Findlay Park Partners 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Findlay Park Partners disclosed 57 US equity positions worth $9.5bn in its Q3 2025 13F filing. The largest position was MSFT at 4.5% of the reported book, followed by AJG and LYV. Against the Q2 2025 filing, it opened 1 new position, added to 4 and reduced 45 among the top 50 holdings.
What did Findlay Park Partners own in Q3 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | MSFT MICROSOFT CORP | Technology | 4.5% | $429.8m | 829,810 | -2% | reduced |
| 2 | AJG GALLAGHER ARTHUR J & CO | Financial Services | 3.5% | $331.4m | 1,069,901 | 13% | added |
| 3 | LYV LIVE NATION ENTERTAINMENT IN | Communication Services | 3.5% | $330.5m | 2,022,600 | -2% | reduced |
| 4 | INTU INTUIT | Technology | 3.2% | $305.6m | 447,545 | -2% | reduced |
| 5 | LIBERTY MEDIA CORP DEL | 3.1% | $297.1m | 2,844,413 | -2% | reduced | |
| 6 | CRH CRH PLC | Basic Materials | 3.1% | $290.5m | 2,422,811 | -2% | reduced |
| 7 | MA MASTERCARD INCORPORATED | Financial Services | 3.0% | $287.8m | 505,890 | -2% | reduced |
| 8 | ACCENTURE PLC IRELAND | 3.0% | $286.4m | 1,161,298 | -2% | reduced | |
| 9 | SPGI S&P GLOBAL INC | Financial Services | 2.9% | $279.4m | 574,120 | -2% | reduced |
| 10 | APG API GROUP CORP | Industrials | 2.7% | $259.2m | 7,540,068 | 13% | added |
| 11 | RGLD ROYAL GOLD INC | Basic Materials | 2.5% | $235.9m | 1,176,330 | -2% | reduced |
| 12 | CP CANADIAN PACIFIC KANSAS CITY | Industrials | 2.4% | $231.1m | 3,102,796 | -2% | reduced |
| 13 | BRK/B BERKSHIRE HATHAWAY INC DEL | 2.3% | $216.6m | 430,836 | -2% | reduced | |
| 14 | TXN TEXAS INSTRS INC | Technology | 2.3% | $216.2m | 1,176,631 | -2% | reduced |
| 15 | MRSH MARSH & MCLENNAN COS INC | Financial Services | 2.3% | $214.8m | 1,065,967 | 20% | added |
| 16 | WST WEST PHARMACEUTICAL SVSC INC | Healthcare | 2.2% | $210.4m | 802,106 | -2% | reduced |
| 17 | SCHW SCHWAB CHARLES CORP | Financial Services | 2.1% | $200.0m | 2,095,269 | -23% | reduced |
| 18 | A AGILENT TECHNOLOGIES INC | Healthcare | 2.1% | $199.0m | 1,550,548 | 20% | added |
| 19 | XPO XPO INC | Industrials | 2.0% | $192.7m | 1,490,400 | -2% | reduced |
| 20 | EOG EOG RES INC | Energy | 1.9% | $185.4m | 1,653,409 | -2% | reduced |
| 21 | STE STERIS PLC | Healthcare | 1.9% | $184.9m | 747,152 | -2% | reduced |
| 22 | URI UNITED RENTALS INC | Industrials | 1.9% | $183.7m | 192,436 | -15% | reduced |
| 23 | WAT WATERS CORP | Healthcare | 1.7% | $165.2m | 551,069 | -2% | reduced |
| 24 | COP CONOCOPHILLIPS | Energy | 1.7% | $164.5m | 1,739,071 | -2% | reduced |
| 25 | SHW SHERWIN WILLIAMS CO | Basic Materials | 1.7% | $163.8m | 472,912 | -2% | reduced |
| 26 | ICE INTERCONTINENTAL EXCHANGE IN | Financial Services | 1.7% | $163.7m | 971,869 | -2% | reduced |
| 27 | MEDP MEDPACE HLDGS INC | Healthcare | 1.6% | $155.4m | 302,300 | -2% | reduced |
| 28 | TMO THERMO FISHER SCIENTIFIC INC | Healthcare | 1.6% | $153.6m | 316,620 | -2% | reduced |
| 29 | KLAC KLA CORP | Technology | 1.6% | $153.0m | 141,882 | -2% | reduced |
| 30 | FERG FERGUSON ENTERPRISES INC | Industrials | 1.5% | $145.4m | 647,510 | -18% | reduced |
| 31 | CNI CANADIAN NATL RY CO | Industrials | 1.5% | $138.0m | 1,463,768 | -2% | reduced |
| 32 | MLM MARTIN MARIETTA MATLS INC | Basic Materials | 1.4% | $136.8m | 217,042 | -2% | reduced |
| 33 | EFX EQUIFAX INC | Industrials | 1.4% | $135.9m | 529,600 | -2% | reduced |
| 34 | ITT ITT INC | Industrials | 1.4% | $134.8m | 754,200 | -2% | reduced |
| 35 | ACM AECOM | Industrials | 1.4% | $131.5m | 1,008,027 | -2% | reduced |
| 36 | HLT HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 1.4% | $128.9m | 496,874 | -2% | reduced |
| 37 | WCN WASTE CONNECTIONS INC | Industrials | 1.3% | $126.9m | 721,958 | -2% | reduced |
| 38 | COO COOPER COS INC | Healthcare | 1.3% | $122.3m | 1,783,400 | -2% | reduced |
| 39 | TDY TELEDYNE TECHNOLOGIES INC | Technology | 1.3% | $121.3m | 206,939 | -2% | reduced |
| 40 | KEYS KEYSIGHT TECHNOLOGIES INC | Technology | 1.2% | $118.8m | 679,452 | -2% | reduced |
| 41 | ECL ECOLAB INC | Basic Materials | 1.2% | $118.4m | 432,484 | -2% | reduced |
| 42 | AMAT APPLIED MATLS INC | Technology | 1.2% | $113.5m | 554,500 | -2% | reduced |
| 43 | MKTX MARKETAXESS HLDGS INC | Financial Services | 1.2% | $112.3m | 644,700 | -2% | reduced |
| 44 | MSCI MSCI INC | Financial Services | 1.2% | $111.1m | 195,800 | -2% | reduced |
| 45 | DHR DANAHER CORPORATION | Healthcare | 1.2% | $109.9m | 554,500 | -2% | reduced |
| 46 | ADSK AUTODESK INC | Technology | 1.1% | $101.9m | 320,699 | -2% | reduced |
| 47 | CBRE CBRE GROUP INC | Real Estate | 1.0% | $98.1m | 622,516 | -41% | reduced |
| 48 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 0.9% | $84.4m | 120,900 | – | new |
| 49 | ADI ANALOG DEVICES INC | Technology | 0.8% | $78.6m | 319,918 | -2% | reduced |
| 50 | ETSY ETSY INC | Consumer Cyclical | 0.8% | $77.8m | 1,171,500 | -2% | 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.