Q4 2025 · 13F-HR
Findlay Park Partners LLPholdings as filed
Filed 2026-02-13 · accession 0000945621-26-000301
$7.84B
Reported value
57
Positions
2025-12-31
Period end
The Brief · Findlay Park Partners LLP · Q4 2025
AI · grounded in 13F
Findlay Park Partners LLP reduced its position in KLAC by 78.64% to lead its selling activity. The fund also trimmed holdings in TMO by 65.02% and MSFT by 59.89%. On the buy side, the fund accumulated WWD shares by 136.23% and increased its stake in ITT by 63.21%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 78409V104 | SPGI | S&P GLOBAL INC | $283.6M | 3.62% | 542,640 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $273.6M | 3.49% | 479,330 | Common | SOLE |
| 00187Y100 | APG | API GROUP CORP | $268.6M | 3.43% | 7,020,134 | Common | SOLE |
| 363576109 | AJG | GALLAGHER ARTHUR J & CO | $265.4M | 3.39% | 1,025,521 | Common | SOLE |
| G1151C101 | ACN | ACCENTURE PLC IRELAND | $259.1M | 3.31% | 965,598 | Common | SOLE |
| G25508105 | CRH | CRH PLC | $251.3M | 3.21% | 2,013,711 | Common | SOLE |
| 461202103 | INTU | INTUIT | $246.5M | 3.15% | 372,185 | Common | SOLE |
| 882508104 | TXN | TEXAS INSTRS INC | $229.2M | 2.92% | 1,321,131 | Common | SOLE |
| 780287108 | RGLD | ROYAL GOLD INC | $217.4M | 2.77% | 978,030 | Common | SOLE |
| 45073V108 | ITT | ITT INC | $213.6M | 2.73% | 1,230,902 | Common | SOLE |
| 980745103 | WWD | WOODWARD INC | $207.5M | 2.65% | 686,200 | Common | SOLE |
| 538034109 | LYV | LIVE NATION ENTERTAINMENT IN | $203.9M | 2.60% | 1,431,100 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $197.2M | 2.52% | 2,001,613 | Common | SOLE |
| 983793100 | XPO | XPO INC | $192.3M | 2.45% | 1,415,100 | Common | SOLE |
| 13646K108 | CP | CANADIAN PACIFIC KANSAS CITY | $189.9M | 2.42% | 2,578,696 | Common | SOLE |
| 955306105 | WST | WEST PHARMACEUTICAL SVSC INC | $183.5M | 2.34% | 666,926 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $180.1M | 2.30% | 358,396 | Common | SOLE |
| 941848103 | WAT | WATERS CORP | $174.1M | 2.22% | 458,469 | Common | SOLE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $174.0M | 2.22% | 1,741,469 | Common | SOLE |
| 571748102 | MRSH | MARSH & MCLENNAN COS INC | $164.5M | 2.10% | 886,467 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $161.0M | 2.05% | 332,830 | Common | SOLE |
| 45866F104 | ICE | INTERCONTINENTAL EXCHANGE IN | $158.0M | 2.02% | 975,669 | Common | SOLE |
| G8473T100 | STE | STERIS PLC | $157.6M | 2.01% | 621,552 | Common | SOLE |
| 26875P101 | EOG | EOG RES INC | $144.3M | 1.84% | 1,374,509 | Common | SOLE |
| 20825C104 | COP | CONOCOPHILLIPS | $135.3M | 1.73% | 1,445,871 | Common | SOLE |
| 911363109 | URI | UNITED RENTALS INC | $129.9M | 1.66% | 160,496 | Common | SOLE |
| 879360105 | TDY | TELEDYNE TECHNOLOGIES INC | $129.2M | 1.65% | 252,979 | Common | SOLE |
| 824348106 | SHW | SHERWIN WILLIAMS CO | $127.5M | 1.63% | 393,572 | Common | SOLE |
| 216648501 | COO | COOPER COS INC | $121.5M | 1.55% | 1,482,300 | Common | SOLE |
| 136375102 | CNI | CANADIAN NATL RY CO | $120.3M | 1.53% | 1,216,968 | Common | SOLE |
| 31488V107 | FERG | FERGUSON ENTERPRISES INC | $119.9M | 1.53% | 538,710 | Common | SOLE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $118.8M | 1.52% | 413,494 | Common | SOLE |
| 49338L103 | KEYS | KEYSIGHT TECHNOLOGIES INC | $114.9M | 1.47% | 565,252 | Common | SOLE |
| 573284106 | MLM | MARTIN MARIETTA MATLS INC | $112.6M | 1.44% | 180,782 | Common | SOLE |
| 00846U101 | A | AGILENT TECHNOLOGIES INC | $109.5M | 1.40% | 804,763 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $105.6M | 1.35% | 461,500 | Common | SOLE |
| 94106B101 | WCN | WASTE CONNECTIONS INC | $105.3M | 1.34% | 600,458 | Common | SOLE |
| 58506Q109 | MEDP | MEDPACE HLDGS INC | $98.0M | 1.25% | 174,400 | Common | SOLE |
| 57060D108 | MKTX | MARKETAXESS HLDGS INC | $97.2M | 1.24% | 536,400 | Common | SOLE |
| 294429105 | EFX | EQUIFAX INC | $95.6M | 1.22% | 440,620 | Common | SOLE |
| 278865100 | ECL | ECOLAB INC | $94.5M | 1.21% | 359,904 | Common | SOLE |
| 55354G100 | MSCI | MSCI INC | $93.6M | 1.19% | 163,100 | Common | SOLE |
| 12504L109 | CBRE | CBRE GROUP INC | $83.3M | 1.06% | 517,916 | Common | SOLE |
| 00766T100 | ACM | AECOM | $79.9M | 1.02% | 838,027 | Common | SOLE |
| 052769106 | ADSK | AUTODESK INC | $79.0M | 1.01% | 266,999 | Common | SOLE |
| 032654105 | ADI | ANALOG DEVICES INC | $72.3M | 0.92% | 266,618 | Common | SOLE |
| 45167R104 | IEX | IDEX CORP | $65.9M | 0.84% | 370,399 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $64.2M | 0.82% | 110,740 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $58.7M | 0.75% | 101,080 | Common | SOLE |
| 29786A106 | ETSY | ETSY INC | $54.0M | 0.69% | 974,300 | Common | SOLE |
| 12514G108 | CDW | CDW CORP | $51.1M | 0.65% | 375,526 | Common | SOLE |
| 73278L105 | POOL | POOL CORP | $46.2M | 0.59% | 201,775 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $44.9M | 0.57% | 174,800 | Common | SOLE |
| 89055F103 | BLD | TOPBUILD CORP | $38.9M | 0.50% | 93,177 | Common | SOLE |
| 482480100 | KLAC | KLA CORP | $36.8M | 0.47% | 30,302 | Common | SOLE |
| 29362U104 | ENTG | ENTEGRIS INC | $34.1M | 0.43% | 404,600 | Common | SOLE |
| 530909308 | LLYVK | LIBERTY LIVE HOLDINGS INC | $2.6M | 0.03% | 30,774 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.