Findlay Park Partners LLP portfolio
Managed by . 56 reported positions worth $7.2B as of 2026-03-31, filed with the SEC on 2026-05-13. Parsed from the filing itself, not a reseller.
Every position on this page is a snapshot of 2026-03-31. It was already 43 days old on 2026-05-13, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| ITT | ITT INC | $269.1M | 1,412,228 | 3.75% | +15% |
| EOG | EOG RES INC | $256.6M | 1,774,909 | 3.58% | +29% |
| TDY | TELEDYNE TECHNOLOGIES INC | $238.6M | 394,339 | 3.33% | +56% |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $232.2M | 484,636 | 3.24% | +35% |
| CRH | CRH PLC | $230.4M | 2,191,611 | 3.21% | +9% |
| COP | CONOCOPHILLIPS | $223.1M | 1,690,371 | 3.11% | +17% |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $208.6M | 738,652 | 2.91% | +31% |
| CNI | CANADIAN NATL RY CO | $194.0M | 1,887,968 | 2.70% | +55% |
| A | AGILENT TECHNOLOGIES INC | $154.6M | 1,356,563 | 2.16% | +69% |
| DHR | DANAHER CORP DEL | $152.1M | 802,200 | 2.12% | +74% |
| STE | STERIS PLC | $149.2M | 674,755 | 2.08% | +9% |
| MSFT | MICROSOFT CORP | $147.9M | 399,550 | 2.06% | +20% |
| WAT | WATERS CORP | $139.1M | 467,245 | 1.94% | +2% |
| URI | UNITED RENTALS INC | $135.1M | 185,488 | 1.88% | +16% |
| WCN | WASTE CONNECTIONS INC | $123.0M | 757,296 | 1.71% | +26% |
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| ACN | ACCENTURE PLC IRELAND | $52.8M | 266,098 | 0.74% | -72% |
| SHW | SHERWIN WILLIAMS CO | $36.5M | 113,732 | 0.51% | -71% |
| MA | MASTERCARD INCORPORATED | $135.6M | 271,410 | 1.89% | -43% |
| RGLD | ROYAL GOLD INC | $146.8M | 576,930 | 2.05% | -41% |
| SPGI | S&P GLOBAL INC | $137.5M | 323,240 | 1.92% | -40% |
| WWD | WOODWARD INC | $161.7M | 451,800 | 2.25% | -34% |
| ECL | ECOLAB INC | $68.0M | 255,584 | 0.95% | -29% |
| SCHW | SCHWAB CHARLES CORP | $116.8M | 1,243,069 | 1.63% | -29% |
| LYV | LIVE NATION ENTERTAINMENT IN | $156.4M | 1,025,500 | 2.18% | -28% |
| HLT | HILTON WORLDWIDE HLDGS INC | $94.5M | 310,854 | 1.32% | -25% |
| ICE | INTERCONTINENTAL EXCHANGE IN | $121.2M | 770,669 | 1.69% | -21% |
| XPO | XPO INC | $231.3M | 1,189,000 | 3.22% | -16% |
| APG | API GROUP CORP | $242.4M | 5,981,698 | 3.38% | -15% |
| CP | CANADIAN PACIFIC KANSAS CITY | $181.6M | 2,309,096 | 2.53% | -10% |
| TXN | TEXAS INSTRS INC | $229.7M | 1,183,131 | 3.20% | -10% |
All reported holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| ITT | ITT INC | $269.1M | 1,412,228 | 3.75% | — |
| EOG | EOG RES INC | $256.6M | 1,774,909 | 3.58% | — |
| APG | API GROUP CORP | $242.4M | 5,981,698 | 3.38% | — |
| TDY | TELEDYNE TECHNOLOGIES INC | $238.6M | 394,339 | 3.33% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $232.2M | 484,636 | 3.24% | — |
| XPO | XPO INC | $231.3M | 1,189,000 | 3.22% | — |
| CRH | CRH PLC | $230.4M | 2,191,611 | 3.21% | — |
| TXN | TEXAS INSTRS INC | $229.7M | 1,183,131 | 3.20% | — |
| COP | CONOCOPHILLIPS | $223.1M | 1,690,371 | 3.11% | — |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $208.6M | 738,652 | 2.91% | — |
| CNI | CANADIAN NATL RY CO | $194.0M | 1,887,968 | 2.70% | — |
| CP | CANADIAN PACIFIC KANSAS CITY | $181.6M | 2,309,096 | 2.53% | — |
| FWONK | LIBERTY MEDIA CORP DEL | $162.6M | 1,913,057 | 2.27% | — |
| WWD | WOODWARD INC | $161.7M | 451,800 | 2.25% | — |
| LYV | LIVE NATION ENTERTAINMENT IN | $156.4M | 1,025,500 | 2.18% | — |
| BDX | BECTON DICKINSON & CO | $154.6M | 983,500 | 2.16% | — |
| A | AGILENT TECHNOLOGIES INC | $154.6M | 1,356,563 | 2.16% | — |
| WST | WEST PHARMACEUTICAL SVSC INC | $154.6M | 616,766 | 2.15% | — |
| INTU | INTUIT | $154.1M | 356,385 | 2.15% | — |
| DHR | DANAHER CORP DEL | $152.1M | 802,200 | 2.12% | — |
| STE | STERIS PLC | $149.2M | 674,755 | 2.08% | — |
| MSFT | MICROSOFT CORP | $147.9M | 399,550 | 2.06% | — |
| RGLD | ROYAL GOLD INC | $146.8M | 576,930 | 2.05% | — |
| WAT | WATERS CORP | $139.1M | 467,245 | 1.94% | — |
| SPGI | S&P GLOBAL INC | $137.5M | 323,240 | 1.92% | — |
| MA | MASTERCARD INCORPORATED | $135.6M | 271,410 | 1.89% | — |
| URI | UNITED RENTALS INC | $135.1M | 185,488 | 1.88% | — |
| WCN | WASTE CONNECTIONS INC | $123.0M | 757,296 | 1.71% | — |
| ICE | INTERCONTINENTAL EXCHANGE IN | $121.2M | 770,669 | 1.69% | — |
| SCHW | SCHWAB CHARLES CORP | $116.8M | 1,243,069 | 1.63% | — |
| FERG | FERGUSON ENTERPRISES INC | $115.9M | 496,710 | 1.62% | — |
| MLM | MARTIN MARIETTA MATLS INC | $114.4M | 194,302 | 1.59% | — |
| SARO | STANDARDAERO INC | $105.5M | 4,084,441 | 1.47% | — |
| SLB | SLB LIMITED | $103.5M | 2,014,200 | 1.44% | — |
| WH | WYNDHAM HOTELS & RESORTS INC | $100.4M | 1,235,600 | 1.40% | — |
| CNM | CORE & MAIN INC | $98.6M | 1,996,728 | 1.37% | — |
| COO | COOPER COS INC | $94.9M | 1,327,500 | 1.32% | — |
| HLT | HILTON WORLDWIDE HLDGS INC | $94.5M | 310,854 | 1.32% | — |
| MKTX | MARKETAXESS HLDGS INC | $79.3M | 480,600 | 1.11% | — |
| KLAC | KLA CORP | $79.0M | 53,662 | 1.10% | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $76.1M | 154,740 | 1.06% | — |
| ADI | ANALOG DEVICES INC | $76.0M | 239,018 | 1.06% | — |
| ENTG | ENTEGRIS INC | $75.1M | 640,600 | 1.05% | — |
| ADSK | AUTODESK INC | $74.9M | 312,719 | 1.04% | — |
| EFX | EQUIFAX INC | $71.1M | 394,660 | 0.99% | — |
| ECL | ECOLAB INC | $68.0M | 255,584 | 0.95% | — |
| IEX | IDEX CORP | $62.9M | 331,999 | 0.88% | — |
| AMAT | APPLIED MATLS INC | $53.6M | 156,800 | 0.75% | — |
| ACN | ACCENTURE PLC IRELAND | $52.8M | 266,098 | 0.74% | — |
| SPOT | SPOTIFY TECHNOLOGY S A | $45.7M | 94,240 | 0.64% | — |
| ETSY | ETSY INC | $45.4M | 908,100 | 0.63% | — |
| CDW | CDW CORP | $40.7M | 336,426 | 0.57% | — |
| POOL | POOL CORP | $36.6M | 180,775 | 0.51% | — |
| SHW | SHERWIN WILLIAMS CO | $36.5M | 113,732 | 0.51% | — |
| BLD* | TOPBUILD COR | $29.3M | 83,537 | 0.41% | — |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $2.6M | 27,774 | 0.04% | — |
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
This page was built from one document: the 2026-03-31 Form 13F info table filed by Findlay Park Partners LLP (CIK 1351950, accession 0000945621-26-000683). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
Tested and published by IndicatorEdge · backtest grid generated 2026-06-25 · base rates recomputed 2026-07-31 · how we test
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