Findlay Park Partners LLP
Institutional investor · Portfolio as of Q4 2025
Top Holdings57 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
S&P GLOBAL INC | 542,640 | $283.6M | 3.6% | $324.45 | +62.64% | 24 qtrssince 2020-Q1 | Decreased 0 |
MASTERCARD INC - A | 479,330 | $273.6M | 3.5% | $352.68 | +63.47% | 20 qtrssince 2021-Q1 | Decreased 0 |
API GROUP CORP | 7M | $268.6M | 3.4% | $22.83 | +67.57% | 11 qtrssince 2023-Q2 | Decreased 0 |
ARTHUR J GALLAGHER & CO | 1M | $265.4M | 3.4% | $199.01 | +26.23% | 19 qtrssince 2021-Q2 | Decreased 0 |
ACCENTURE PLC-CL A | 965,598 | $259.1M | 3.3% | $285.23 | -7.83% | 12 qtrssince 2023-Q1 | Decreased 0 |
CRH PLC | 2M | $251.3M | 3.2% | $83.87 | +47.16% | 8 qtrssince 2024-Q1 | Decreased 0 |
INTUIT INC | 372,185 | $246.5M | 3.1% | $375.01 | +78.30% | 27 qtrssince 2019-Q2 | Decreased 0 |
TEXAS INSTRUMENTS INC | 1.3M | $229.2M | 2.9% | $174.75 | -2.36% | 28 qtrssince 2019-Q1 | Increased 59 |
ROYAL GOLD INC | 978,030 | $217.4M | 2.8% | $111.57 | +101.24% | 13 qtrssince 2022-Q4 | Decreased 0 |
ITT INC | 1.2M | $213.6M | 2.7% | $151.13 | +16.91% | 6 qtrssince 2024-Q3 | Increased 76 |
WOODWARD INC | 686,200 | $207.5M | 2.6% | $278.79 | +8.72% | 2 qtrssince 2025-Q3 | Increased 85 |
LIVE NATION ENTERTAINMENT IN | 1.4M | $203.9M | 2.6% | $92.56 | +55.68% | 11 qtrssince 2023-Q2 | Decreased 0 |
LIBERTY MEDIA CORP-LIB-NEW-C | 2M | $197.2M | 2.5% | — | — | — | — |
XPO INC | 1.4M | $192.3M | 2.5% | $106.56 | +29.21% | 7 qtrssince 2024-Q2 | Decreased 0 |
CANADIAN PACIFIC RAILWAY LTD /CAD/ | 2.6M | $189.9M | 2.4% | $75.07 | -2.33% | 10 qtrssince 2023-Q3 | Decreased 0 |
WEST PHARMACEUTICAL SERVICES | 666,926 | $183.5M | 2.3% | $322.73 | -14.95% | 13 qtrssince 2022-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 358,396 | $180.1M | 2.3% | $399.16 | +26.19% | 28 qtrssince 2019-Q1 | Decreased 0 |
WATERS CORP | 458,469 | $174.1M | 2.2% | $313.33 | +22.55% | 10 qtrssince 2023-Q3 | Decreased 0 |
SCHWAB (CHARLES) CORP | 1.7M | $174M | 2.2% | $70.06 | +41.21% | 13 qtrssince 2022-Q4 | Decreased 0 |
MARSH & MCLENNAN COS | 886,467 | $164.5M | 2.1% | $138.38 | +33.12% | 28 qtrssince 2019-Q1 | Decreased 0 |
Findlay Park Partners LLP manages $7.8B across 57 positions as of Q4 2025. Top holdings: SPGI (3.6%), MA (3.5%), APG (3.4%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2/5.0.
Added 1 new position, increased 5, trimmed 51. Top move: WWD (INCREASED, conviction 85). Portfolio: $7.8B across 57 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
Top Losers
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