K | No change |
| DBRG Digitalbridge Group Inc. | 0.07% | 56,352 | $500K | No change |
| VITL Vital Farms Inc. | 0.07% | 16,691 | $497K | Reduce -8.7% |
| CMC Commercial Metals Co. | 0.06% | 9,713 | $448K | No change |
| VRT Vertiv Holdings Co. Class A | 0.05% | 5,123 | $380K | New |
| HR Healthcare Realty Trust Inc. | 0.04% | 18,693 | $313K | Reduce -96.7% |
Portfolio Sells Q4 2024 → Q1 2025
| DOC Healthpeak Properties Inc. | Reduce -7.3% | 3.22% | −19.54 |
| AMT American Tower Corp. | Reduce -3.1% | 4.33% | −16.44 |
| HR Healthcare Realty Trust Inc. | Reduce -96.7% | 0.04% | −5.91 |
| CCI Crown Castle Inc. | Reduce -16.7% | 1.07% | −3.84 |
| CWEN Clearway Energy Inc. Class C | Reduce -3.5% | 1.54% | −3.00 |
| WY Weyerhaeuser Co. | Reduce -6.3% | 0.40% | −0.49 |
| PCH Potlatchdeltic Corp. | Reduce -9.7% | 0.43% | −0.47 |
| ARE Alexandria Real Estate Equit | Reduce -15.9% | 0.29% | −0.10 |
| KRC Kilroy Realty Corp. | Reduce -6.3% | 0.20% | −0.08 |
| STAG Stag Industrial Inc. | Reduce -14.7% | 0.33% | −0.07 |
| AMH American Homes 4 Rent- A | Reduce -6.6% | 0.30% | −0.05 |
| BXP BXP Inc. | Reduce -6.3% | 0.15% | −0.04 |
| PECO Phillips Edison & Company Inc. | Reduce -6.3% | 0.17% | −0.04 |
| VITL Vital Farms Inc. | Reduce -8.7% | 0.07% | −0.04 |
| COLD Americold Realty Trust Inc. | Reduce -6.3% | 0.25% | −0.03 |
| JCI Johnson Controls Internation | Reduce -5.5% | 0.15% | −0.02 |
| MAA Mid-America Apartment Comm | Reduce -6.3% | 0.27% | −0.02 |
| ADC Agree Realty Corp. | Reduce -6.3% | 0.18% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| ECL Ecolab Inc. | New | 4.64% | +4.64 |
| TEL Te Connectivity PLC | New | 4.51% | +4.51 |
| LIN Linde PLC | New | 4.48% | +4.48 |
| AZN Astrazeneca PLC-Spons ADR | New | 4.46% | +4.46 |
| XYL Xylem Inc. | Add +3508.8% | 4.55% | +4.41 |
| ADSK Autodesk Inc. | New | 4.29% | +4.29 |
| TRMB Trimble Inc. | New | 4.28% | +4.28 |
| TMO Thermo Fisher Scientific Inc. | Add +3242.7% | 4.10% | +3.96 |
| MSA Msa Safety Inc. | New | 3.83% | +3.83 |
| SW Smurfit Westrock PLC | New | 3.67% | +3.67 |
| STE Steris PLC | New | 3.66% | +3.66 |
| A Agilent Technologies Inc. | New | 3.00% | +3.00 |
| AWK American Water Works Co. Inc. | New | 2.63% | +2.63 |
| LOPE Grand Canyon Education Inc. | New | 2.03% | +2.03 |
| VLTO Veralto Corp. | New | 2.00% | +2.00 |
| SLAB Silicon Laboratories Inc. | New | 1.91% | +1.91 |
| ICLR Icon PLC | Add +2824.8% | 2.00% | +1.91 |
| NXT Nextpower Inc. | New | 1.78% | +1.78 |
| GMED Globus Medical Inc. Class A | New | 1.69% | +1.69 |
| WMS Advanced Drainage Systems Inc. | Add +1377.0% | 1.77% | +1.63 |
| DHR Danaher Corp. | New | 1.62% | +1.62 |
| POWI Power Integrations Inc. | New | 1.59% | +1.59 |
| ATS Ats Corp. | New | 1.36% | +1.36 |
| GMAB Genmab A/S -SP ADR | New | 1.33% | +1.33 |
| ROK Rockwell Automation Inc. | New | 1.30% | +1.30 |
| TT Trane Technologies PLC | Add +1010.4% | 1.42% | +1.26 |
| FSLR First Solar Inc. | New | 1.24% | +1.24 |
| VTR Ventas Inc. | Add +537.6% | 1.10% | +0.94 |
| BEPC Brookfield Renewable Corp. | New | 0.89% | +0.89 |
| APTV Aptiv PLC | New | 0.88% | +0.88 |
| PLD Prologis Inc. | Add +552.3% | 0.60% | +0.51 |
| LNG Cheniere Energy Inc. | New | 0.37% | +0.37 |
| CSX CSX Corp. | New | 0.21% | +0.21 |
| VRT Vertiv Holdings Co. Class A | New | 0.05% | +0.05 |
| RYN Rayonier Inc. | Add +4.5% | 0.11% | +0.00 |
| DEA Easterly Govt Pptys Inc. | Add +0.9% | 1.51% | −3.76 |
| EQIX Equinix Inc. | Add +3.2% | 2.46% | −9.79 |
| DLR Digital Realty Trust Inc. | Add +8.3% | 2.73% | −14.48 |
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 |