Findlay Park Partners LLP

CIK

1351950

Location

LONDON, X0

Portfolio Value

Mid $7,407,454,484

Diversification

Diversified

Filing Date

Global Rank

#675 / 8,794 ▼ 99 · as of Jun 2026

Top Industry

Semiconductor Equipment & Materials 7.7%

Period ended 3 months ago

Filed Aug 12, 2026 · 54d

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

49 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

3.7%

−0.0 pts

Top 5

18.0%

+0.6 pts

Top 10

33.0%

−0.1 pts

HHI

243

Diversified+16

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Industrials	32.8%	$2,428,535,075	14
Technology	21.8%	$1,612,868,973	10
Healthcare	13.8%	$1,020,408,124	7
Financial Services	9.9%	$731,912,303	5
Basic Materials	8.8%	$648,230,277	5
Communication Services	5.2%	$387,926,711	3
Energy	4.0%	$298,936,285	2
Consumer Cyclical	3.8%	$278,636,736	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
SARO	StandardAero, Inc.	+948,082	5,032,523	$150,522,762
KLAC	Kla Corp	+600,188	653,850	$197,273,083
APG	APi Group Corp	+541,000	6,522,698	$276,236,260
WCN	Waste Connections, Inc.	+528,513	1,285,809	$214,331,502
CNM	Core & Main, Inc.	+399,126	2,395,854	$115,599,955
ENTG	Entegris Inc	+329,100	969,700	$174,410,242
CRH	Crh Public Ltd Co	+273,400	2,465,011	$263,756,177
ECL	Ecolab Inc.	+159,600	415,184	$115,674,414
FERG	Ferguson Enterprises Inc. /DE/	+122,100	618,810	$146,862,177
AMAT	Applied Materials Inc /De	+121,060	277,860	$200,892,780
WWD	Woodward, Inc.	+93,420	545,220	$231,958,396
FWONA	Liberty Media Corp	+76,600	1,989,657	$189,295,966
ICE	Intercontinental Exchange, Inc.	+50,500	821,169	$101,094,115
LYV	Live Nation Entertainment, Inc.	+43,700	1,069,200	$195,781,212
MA	Mastercard Inc	+36,240	307,650	$158,009,040
HLT	Hilton Worldwide Holdings Inc.	+27,520	338,374	$111,819,072
TDY	Teledyne Technologies Inc	+21,560	415,899	$277,363,043
MLM	Martin Marietta Materials Inc	+12,960	207,262	$119,527,995
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
TXN	Texas Instruments Inc	−533,700	649,431	$193,575,898
COP	Conocophillips	−474,200	1,216,171	$126,433,137
EOG	Eog Resources Inc	−445,200	1,329,709	$172,503,148
DHR	Danaher Corp /De/	−340,600	461,600	$87,925,568
KEYS	Keysight Technologies, Inc.	−289,780	448,872	$157,136,621
CP	Canadian Pacific Kansas City Ltd/Cn	−75,800	2,233,296	$193,515,098
CNI	Canadian National Railway Co	−61,900	1,826,068	$217,740,348
A	Agilent Technologies, Inc.	−44,500	1,312,063	$174,281,328
COO	Cooper Companies, Inc.	−43,500	1,284,000	$92,075,640
SCHW	Schwab Charles Corp	−40,700	1,202,369	$110,942,587
WH	Wyndham Hotels & Resorts, Inc.	−40,400	1,195,200	$100,647,792
XPO	XPO, Inc.	−38,900	1,150,100	$236,104,029
ADI	Analog Devices Inc	−36,320	202,698	$80,505,564
BDX	Becton Dickinson & Co	−32,300	951,200	$143,945,096
ETSY	Etsy Inc	−29,700	878,400	$66,169,872
URI	United Rentals, Inc.	−26,540	158,948	$180,070,599
WST	West Pharmaceutical Services Inc	−20,120	596,646	$214,195,914
RGLD	Royal Gold Inc	−18,880	558,050	$111,392,360
STE	STERIS plc	−17,042	657,713	$138,494,626
BRK-B	Berkshire Hathaway Inc	−15,920	468,716	$234,540,799
WAT	Waters Corp /De/	−15,320	451,925	$169,489,952
ITT	Itt Inc.	−14,600	1,397,628	$276,394,913
MSFT	Microsoft Corp	−13,120	386,430	$144,146,118
CDW	CDW Corp	−11,000	325,426	$45,767,912
IEX	Idex Corp /De/	−10,700	321,299	$72,918,808
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
CSCO	Cisco Systems, Inc.	1,207,200	$141,797,712
WSO	Watsco Inc	188,840	$78,695,293
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
INTU	Intuit Inc.	356,385	$154,093,746
SLB	Slb Limited/Nv	2,014,200	$103,509,738
MKTX	Marketaxess Holdings Inc	480,600	$79,289,388
TMO	Thermo Fisher Scientific Inc.	154,740	$76,059,352
ADSK	Autodesk, Inc.	312,719	$74,864,928
EFX	Equifax Inc	394,660	$71,066,426
ACN	Accenture plc	266,098	$52,764,572
SPOT	Spotify Technology S.A.	94,240	$45,697,918
—		83,537	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

49 tracked positions · $7,407,454,484 total · filing declares 49 positions · $7,407,454,503 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TDY	Teledyne Technologies Inc Technology	Added	415,899	+21,560	$277,363,043	+16.3%	3.74%
ITT	Itt Inc. Industrials	Reduced	1,397,628	-14,600	$276,394,913	+2.7%	3.73%
APG	APi Group Corp Industrials	Added	6,522,698	+541,000	$276,236,260	+14.0%	3.73%
CRH	Crh Public Ltd Co Basic Materials	Added	2,465,011	+273,400	$263,756,177	+14.5%	3.56%
XPO	XPO, Inc. Industrials	Reduced	1,150,100	-38,900	$236,104,029	+2.1%	3.19%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	468,716	-15,920	$234,540,799	+1.0%	3.17%
WWD	Woodward, Inc. Industrials	Added	545,220	+93,420	$231,958,396	+43.4%	3.13%
CNI	Canadian National Railway Co Industrials	Reduced	1,826,068	-61,900	$217,740,348	+12.2%	2.94%
WCN	Waste Connections, Inc. Industrials	Added	1,285,809	+528,513	$214,331,502	+74.2%	2.89%
WST	West Pharmaceutical Services Inc Healthcare	Reduced	596,646	-20,120	$214,195,914	+38.6%	2.89%
AMAT	Applied Materials Inc /De Technology	Added	277,860	+121,060	$200,892,780	+274.9%	2.71%
KLAC	Kla Corp Technology	Added	653,850	+600,188	$197,273,083	+149.7%	2.66%
LYV	Live Nation Entertainment, Inc. Communication Services	Added	1,069,200	+43,700	$195,781,212	+25.2%	2.64%
TXN	Texas Instruments Inc Technology	Reduced	649,431	-533,700	$193,575,898	−15.7%	2.61%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	Reduced	2,233,296	-75,800	$193,515,098	+6.5%	2.61%
FWONA	Liberty Media Corp Communication Services	Added	1,989,657	+76,600	$189,295,966	+16.4%	2.56%
URI	United Rentals, Inc. Industrials	Reduced	158,948	-26,540	$180,070,599	+33.2%	2.43%
ENTG	Entegris Inc Technology	Added	969,700	+329,100	$174,410,242	+132.2%	2.35%
A	Agilent Technologies, Inc. Healthcare	Reduced	1,312,063	-44,500	$174,281,328	+12.7%	2.35%
EOG	Eog Resources Inc Energy	Reduced	1,329,709	-445,200	$172,503,148	−32.8%	2.33%
WAT	Waters Corp /De/ Healthcare	Reduced	451,925	-15,320	$169,489,952	+21.8%	2.29%
MA	Mastercard Inc Financial Services	Added	307,650	+36,240	$158,009,040	+16.5%	2.13%
KEYS	Keysight Technologies, Inc. Technology	Reduced	448,872	-289,780	$157,136,621	−24.7%	2.12%
SARO	StandardAero, Inc. Industrials	Added	5,032,523	+948,082	$150,522,762	+42.7%	2.03%
FERG	Ferguson Enterprises Inc. /DE/ Industrials	Added	618,810	+122,100	$146,862,177	+26.8%	1.98%
MSFT	Microsoft Corp Technology	Reduced	386,430	-13,120	$144,146,118	−2.5%	1.95%
BDX	Becton Dickinson & Co Healthcare	Reduced	951,200	-32,300	$143,945,096	−6.9%	1.94%
CSCO	Cisco Systems, Inc. Technology	NEW	1,207,200	NEW	$141,797,712	NEW	1.91%
STE	STERIS plc Healthcare	Reduced	657,713	-17,042	$138,494,626	−7.2%	1.87%
SPGI	S&P Global Inc. Financial Services	Reduced	312,640	-10,600	$127,325,762	−7.4%	1.72%
COP	Conocophillips Energy	Reduced	1,216,171	-474,200	$126,433,137	−43.3%	1.71%
MLM	Martin Marietta Materials Inc Basic Materials	Added	207,262	+12,960	$119,527,995	+4.5%	1.61%
ECL	Ecolab Inc. Basic Materials	Added	415,184	+159,600	$115,674,414	+70.1%	1.56%
CNM	Core & Main, Inc. Industrials	Added	2,395,854	+399,126	$115,599,955	+17.2%	1.56%
HLT	Hilton Worldwide Holdings Inc. Consumer Cyclical	Added	338,374	+27,520	$111,819,072	+18.3%	1.51%
RGLD	Royal Gold Inc Basic Materials	Reduced	558,050	-18,880	$111,392,360	−24.1%	1.50%
SCHW	Schwab Charles Corp Financial Services	Reduced	1,202,369	-40,700	$110,942,587	−5.0%	1.50%
ICE	Intercontinental Exchange, Inc. Financial Services	Added	821,169	+50,500	$101,094,115	−16.6%	1.36%
WH	Wyndham Hotels & Resorts, Inc. Consumer Cyclical	Reduced	1,195,200	-40,400	$100,647,792	+0.3%	1.36%
COO	Cooper Companies, Inc. Healthcare	Reduced	1,284,000	-43,500	$92,075,640	−3.0%	1.24%
DHR	Danaher Corp /De/ Healthcare	Reduced	461,600	-340,600	$87,925,568	−42.2%	1.19%
ADI	Analog Devices Inc Technology	Reduced	202,698	-36,320	$80,505,564	+5.9%	1.09%
WSO	Watsco Inc Industrials	NEW	188,840	NEW	$78,695,293	NEW	1.06%
IEX	Idex Corp /De/ Industrials	Reduced	321,299	-10,700	$72,918,808	+15.9%	0.98%
ETSY	Etsy Inc Consumer Cyclical	Reduced	878,400	-29,700	$66,169,872	+45.8%	0.89%
CDW	CDW Corp Technology	Reduced	325,426	-11,000	$45,767,912	+12.4%	0.62%
SHW	Sherwin Williams Co Basic Materials	Reduced	110,012	-3,720	$37,879,331	+3.9%	0.51%
POOL	Pool Corp Industrials	Reduced	174,895	-5,880	$37,584,935	+2.8%	0.51%
LLYVA	Liberty Live Holdings, Inc. Communication Services	Reduced	26,974	-800	$2,849,533	+9.0%	0.04%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.