Findlay Park Partners 13F, Q1 2026
Findlay Park Partners · quarter ending 31 March 2026 · filed 13 May 2026 · SEC CIK 1351950
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q1 2026
The 25 largest of 56 positions. Weights are against the whole filed book. Changes are in shares held, against the Q4 2025 filing.
| Company | Ticker | Value | % of book | vs Q4 2025 |
|---|---|---|---|---|
| ITT INC | ITT | $269.07M | 3.8% | +15% shares |
| EOG RES INC | EOG | $256.60M | 3.6% | +29% shares |
| API GROUP CORP | APG | $242.38M | 3.4% | -15% shares |
| TELEDYNE TECHNOLOGIES INC | TDY | $238.58M | 3.3% | +56% shares |
| BERKSHIRE HATHAWAY INC DEL | BRK/B | $232.24M | 3.2% | +35% shares |
| XPO INC | XPO | $231.32M | 3.2% | -16% shares |
| CRH PLC | $230.38M | 3.2% | +9% shares | |
| TEXAS INSTRS INC | TXN | $229.69M | 3.2% | -10% shares |
| CONOCOPHILLIPS | COP | $223.13M | 3.1% | +17% shares |
| KEYSIGHT TECHNOLOGIES INC | KEYS | $208.57M | 2.9% | +31% shares |
| CANADIAN NATL RY CO | CNI | $194.03M | 2.7% | +55% shares |
| CANADIAN PACIFIC KANSAS CITY | CP | $181.63M | 2.5% | -11% shares |
| LIBERTY MEDIA CORP DEL | FWONK | $162.65M | 2.3% | -4% shares |
| WOODWARD INC | WWD | $161.71M | 2.3% | -34% shares |
| LIVE NATION ENTERTAINMENT IN | LYV | $156.40M | 2.2% | -28% shares |
| BECTON DICKINSON & CO | BDX | $154.64M | 2.2% | new |
| AGILENT TECHNOLOGIES INC | A | $154.62M | 2.2% | +69% shares |
| WEST PHARMACEUTICAL SVSC INC | WST | $154.59M | 2.1% | -8% shares |
| INTUIT | INTU | $154.09M | 2.1% | -4% shares |
| DANAHER CORP DEL | DHR | $152.10M | 2.1% | +74% shares |
| STERIS PLC | $149.21M | 2.1% | +9% shares | |
| MICROSOFT CORP | MSFT | $147.90M | 2.1% | +20% shares |
| ROYAL GOLD INC | RGLD | $146.82M | 2.0% | -41% shares |
| WATERS CORP | WAT | $139.15M | 1.9% | unchanged |
| S&P GLOBAL INC | SPGI | $137.49M | 1.9% | -40% shares |
What changed since Q4 2025
Against the Q4 2025 filing, Findlay Park Partners opened 5 new positions, added to 19, trimmed 31, left 1 unchanged and exited 6. 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 0000945621-26-000683, 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.