Findlay Park Partners 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Findlay Park Partners disclosed 57 US equity positions worth $7.8bn in its Q4 2025 13F filing. The largest position was SPGI at 3.6% of the reported book, followed by MA and APG. Against the Q3 2025 filing, it opened 0 new positions, added to 4 and reduced 45 among the top 50 holdings.
What did Findlay Park Partners own in Q4 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | SPGI S&P GLOBAL INC | Financial Services | 3.6% | $283.6m | 542,640 | -5% | reduced |
| 2 | MA MASTERCARD INCORPORATED | Financial Services | 3.5% | $273.6m | 479,330 | -5% | reduced |
| 3 | APG API GROUP CORP | Industrials | 3.4% | $268.6m | 7,020,134 | -7% | reduced |
| 4 | AJG GALLAGHER ARTHUR J & CO | Financial Services | 3.4% | $265.4m | 1,025,521 | -4% | reduced |
| 5 | ACCENTURE PLC IRELAND | 3.3% | $259.1m | 965,598 | -17% | reduced | |
| 6 | CRH CRH PLC | Basic Materials | 3.2% | $251.3m | 2,013,711 | -17% | reduced |
| 7 | INTU INTUIT | Technology | 3.1% | $246.5m | 372,185 | -17% | reduced |
| 8 | TXN TEXAS INSTRS INC | Technology | 2.9% | $229.2m | 1,321,131 | 12% | added |
| 9 | RGLD ROYAL GOLD INC | Basic Materials | 2.8% | $217.4m | 978,030 | -17% | reduced |
| 10 | ITT ITT INC | Industrials | 2.7% | $213.6m | 1,230,902 | 63% | added |
| 11 | WWD WOODWARD INC | Industrials | 2.6% | $207.5m | 686,200 | 136% | added |
| 12 | LYV LIVE NATION ENTERTAINMENT IN | Communication Services | 2.6% | $203.9m | 1,431,100 | -29% | reduced |
| 13 | LIBERTY MEDIA CORP DEL | 2.5% | $197.2m | 2,001,613 | -30% | reduced | |
| 14 | XPO XPO INC | Industrials | 2.5% | $192.3m | 1,415,100 | -5% | reduced |
| 15 | CP CANADIAN PACIFIC KANSAS CITY | Industrials | 2.4% | $189.9m | 2,578,696 | -17% | reduced |
| 16 | WST WEST PHARMACEUTICAL SVSC INC | Healthcare | 2.3% | $183.5m | 666,926 | -17% | reduced |
| 17 | BRK/B BERKSHIRE HATHAWAY INC DEL | 2.3% | $180.1m | 358,396 | -17% | reduced | |
| 18 | WAT WATERS CORP | Healthcare | 2.2% | $174.1m | 458,469 | -17% | reduced |
| 19 | SCHW SCHWAB CHARLES CORP | Financial Services | 2.2% | $174.0m | 1,741,469 | -17% | reduced |
| 20 | MRSH MARSH & MCLENNAN COS INC | Financial Services | 2.1% | $164.5m | 886,467 | -17% | reduced |
| 21 | MSFT MICROSOFT CORP | Technology | 2.1% | $161.0m | 332,830 | -60% | reduced |
| 22 | ICE INTERCONTINENTAL EXCHANGE IN | Financial Services | 2.0% | $158.0m | 975,669 | 0% | held |
| 23 | STE STERIS PLC | Healthcare | 2.0% | $157.6m | 621,552 | -17% | reduced |
| 24 | EOG EOG RES INC | Energy | 1.8% | $144.3m | 1,374,509 | -17% | reduced |
| 25 | COP CONOCOPHILLIPS | Energy | 1.7% | $135.3m | 1,445,871 | -17% | reduced |
| 26 | URI UNITED RENTALS INC | Industrials | 1.7% | $129.9m | 160,496 | -17% | reduced |
| 27 | TDY TELEDYNE TECHNOLOGIES INC | Technology | 1.6% | $129.2m | 252,979 | 22% | added |
| 28 | SHW SHERWIN WILLIAMS CO | Basic Materials | 1.6% | $127.5m | 393,572 | -17% | reduced |
| 29 | COO COOPER COS INC | Healthcare | 1.6% | $121.5m | 1,482,300 | -17% | reduced |
| 30 | CNI CANADIAN NATL RY CO | Industrials | 1.5% | $120.3m | 1,216,968 | -17% | reduced |
| 31 | FERG FERGUSON ENTERPRISES INC | Industrials | 1.5% | $119.9m | 538,710 | -17% | reduced |
| 32 | HLT HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 1.5% | $118.8m | 413,494 | -17% | reduced |
| 33 | KEYS KEYSIGHT TECHNOLOGIES INC | Technology | 1.5% | $114.9m | 565,252 | -17% | reduced |
| 34 | MLM MARTIN MARIETTA MATLS INC | Basic Materials | 1.4% | $112.6m | 180,782 | -17% | reduced |
| 35 | A AGILENT TECHNOLOGIES INC | Healthcare | 1.4% | $109.5m | 804,763 | -48% | reduced |
| 36 | DHR DANAHER CORPORATION | Healthcare | 1.3% | $105.6m | 461,500 | -17% | reduced |
| 37 | WCN WASTE CONNECTIONS INC | Industrials | 1.3% | $105.3m | 600,458 | -17% | reduced |
| 38 | MEDP MEDPACE HLDGS INC | Healthcare | 1.2% | $98.0m | 174,400 | -42% | reduced |
| 39 | MKTX MARKETAXESS HLDGS INC | Financial Services | 1.2% | $97.2m | 536,400 | -17% | reduced |
| 40 | EFX EQUIFAX INC | Industrials | 1.2% | $95.6m | 440,620 | -17% | reduced |
| 41 | ECL ECOLAB INC | Basic Materials | 1.2% | $94.5m | 359,904 | -17% | reduced |
| 42 | MSCI MSCI INC | Financial Services | 1.2% | $93.6m | 163,100 | -17% | reduced |
| 43 | CBRE CBRE GROUP INC | Real Estate | 1.1% | $83.3m | 517,916 | -17% | reduced |
| 44 | ACM AECOM | Industrials | 1.0% | $79.9m | 838,027 | -17% | reduced |
| 45 | ADSK AUTODESK INC | Technology | 1.0% | $79.0m | 266,999 | -17% | reduced |
| 46 | ADI ANALOG DEVICES INC | Technology | 0.9% | $72.3m | 266,618 | -17% | reduced |
| 47 | IEX IDEX CORP | Industrials | 0.8% | $65.9m | 370,399 | -17% | reduced |
| 48 | TMO THERMO FISHER SCIENTIFIC INC | Healthcare | 0.8% | $64.2m | 110,740 | -65% | reduced |
| 49 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 0.7% | $58.7m | 101,080 | -16% | reduced |
| 50 | ETSY ETSY INC | Consumer Cyclical | 0.7% | $54.0m | 974,300 | -17% | 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.