Foresight Group Ltd Liability Partnership
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Foresight Group Ltd Liability Partnership reported 58 stock positions worth $664.4 million. Its top holding was Novo-Nordisk A/S-Spons ADR (NVO) at 6.1% of the portfolio, followed by Te Connectivity (TEL, 4.7%) and Globus Medical Class A (GMED, 4.6%). Compared with Q3 2025, it opened 4 new positions, sold out of 4, added to 10 and reduced 37. The biggest buy was a new position in Verra Mobility (VRRM) and the biggest sale an exit from Astrazeneca PLC-Spons ADR (AZN).
- Most Recent 13F
- Q2 2026
- Location
- London, X0
- CIK
- 0001943441
- Portfolio Value
- $664.4M (Q4 2025)
- SEC Filing
- 0001172661-26-000863 ↗ filed Feb 17, 2026
Holdings Value
Holdings 58 stocks · $664.4M
| NVO Novo-Nordisk A/S-Spons ADR | 6.06% | 123,759 | $40.3M | Reduce -1.0% |
| TEL Te Connectivity PLC | 4.70% | 135,708 | $31.2M | Reduce -12.8% |
| GMED Globus Medical Inc. Class A | 4.56% | 344,607 | $30.3M | Reduce -18.3% |
| TMO Thermo Fisher Scientific Inc. | 4.47% | 50,883 | $29.7M | Reduce -1.7% |
| TRMB Trimble Inc. | 4.46% | 372,689 | $29.6M | Reduce -2.4% |
| FSLR First Solar Inc. | 4.37% | 109,830 | $29.1M | Reduce -2.9% |
| ADSK Autodesk Inc. | 4.34% | 96,260 | $28.8M | Reduce -2.8% |
| XYL Xylem Inc. | 4.33% | 209,243 | $28.8M | Reduce -11.7% |
| ECL Ecolab Inc. | 4.19% | 105,402 | $27.9M | Reduce -6.3% |
| STE Steris PLC | 4.17% | 108,428 | $27.7M | Reduce -4.2% |
| A Agilent Technologies Inc. | 4.05% | 195,788 | $26.9M | Reduce -1.0% |
| AMT American Tower Corp. | 3.30% | 124,014 | $21.9M | Reduce -2.6% |
| MSA Msa Safety Inc. | 2.98% | 121,548 | $19.8M | Reduce -25.1% |
| SW Smurfit Westrock PLC | 2.96% | 507,408 | $19.7M | Add +1.0% |
| DLR Digital Realty Trust Inc. | 2.83% | 120,205 | $18.8M | Reduce -3.6% |
| EQIX Equinix Inc. | 2.75% | 23,748 | $18.3M | Reduce -9.2% |
| NXT Nextpower Inc. | 2.43% | 184,857 | $16.2M | Reduce -33.0% |
| APTV Aptiv PLC | 2.39% | 206,637 | $15.9M | Add +97.7% |
| SLAB Silicon Laboratories Inc. | 2.18% | 109,232 | $14.5M | Reduce -0.9% |
| ICLR Icon PLC | 2.17% | 80,893 | $14.4M | Reduce -1.1% |
| AWK American Water Works Co. Inc. | 2.16% | 109,745 | $14.4M | Reduce -0.9% |
| VLTO Veralto Corp. | 2.12% | 139,497 | $14.1M | Reduce -0.8% |
| DOC Healthpeak Properties Inc. | 2.08% | 853,335 | $13.8M | Reduce -8.7% |
| ROK Rockwell Automation Inc. | 1.94% | 32,829 | $12.9M | Reduce -0.7% |
| VRRM Verra Mobility Corp. | 1.92% | 563,853 | $12.7M | New |
| TT Trane Technologies PLC | 1.70% | 28,776 | $11.3M | Reduce -0.7% |
| VTR Ventas Inc. | 1.57% | 132,576 | $10.4M | Reduce -14.4% |
| CWEN Clearway Energy Inc. Class C | 1.53% | 305,441 | $10.2M | Reduce -27.0% |
| LOPE Grand Canyon Education Inc. | 1.39% | 55,214 | $9.2M | Reduce -17.8% |
| CCI Crown Castle Inc. | 1.38% | 102,642 | $9.1M | Reduce -0.7% |
| BEPC Brookfield Renewable Corp. | 1.27% | 220,115 | $8.4M | Add +0.8% |
| POWI Power Integrations Inc. | 1.19% | 219,494 | $7.9M | Reduce -0.8% |
| DHR Danaher Corp. | 0.98% | 28,100 | $6.5M | Add +0.7% |
| DEA Easterly Government Properti | 0.87% | 270,367 | $5.8M | Reduce -3.2% |
| PLD Prologis Inc. | 0.75% | 38,424 | $5.0M | Reduce -14.1% |
| DBRG Digitalbridge Group Inc. | 0.28% | 121,406 | $1.9M | Add +115.4% |
| CSX CSX Corp. | 0.26% | 47,396 | $1.7M | New |
| LNG Cheniere Energy Inc. | 0.26% | 8,806 | $1.7M | New |
| PCH Potlatchdeltic Corp. | 0.25% | 41,739 | $1.7M | Reduce -5.4% |
| WY Weyerhaeuser Co. | 0.23% | 63,934 | $1.5M | Reduce -11.3% |
| ADC Agree Realty Corp. | 0.21% | 19,212 | $1.4M | Add +13.9% |
| STAG Stag Industrial Inc. | 0.20% | 35,872 | $1.3M | Add +17.7% |
| JCI Johnson Controls Internation | 0.19% | 10,379 | $1.3M | No change |
| PECO Phillips Edison & Company Inc. | 0.18% | 33,307 | $1.2M | No change |
| DE Deere & Co. | 0.14% | 1,981 | $931K | No change |
| GXO Gxo Logistics Inc. | 0.14% | 17,226 | $914K | No change |
| WMS Advanced Drainage Systems Inc. | 0.13% | 5,978 | $879K | No change |
| AMH American Homes 4 Rent- A | 0.13% | 26,157 | $843K | Reduce -48.6% |
| VRT Vertiv Holdings Co. Class A | 0.11% | 4,589 | $754K | Reduce -7.5% |
| CMC Commercial Metals Co. | 0.10% | 9,713 | $679K | No change |
| OC Owens Corning | 0.10% | 5,975 | $676K | Add +24.4% |
| RYN Rayonier Inc. | 0.10% | 29,048 | $632K | Add +4.9% |
| MAA Mid-America Apartment Comm | 0.09% | 4,480 | $627K | Reduce -56.4% |
| BFAM Bright Horizons Family Solut | 0.09% | 5,997 | $612K | No change |
| VITL Vital Farms Inc. | 0.08% | 15,759 | $519K | Add +10.1% |
| KRC Kilroy Realty Corp. | 0.07% | 13,036 | $498K | Reduce -46.7% |
| WELL Welltower Inc. | 0.07% | 2,598 | $488K | New |
| COLD Americold Realty Trust Inc. | 0.05% | 22,920 | $307K | Reduce -72.2% |
Portfolio Sells Q3 2025 → Q4 2025
| AZN Astrazeneca PLC-Spons ADR | Sold out | 0.00% | −1.96 |
| ATS Ats Corp. | Sold out | 0.00% | −1.52 |
| MSA Msa Safety Inc. | Reduce -25.1% | 2.98% | −1.19 |
| XYL Xylem Inc. | Reduce -11.7% | 4.33% | −0.88 |
| LOPE Grand Canyon Education Inc. | Reduce -17.8% | 1.39% | −0.81 |
| NXT Nextpower Inc. | Reduce -33.0% | 2.43% | −0.61 |
| DOC Healthpeak Properties Inc. | Reduce -8.7% | 2.08% | −0.58 |
| ECL Ecolab Inc. | Reduce -6.3% | 4.19% | −0.40 |
| TEL Te Connectivity PLC | Reduce -12.8% | 4.70% | −0.40 |
| DLR Digital Realty Trust Inc. | Reduce -3.6% | 2.83% | −0.39 |
| AMT American Tower Corp. | Reduce -2.6% | 3.30% | −0.36 |
| ADSK Autodesk Inc. | Reduce -2.8% | 4.34% | −0.36 |
| EQIX Equinix Inc. | Reduce -9.2% | 2.75% | −0.30 |
| CWEN Clearway Energy Inc. Class C | Reduce -27.0% | 1.53% | −0.23 |
| GMAB Genmab A/S -SP ADR | Sold out | 0.00% | −0.22 |
| TRMB Trimble Inc. | Reduce -2.4% | 4.46% | −0.19 |
| POWI Power Integrations Inc. | Reduce -0.8% | 1.19% | −0.14 |
| AWK American Water Works Co. Inc. | Reduce -0.9% | 2.16% | −0.14 |
| ARE Alexandria Real Estate Equit | Sold out | 0.00% | −0.13 |
| TT Trane Technologies PLC | Reduce -0.7% | 1.70% | −0.13 |
| AMH American Homes 4 Rent- A | Reduce -48.6% | 0.13% | −0.12 |
| MAA Mid-America Apartment Comm | Reduce -56.4% | 0.09% | −0.12 |
| VLTO Veralto Corp. | Reduce -0.8% | 2.12% | −0.11 |
| CCI Crown Castle Inc. | Reduce -0.7% | 1.38% | −0.11 |
| COLD Americold Realty Trust Inc. | Reduce -72.2% | 0.05% | −0.11 |
| DEA Easterly Government Properti | Reduce -3.2% | 0.87% | −0.09 |
| KRC Kilroy Realty Corp. | Reduce -46.7% | 0.07% | −0.08 |
| WY Weyerhaeuser Co. | Reduce -11.3% | 0.23% | −0.04 |
| VTR Ventas Inc. | Reduce -14.4% | 1.57% | −0.03 |
| PLD Prologis Inc. | Reduce -14.1% | 0.75% | −0.02 |
| PCH Potlatchdeltic Corp. | Reduce -5.4% | 0.25% | −0.01 |
| STE Steris PLC | Reduce -4.2% | 4.17% | −0.01 |
| VRT Vertiv Holdings Co. Class A | Reduce -7.5% | 0.11% | +0.00 |
| SLAB Silicon Laboratories Inc. | Reduce -0.9% | 2.18% | +0.02 |
| ICLR Icon PLC | Reduce -1.1% | 2.17% | +0.04 |
| ROK Rockwell Automation Inc. | Reduce -0.7% | 1.94% | +0.22 |
| A Agilent Technologies Inc. | Reduce -1.0% | 4.05% | +0.27 |
| FSLR First Solar Inc. | Reduce -2.9% | 4.37% | +0.65 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.7% | 4.47% | +0.72 |
| GMED Globus Medical Inc. Class A | Reduce -18.3% | 4.56% | +0.96 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -1.0% | 6.06% | +5.03 |
Portfolio Buys Q3 2025 → Q4 2025
| VRRM Verra Mobility Corp. | New | 1.92% | +1.92 |
| APTV Aptiv PLC | Add +97.7% | 2.39% | +1.04 |
| CSX CSX Corp. | New | 0.26% | +0.26 |
| LNG Cheniere Energy Inc. | New | 0.26% | +0.26 |
| DBRG Digitalbridge Group Inc. | Add +115.4% | 0.28% | +0.18 |
| DHR Danaher Corp. | Add +0.7% | 0.98% | +0.15 |
| BEPC Brookfield Renewable Corp. | Add +0.8% | 1.27% | +0.13 |
| WELL Welltower Inc. | New | 0.07% | +0.07 |
| STAG Stag Industrial Inc. | Add +17.7% | 0.20% | +0.04 |
| ADC Agree Realty Corp. | Add +13.9% | 0.21% | +0.03 |
| OC Owens Corning | Add +24.4% | 0.10% | +0.00 |
| VITL Vital Farms Inc. | Add +10.1% | 0.08% | −0.01 |
| RYN Rayonier Inc. | Add +4.9% | 0.10% | −0.01 |
| SW Smurfit Westrock PLC | Add +1.0% | 2.96% | −0.23 |
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 |