Q1 2026 · 13F-HR
Findlay Park Partners LLPholdings as filed
Filed 2026-05-13 · accession 0000945621-26-000683
$7.17B
Reported value
56
Positions
2026-03-31
Period end
The Brief · Findlay Park Partners LLP · Q1 2026
AI · grounded in 13F
Findlay Park Partners LLP closed its position in AJG for a reduction of $265.4M. The fund also exited positions in MRSH and MEDP, while trimming shares of ACN by 72.4%. On the buy side, the fund established a new position in BDX worth $154.6M and added new stakes in SARO and SLB.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 45073V108 | ITT | ITT INC | $269.1M | 3.75% | 1,412,228 | Common | SOLE |
| 26875P101 | EOG | EOG RES INC | $256.6M | 3.58% | 1,774,909 | Common | SOLE |
| 00187Y100 | APG | API GROUP CORP | $242.4M | 3.38% | 5,981,698 | Common | SOLE |
| 879360105 | TDY | TELEDYNE TECHNOLOGIES INC | $238.6M | 3.33% | 394,339 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $232.2M | 3.24% | 484,636 | Common | SOLE |
| 983793100 | XPO | XPO INC | $231.3M | 3.22% | 1,189,000 | Common | SOLE |
| G25508105 | CRH | CRH PLC | $230.4M | 3.21% | 2,191,611 | Common | SOLE |
| 882508104 | TXN | TEXAS INSTRS INC | $229.7M | 3.20% | 1,183,131 | Common | SOLE |
| 20825C104 | COP | CONOCOPHILLIPS | $223.1M | 3.11% | 1,690,371 | Common | SOLE |
| 49338L103 | KEYS | KEYSIGHT TECHNOLOGIES INC | $208.6M | 2.91% | 738,652 | Common | SOLE |
| 136375102 | CNI | CANADIAN NATL RY CO | $194.0M | 2.70% | 1,887,968 | Common | SOLE |
| 13646K108 | CP | CANADIAN PACIFIC KANSAS CITY | $181.6M | 2.53% | 2,309,096 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $162.6M | 2.27% | 1,913,057 | Common | SOLE |
| 980745103 | WWD | WOODWARD INC | $161.7M | 2.25% | 451,800 | Common | SOLE |
| 538034109 | LYV | LIVE NATION ENTERTAINMENT IN | $156.4M | 2.18% | 1,025,500 | Common | SOLE |
| 075887109 | BDX | BECTON DICKINSON & CO | $154.6M | 2.16% | 983,500 | Common | SOLE |
| 00846U101 | A | AGILENT TECHNOLOGIES INC | $154.6M | 2.16% | 1,356,563 | Common | SOLE |
| 955306105 | WST | WEST PHARMACEUTICAL SVSC INC | $154.6M | 2.15% | 616,766 | Common | SOLE |
| 461202103 | INTU | INTUIT | $154.1M | 2.15% | 356,385 | Common | SOLE |
| 235851102 | DHR | DANAHER CORP DEL | $152.1M | 2.12% | 802,200 | Common | SOLE |
| G8473T100 | STE | STERIS PLC | $149.2M | 2.08% | 674,755 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $147.9M | 2.06% | 399,550 | Common | SOLE |
| 780287108 | RGLD | ROYAL GOLD INC | $146.8M | 2.05% | 576,930 | Common | SOLE |
| 941848103 | WAT | WATERS CORP | $139.1M | 1.94% | 467,245 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $137.5M | 1.92% | 323,240 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $135.6M | 1.89% | 271,410 | Common | SOLE |
| 911363109 | URI | UNITED RENTALS INC | $135.1M | 1.88% | 185,488 | Common | SOLE |
| 94106B101 | WCN | WASTE CONNECTIONS INC | $123.0M | 1.71% | 757,296 | Common | SOLE |
| 45866F104 | ICE | INTERCONTINENTAL EXCHANGE IN | $121.2M | 1.69% | 770,669 | Common | SOLE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $116.8M | 1.63% | 1,243,069 | Common | SOLE |
| 31488V107 | FERG | FERGUSON ENTERPRISES INC | $115.9M | 1.62% | 496,710 | Common | SOLE |
| 573284106 | MLM | MARTIN MARIETTA MATLS INC | $114.4M | 1.59% | 194,302 | Common | SOLE |
| 85423L103 | SARO | STANDARDAERO INC | $105.5M | 1.47% | 4,084,441 | Common | SOLE |
| 806857108 | SLB | SLB LIMITED | $103.5M | 1.44% | 2,014,200 | Common | SOLE |
| 98311A105 | WH | WYNDHAM HOTELS & RESORTS INC | $100.4M | 1.40% | 1,235,600 | Common | SOLE |
| 21874C102 | CNM | CORE & MAIN INC | $98.6M | 1.37% | 1,996,728 | Common | SOLE |
| 216648501 | COO | COOPER COS INC | $94.9M | 1.32% | 1,327,500 | Common | SOLE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $94.5M | 1.32% | 310,854 | Common | SOLE |
| 57060D108 | MKTX | MARKETAXESS HLDGS INC | $79.3M | 1.11% | 480,600 | Common | SOLE |
| 482480100 | KLAC | KLA CORP | $79.0M | 1.10% | 53,662 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $76.1M | 1.06% | 154,740 | Common | SOLE |
| 032654105 | ADI | ANALOG DEVICES INC | $76.0M | 1.06% | 239,018 | Common | SOLE |
| 29362U104 | ENTG | ENTEGRIS INC | $75.1M | 1.05% | 640,600 | Common | SOLE |
| 052769106 | ADSK | AUTODESK INC | $74.9M | 1.04% | 312,719 | Common | SOLE |
| 294429105 | EFX | EQUIFAX INC | $71.1M | 0.99% | 394,660 | Common | SOLE |
| 278865100 | ECL | ECOLAB INC | $68.0M | 0.95% | 255,584 | Common | SOLE |
| 45167R104 | IEX | IDEX CORP | $62.9M | 0.88% | 331,999 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $53.6M | 0.75% | 156,800 | Common | SOLE |
| G1151C101 | ACN | ACCENTURE PLC IRELAND | $52.8M | 0.74% | 266,098 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $45.7M | 0.64% | 94,240 | Common | SOLE |
| 29786A106 | ETSY | ETSY INC | $45.4M | 0.63% | 908,100 | Common | SOLE |
| 12514G108 | CDW | CDW CORP | $40.7M | 0.57% | 336,426 | Common | SOLE |
| 73278L105 | POOL | POOL CORP | $36.6M | 0.51% | 180,775 | Common | SOLE |
| 824348106 | SHW | SHERWIN WILLIAMS CO | $36.5M | 0.51% | 113,732 | Common | SOLE |
| 89055F103 | BLD | TOPBUILD COR | $29.3M | 0.41% | 83,537 | Common | SOLE |
| 530909308 | LLYVK | LIBERTY LIVE HOLDINGS INC | $2.6M | 0.04% | 27,774 | 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.