Findlay Park Partners LLP reported 48 positions worth $7.19B for the quarter ended Jun 30, 2026, up 3.4% on the prior quarter. It opened 2 new positions, added to 18, trimmed 28 and exited 8. Its largest holding is Teledyne Technologies Inc at 3.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CSCO Cisco Systems, Inc. | +1.21M | – | $141.80M | 1.97% |
| WCN Waste Connections, Inc. | +528.5K | +69.8% | $88.10M | 2.98% |
| AMAT Applied Materials Inc | +121.1K | +77.2% | $87.53M | 2.79% |
| WSO Watsco Inc | +188.8K | – | $78.70M | 1.09% |
| ENTG Entegris Inc | +329.1K | +51.4% | $59.19M | 2.43% |
| ECL Ecolab Inc. | +159.6K | +62.4% | $44.47M | 1.61% |
| WWD Woodward, Inc. | +93.4K | +20.7% | $39.74M | 3.23% |
| KLAC Kla Corp | +117.2K | +21.8% | $35.37M | 2.74% |
| CRH Crh Public Ltd Co | +273.4K | +12.5% | $29.25M | 3.67% |
| FERG Ferguson Enterprises Inc. | +122.1K | +24.6% | $28.98M | 2.04% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| TXN Texas Instruments Inc | -533.7K | -45.1% | $159.08M | 2.69% |
| INTU Intuit Inc. | -356.4K | -100.0% | $154.09M | Exited |
| SLB Slb Limited | -2.01M | -100.0% | $103.51M | Exited |
| KEYS Keysight Technologies, Inc. | -289.8K | -39.2% | $101.44M | 2.19% |
| MKTX Marketaxess Holdings Inc | -480.6K | -100.0% | $79.29M | Exited |
| TMO Thermo Fisher Scientific Inc. | -154.7K | -100.0% | $76.06M | Exited |
| ADSK Autodesk, Inc. | -312.7K | -100.0% | $74.86M | Exited |
| EFX Equifax Inc | -394.7K | -100.0% | $71.07M | Exited |
| DHR Danaher Corp | -340.6K | -42.5% | $64.88M | 1.22% |
| EOG Eog Resources Inc | -445.2K | -25.1% | $57.76M | 2.4% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| INTU Intuit Inc. | -356.4K | $154.09M | 2.22% |
| SLB Slb Limited | -2.01M | $103.51M | 1.49% |
| MKTX Marketaxess Holdings Inc | -480.6K | $79.29M | 1.14% |
| TMO Thermo Fisher Scientific Inc. | -154.7K | $76.06M | 1.09% |
| ADSK Autodesk, Inc. | -312.7K | $74.86M | 1.08% |
| EFX Equifax Inc | -394.7K | $71.07M | 1.02% |
| ACN Accenture plc | -266.1K | $52.76M | 0.759% |
| SPOT Spotify Technology S.A. | -94.2K | $45.70M | 0.657% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | TDY Teledyne Technologies Inc | Industrials | 415.9K | $277.36M | 3.86% | +21.6K | +5.5% | Added | 0.9% |
| 2 | ITT Itt Inc. | Industrials | 1.40M | $276.39M | 3.84% | -14.6K | -1.0% | Reduced | 1.56% |
| 3 | APG APi Group Corp | Industrials | 6.52M | $276.24M | 3.84% | +541.0K | +9.0% | Added | 1.51% |
| 4 | CRH Crh Public Ltd Co | Basic Materials | 2.47M | $263.76M | 3.67% | +273.4K | +12.5% | Added | 0.37% |
| 5 | XPO XPO, Inc. | Industrials | 1.15M | $236.10M | 3.28% | -38.9K | -3.3% | Reduced | 0.98% |
| 6 | BRK-B Berkshire Hathaway Inc | Financial Services | 468.7K | $234.54M | 3.26% | -15.9K | -3.3% | Reduced | 0.03% |
| 7 | WWD Woodward, Inc. | Industrials | 545.2K | $231.96M | 3.23% | +93.4K | +20.7% | Added | 0.92% |
| 8 | WCN Waste Connections, Inc. | Industrials | 1.29M | $214.33M | 2.98% | +528.5K | +69.8% | Added | 0.51% |
| 9 | WST West Pharmaceutical Services Inc | Healthcare | 596.6K | $214.20M | 2.98% | -20.1K | -3.3% | Reduced | 0.84% |
| 10 | AMAT Applied Materials Inc | Technology | 277.9K | $200.89M | 2.79% | +121.1K | +77.2% | Added | 0.03% |
| 11 | KLAC Kla Corp | Technology | 653.9K | $197.27M | 2.74% | +117.2K | +21.8% | Added | 0.05% |
| 12 | LYV Live Nation Entertainment, Inc. | Communication Services | 1.07M | $195.78M | 2.72% | +43.7K | +4.3% | Added | 0.45% |
| 13 | TXN Texas Instruments Inc | Technology | 649.4K | $193.58M | 2.69% | -533.7K | -45.1% | Reduced | 0.07% |
| 14 | CP Canadian Pacific Kansas City Ltd | Industrials | 2.23M | $193.52M | 2.69% | -75.8K | -3.3% | Reduced | 0.25% |
| 15 | FWONK Liberty Media Corp | Communication Services | 1.99M | $189.30M | 2.63% | +76.6K | +4.0% | Added | 0.79% |
Tip. Select a row to see that position’s full history at Findlay Park Partners LLP.
As of its Q2 2026 13F filing, Findlay Park Partners LLP’s five largest positions were Teledyne Technologies Inc (TDY) at 3.9%, Itt Inc. (ITT) at 3.8%, APi Group Corp (APG) at 3.8%, Crh Public Ltd Co (CRH) at 3.7%, XPO, Inc. (XPO) at 3.3% of the reported portfolio.
Findlay Park Partners LLP reported a 13F portfolio worth $7.19B across 48 positions for Q2 2026. That is up 3.4% from the previous quarter.
Its largest purchases by value were Cisco Systems, Inc. ($141.80M), Waste Connections, Inc. ($88.10M), Applied Materials Inc ($87.53M). It opened 2 new positions.
Its largest sales by value were Texas Instruments Inc ($159.08M), Intuit Inc. ($154.09M), Slb Limited ($103.51M). It exited 8 positions entirely.
From the Form 13F-HR reports Findlay Park Partners LLP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.