Findlay Park Partners 13F, Q2 2026
Findlay Park Partners · quarter ending 30 June 2026 · filed 12 August 2026 · SEC CIK 1351950
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q2 2026
The 25 largest of 49 positions. Weights are against the whole filed book. Changes are in shares held, against the Q1 2026 filing.
| Company | Ticker | Value | % of book | vs Q1 2026 |
|---|---|---|---|---|
| TELEDYNE TECHNOLOGIES INC | TDY | $277.36M | 3.7% | +6% shares |
| ITT INC | ITT | $276.39M | 3.7% | unchanged |
| API GROUP CORP | APG | $276.24M | 3.7% | +9% shares |
| CRH PLC | $263.76M | 3.6% | +13% shares | |
| XPO INC | XPO | $236.10M | 3.2% | -3% shares |
| BERKSHIRE HATHAWAY INC DEL | BRK/B | $234.54M | 3.2% | -3% shares |
| WOODWARD INC | WWD | $231.96M | 3.1% | +21% shares |
| CANADIAN NATL RY CO | CNI | $217.74M | 2.9% | -3% shares |
| WASTE CONNECTIONS INC | WCN | $214.33M | 2.9% | +70% shares |
| WEST PHARMACEUTICAL SVSC INC | WST | $214.20M | 2.9% | -3% shares |
| APPLIED MATLS INC | AMAT | $200.89M | 2.7% | +77% shares |
| KLA CORP | KLAC | $197.27M | 2.7% | +1119% shares |
| LIVE NATION ENTERTAINMENT IN | LYV | $195.78M | 2.6% | +4% shares |
| TEXAS INSTRS INC | TXN | $193.58M | 2.6% | -45% shares |
| CANADIAN PACIFIC KANSAS CITY | CP | $193.52M | 2.6% | -3% shares |
| LIBERTY MEDIA CORP DEL | FWONK | $189.30M | 2.6% | +4% shares |
| UNITED RENTALS INC | URI | $180.07M | 2.4% | -14% shares |
| ENTEGRIS INC | ENTG | $174.41M | 2.4% | +51% shares |
| AGILENT TECHNOLOGIES INC | A | $174.28M | 2.4% | -3% shares |
| EOG RES INC | EOG | $172.50M | 2.3% | -25% shares |
| WATERS CORP | WAT | $169.49M | 2.3% | -3% shares |
| MASTERCARD INCORPORATED | MA | $158.01M | 2.1% | +13% shares |
| KEYSIGHT TECHNOLOGIES INC | KEYS | $157.14M | 2.1% | -39% shares |
| STANDARDAERO INC | SARO | $150.52M | 2.0% | +23% shares |
| FERGUSON ENTERPRISES INC | FERG | $146.86M | 2.0% | +25% shares |
What changed since Q1 2026
Against the Q1 2026 filing, Findlay Park Partners opened 2 new positions, added to 18, trimmed 28, left 1 unchanged and exited 9. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Exited
- INTUwas $154.09M
- SLBwas $103.51M
- MKTXwas $79.29M
- TMOwas $76.06M
- ADSKwas $74.86M
- EFXwas $71.07M
- ACCENTURE PLC IRELANDwas $52.76M
- SPOTIFY TECHNOLOGY S Awas $45.70M
and 1 more
Other quarters
Source: SEC Form 13F-HR, accession 0000945621-26-001029, 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.