# Foresight Group Ltd Liability Partnership

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1943441. Source: https://holderbook.com/funds/1943441-foresight-group-ltd-liability-partnership/

- Reported value: $555.8M
- Positions: 62
- Weight of the ten largest: 39.3%
- Filed: 2026-07-27

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 |
|---|---|---|---|---|---|
| ECOLAB INC | [ECL](https://holderbook.com/stocks/ECL/) | $24.7M | 88,745 | 4.5% | 6 |
| XYLEM INC | [XYL](https://holderbook.com/stocks/XYL/) | $23.9M | 202,120 | 4.3% | 11 |
| AMERICAN WTR WKS CO INC NEW | [AWK](https://holderbook.com/stocks/AWK/) | $23.1M | 174,231 | 4.2% | 6 |
| AGILENT TECHNOLOGIES INC | [A](https://holderbook.com/stocks/A/) | $22.3M | 170,779 | 4.0% | 6 |
| APTIV PLC | [APTV](https://holderbook.com/stocks/APTV/) | $22.3M | 369,767 | 4.0% | 6 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $21.7M | 43,414 | 3.9% | 9 |
| TE CONNECTIVITY PLC | [TEL](https://holderbook.com/stocks/TEL/) | $21.3M | 105,882 | 3.8% | 6 |
| ICON PUB LTD CO | [ICLR](https://holderbook.com/stocks/ICLR/) | $20.6M | 119,181 | 3.7% | 7 |
| GLOBUS MED INC | [GMED](https://holderbook.com/stocks/GMED/) | $19.8M | 254,030 | 3.6% | 6 |
| STERIS PLC | [STE](https://holderbook.com/stocks/STE/) | $18.8M | 89,732 | 3.4% | 6 |
| DIGITAL RLTY TR INC | [DLR](https://holderbook.com/stocks/DLR/) | $18.2M | 100,750 | 3.3% | 11 |
| HEALTHPEAK PROPERTIES INC | [DOC](https://holderbook.com/stocks/DOC/) | $17.5M | 808,489 | 3.2% | 11 |
| TRIMBLE INC | [TRMB](https://holderbook.com/stocks/TRMB/) | $17.0M | 336,440 | 3.1% | 6 |
| AUTODESK INC | [ADSK](https://holderbook.com/stocks/ADSK/) | $16.8M | 86,508 | 3.0% | 6 |
| EQUINIX INC | [EQIX](https://holderbook.com/stocks/EQIX/) | $16.3M | 15,493 | 2.9% | 11 |
| AMERICAN TOWER CORP | [AMT](https://holderbook.com/stocks/AMT/) | $16.1M | 97,840 | 2.9% | 11 |
| ROCKWELL AUTOMATION INC | [ROK](https://holderbook.com/stocks/ROK/) | $13.5M | 27,378 | 2.4% | 6 |
| FIRST SOLAR INC | [FSLR](https://holderbook.com/stocks/FSLR/) | $12.6M | 53,647 | 2.3% | 6 |
| TRANE TECHNOLOGIES PLC | [TT](https://holderbook.com/stocks/TT/) | $12.6M | 25,643 | 2.3% | 11 |
| SMURFIT WESTROCK PLC | [SW](https://holderbook.com/stocks/SW/) | $12.4M | 270,883 | 2.2% | 1 |
| SYNOPSYS INC | [SNPS](https://holderbook.com/stocks/SNPS/) | $12.2M | 27,577 | 2.2% | 2 |
| CLEARWAY ENERGY INC | [CWEN](https://holderbook.com/stocks/CWEN/) | $11.5M | 330,485 | 2.1% | 11 |
| VENTAS INC | [VTR](https://holderbook.com/stocks/VTR/) | $11.3M | 126,030 | 2.0% | 8 |
| VERALTO CORP | [VLTO](https://holderbook.com/stocks/VLTO/) | $11.2M | 127,342 | 2.0% | 6 |
| VERSIGENT PLC | [VGNT](https://holderbook.com/stocks/VGNT/) | $10.6M | 262,320 | 1.9% | 1 |
| COVISTA INC | [CVSA](https://holderbook.com/stocks/CVSA/) | $9.6M | 77,264 | 1.7% | 1 |
| BROOKFIELD RENEWABLE CORP | [BEPC](https://holderbook.com/stocks/BEPC/) | $9.5M | 253,428 | 1.7% | 1 |
| MSA SAFETY INC | [MSA](https://holderbook.com/stocks/MSA/) | $9.4M | 54,195 | 1.7% | 6 |
| EXELON CORP | [EXC](https://holderbook.com/stocks/EXC/) | $9.3M | 198,415 | 1.7% | 2 |
| GRAND CANYON ED INC | [LOPE](https://holderbook.com/stocks/LOPE/) | $9.1M | 63,491 | 1.6% | 6 |
| BENTLEY SYS INC | [BSY](https://holderbook.com/stocks/BSY/) | $8.7M | 293,803 | 1.6% | 2 |
| NEXTPOWER INC | [NXT](https://holderbook.com/stocks/NXT/) | $8.2M | 71,334 | 1.5% | 6 |
| TETRA TECH INC NEW | [TTEK](https://holderbook.com/stocks/TTEK/) | $7.7M | 269,580 | 1.4% | 1 |
| SUNBELT RENTALS HOLDINGS INC | [SUNB](https://holderbook.com/stocks/SUNB/) | $6.7M | 92,217 | 1.2% | 1 |
| CROWN CASTLE INC | [CCI](https://holderbook.com/stocks/CCI/) | $5.7M | 75,663 | 1.0% | 11 |
| BOSTON SCIENTIFIC CORP | [BSX](https://holderbook.com/stocks/BSX/) | $5.4M | 126,468 | 1.0% | 2 |
| NOVO-NORDISK A S | [NVO](https://holderbook.com/stocks/NVO/) | $5.3M | 109,935 | 0.9% | 1 |
| EASTERLY GOVT PPTYS INC | [DEA](https://holderbook.com/stocks/DEA/) | $5.0M | 198,278 | 0.9% | 5 |
| VERTIV HOLDINGS CO | [VRT](https://holderbook.com/stocks/VRT/) | $2.2M | 6,749 | 0.4% | 6 |
| PROLOGIS INC. | [PLD](https://holderbook.com/stocks/PLD/) | $2.2M | 16,029 | 0.4% | 11 |
| CHENIERE ENERGY INC | [LNG](https://holderbook.com/stocks/LNG/) | $2.1M | 8,869 | 0.4% | 3 |
| RAYONIER INC | [RYN](https://holderbook.com/stocks/RYN/) | $1.9M | 92,003 | 0.3% | 11 |
| DIGITALBRIDGE GROUP INC | [DBRG](https://holderbook.com/stocks/DBRG/) | $1.9M | 121,406 | 0.3% | 11 |
| WEYERHAEUSER CO | [WY](https://holderbook.com/stocks/WY/) | $1.5M | 64,742 | 0.3% | 11 |
| JOHNSON CONTROLS INTERNATION | [JCI](https://holderbook.com/stocks/JCI/) | $1.5M | 10,379 | 0.3% | 11 |
| CSX CORP | [CSX](https://holderbook.com/stocks/CSX/) | $1.3M | 26,808 | 0.2% | 3 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $1.2M | 1,981 | 0.2% | 11 |
| AGREE RLTY CORP | [ADC](https://holderbook.com/stocks/ADC/) | $1.2M | 15,903 | 0.2% | 7 |
| OWENS CORNING NEW | [OC](https://holderbook.com/stocks/OC/) | $1.1M | 7,144 | 0.2% | 11 |
| STAG INDUSTRIAL INC | [STAG](https://holderbook.com/stocks/STAG/) | $1.1M | 28,807 | 0.2% | 11 |
| ADVANCED DRAIN SYS INC DEL | [WMS](https://holderbook.com/stocks/WMS/) | $1.1M | 7,035 | 0.2% | 11 |
| PHILLIPS EDISON & CO INC | [PECO](https://holderbook.com/stocks/PECO/) | $941.9K | 22,347 | 0.2% | 7 |
| GXO LOGISTICS INCORPORATED | [GXO](https://holderbook.com/stocks/GXO/) | $929.6K | 18,872 | 0.2% | 11 |
| AMERICAN HOMES 4 RENT | [AMH](https://holderbook.com/stocks/AMH/) | $884.8K | 26,157 | 0.2% | 11 |
| BXP INC | [BXP](https://holderbook.com/stocks/BXP/) | $878.8K | 13,202 | 0.2% | 2 |
| MID-AMER APT CMNTYS INC | [MAA](https://holderbook.com/stocks/MAA/) | $621.9K | 4,480 | 0.1% | 11 |
| COMMERCIAL METALS CO | [CMC](https://holderbook.com/stocks/CMC/) | $620.9K | 9,713 | 0.1% | 11 |
| WELLTOWER INC | [WELL](https://holderbook.com/stocks/WELL/) | $595.4K | 2,598 | 0.1% | 3 |
| KILROY REALTY CORP | [KRC](https://holderbook.com/stocks/KRC/) | $496.5K | 13,036 | 0.1% | 11 |
| BRIGHT HORIZONS FAM SOL IN D | [BFAM](https://holderbook.com/stocks/BFAM/) | $427.0K | 5,997 | 0.1% | 11 |
| AMERICOLD REALTY TRUST INC | [COLD](https://holderbook.com/stocks/COLD/) | $363.4K | 22,920 | 0.1% | 9 |
| VITAL FARMS INC | [VITL](https://holderbook.com/stocks/VITL/) | $340.4K | 29,399 | 0.1% | 11 |

## 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 | +1.3% | +14.8% | -13.5% | 103% |
| Q1 2026 | -3.3% | -4.6% | +1.3% | 94% |
| Q4 2025 | +1.5% | +2.4% | -0.9% | 100% |
| Q3 2025 | +4.9% | +7.8% | -2.9% | 98% |
| Q2 2025 | +5.9% | +10.5% | -4.6% | 98% |
| Q3 2024 | +14.5% | +5.4% | +9.1% | 126% |
| Q2 2024 | +3.1% | +4.0% | -1.0% | 125% |
| Q1 2024 | -4.6% | +10.0% | -14.6% | 86% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $555.8M | 62 |
| Q1 2026 | $566.2M | 59 |
| Q4 2025 | $664.4M | 58 |
| Q3 2025 | $669.9M | 58 |
| Q2 2025 | $704.9M | 60 |
| Q1 2025 | $709.4M | 62 |
| Q4 2024 | $645.3M | 35 |
| Q3 2024 | $51.9M | 33 |
| Q2 2024 | $189.5M | 34 |
| Q1 2024 | $184.7M | 31 |
| Q4 2023 | $277.6M | 38 |