Findlay Park Partners LLP
Findlay Park Partners LLP reported 49 US-listed holdings worth $7.41 billion in its 13F for the quarter ended 30 June 2026, filed 12 August 2026. Its largest: Teledyne Technologies Inc. (3.7%), ITT Inc. (3.7%) and APi Group Corp. (3.7%). Against the quarter before, it opened 2 positions, added to 18, trimmed 29 and sold out of 9.
Reported holdings$7.41B+3.3% on Q1 2026
Positions49-7 on Q1 2026
The largest ten33.0%of its reported holdings
Latest 13FQ2 2026filed 12 August 2026
Added toTrimmed
The 14 largest of its 49 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Opened 2Added 18Trimmed 29Sold out 9
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 2
- Cisco Systems, Inc. CSCO$141.8 million
- Watsco Inc. WSO$78.7 million
Added to 18
- KLA Corp. KLAC+600,188 shares · +1118%
- Waste Connections Inc. WCN+528,513 shares · +70%
- Applied Materials Inc. AMAT+121,060 shares · +77%
- Entegris Inc. ENTG+329,100 shares · +51%
- Ecolab Inc. ECL+159,600 shares · +62%
- Woodward, Inc. WWD+93,420 shares · +21%
- CRH Public Ltd. Co. CRH+273,400 shares · +12%
- Ferguson Enterprises Inc. FERG+122,100 shares · +25%
and 10 more in the table below
Trimmed 29
- Texas Instruments Inc. TXN-533,700 shares · -45%
- Keysight Technologies, Inc. KEYS-289,780 shares · -39%
- Danaher Corp. DHR-340,600 shares · -42%
- EOG Resources Inc. EOG-445,200 shares · -25%
- ConocoPhillips COP-474,200 shares · -28%
- United Rentals, Inc. URI-26,540 shares · -14%
- Analog Devices Inc. ADI-36,320 shares · -15%
- Xpo, Inc. XPO-38,900 shares · -3%
and 21 more in the table below
Sold out of 9
- Intuit Inc. INTU$154.1 million last quarter
- SLB Limited SLB$103.5 million last quarter
- Marketaxess Holdings Inc. MKTX$79.3 million last quarter
- Thermo Fisher Scientific Inc. TMO$76.1 million last quarter
- Autodesk, Inc. ADSK$74.9 million last quarter
- Equifax Inc. EFX$71.1 million last quarter
- Accenture plc ACN$52.8 million last quarter
- Spotify Technology S.A. SPOT$45.7 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Teledyne Technologies Inc. TDY | 415,899 | $277.4 million | 3.74% | +21,560 |
| ITT Inc. ITT | 1,397,628 | $276.4 million | 3.73% | -14,600 |
| APi Group Corp. APG | 6,522,698 | $276.2 million | 3.73% | +541,000 |
| CRH Public Ltd. Co. CRH | 2,465,011 | $263.8 million | 3.56% | +273,400 |
| Xpo, Inc. XPO | 1,150,100 | $236.1 million | 3.19% | -38,900 |
| Berkshire Hathaway Inc. Class B BRKB | 468,716 | $234.5 million | 3.17% | -15,920 |
| Woodward, Inc. WWD | 545,220 | $232.0 million | 3.13% | +93,420 |
| Canadian Natl Ry Co. CNI | 1,826,068 | $217.7 million | 2.94% | -61,900 |
| Waste Connections Inc. WCN | 1,285,809 | $214.3 million | 2.89% | +528,513 |
| West Pharmaceutical Services Inc. WST | 596,646 | $214.2 million | 2.89% | -20,120 |
| Applied Materials Inc. AMAT | 277,860 | $200.9 million | 2.71% | +121,060 |
| KLA Corp. KLAC | 653,850 | $197.3 million | 2.66% | +600,188 |
| Live Nation Entertainment, Inc. LYV | 1,069,200 | $195.8 million | 2.64% | +43,700 |
| Texas Instruments Inc. TXN | 649,431 | $193.6 million | 2.61% | -533,700 |
| Canadian Pacific Kansas City LT CP | 2,233,296 | $193.5 million | 2.61% | -75,800 |
| Liberty Media Corp. Del FWONK | 1,989,657 | $189.3 million | 2.56% | +76,600 |
| United Rentals, Inc. URI | 158,948 | $180.1 million | 2.43% | -26,540 |
| Entegris Inc. ENTG | 969,700 | $174.4 million | 2.35% | +329,100 |
| Agilent Technologies, Inc. A | 1,312,063 | $174.3 million | 2.35% | -44,500 |
| EOG Resources Inc. EOG | 1,329,709 | $172.5 million | 2.33% | -445,200 |
| Waters Corp. WAT | 451,925 | $169.5 million | 2.29% | -15,320 |
| Mastercard Inc. MA | 307,650 | $158.0 million | 2.13% | +36,240 |
| Keysight Technologies, Inc. KEYS | 448,872 | $157.1 million | 2.12% | -289,780 |
| StandardAero, Inc. SARO | 5,032,523 | $150.5 million | 2.03% | +948,082 |
| Ferguson Enterprises Inc. FERG | 618,810 | $146.9 million | 1.98% | +122,100 |
| Microsoft Corp. MSFT | 386,430 | $144.1 million | 1.95% | -13,120 |
| Becton Dickinson & Co. BDX | 951,200 | $143.9 million | 1.94% | -32,300 |
| Cisco Systems, Inc. CSCO | 1,207,200 | $141.8 million | 1.91% | new |
| Steris plc STE | 657,713 | $138.5 million | 1.87% | -17,042 |
| S&P Global Inc. SPGI | 312,640 | $127.3 million | 1.72% | -10,600 |
| ConocoPhillips COP | 1,216,171 | $126.4 million | 1.71% | -474,200 |
| Martin Marietta Materials Inc. MLM | 207,262 | $119.5 million | 1.61% | +12,960 |
| Ecolab Inc. ECL | 415,184 | $115.7 million | 1.56% | +159,600 |
| Core & Main, Inc. CNM | 2,395,854 | $115.6 million | 1.56% | +399,126 |
| Hilton Worldwide Holdings Inc. HLT | 338,374 | $111.8 million | 1.51% | +27,520 |
| Royal Gold Inc. RGLD | 558,050 | $111.4 million | 1.50% | -18,880 |
| Charles Schwab Corp. SCHW | 1,202,369 | $110.9 million | 1.50% | -40,700 |
| Intercontinental Exchange, Inc. ICE | 821,169 | $101.1 million | 1.36% | +50,500 |
| Wyndham Hotels & Resorts, Inc. WH | 1,195,200 | $100.6 million | 1.36% | -40,400 |
| Cooper Companies, Inc. COO | 1,284,000 | $92.1 million | 1.24% | -43,500 |
| Danaher Corp. DHR | 461,600 | $87.9 million | 1.19% | -340,600 |
| Analog Devices Inc. ADI | 202,698 | $80.5 million | 1.09% | -36,320 |
| Watsco Inc. WSO | 188,840 | $78.7 million | 1.06% | new |
| Idex Corp. IEX | 321,299 | $72.9 million | 0.98% | -10,700 |
| Etsy Inc. ETSY | 878,400 | $66.2 million | 0.89% | -29,700 |
| CDW Corp. CDW | 325,426 | $45.8 million | 0.62% | -11,000 |
| Sherwin Williams Co. SHW | 110,012 | $37.9 million | 0.51% | -3,720 |
| Pool Corp. POOL | 174,895 | $37.6 million | 0.51% | -5,880 |
| Liberty Live Hldgs Inc. LLYVK | 26,974 | $2.8 million | 0.04% | -800 |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.