# Findlay Park Partners LLP

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1351950. Source: https://holderbook.com/funds/1351950-findlay-park-partners-llp/

- Reported value: $7.4B
- Positions: 49
- Weight of the ten largest: 33.0%
- Filed: 2026-08-12

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| TELEDYNE TECHNOLOGIES INC | [TDY](https://holderbook.com/stocks/TDY/) | $277.4M | 415,899 | 3.7% | 16 |
| ITT INC | [ITT](https://holderbook.com/stocks/ITT/) | $276.4M | 1,397,628 | 3.7% | 8 |
| API GROUP CORP | [APG](https://holderbook.com/stocks/APG/) | $276.2M | 6,522,698 | 3.7% | 13 |
| CRH PLC | [CRH](https://holderbook.com/stocks/CRH/) | $263.8M | 2,465,011 | 3.6% | 10 |
| XPO INC | [XPO](https://holderbook.com/stocks/XPO/) | $236.1M | 1,150,100 | 3.2% | 9 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $234.5M | 468,716 | 3.2% | 31 |
| WOODWARD INC | [WWD](https://holderbook.com/stocks/WWD/) | $232.0M | 545,220 | 3.1% | 4 |
| CANADIAN NATL RY CO | [CNI](https://holderbook.com/stocks/CNI/) | $217.7M | 1,826,068 | 2.9% | 15 |
| WASTE CONNECTIONS INC | [WCN](https://holderbook.com/stocks/WCN/) | $214.3M | 1,285,809 | 2.9% | 31 |
| WEST PHARMACEUTICAL SVSC INC | [WST](https://holderbook.com/stocks/WST/) | $214.2M | 596,646 | 2.9% | 15 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $200.9M | 277,860 | 2.7% | 8 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $197.3M | 653,850 | 2.7% | 13 |
| LIVE NATION ENTERTAINMENT IN | [LYV](https://holderbook.com/stocks/LYV/) | $195.8M | 1,069,200 | 2.6% | 13 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $193.6M | 649,431 | 2.6% | 31 |
| CANADIAN PACIFIC KANSAS CITY | [CP](https://holderbook.com/stocks/CP/) | $193.5M | 2,233,296 | 2.6% | 12 |
| LIBERTY MEDIA CORP DEL | [FWONK](https://holderbook.com/stocks/FWONK/) | $189.3M | 1,989,657 | 2.6% | 12 |
| UNITED RENTALS INC | [URI](https://holderbook.com/stocks/URI/) | $180.1M | 158,948 | 2.4% | 15 |
| ENTEGRIS INC | [ENTG](https://holderbook.com/stocks/ENTG/) | $174.4M | 969,700 | 2.4% | 6 |
| AGILENT TECHNOLOGIES INC | [A](https://holderbook.com/stocks/A/) | $174.3M | 1,312,063 | 2.4% | 12 |
| EOG RES INC | [EOG](https://holderbook.com/stocks/EOG/) | $172.5M | 1,329,709 | 2.3% | 31 |
| WATERS CORP | [WAT](https://holderbook.com/stocks/WAT/) | $169.5M | 451,925 | 2.3% | 12 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $158.0M | 307,650 | 2.1% | 22 |
| KEYSIGHT TECHNOLOGIES INC | [KEYS](https://holderbook.com/stocks/KEYS/) | $157.1M | 448,872 | 2.1% | 24 |
| STANDARDAERO INC | [SARO](https://holderbook.com/stocks/SARO/) | $150.5M | 5,032,523 | 2.0% | 2 |
| FERGUSON ENTERPRISES INC | [FERG](https://holderbook.com/stocks/FERG/) | $146.9M | 618,810 | 2.0% | 8 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $144.1M | 386,430 | 1.9% | 31 |
| BECTON DICKINSON & CO | [BDX](https://holderbook.com/stocks/BDX/) | $143.9M | 951,200 | 1.9% | 2 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $141.8M | 1,207,200 | 1.9% | 1 |
| STERIS PLC | [STE](https://holderbook.com/stocks/STE/) | $138.5M | 657,713 | 1.9% | 14 |
| S&P GLOBAL INC | [SPGI](https://holderbook.com/stocks/SPGI/) | $127.3M | 312,640 | 1.7% | 26 |
| CONOCOPHILLIPS | [COP](https://holderbook.com/stocks/COP/) | $126.4M | 1,216,171 | 1.7% | 15 |
| MARTIN MARIETTA MATLS INC | [MLM](https://holderbook.com/stocks/MLM/) | $119.5M | 207,262 | 1.6% | 31 |
| ECOLAB INC | [ECL](https://holderbook.com/stocks/ECL/) | $115.7M | 415,184 | 1.6% | 11 |
| CORE & MAIN INC | [CNM](https://holderbook.com/stocks/CNM/) | $115.6M | 2,395,854 | 1.6% | 2 |
| HILTON WORLDWIDE HLDGS INC | [HLT](https://holderbook.com/stocks/HLT/) | $111.8M | 338,374 | 1.5% | 14 |
| ROYAL GOLD INC | [RGLD](https://holderbook.com/stocks/RGLD/) | $111.4M | 558,050 | 1.5% | 15 |
| SCHWAB CHARLES CORP | [SCHW](https://holderbook.com/stocks/SCHW/) | $110.9M | 1,202,369 | 1.5% | 15 |
| INTERCONTINENTAL EXCHANGE IN | [ICE](https://holderbook.com/stocks/ICE/) | $101.1M | 821,169 | 1.4% | 31 |
| WYNDHAM HOTELS & RESORTS INC | [WH](https://holderbook.com/stocks/WH/) | $100.6M | 1,195,200 | 1.4% | 2 |
| COOPER COS INC | [COO](https://holderbook.com/stocks/COO/) | $92.1M | 1,284,000 | 1.2% | 6 |
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $87.9M | 461,600 | 1.2% | 8 |
| ANALOG DEVICES INC | [ADI](https://holderbook.com/stocks/ADI/) | $80.5M | 202,698 | 1.1% | 31 |
| WATSCO INC | [WSO](https://holderbook.com/stocks/WSO/) | $78.7M | 188,840 | 1.1% | 1 |
| IDEX CORP | [IEX](https://holderbook.com/stocks/IEX/) | $72.9M | 321,299 | 1.0% | 8 |
| ETSY INC | [ETSY](https://holderbook.com/stocks/ETSY/) | $66.2M | 878,400 | 0.9% | 7 |
| CDW CORP | [CDW](https://holderbook.com/stocks/CDW/) | $45.8M | 325,426 | 0.6% | 14 |
| SHERWIN WILLIAMS CO | [SHW](https://holderbook.com/stocks/SHW/) | $37.9M | 110,012 | 0.5% | 31 |
| POOL CORP | [POOL](https://holderbook.com/stocks/POOL/) | $37.6M | 174,895 | 0.5% | 22 |
| LIBERTY LIVE HOLDINGS INC | [LLYVK](https://holderbook.com/stocks/LLYVK/) | $2.8M | 26,974 | 0.0% | 3 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +8.0% | +14.8% | -6.8% | 100% |
| Q1 2026 | -2.6% | -4.6% | +2.0% | 100% |
| Q4 2025 | +0.2% | +2.4% | -2.1% | 100% |
| Q3 2025 | +1.5% | +7.8% | -6.4% | 100% |
| Q2 2025 | +5.4% | +10.5% | -5.0% | 100% |
| Q1 2025 | -1.9% | -4.6% | +2.7% | 100% |
| Q4 2024 | -3.0% | +2.1% | -5.1% | 100% |
| Q3 2024 | +6.1% | +5.4% | +0.7% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $7.4B | 49 |
| Q1 2026 | $7.2B | 56 |
| Q4 2025 | $7.8B | 57 |
| Q3 2025 | $9.5B | 57 |
| Q2 2025 | $9.7B | 57 |
| Q1 2025 | $9.7B | 58 |
| Q4 2024 | $10.1B | 59 |
| Q3 2024 | $10.6B | 59 |
| Q2 2024 | $10.6B | 56 |
| Q1 2024 | $10.9B | 56 |
| Q4 2023 | $10.2B | 58 |
| Q3 2023 | $9.3B | 60 |