2026 Q2 Portfolio Activity
In 2026 Q2, Findlay Park Partners LLP maintained a portfolio of 58 distinct positions. The most significant new addition was CISCO SYS INC, now representing 1.91% of the total fund value. They heavily accumulated shares in APPLIED MATLS INC, increasing the position by 77.2%. Conversely, Findlay Park Partners LLP completely exited their position in INTUIT.
Position History
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Findlay Park Partners LLP
London, UK
Institutional Asset Manager / U.S. Equity Specialist
AUM $7,407M
Total Positions
58
Quarter
2026 Q2
Top Holding
TDY (3.7%)
Top 10 Concentration
33.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 58
Findlay Park Partners LLP Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
TDY
TELEDYNE TECHNO...
|
Technology | 3.74% | 3.33% |
#1
3
Prev: #4
|
5.5 |
—
|
21,560 | 5.5% |
P
S
|
415,899 | $277,363,043 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
ITT
ITT INC
|
Industrials | 3.73% | 3.75% |
#2
1
Prev: #1
|
3.5 |
—
|
-14,600 | -1.0% |
P
S
|
1,397,628 | $276,394,913 | 2013 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
APG
API GROUP CORP
|
Industrials | 3.73% | 3.38% |
#3
Prev: #3
|
4.5 |
—
|
541,000 | 9.0% |
P
S
|
6,522,698 | $276,236,260 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
CRH
CRH PLC
|
Basic Materials | 3.56% | 3.21% |
#4
3
Prev: #7
|
3.9 |
—
|
273,400 | 12.5% |
P
S
|
2,465,011 | $263,756,177 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
XPO
XPO INC
|
Industrials | 3.19% | 3.22% |
#5
1
Prev: #6
|
2.3 |
—
|
-38,900 | -3.3% |
P
S
|
1,150,100 | $236,104,029 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 3.17% | 3.24% |
#6
1
Prev: #5
|
1.8 |
—
|
-15,920 | -3.3% |
P
S
|
468,716 | $234,540,799 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
WWD
WOODWARD INC
|
Industrials | 3.13% | 2.25% |
#7
7
Prev: #14
|
3.8 |
—
|
93,420 | 20.7% |
P
S
|
545,220 | $231,958,397 | 2005 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
CNI
CANADIAN NATL R...
|
Industrials | 2.94% | 2.70% |
#8
3
Prev: #11
|
1.7 |
—
|
-61,900 | -3.3% |
P
S
|
1,826,068 | $217,740,348 | 2008 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
WCN
WASTE CONNECTIO...
|
Industrials | 2.89% | 1.71% |
#9
19
Prev: #28
|
4.2 |
—
|
528,513 | 69.8% |
P
S
|
1,285,809 | $214,331,502 | 2016 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
WST
WEST PHARMACEUT...
|
Healthcare | 2.89% | 2.15% |
#10
8
Prev: #18
|
1.7 |
—
|
-20,120 | -3.3% |
P
S
|
596,646 | $214,195,914 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 2.71% | 0.75% |
#11
37
Prev: #48
|
4.1 |
—
|
121,060 | 77.2% |
P
S
|
277,860 | $200,892,780 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
KLAC
KLA CORP
|
Technology | 2.66% | 1.10% |
#12
28
Prev: #40
|
4.1 |
—
|
600,188 | 1118.5% |
P
S
|
653,850 | $197,273,084 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
LYV
LIVE NATION ENT...
|
Communication Services | 2.64% | 2.18% |
#13
2
Prev: #15
|
1.6 |
—
|
43,700 | 4.3% |
P
S
|
1,069,200 | $195,781,212 | 2006 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
TXN
TEXAS INSTRS IN...
|
Technology | 2.61% | 3.20% |
#14
6
Prev: #8
|
1.0 |
—
|
-533,700 | -45.1% |
P
S
|
649,431 | $193,575,898 | 2010 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
CP
CANADIAN PACIFI...
|
Industrials | 2.61% | 2.53% |
#15
3
Prev: #12
|
1.5 |
—
|
-75,800 | -3.3% |
P
S
|
2,233,296 | $193,515,098 | 2005 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
FWONK
LIBERTY MEDIA C...
|
Communication Services | 2.56% | 2.27% |
#16
3
Prev: #13
|
1.5 |
—
|
76,600 | 4.0% |
P
S
|
1,989,657 | $189,295,967 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
URI
UNITED RENTALS ...
|
Industrials | 2.43% | 1.88% |
#17
10
Prev: #27
|
1.5 |
—
|
-26,540 | -14.3% |
P
S
|
158,948 | $180,070,600 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
ENTG
ENTEGRIS INC
|
Technology | 2.35% | 1.05% |
#18
25
Prev: #43
|
3.9 |
—
|
329,100 | 51.4% |
P
S
|
969,700 | $174,410,242 | 2011 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
A
AGILENT TECHNOL...
|
Healthcare | 2.35% | 2.16% |
#19
2
Prev: #17
|
1.4 |
—
|
-44,500 | -3.3% |
P
S
|
1,312,063 | $174,281,328 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
EOG
EOG RES INC
|
Energy | 2.33% | 3.58% |
#20
18
Prev: #2
|
0.9 |
—
|
-445,200 | -25.1% |
P
S
|
1,329,709 | $172,503,149 | 2017 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
WAT
WATERS CORP
|
Healthcare | 2.29% | 1.94% |
#21
3
Prev: #24
|
1.4 |
—
|
-15,320 | -3.3% |
P
S
|
451,925 | $169,489,952 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 2.13% | 1.89% |
#22
4
Prev: #26
|
2.9 |
—
|
36,240 | 13.4% |
P
S
|
307,650 | $158,009,040 | 2009 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
KEYS
KEYSIGHT TECHNO...
|
Technology | 2.12% | 2.91% |
#23
13
Prev: #10
|
0.8 |
—
|
-289,780 | -39.2% |
P
S
|
448,872 | $157,136,621 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
SARO
STANDARDAERO IN...
|
Industrials | 2.03% | 1.47% |
#24
9
Prev: #33
|
3.3 |
—
|
948,082 | 23.2% |
P
S
|
5,032,523 | $150,522,763 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
FERG
FERGUSON ENTERP...
|
Industrials | 1.98% | 1.62% |
#25
6
Prev: #31
|
3.3 |
—
|
122,100 | 24.6% |
P
S
|
618,810 | $146,862,177 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.95% | 2.06% |
#26
4
Prev: #22
|
1.3 |
—
|
-13,120 | -3.3% |
P
S
|
386,430 | $144,146,119 | 2012 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
BDX
BECTON DICKINSO...
|
Healthcare | 1.94% | 2.16% |
#27
11
Prev: #16
|
1.3 |
—
|
-32,300 | -3.3% |
P
S
|
951,200 | $143,945,096 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
CSCO
CISCO SYS INC
|
Technology | 1.91% | — |
#28
Prev: #—
|
4.3 |
—
|
1,207,200 | — |
NEW
|
1,207,200 | $141,797,712 | 2014 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
STE
STERIS PLC
|
Healthcare | 1.87% | 2.08% |
#29
8
Prev: #21
|
1.2 |
—
|
-17,042 | -2.5% |
P
S
|
657,713 | $138,494,626 | 2009 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
SPGI
S&P GLOBAL INC
|
Financial Services | 1.72% | 1.92% |
#30
5
Prev: #25
|
1.2 |
—
|
-10,600 | -3.3% |
P
S
|
312,640 | $127,325,766 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
COP
CONOCOPHILLIPS
|
Energy | 1.71% | 3.11% |
#31
22
Prev: #9
|
0.7 |
—
|
-474,200 | -28.1% |
P
S
|
1,216,171 | $126,433,137 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
MLM
MARTIN MARIETTA...
|
Basic Materials | 1.61% | 1.59% |
#32
Prev: #32
|
2.6 |
—
|
12,960 | 6.7% |
P
S
|
207,262 | $119,527,995 | 2005 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
ECL
ECOLAB INC
|
Basic Materials | 1.56% | 0.95% |
#33
13
Prev: #46
|
3.6 |
—
|
159,600 | 62.4% |
P
S
|
415,184 | $115,674,414 | 2011 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
CNM
CORE & MAIN INC
|
Industrials | 1.56% | 1.37% |
#34
2
Prev: #36
|
2.6 |
—
|
399,126 | 20.0% |
P
S
|
2,395,854 | $115,599,956 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
HLT
HILTON WORLDWID...
|
Consumer Cyclical | 1.51% | 1.32% |
#35
3
Prev: #38
|
2.6 |
—
|
27,520 | 8.9% |
P
S
|
338,374 | $111,819,072 | 2005 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
RGLD
ROYAL GOLD INC
|
Basic Materials | 1.50% | 2.05% |
#36
13
Prev: #23
|
1.1 |
—
|
-18,880 | -3.3% |
P
S
|
558,050 | $111,392,361 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
SCHW
SCHWAB CHARLES ...
|
Financial Services | 1.50% | 1.63% |
#37
7
Prev: #30
|
1.1 |
—
|
-40,700 | -3.3% |
P
S
|
1,202,369 | $110,942,588 | 2010 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
ICE
INTERCONTINENTA...
|
Financial Services | 1.36% | 1.69% |
#38
9
Prev: #29
|
2.5 |
—
|
50,500 | 6.6% |
P
S
|
821,169 | $101,094,116 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
WH
WYNDHAM HOTELS ...
|
Consumer Cyclical | 1.36% | 1.40% |
#39
4
Prev: #35
|
1.0 |
—
|
-40,400 | -3.3% |
P
S
|
1,195,200 | $100,647,792 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
COO
COOPER COS INC
|
Healthcare | 1.24% | 1.32% |
#40
3
Prev: #37
|
1.0 |
—
|
-43,500 | -3.3% |
P
S
|
1,284,000 | $92,075,640 | 2017 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
DHR
DANAHER CORP DE...
|
Healthcare | 1.19% | 2.12% |
#41
21
Prev: #20
|
0.5 |
—
|
-340,600 | -42.5% |
P
S
|
461,600 | $87,925,568 | 2012 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
ADI
ANALOG DEVICES ...
|
Technology | 1.09% | 1.06% |
#42
Prev: #42
|
0.9 |
—
|
-36,320 | -15.2% |
P
S
|
202,698 | $80,505,565 | 2010 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
WSO
WATSCO INC
|
Industrials | 1.06% | — |
#43
Prev: #—
|
3.9 |
—
|
188,840 | — |
NEW
|
188,840 | $78,695,293 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
IEX
IDEX CORP
|
Industrials | 0.98% | 0.88% |
#44
3
Prev: #47
|
0.9 |
—
|
-10,700 | -3.2% |
P
S
|
321,299 | $72,918,808 | 2012 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
ETSY
ETSY INC
|
Consumer Cyclical | 0.89% | 0.63% |
#45
6
Prev: #51
|
0.9 |
—
|
-29,700 | -3.3% |
P
S
|
878,400 | $66,169,872 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
CDW
CDW CORP
|
Technology | 0.62% | 0.57% |
#46
6
Prev: #52
|
0.7 |
—
|
-11,000 | -3.3% |
P
S
|
325,426 | $45,767,913 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
SHW
SHERWIN WILLIAM...
|
Basic Materials | 0.51% | 0.51% |
#47
7
Prev: #54
|
0.7 |
—
|
-3,720 | -3.3% |
P
S
|
110,012 | $37,879,332 | 2008 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
POOL
POOL CORP
|
Industrials | 0.51% | 0.51% |
#48
5
Prev: #53
|
0.7 |
—
|
-5,880 | -3.3% |
P
S
|
174,895 | $37,584,936 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
LLYVK
LIBERTY LIVE HO...
|
Communication Services | 0.04% | 0.04% |
#49
7
Prev: #56
|
0.5 |
—
|
-800 | -2.9% |
P
S
|
26,974 | $2,849,533 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
BLD
TOPBUILD COR
|
Industrials | 0.00% | 0.41% |
Sold All 😨
(Was: #55) |
0.0 |
—
|
-83,537 | -100.0% |
CLOSED
|
— | $— | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 |
Showing 1-50 of 58 holdings