Findlay Park Partners LLP
Institutional investor · Portfolio as of Q2 2026
Top Holdings49 positions
 Teledyne Technologies Incorporated | 415,899 | $277.4M | 3.7% | $494.56 | +30.65% | 16 qtrssince 2022-Q3 | Increased 61 |
 ITT Inc. | 1.4M | $276.4M | 3.7% | $154.56 | +39.99% | 8 qtrssince 2024-Q3 | Decreased 0 |
 APi Group Corporation | 6.5M | $276.2M | 3.7% | $23.06 | +85.26% | 13 qtrssince 2023-Q2 | Increased 63 |
 CRH PLC | 2.5M | $263.8M | 3.6% | $87.86 | +10.24% | 10 qtrssince 2024-Q1 | Increased 65 |
 XPO, Inc. | 1.2M | $236.1M | 3.2% | — | — | 9 qtrssince 2024-Q2 | Decreased 0 |
 Berkshire Hathaway Inc. | 468,716 | $234.5M | 3.2% | $420.60 | +38.69% | 30 qtrssince 2019-Q1 | Decreased 0 |
 Woodward, Inc. | 545,220 | $232M | 3.1% | $305.25 | +9.46% | 4 qtrssince 2025-Q3 | Increased 68 |
 Canadian National Railway Company | 1.8M | $217.7M | 2.9% | $110.47 | +14.76% | 15 qtrssince 2022-Q4 | Decreased 0 |
 Waste Connections, Inc. | 1.3M | $214.3M | 2.9% | $136.30 | +40.23% | 30 qtrssince 2019-Q1 | Increased 79 |
 West Pharmaceutical Services, Inc. | 596,646 | $214.2M | 2.9% | $322.73 | +27.83% | 15 qtrssince 2022-Q4 | Decreased 0 |
 Applied Materials, Inc. | 277,860 | $200.9M | 2.7% | $417.82 | -10.84% | 8 qtrssince 2024-Q3 | Increased 81 |
 KLA Corporation | 653,850 | $197.3M | 2.7% | $132.92 | +15.10% | 13 qtrssince 2023-Q2 | Increased 64 |
 Live Nation Entertainment, Inc. | 1.1M | $195.8M | 2.6% | $96.95 | +83.86% | 13 qtrssince 2023-Q2 | Increased 56 |
 Texas Instruments Incorporated | 649,431 | $193.6M | 2.6% | $173.90 | +72.81% | 30 qtrssince 2019-Q1 | Decreased 0 |
 Canadian Pacific Kansas City Limited | 2.2M | $193.5M | 2.6% | $74.90 | +25.22% | 12 qtrssince 2023-Q3 | Decreased 0 |
 Liberty Media Corporation | 2M | $189.3M | 2.6% | $66.24 | +64.45% | 12 qtrssince 2023-Q3 | Increased 55 |
 United Rentals, Inc. | 158,948 | $180.1M | 2.4% | $396.30 | +178.81% | 15 qtrssince 2022-Q4 | Decreased 0 |
 Entegris, Inc. | 969,700 | $174.4M | 2.4% | $125.68 | +10.25% | 6 qtrssince 2025-Q1 | Increased 74 |
 Agilent Technologies, Inc. | 1.3M | $174.3M | 2.4% | $115.98 | +53.37% | 12 qtrssince 2023-Q3 | Decreased 0 |
 EOG Resources, Inc. | 1.3M | $172.5M | 2.3% | $91.83 | +65.00% | 30 qtrssince 2019-Q1 | Decreased 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2025-Q1 | $9,719,634,998 | -3.42209385636% |
| 2025-Q2 | $9,698,098,462 | -0.221577621016% |
| 2025-Q3 | $9,519,390,212 | -1.842714329% |
| 2025-Q4 | $7,837,230,154 | -17.6708803877% |
| 2026-Q1 | $7,173,988,916 | -8.46269951204% |
| 2026-Q2 | $7,407,454,503 | 3.25433437009% |
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: 3.5/5.0.
Added CSCO and WSO; exited INTU, SLB, MKTX and 6 more; increased 18, led by WCN (+528,513 shares); trimmed 29, led by TXN (−533,700 shares). Top move: AMAT (INCREASED, conviction 81). Portfolio: $7.4B across 49 positions.
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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