Findlay Park Partners LLP
Institutional investor · Portfolio as of Q2 2026
Top Holdings49 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
TELEDYNE TECHNOLOGIES INC | 415,899 | $277.4M | 3.7% | $523.68 | +18.77% | 16 qtrssince 2022-Q3 | Increased 61 |
ITT INC | 1.4M | $276.4M | 3.7% | $156.43 | +29.76% | 8 qtrssince 2024-Q3 | Decreased 0 |
API GROUP CORP | 6.5M | $276.2M | 3.7% | $24.45 | +62.32% | 13 qtrssince 2023-Q2 | Increased 63 |
CRH PLC | 2.5M | $263.8M | 3.6% | $87.86 | +9.11% | 10 qtrssince 2024-Q1 | Increased 65 |
XPO INC | 1.2M | $236.1M | 3.2% | $106.56 | +76.95% | 9 qtrssince 2024-Q2 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 468,716 | $234.5M | 3.2% | $420.57 | +20.07% | 30 qtrssince 2019-Q1 | Decreased 0 |
WOODWARD INC | 545,220 | $232M | 3.1% | $305.25 | +11.98% | 4 qtrssince 2025-Q3 | Increased 68 |
CANADIAN NATL RY CO | 1.8M | $217.7M | 2.9% | $111.07 | +13.45% | 15 qtrssince 2022-Q4 | Decreased 0 |
WASTE CONNECTIONS INC | 1.3M | $214.3M | 2.9% | $136.57 | +21.49% | 30 qtrssince 2019-Q1 | Increased 79 |
WEST PHARMACEUTICAL SVSC INC | 596,646 | $214.2M | 2.9% | $322.73 | +4.57% | 15 qtrssince 2022-Q4 | Decreased 0 |
APPLIED MATLS INC | 277,860 | $200.9M | 2.7% | $418.27 | +10.38% | 8 qtrssince 2024-Q3 | Increased 81 |
KLA CORP | 653,850 | $197.3M | 2.7% | $284.85 | -38.37% | 13 qtrssince 2023-Q2 | Increased 85 |
LIVE NATION ENTERTAINMENT IN | 1.1M | $195.8M | 2.6% | $96.26 | +88.71% | 13 qtrssince 2023-Q2 | Increased 56 |
TEXAS INSTRS INC | 649,431 | $193.6M | 2.6% | $174.75 | +48.01% | 30 qtrssince 2019-Q1 | Decreased 0 |
CANADIAN PACIFIC KANSAS CITY | 2.2M | $193.5M | 2.6% | $75.07 | +25.38% | 12 qtrssince 2023-Q3 | Decreased 0 |
LIBERTY MEDIA CORP DEL | 2M | $189.3M | 2.6% | — | — | — | Increased 55 |
UNITED RENTALS INC | 158,948 | $180.1M | 2.4% | $397.00 | +159.51% | 15 qtrssince 2022-Q4 | Decreased 0 |
ENTEGRIS INC | 969,700 | $174.4M | 2.4% | $125.77 | +7.28% | 6 qtrssince 2025-Q1 | Increased 74 |
AGILENT TECHNOLOGIES INC | 1.3M | $174.3M | 2.4% | $116.15 | +32.45% | 12 qtrssince 2023-Q3 | Decreased 0 |
EOG RES INC | 1.3M | $172.5M | 2.3% | $92.44 | +55.07% | 30 qtrssince 2019-Q1 | Decreased 0 |
Findlay Park Partners LLP manages $7.4B across 49 positions as of Q2 2026. Top holdings: TDY (3.7%), ITT (3.7%), APG (3.7%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 2 new positions, 9 exits, 18 increased. Top move: KLAC (INCREASED, conviction 85). Portfolio: $7.4B across 49 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR