2026 Q1 Portfolio Activity
In 2026 Q1, Findlay Park Partners LLP maintained a portfolio of 62 distinct positions. The most significant new addition was BECTON DICKINSON & CO, now representing 2.16% of the total fund value. They heavily accumulated shares in EOG RES INC, increasing the position by 29.1%. Conversely, Findlay Park Partners LLP completely exited their position in GALLAGHER ARTHUR J & CO.
Position History
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Findlay Park Partners LLP
London, UK
Institutional Asset Manager / U.S. Equity Specialist
AUM $7,174M
Total Positions
62
Quarter
2026 Q1
Top Holding
ITT (3.8%)
Top 10 Concentration
32.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 62
Findlay Park Partners LLP Full Holdings List — 2026 Q1
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
ITT
ITT INC
|
Industrials | 3.75% | 2.73% |
#1
9
Prev: #10
|
5.5 |
—
|
181,326 | 14.7% |
P
S
|
1,412,228 | $269,071,801 |
$107.46
+81.5%
|
2013 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | ||
|
EOG
EOG RES INC
|
Energy | 3.58% | 1.84% |
#2
22
Prev: #24
|
5.4 |
—
|
400,400 | 29.1% |
P
S
|
1,774,909 | $256,598,594 |
$71.98
+96.2%
|
2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | ||
|
APG
API GROUP CORP
|
Industrials | 3.38% | 3.43% |
#3
Prev: #3
|
2.9 |
—
|
-1,038,436 | -14.8% |
P
S
|
5,981,698 | $242,378,403 |
$22.75
+83.0%
|
2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | ||
|
TDY
TELEDYNE TECHNO...
|
Technology | 3.33% | 1.65% |
#4
23
Prev: #27
|
4.8 |
—
|
141,360 | 55.9% |
P
S
|
394,339 | $238,579,038 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 3.24% | 2.30% |
#5
12
Prev: #17
|
4.3 |
—
|
126,240 | 35.2% |
P
S
|
484,636 | $232,237,571 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
XPO
XPO INC
|
Industrials | 3.22% | 2.45% |
#6
8
Prev: #14
|
1.8 |
—
|
-226,100 | -16.0% |
P
S
|
1,189,000 | $231,319,950 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
CRH
CRH PLC
|
Basic Materials | 3.21% | 3.21% |
#7
1
Prev: #6
|
3.3 |
—
|
177,900 | 8.8% |
P
S
|
2,191,611 | $230,382,148 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
TXN
TEXAS INSTRS IN...
|
Technology | 3.20% | 2.92% |
#8
Prev: #8
|
1.8 |
—
|
-138,000 | -10.4% |
P
S
|
1,183,131 | $229,693,052 | 2010 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
COP
CONOCOPHILLIPS
|
Energy | 3.11% | 1.73% |
#9
16
Prev: #25
|
3.2 |
—
|
244,500 | 16.9% |
P
S
|
1,690,371 | $223,128,972 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
KEYS
KEYSIGHT TECHNO...
|
Technology | 2.91% | 1.47% |
#10
23
Prev: #33
|
3.7 |
—
|
173,400 | 30.7% |
P
S
|
738,652 | $208,573,165 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
CNI
CANADIAN NATL R...
|
Industrials | 2.70% | 1.53% |
#11
19
Prev: #30
|
4.1 |
—
|
671,000 | 55.1% |
P
S
|
1,887,968 | $194,026,471 | 2008 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
CP
CANADIAN PACIFI...
|
Industrials | 2.53% | 2.42% |
#12
3
Prev: #15
|
1.5 |
—
|
-269,600 | -10.5% |
P
S
|
2,309,096 | $181,633,491 | 2005 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
FWONK
LIBERTY MEDIA C...
|
Communication Services | 2.27% | 2.52% |
#13
Prev: #13
|
1.4 |
—
|
-88,556 | -4.4% |
P
S
|
1,913,057 | $162,648,106 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
WWD
WOODWARD INC
|
Industrials | 2.25% | 2.65% |
#14
3
Prev: #11
|
0.9 |
—
|
-234,400 | -34.2% |
P
S
|
451,800 | $161,708,256 | 2005 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
LYV
LIVE NATION ENT...
|
Communication Services | 2.18% | 2.60% |
#15
3
Prev: #12
|
0.9 |
—
|
-405,600 | -28.3% |
P
S
|
1,025,500 | $156,399,005 | 2006 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
BDX
BECTON DICKINSO...
|
Healthcare | 2.16% | — |
#16
Prev: #—
|
4.4 |
—
|
983,500 | — |
NEW
|
983,500 | $154,635,705 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
A
AGILENT TECHNOL...
|
Healthcare | 2.16% | 1.40% |
#17
18
Prev: #35
|
3.9 |
—
|
551,800 | 68.6% |
P
S
|
1,356,563 | $154,621,051 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
WST
WEST PHARMACEUT...
|
Healthcare | 2.15% | 2.34% |
#18
2
Prev: #16
|
1.4 |
—
|
-50,160 | -7.5% |
P
S
|
616,766 | $154,586,230 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
INTU
INTUIT
|
Technology | 2.15% | 3.15% |
#19
12
Prev: #7
|
1.4 |
—
|
-15,800 | -4.2% |
P
S
|
356,385 | $154,093,746 | 2013 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
DHR
DANAHER CORP DE...
|
Healthcare | 2.12% | 1.35% |
#20
16
Prev: #36
|
3.8 |
—
|
340,700 | 73.8% |
P
S
|
802,200 | $152,097,120 | 2012 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
STE
STERIS PLC
|
Healthcare | 2.08% | 2.01% |
#21
2
Prev: #23
|
2.8 |
—
|
53,203 | 8.6% |
P
S
|
674,755 | $149,208,573 | 2009 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.06% | 2.05% |
#22
1
Prev: #21
|
3.3 |
—
|
66,720 | 20.0% |
P
S
|
399,550 | $147,901,424 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
RGLD
ROYAL GOLD INC
|
Basic Materials | 2.05% | 2.77% |
#23
14
Prev: #9
|
0.8 |
—
|
-401,100 | -41.0% |
P
S
|
576,930 | $146,822,916 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
WAT
WATERS CORP
|
Healthcare | 1.94% | 2.22% |
#24
6
Prev: #18
|
1.3 |
—
|
8,776 | 1.9% |
P
S
|
467,245 | $139,145,561 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SPGI
S&P GLOBAL INC
|
Financial Services | 1.92% | 3.62% |
#25
24
Prev: #1
|
0.8 |
—
|
-219,400 | -40.4% |
P
S
|
323,240 | $137,486,902 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 1.89% | 3.49% |
#26
24
Prev: #2
|
0.8 |
—
|
-207,920 | -43.4% |
P
S
|
271,410 | $135,612,721 | 2009 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
URI
UNITED RENTALS ...
|
Industrials | 1.88% | 1.66% |
#27
1
Prev: #26
|
2.8 |
—
|
24,992 | 15.6% |
P
S
|
185,488 | $135,139,137 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
WCN
WASTE CONNECTIO...
|
Industrials | 1.71% | 1.34% |
#28
9
Prev: #37
|
3.2 |
—
|
156,838 | 26.1% |
P
S
|
757,296 | $123,015,162 | 2016 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
ICE
INTERCONTINENTA...
|
Financial Services | 1.69% | 2.02% |
#29
7
Prev: #22
|
0.7 |
—
|
-205,000 | -21.0% |
P
S
|
770,669 | $121,210,820 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SCHW
SCHWAB CHARLES ...
|
Financial Services | 1.63% | 2.22% |
#30
11
Prev: #19
|
0.7 |
—
|
-498,400 | -28.6% |
P
S
|
1,243,069 | $116,823,625 | 2010 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
FERG
FERGUSON ENTERP...
|
Industrials | 1.62% | 1.53% |
#31
Prev: #31
|
1.1 |
—
|
-42,000 | -7.8% |
P
S
|
496,710 | $115,862,575 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
MLM
MARTIN MARIETTA...
|
Basic Materials | 1.59% | 1.44% |
#32
2
Prev: #34
|
2.6 |
—
|
13,520 | 7.5% |
P
S
|
194,302 | $114,381,701 | 2005 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SARO
STANDARDAERO IN...
|
Industrials | 1.47% | — |
#33
Prev: #—
|
4.1 |
—
|
4,084,441 | — |
NEW
|
4,084,441 | $105,501,111 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SLB
SLB LIMITED
|
Energy | 1.44% | — |
#34
Prev: #—
|
4.1 |
—
|
2,014,200 | — |
NEW
|
2,014,200 | $103,509,738 | 2013 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
WH
WYNDHAM HOTELS ...
|
Consumer Cyclical | 1.40% | — |
#35
Prev: #—
|
4.1 |
—
|
1,235,600 | — |
NEW
|
1,235,600 | $100,367,788 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
CNM
CORE & MAIN INC
|
Industrials | 1.37% | — |
#36
Prev: #—
|
4.0 |
—
|
1,996,728 | — |
NEW
|
1,996,728 | $98,638,363 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
COO
COOPER COS INC
|
Healthcare | 1.32% | 1.55% |
#37
8
Prev: #29
|
1.0 |
—
|
-154,800 | -10.4% |
P
S
|
1,327,500 | $94,916,250 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
HLT
HILTON WORLDWID...
|
Consumer Cyclical | 1.32% | 1.52% |
#38
6
Prev: #32
|
0.5 |
—
|
-102,640 | -24.8% |
P
S
|
310,854 | $94,524,484 | 2005 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
MKTX
MARKETAXESS HLD...
|
Financial Services | 1.11% | 1.24% |
#39
Prev: #39
|
0.9 |
—
|
-55,800 | -10.4% |
P
S
|
480,600 | $79,289,388 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
KLAC
KLA CORP
|
Technology | 1.10% | 0.47% |
#40
15
Prev: #55
|
3.4 |
—
|
23,360 | 77.1% |
P
S
|
53,662 | $79,012,465 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 1.06% | 0.82% |
#41
7
Prev: #48
|
2.9 |
—
|
44,000 | 39.7% |
P
S
|
154,740 | $76,059,352 | 2010 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
ADI
ANALOG DEVICES ...
|
Technology | 1.06% | 0.92% |
#42
4
Prev: #46
|
0.9 |
—
|
-27,600 | -10.4% |
P
S
|
239,018 | $76,041,187 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
ENTG
ENTEGRIS INC
|
Technology | 1.05% | 0.43% |
#43
13
Prev: #56
|
3.4 |
—
|
236,000 | 58.3% |
P
S
|
640,600 | $75,103,944 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
ADSK
AUTODESK INC
|
Technology | 1.04% | 1.01% |
#44
1
Prev: #45
|
2.4 |
—
|
45,720 | 17.1% |
P
S
|
312,719 | $74,864,929 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
EFX
EQUIFAX INC
|
Industrials | 0.99% | 1.22% |
#45
5
Prev: #40
|
0.9 |
—
|
-45,960 | -10.4% |
P
S
|
394,660 | $71,066,426 | 2009 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
ECL
ECOLAB INC
|
Basic Materials | 0.95% | 1.21% |
#46
5
Prev: #41
|
0.4 |
—
|
-104,320 | -29.0% |
P
S
|
255,584 | $67,990,456 | 2011 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IEX
IDEX CORP
|
Industrials | 0.88% | 0.84% |
#47
Prev: #47
|
0.9 |
—
|
-38,400 | -10.4% |
P
S
|
331,999 | $62,930,410 | 2012 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 0.75% | 0.57% |
#48
5
Prev: #53
|
0.8 |
—
|
-18,000 | -10.3% |
P
S
|
156,800 | $53,592,672 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
ACN
ACCENTURE PLC I...
|
Technology | 0.74% | 3.31% |
#49
44
Prev: #5
|
0.3 |
—
|
-699,500 | -72.4% |
P
S
|
266,098 | $52,764,572 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SPOT
SPOTIFY TECHNOL...
|
Communication Services | 0.64% | 0.75% |
#50
1
Prev: #49
|
0.8 |
—
|
-6,840 | -6.8% |
P
S
|
94,240 | $45,697,918 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 |
Showing 1-50 of 62 holdings