Findlay Park Partners 13F, Q4 2025
Findlay Park Partners · quarter ending 31 December 2025 · filed 13 February 2026 · SEC CIK 1351950
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q4 2025
The 25 largest of 57 positions. Weights are against the whole filed book. Changes are in shares held, against the Q3 2025 filing.
| Company | Ticker | Value | % of book | vs Q3 2025 |
|---|---|---|---|---|
| S&P GLOBAL INC | SPGI | $283.58M | 3.6% | -6% shares |
| MASTERCARD INCORPORATED | MA | $273.64M | 3.5% | -5% shares |
| API GROUP CORP | APG | $268.59M | 3.4% | -7% shares |
| GALLAGHER ARTHUR J & CO | AJG | $265.39M | 3.4% | -4% shares |
| ACCENTURE PLC IRELAND | $259.07M | 3.3% | -17% shares | |
| CRH PLC | $251.31M | 3.2% | -17% shares | |
| INTUIT | INTU | $246.54M | 3.1% | -17% shares |
| TEXAS INSTRS INC | TXN | $229.20M | 2.9% | +12% shares |
| ROYAL GOLD INC | RGLD | $217.41M | 2.8% | -17% shares |
| ITT INC | ITT | $213.57M | 2.7% | +63% shares |
| WOODWARD INC | WWD | $207.45M | 2.6% | +136% shares |
| LIVE NATION ENTERTAINMENT IN | LYV | $203.93M | 2.6% | -29% shares |
| LIBERTY MEDIA CORP DEL | FWONK | $197.18M | 2.5% | -30% shares |
| XPO INC | XPO | $192.33M | 2.5% | -5% shares |
| CANADIAN PACIFIC KANSAS CITY | CP | $189.87M | 2.4% | -17% shares |
| WEST PHARMACEUTICAL SVSC INC | WST | $183.50M | 2.3% | -17% shares |
| BERKSHIRE HATHAWAY INC DEL | BRK/B | $180.15M | 2.3% | -17% shares |
| WATERS CORP | WAT | $174.14M | 2.2% | -17% shares |
| SCHWAB CHARLES CORP | SCHW | $173.99M | 2.2% | -17% shares |
| MARSH & MCLENNAN COS INC | MRSH | $164.46M | 2.1% | -17% shares |
| MICROSOFT CORP | MSFT | $160.96M | 2.0% | -60% shares |
| INTERCONTINENTAL EXCHANGE IN | ICE | $158.02M | 2.0% | unchanged |
| STERIS PLC | $157.58M | 2.0% | -17% shares | |
| EOG RES INC | EOG | $144.34M | 1.8% | -17% shares |
| CONOCOPHILLIPS | COP | $135.35M | 1.7% | -17% shares |
What changed since Q3 2025
Against the Q3 2025 filing, Findlay Park Partners opened 1 new position, added to 4, trimmed 51, left 1 unchanged and exited 1. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Other quarters
Source: SEC Form 13F-HR, accession 0000945621-26-000301, filed by Findlay Park Partners LLP. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.