Findlay Park Partners 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Findlay Park Partners disclosed 57 US equity positions worth $9.7bn in its Q2 2025 13F filing. The largest position was MSFT at 4.3% of the reported book, followed by INTU and ACCENTURE PLC IRELAND. Against the Q1 2025 filing, it opened 0 new positions, added to 7 and reduced 43 among the top 50 holdings.
What did Findlay Park Partners own in Q2 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | MSFT MICROSOFT CORP | Technology | 4.3% | $420.2m | 844,810 | 31% | added |
| 2 | INTU INTUIT | Technology | 3.7% | $358.9m | 455,645 | 15% | added |
| 3 | ACCENTURE PLC IRELAND | 3.6% | $353.4m | 1,182,298 | 38% | added | |
| 4 | APG API GROUP CORP | Industrials | 3.5% | $340.3m | 6,666,648 | 3% | added |
| 5 | LYV LIVE NATION ENTERTAINMENT IN | Communication Services | 3.2% | $311.5m | 2,059,400 | -14% | reduced |
| 6 | SPGI S&P GLOBAL INC | Financial Services | 3.2% | $308.2m | 584,520 | -3% | reduced |
| 7 | LIBERTY MEDIA CORP DEL | 3.1% | $302.7m | 2,896,213 | -3% | reduced | |
| 8 | AJG GALLAGHER ARTHUR J & CO | Financial Services | 3.1% | $302.2m | 944,101 | -19% | reduced |
| 9 | MA MASTERCARD INCORPORATED | Financial Services | 3.0% | $289.4m | 514,990 | -3% | reduced |
| 10 | CP CANADIAN PACIFIC KANSAS CITY | Industrials | 2.6% | $250.5m | 3,159,496 | -4% | reduced |
| 11 | SCHW SCHWAB CHARLES CORP | Financial Services | 2.6% | $248.8m | 2,726,369 | -20% | reduced |
| 12 | TXN TEXAS INSTRS INC | Technology | 2.6% | $248.7m | 1,198,031 | 45% | added |
| 13 | CRH CRH PLC | Basic Materials | 2.3% | $226.5m | 2,466,911 | -4% | reduced |
| 14 | BRK/B BERKSHIRE HATHAWAY INC DEL | 2.2% | $213.0m | 438,536 | 36% | added | |
| 15 | RGLD ROYAL GOLD INC | Basic Materials | 2.2% | $213.0m | 1,197,730 | -3% | reduced |
| 16 | EOG EOG RES INC | Energy | 2.1% | $201.4m | 1,683,509 | -3% | reduced |
| 17 | WAT WATERS CORP | Healthcare | 2.0% | $195.8m | 560,969 | -3% | reduced |
| 18 | MRSH MARSH & MCLENNAN COS INC | Financial Services | 2.0% | $193.7m | 885,767 | -22% | reduced |
| 19 | XPO XPO INC | Industrials | 2.0% | $191.6m | 1,517,500 | -3% | reduced |
| 20 | STE STERIS PLC | Healthcare | 1.9% | $182.7m | 760,652 | -3% | reduced |
| 21 | ICE INTERCONTINENTAL EXCHANGE IN | Financial Services | 1.9% | $181.5m | 989,469 | -3% | reduced |
| 22 | WST WEST PHARMACEUTICAL SVSC INC | Healthcare | 1.8% | $178.7m | 816,606 | -3% | reduced |
| 23 | FERG FERGUSON ENTERPRISES INC | Industrials | 1.8% | $172.2m | 790,610 | -3% | reduced |
| 24 | URI UNITED RENTALS INC | Industrials | 1.8% | $171.4m | 227,436 | -3% | reduced |
| 25 | IT GARTNER INC | Technology | 1.7% | $168.9m | 417,821 | -3% | reduced |
| 26 | SHW SHERWIN WILLIAMS CO | Basic Materials | 1.7% | $165.3m | 481,312 | -3% | reduced |
| 27 | COP CONOCOPHILLIPS | Energy | 1.6% | $158.9m | 1,770,771 | -4% | reduced |
| 28 | CNI CANADIAN NATL RY CO | Industrials | 1.6% | $155.1m | 1,490,368 | -19% | reduced |
| 29 | A AGILENT TECHNOLOGIES INC | Healthcare | 1.6% | $151.9m | 1,287,410 | -3% | reduced |
| 30 | CBRE CBRE GROUP INC | Real Estate | 1.5% | $147.7m | 1,054,216 | -31% | reduced |
| 31 | MKTX MARKETAXESS HLDGS INC | Financial Services | 1.5% | $146.6m | 656,300 | -3% | reduced |
| 32 | EFX EQUIFAX INC | Industrials | 1.4% | $139.8m | 539,100 | -3% | reduced |
| 33 | WCN WASTE CONNECTIONS INC | Industrials | 1.4% | $137.2m | 734,958 | -27% | reduced |
| 34 | HLT HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 1.4% | $134.7m | 505,674 | -3% | reduced |
| 35 | TMO THERMO FISHER SCIENTIFIC INC | Healthcare | 1.3% | $130.6m | 322,220 | -3% | reduced |
| 36 | KLAC KLA CORP | Technology | 1.3% | $129.3m | 144,382 | -3% | reduced |
| 37 | COO COOPER COS INC | Healthcare | 1.3% | $129.2m | 1,815,900 | 312% | added |
| 38 | MLM MARTIN MARIETTA MATLS INC | Basic Materials | 1.3% | $121.2m | 220,842 | -3% | reduced |
| 39 | ITT ITT INC | Industrials | 1.2% | $120.4m | 767,900 | -3% | reduced |
| 40 | ECL ECOLAB INC | Basic Materials | 1.2% | $118.6m | 440,184 | -3% | reduced |
| 41 | ACM AECOM | Industrials | 1.2% | $115.8m | 1,026,227 | -3% | reduced |
| 42 | MSCI MSCI INC | Financial Services | 1.2% | $114.9m | 199,300 | -3% | reduced |
| 43 | KEYS KEYSIGHT TECHNOLOGIES INC | Technology | 1.2% | $113.4m | 691,752 | -3% | reduced |
| 44 | DHR DANAHER CORPORATION | Healthcare | 1.1% | $111.5m | 564,400 | -3% | reduced |
| 45 | TDY TELEDYNE TECHNOLOGIES INC | Technology | 1.1% | $107.9m | 210,539 | -3% | reduced |
| 46 | AMAT APPLIED MATLS INC | Technology | 1.1% | $103.3m | 564,400 | -3% | reduced |
| 47 | ADSK AUTODESK INC | Technology | 1.0% | $101.0m | 326,399 | -3% | reduced |
| 48 | MEDP MEDPACE HLDGS INC | Healthcare | 1.0% | $96.5m | 307,600 | -27% | reduced |
| 49 | CDW CDW CORP | Technology | 0.8% | $82.0m | 459,126 | -3% | reduced |
| 50 | IEX IDEX CORP | Industrials | 0.8% | $79.5m | 452,899 | -3% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.