Q2 2026 13F · SEC CIK 1351950

Findlay Park Partners LLP

Hedge fundFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $7.4B
Reported positions: 49
Top holdings a year, 3 yrs: +11.1%
Average holding period: 3.3 yrs

Findlay Park Partners LLP is a hedge fund that reported 49 positions worth $7.4B in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were Teledyne Technologies Inc (TDY, 3.7%), Itt (ITT, 3.7%), Api Group Corp (APG, 3.7%). A portfolio copying its top holdings returned 11.1% a year over the last 3 years, against 20.4% for the S&P 500.

Findlay Park Partners LLP holdings all 49 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Findlay Park Partners LLP 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
TDYTeledyne Technologies Inc	3.7%	3.3%	415,899	+5.5%	$277.4M
ITTItt	3.7%	3.8%	1,397,628	-1.0%	$276.4M
APGApi Group Corp	3.7%	3.4%	6,522,698	+9.0%	$276.2M
CRHCrh PLC	3.6%	3.2%	2,465,011	+12.5%	$263.8M
XPOXpo Inc	3.2%	3.2%	1,150,100	-3.3%	$236.1M
BRK-BBerkshire Hathaway Inc Del	3.2%	3.2%	468,716	-3.3%	$234.5M
WWDWoodward, Inc.	3.1%	2.3%	545,220	+20.7%	$232.0M
CNICanadian Natl Ry Co	2.9%	2.7%	1,826,068	-3.3%	$217.7M
WCNWaste Connections Inc	2.9%	1.7%	1,285,809	+69.8%	$214.3M
WSTWest Pharmaceutical Svsc Inc	2.9%	2.2%	596,646	-3.3%	$214.2M
AMATApplied Matls Inc	2.7%	0.7%	277,860	+77.2%	$200.9M
KLACKla Corp	2.7%	1.1%	653,850	+1118.5%	$197.3M
LYVLive Nation Entertainment in	2.6%	2.2%	1,069,200	+4.3%	$195.8M
TXNTexas Instrs Inc	2.6%	3.2%	649,431	-45.1%	$193.6M
CPCanadian Pacific Kansas City	2.6%	2.5%	2,233,296	-3.3%	$193.5M
FWONKLiberty Media Corp Del	2.6%	2.3%	1,989,657	+4.0%	$189.3M
URIUnited Rentals Inc	2.4%	1.9%	158,948	-14.3%	$180.1M
ENTGEntegris Inc	2.4%	1.0%	969,700	+51.4%	$174.4M
AAgilent Technologies Inc	2.4%	2.2%	1,312,063	-3.3%	$174.3M
EOGEog Res Inc	2.3%	3.6%	1,329,709	-25.1%	$172.5M
WATWaters Corp	2.3%	1.9%	451,925	-3.3%	$169.5M
MAMastercard Incorporated	2.1%	1.9%	307,650	+13.4%	$158.0M
KEYSKeysight Technologies Inc	2.1%	2.9%	448,872	-39.2%	$157.1M
SAROStandardaero Inc	2.0%	1.5%	5,032,523	+23.2%	$150.5M
FERGFerguson Enterprises Inc Common Stock Ne	2.0%	1.6%	618,810	+24.6%	$146.9M
MSFTMicrosoft Corp	1.9%	2.1%	386,430	-3.3%	$144.1M
BDXBecton Dickinson & Co	1.9%	2.2%	951,200	-3.3%	$143.9M
CSCOCisco Sys Inc	1.9%	—	1,207,200	—	$141.8M
STESteris PLC	1.9%	2.1%	657,713	-2.5%	$138.5M
SPGIS&p Global Inc	1.7%	1.9%	312,640	-3.3%	$127.3M
COPConocophillips	1.7%	3.1%	1,216,171	-28.1%	$126.4M
MLMMartin Marietta Matls Inc	1.6%	1.6%	207,262	+6.7%	$119.5M
ECLEcolab Inc	1.6%	0.9%	415,184	+62.4%	$115.7M
CNMCore & Main Inc	1.6%	1.4%	2,395,854	+20.0%	$115.6M
HLTHilton Worldwide Hldgs Inc	1.5%	1.3%	338,374	+8.9%	$111.8M
RGLDRoyal Gold Inc	1.5%	2.0%	558,050	-3.3%	$111.4M
SCHWCharles Schwab Corp (the)	1.5%	1.6%	1,202,369	-3.3%	$110.9M
ICEIntercontinental Exchange Inc	1.4%	1.7%	821,169	+6.6%	$101.1M
WHWyndham Hotels & Resorts Inc	1.4%	1.4%	1,195,200	-3.3%	$100.6M
COOCooper Cos Inc	1.2%	1.3%	1,284,000	-3.3%	$92.1M
DHRDanaher Corp Del	1.2%	2.1%	461,600	-42.5%	$87.9M
ADIAnalog Devices Inc	1.1%	1.1%	202,698	-15.2%	$80.5M
WSOWatsco	1.1%	—	188,840	—	$78.7M
IEXIdex Corp	1.0%	0.9%	321,299	-3.2%	$72.9M
ETSYEtsy Inc	0.9%	—	878,400	—	$66.2M
CDWCdw Corp/de	0.6%	—	325,426	—	$45.8M
SHWSherwin Williams Co	0.5%	—	110,012	—	$37.9M
POOLPool Corp	0.5%	—	174,895	—	$37.6M
LLYVKLiberty Live Holdings Inc	0.0%	—	26,974	—	$2.8M

What Findlay Park Partners LLP bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +4.4% /yr; S&P 500 +20.1%
3 years: +11.1% /yr; S&P 500 +20.4%
5 years: +6.7% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$7.4B	49
Q1 2026	$7.2B	56
Q4 2025	$7.8B	57
Q3 2025	$9.5B	57
Q2 2025	$9.7B	57
Q1 2025	$9.7B	58
Q4 2024	$10.1B	59
Q3 2024	$10.6B	59
Q2 2024	$10.6B	56
Q1 2024	$10.9B	56
Q4 2023	$10.2B	58
Q3 2023	$9.3B	60

Questions about Findlay Park Partners LLP's portfolio

What stocks does Findlay Park Partners LLP own?

Findlay Park Partners LLP's latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 49 positions worth $7.4B. The largest are Teledyne Technologies Inc (TDY) at 3.7%, Itt (ITT) at 3.7%, Api Group Corp (APG) at 3.7%, Crh PLC (CRH) at 3.6% and Xpo Inc (XPO) at 3.2%.

What did Findlay Park Partners LLP buy last quarter?

In Q2 2026, Findlay Park Partners LLP added Kla Corp (KLAC) (+1118.5% shares), Applied Matls Inc (AMAT) (+77.2% shares) and Waste Connections Inc (WCN) (+69.8% shares), compared with its Q1 2026 filing.

What did Findlay Park Partners LLP sell last quarter?

In Q2 2026, Findlay Park Partners LLP sold all of Intuit (INTU), sold all of Slb Limited (SLB), sold all of Marketaxess Hldgs Inc (MKTX), sold all of Thermo Fisher Scientific Inc (TMO), sold all of Autodesk Inc (ADSK), Texas Instrs Inc (TXN) (-45.1% shares), Danaher Corp Del (DHR) (-42.5% shares) and Keysight Technologies Inc (KEYS) (-39.2% shares), compared with its Q1 2026 filing.

How has Findlay Park Partners LLP's portfolio performed?

A portfolio copying Findlay Park Partners LLP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +11.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +4.4% against +20.1%. Over 5 years: +6.7% a year against +11.6%.

When is Findlay Park Partners LLP's next 13F filing due?

13F filings are due 45 days after each quarter ends. Findlay Park Partners LLP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.