Findlay Park Partners 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Findlay Park Partners disclosed 56 US equity positions worth $7.2bn in its Q1 2026 13F filing. The largest position was ITT at 3.8% of the reported book, followed by EOG and APG. Against the Q4 2025 filing, it opened 5 new positions, added to 20 and reduced 25 among the top 50 holdings.
What did Findlay Park Partners own in Q1 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2025 |
|---|---|---|---|---|---|---|---|
| 1 | ITT ITT INC | Industrials | 3.8% | $269.1m | 1,412,228 | 15% | added |
| 2 | EOG EOG RES INC | Energy | 3.6% | $256.6m | 1,774,909 | 29% | added |
| 3 | APG API GROUP CORP | Industrials | 3.4% | $242.4m | 5,981,698 | -15% | reduced |
| 4 | TDY TELEDYNE TECHNOLOGIES INC | Technology | 3.3% | $238.6m | 394,339 | 56% | added |
| 5 | BRK/B BERKSHIRE HATHAWAY INC DEL | 3.2% | $232.2m | 484,636 | 35% | added | |
| 6 | XPO XPO INC | Industrials | 3.2% | $231.3m | 1,189,000 | -16% | reduced |
| 7 | CRH CRH PLC | Basic Materials | 3.2% | $230.4m | 2,191,611 | 9% | added |
| 8 | TXN TEXAS INSTRS INC | Technology | 3.2% | $229.7m | 1,183,131 | -10% | reduced |
| 9 | COP CONOCOPHILLIPS | Energy | 3.1% | $223.1m | 1,690,371 | 17% | added |
| 10 | KEYS KEYSIGHT TECHNOLOGIES INC | Technology | 2.9% | $208.6m | 738,652 | 31% | added |
| 11 | CNI CANADIAN NATL RY CO | Industrials | 2.7% | $194.0m | 1,887,968 | 55% | added |
| 12 | CP CANADIAN PACIFIC KANSAS CITY | Industrials | 2.5% | $181.6m | 2,309,096 | -10% | reduced |
| 13 | LIBERTY MEDIA CORP DEL | 2.3% | $162.6m | 1,913,057 | -4% | reduced | |
| 14 | WWD WOODWARD INC | Industrials | 2.3% | $161.7m | 451,800 | -34% | reduced |
| 15 | LYV LIVE NATION ENTERTAINMENT IN | Communication Services | 2.2% | $156.4m | 1,025,500 | -28% | reduced |
| 16 | BDX BECTON DICKINSON & CO | Healthcare | 2.2% | $154.6m | 983,500 | – | new |
| 17 | A AGILENT TECHNOLOGIES INC | Healthcare | 2.2% | $154.6m | 1,356,563 | 69% | added |
| 18 | WST WEST PHARMACEUTICAL SVSC INC | Healthcare | 2.2% | $154.6m | 616,766 | -8% | reduced |
| 19 | INTU INTUIT | Technology | 2.1% | $154.1m | 356,385 | -4% | reduced |
| 20 | DHR DANAHER CORP DEL | Healthcare | 2.1% | $152.1m | 802,200 | 74% | added |
| 21 | STE STERIS PLC | Healthcare | 2.1% | $149.2m | 674,755 | 9% | added |
| 22 | MSFT MICROSOFT CORP | Technology | 2.1% | $147.9m | 399,550 | 20% | added |
| 23 | RGLD ROYAL GOLD INC | Basic Materials | 2.0% | $146.8m | 576,930 | -41% | reduced |
| 24 | WAT WATERS CORP | Healthcare | 1.9% | $139.1m | 467,245 | 2% | added |
| 25 | SPGI S&P GLOBAL INC | Financial Services | 1.9% | $137.5m | 323,240 | -40% | reduced |
| 26 | MA MASTERCARD INCORPORATED | Financial Services | 1.9% | $135.6m | 271,410 | -43% | reduced |
| 27 | URI UNITED RENTALS INC | Industrials | 1.9% | $135.1m | 185,488 | 16% | added |
| 28 | WCN WASTE CONNECTIONS INC | Industrials | 1.7% | $123.0m | 757,296 | 26% | added |
| 29 | ICE INTERCONTINENTAL EXCHANGE IN | Financial Services | 1.7% | $121.2m | 770,669 | -21% | reduced |
| 30 | SCHW SCHWAB CHARLES CORP | Financial Services | 1.6% | $116.8m | 1,243,069 | -29% | reduced |
| 31 | FERG FERGUSON ENTERPRISES INC | Industrials | 1.6% | $115.9m | 496,710 | -8% | reduced |
| 32 | MLM MARTIN MARIETTA MATLS INC | Basic Materials | 1.6% | $114.4m | 194,302 | 7% | added |
| 33 | SARO STANDARDAERO INC | Industrials | 1.5% | $105.5m | 4,084,441 | – | new |
| 34 | SLB SLB LIMITED | Energy | 1.4% | $103.5m | 2,014,200 | – | new |
| 35 | WH WYNDHAM HOTELS & RESORTS INC | Consumer Cyclical | 1.4% | $100.4m | 1,235,600 | – | new |
| 36 | CNM CORE & MAIN INC | Industrials | 1.4% | $98.6m | 1,996,728 | – | new |
| 37 | COO COOPER COS INC | Healthcare | 1.3% | $94.9m | 1,327,500 | -10% | reduced |
| 38 | HLT HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 1.3% | $94.5m | 310,854 | -25% | reduced |
| 39 | MKTX MARKETAXESS HLDGS INC | Financial Services | 1.1% | $79.3m | 480,600 | -10% | reduced |
| 40 | KLAC KLA CORP | Technology | 1.1% | $79.0m | 53,662 | 77% | added |
| 41 | TMO THERMO FISHER SCIENTIFIC INC | Healthcare | 1.1% | $76.1m | 154,740 | 40% | added |
| 42 | ADI ANALOG DEVICES INC | Technology | 1.1% | $76.0m | 239,018 | -10% | reduced |
| 43 | ENTG ENTEGRIS INC | Technology | 1.0% | $75.1m | 640,600 | 58% | added |
| 44 | ADSK AUTODESK INC | Technology | 1.0% | $74.9m | 312,719 | 17% | added |
| 45 | EFX EQUIFAX INC | Industrials | 1.0% | $71.1m | 394,660 | -10% | reduced |
| 46 | ECL ECOLAB INC | Basic Materials | 0.9% | $68.0m | 255,584 | -29% | reduced |
| 47 | IEX IDEX CORP | Industrials | 0.9% | $62.9m | 331,999 | -10% | reduced |
| 48 | AMAT APPLIED MATLS INC | Technology | 0.7% | $53.6m | 156,800 | -10% | reduced |
| 49 | ACCENTURE PLC IRELAND | 0.7% | $52.8m | 266,098 | -72% | reduced | |
| 50 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 0.6% | $45.7m | 94,240 | -7% | 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.