Findlay Park Partners LLP
Institutional investor · Portfolio as of Q1 2026
Top Holdings56 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ITT INC | 1.4M | $269.1M | 3.8% | $156.43 | +23.01% | 7 qtrssince 2024-Q3 | Increased 65 |
EOG RESOURCES INC | 1.8M | $256.6M | 3.6% | $92.44 | +54.04% | 29 qtrssince 2019-Q1 | Increased 71 |
API GROUP CORP | 6M | $242.4M | 3.4% | $22.83 | +77.47% | 12 qtrssince 2023-Q2 | Decreased 0 |
TELEDYNE TECHNOLOGIES INC | 394,339 | $238.6M | 3.3% | $515.85 | +33.03% | 15 qtrssince 2022-Q3 | Increased 80 |
BERKSHIRE HATHAWAY INC-CL B | 484,636 | $232.2M | 3.2% | $420.57 | +14.45% | 29 qtrssince 2019-Q1 | Increased 73 |
XPO INC | 1.2M | $231.3M | 3.2% | $106.56 | +102.11% | 8 qtrssince 2024-Q2 | Decreased 0 |
CRH PLC | 2.2M | $230.4M | 3.2% | $85.53 | +21.98% | 9 qtrssince 2024-Q1 | Increased 61 |
TEXAS INSTRUMENTS INC | 1.2M | $229.7M | 3.2% | $174.75 | +9.97% | 29 qtrssince 2019-Q1 | Decreased 0 |
CONOCOPHILLIPS | 1.7M | $223.1M | 3.1% | $107.90 | +9.85% | 14 qtrssince 2022-Q4 | Increased 65 |
KEYSIGHT TECHNOLOGIES IN | 738,652 | $208.6M | 2.9% | $178.04 | +69.93% | 23 qtrssince 2020-Q3 | Increased 66 |
CANADIAN NATL RAILWAY CO | 1.9M | $194M | 2.7% | $111.07 | -7.98% | 14 qtrssince 2022-Q4 | Increased 74 |
CANADIAN PACIFIC RAILWAY LTD /CAD/ | 2.3M | $181.6M | 2.5% | $75.07 | +4.56% | 11 qtrssince 2023-Q3 | Decreased 0 |
LIBERTY MEDIA CORP-LIB-NEW-C | 1.9M | $162.6M | 2.3% | — | — | — | — |
WOODWARD INC | 451,800 | $161.7M | 2.3% | $278.79 | +38.30% | 3 qtrssince 2025-Q3 | Decreased 0 |
LIVE NATION ENTERTAINMENT IN | 1M | $156.4M | 2.2% | $92.56 | +75.10% | 12 qtrssince 2023-Q2 | Decreased 0 |
BECTON DICKINSON AND CO | 983,500 | $154.6M | 2.2% | $174.21 | 0.00% | 1 qtr | New 78 |
AGILENT TECHNOLOGIES INC | 1.4M | $154.6M | 2.2% | $116.15 | -2.06% | 11 qtrssince 2023-Q3 | Increased 77 |
WEST PHARMACEUTICAL SERVICES | 616,766 | $154.6M | 2.2% | $322.73 | -22.45% | 14 qtrssince 2022-Q4 | Decreased 0 |
INTUIT INC | 356,385 | $154.1M | 2.1% | $375.01 | -10.51% | 28 qtrssince 2019-Q2 | Decreased 0 |
DANAHER CORP | 802,200 | $152.1M | 2.1% | $232.62 | -12.30% | 7 qtrssince 2024-Q3 | Increased 78 |
Findlay Park Partners LLP manages $7.2B across 56 positions as of Q1 2026. Top holdings: ITT (3.8%), EOG (3.6%), APG (3.4%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2/5.0.
Active quarter - 5 new positions, 6 exits, 20 increased. Top move: TDY (INCREASED, conviction 80). Portfolio: $7.2B across 56 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
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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