Findlay Park Partners 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Findlay Park Partners disclosed 49 US equity positions worth $7.4bn in its Q2 2026 13F filing. The largest position was TDY at 3.7% of the reported book, followed by ITT and APG. Against the Q1 2026 filing, it opened 2 new positions, added to 18 and reduced 29 among the top 49 holdings.
What did Findlay Park Partners own in Q2 2026? Top 49 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | TDY TELEDYNE TECHNOLOGIES INC | Technology | 3.7% | $277.4m | 415,899 | 5% | added |
| 2 | ITT ITT INC | Industrials | 3.7% | $276.4m | 1,397,628 | -1% | reduced |
| 3 | APG API GROUP CORP | Industrials | 3.7% | $276.2m | 6,522,698 | 9% | added |
| 4 | CRH CRH PLC | Basic Materials | 3.6% | $263.8m | 2,465,011 | 12% | added |
| 5 | XPO XPO INC | Industrials | 3.2% | $236.1m | 1,150,100 | -3% | reduced |
| 6 | BRK/B BERKSHIRE HATHAWAY INC DEL | 3.2% | $234.5m | 468,716 | -3% | reduced | |
| 7 | WWD WOODWARD INC | Industrials | 3.1% | $232.0m | 545,220 | 21% | added |
| 8 | CNI CANADIAN NATL RY CO | Industrials | 2.9% | $217.7m | 1,826,068 | -3% | reduced |
| 9 | WCN WASTE CONNECTIONS INC | Industrials | 2.9% | $214.3m | 1,285,809 | 70% | added |
| 10 | WST WEST PHARMACEUTICAL SVSC INC | Healthcare | 2.9% | $214.2m | 596,646 | -3% | reduced |
| 11 | AMAT APPLIED MATLS INC | Technology | 2.7% | $200.9m | 277,860 | 77% | added |
| 12 | KLAC KLA CORP | Technology | 2.7% | $197.3m | 653,850 | 1118% | added |
| 13 | LYV LIVE NATION ENTERTAINMENT IN | Communication Services | 2.6% | $195.8m | 1,069,200 | 4% | added |
| 14 | TXN TEXAS INSTRS INC | Technology | 2.6% | $193.6m | 649,431 | -45% | reduced |
| 15 | CP CANADIAN PACIFIC KANSAS CITY | Industrials | 2.6% | $193.5m | 2,233,296 | -3% | reduced |
| 16 | LIBERTY MEDIA CORP DEL | 2.6% | $189.3m | 1,989,657 | 4% | added | |
| 17 | URI UNITED RENTALS INC | Industrials | 2.4% | $180.1m | 158,948 | -14% | reduced |
| 18 | ENTG ENTEGRIS INC | Technology | 2.4% | $174.4m | 969,700 | 51% | added |
| 19 | A AGILENT TECHNOLOGIES INC | Healthcare | 2.4% | $174.3m | 1,312,063 | -3% | reduced |
| 20 | EOG EOG RES INC | Energy | 2.3% | $172.5m | 1,329,709 | -25% | reduced |
| 21 | WAT WATERS CORP | Healthcare | 2.3% | $169.5m | 451,925 | -3% | reduced |
| 22 | MA MASTERCARD INCORPORATED | Financial Services | 2.1% | $158.0m | 307,650 | 13% | added |
| 23 | KEYS KEYSIGHT TECHNOLOGIES INC | Technology | 2.1% | $157.1m | 448,872 | -39% | reduced |
| 24 | SARO STANDARDAERO INC | Industrials | 2.0% | $150.5m | 5,032,523 | 23% | added |
| 25 | FERG FERGUSON ENTERPRISES INC | Industrials | 2.0% | $146.9m | 618,810 | 25% | added |
| 26 | MSFT MICROSOFT CORP | Technology | 1.9% | $144.1m | 386,430 | -3% | reduced |
| 27 | BDX BECTON DICKINSON & CO | Healthcare | 1.9% | $143.9m | 951,200 | -3% | reduced |
| 28 | CSCO CISCO SYS INC | Technology | 1.9% | $141.8m | 1,207,200 | – | new |
| 29 | STE STERIS PLC | Healthcare | 1.9% | $138.5m | 657,713 | -3% | reduced |
| 30 | SPGI S&P GLOBAL INC | Financial Services | 1.7% | $127.3m | 312,640 | -3% | reduced |
| 31 | COP CONOCOPHILLIPS | Energy | 1.7% | $126.4m | 1,216,171 | -28% | reduced |
| 32 | MLM MARTIN MARIETTA MATLS INC | Basic Materials | 1.6% | $119.5m | 207,262 | 7% | added |
| 33 | ECL ECOLAB INC | Basic Materials | 1.6% | $115.7m | 415,184 | 62% | added |
| 34 | CNM CORE & MAIN INC | Industrials | 1.6% | $115.6m | 2,395,854 | 20% | added |
| 35 | HLT HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 1.5% | $111.8m | 338,374 | 9% | added |
| 36 | RGLD ROYAL GOLD INC | Basic Materials | 1.5% | $111.4m | 558,050 | -3% | reduced |
| 37 | SCHW SCHWAB CHARLES CORP | Financial Services | 1.5% | $110.9m | 1,202,369 | -3% | reduced |
| 38 | ICE INTERCONTINENTAL EXCHANGE IN | Financial Services | 1.4% | $101.1m | 821,169 | 7% | added |
| 39 | WH WYNDHAM HOTELS & RESORTS INC | Consumer Cyclical | 1.4% | $100.6m | 1,195,200 | -3% | reduced |
| 40 | COO COOPER COS INC | Healthcare | 1.2% | $92.1m | 1,284,000 | -3% | reduced |
| 41 | DHR DANAHER CORP DEL | Healthcare | 1.2% | $87.9m | 461,600 | -42% | reduced |
| 42 | ADI ANALOG DEVICES INC | Technology | 1.1% | $80.5m | 202,698 | -15% | reduced |
| 43 | WSO WATSCO INC | Industrials | 1.1% | $78.7m | 188,840 | – | new |
| 44 | IEX IDEX CORP | Industrials | 1.0% | $72.9m | 321,299 | -3% | reduced |
| 45 | ETSY ETSY INC | Consumer Cyclical | 0.9% | $66.2m | 878,400 | -3% | reduced |
| 46 | CDW CDW CORP | Technology | 0.6% | $45.8m | 325,426 | -3% | reduced |
| 47 | SHW SHERWIN WILLIAMS CO | Basic Materials | 0.5% | $37.9m | 110,012 | -3% | reduced |
| 48 | POOL POOL CORP | Industrials | 0.5% | $37.6m | 174,895 | -3% | reduced |
| 49 | LIBERTY LIVE HOLDINGS INC | 0.0% | $2.8m | 26,974 | -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.