Findlay Park Partners LLP — 13F holdings

Findlay Park Partners LLP reported 49 holdings worth $7.41B in its 13F filing for Q2 2026, filed August 12, 2026. That's up 3.3% from $7.17B in Q1 2026, when it reported 56 holdings. Its 10 largest positions make up 33.0% of the portfolio.

Findlay Park Partners LLP's largest positions in Q2 2026

1. TDY TELEDYNE TECHNOLOGIES INC — $277M (3.7%) · added 5%
2. ITT ITT INC — $276M (3.7%) · cut 1%
3. APG API GROUP CORP — $276M (3.7%) · added 9%
4. CRH CRH PLC — $264M (3.6%) · added 12%
5. XPO XPO INC — $236M (3.2%) · cut 3%
6. BRK.B BERKSHIRE HATHAWAY INC DEL — $235M (3.2%) · cut 3%
7. WWD WOODWARD INC — $232M (3.1%) · added 21%
8. CNI CANADIAN NATL RY CO — $218M (2.9%) · cut 3%
9. WCN Waste Connections Inc — $214M (2.9%) · added 70%
10. WST WEST PHARMACEUTICAL SVSC INC — $214M (2.9%) · cut 3%
11. AMAT APPLIED MATLS INC — $201M (2.7%) · added 77%
12. KLAC KLA CORP — $197M (2.7%) · added 22%
13. LYV LIVE NATION ENTERTAINMENT IN — $196M (2.6%) · added 4%
14. TXN TEXAS INSTRS INC — $194M (2.6%) · cut 45%
15. CP CANADIAN PACIFIC KANSAS CITY — $194M (2.6%) · cut 3%
16. FWONK LIBERTY MEDIA CORP DEL — $189M (2.6%) · added 4%
17. URI UNITED RENTALS INC — $180M (2.4%) · cut 14%
18. ENTG ENTEGRIS INC — $174M (2.4%) · added 51%
19. A AGILENT TECHNOLOGIES INC — $174M (2.4%) · cut 3%
20. EOG EOG RES INC — $173M (2.3%) · cut 25%

What Findlay Park Partners LLP bought in Q2 2026

2 new positions and 18 positions added to.

1. CSCO CISCO SYS INC — new position, about $142M
2. WCN Waste Connections Inc — added, about $88.1M
3. AMAT APPLIED MATLS INC — added, about $87.5M
4. WSO WATSCO INC — new position, about $78.7M
5. ENTG ENTEGRIS INC — added, about $59.2M
6. ECL ECOLAB INC — added, about $44.5M
7. WWD WOODWARD INC — added, about $39.7M
8. KLAC KLA CORP — added, about $35.4M
9. CRH CRH PLC — added, about $29.3M
10. FERG FERGUSON ENTERPRISES INC — added, about $29.0M

What Findlay Park Partners LLP sold in Q2 2026

9 positions sold out and 29 reduced.

1. TXN TEXAS INSTRS INC — cut 45%, about $159M
2. KEYS KEYSIGHT TECHNOLOGIES INC — cut 39%, about $101M
3. SLB SCHLUMBERGER LTD — sold out, about $93.6M
4. INTU INTUIT — sold out, about $93.0M
5. TMO THERMO FISHER SCIENTIFIC INC — sold out, about $77.6M
6. DHR DANAHER CORPORATION — cut 42%, about $64.9M
7. EFX EQUIFAX INC — sold out, about $62.6M
8. ADSK AUTODESK INC — sold out, about $60.8M
9. EOG EOG RES INC — cut 25%, about $57.8M
10. COP CONOCOPHILLIPS — cut 28%, about $49.3M

Findlay Park Partners LLP portfolio value by quarter

• Q2 2026: $7.41B in 49 holdings
• Q1 2026: $7.17B in 56 holdings
• Q4 2025: $7.84B in 57 holdings
• Q3 2025: $9.52B in 57 holdings
• Q2 2025: $9.70B in 57 holdings
• Q1 2025: $9.72B in 58 holdings
• Q4 2024: $10.1B in 59 holdings

What does Findlay Park Partners LLP own?

Its largest positions in Q2 2026 were TDY, ITT, APG, CRH, XPO, out of 49 holdings worth $7.41B.

What did Findlay Park Partners LLP buy last quarter?

In Q2 2026 it opened 2 new positions and added to 18; the largest buys were CSCO, WCN, AMAT.

What did Findlay Park Partners LLP sell last quarter?

In Q2 2026 it sold out of 9 positions and reduced 29, including SLB, INTU, TMO.