Investor
Findlay Park Partners LLP
CIK 0001351950 · filed 2026-05-13 · SEC filing
13F book
$7.17B
Positions
56
5 new · 6 sold
Largest name
3.8%
Itt Inc. · ITT
Est. mark
−$61.8M
Price effect on 51 names still held. Flow −$601.4M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Itt Inc. | ITT | 1.41M | $269.1M | 3.8% | $20.9M | Added$55.5M |
| Eog Res Inc | — | 1.77M | $256.6M | 3.6% | $54.4M | Added$112.3M |
| Api Group Corp | APG | 5.98M | $242.4M | 3.4% | $13.5M | Cut−$26.2M |
| Teledyne Technologies Inc | TDY | 394.3K | $238.6M | 3.3% | $23.9M | Added$109.4M |
| Berkshire Hathaway Inc Del | — | 484.6K | $232.2M | 3.2% | −$8.4M | Added$52.1M |
| XPO, Inc. | XPO | 1.19M | $231.3M | 3.2% | $69.7M | Cut$39M |
| Crh Plc | — | 2.19M | $230.4M | 3.2% | −$39.6M | Added−$20.9M |
| Texas Instrs Inc | — | 1.18M | $229.7M | 3.2% | $24.4M | Cut$490K |
| Conocophillips | COP | 1.69M | $223.1M | 3.1% | $55.5M | Added$87.8M |
| Keysight Technologies, Inc. | KEYS | 738.7K | $208.6M | 2.9% | $44.8M | Added$93.7M |
| Canadian Natl Ry Co | — | 1.89M | $194M | 2.7% | $4.77M | Added$73.7M |
| Canadian Pacific Kansas City | — | 2.31M | $181.6M | 2.5% | $11.6M | Cut−$8.24M |
| Liberty Media Corp Del | — | 1.91M | $162.6M | 2.3% | −$25.8M | Cut−$34.5M |
| Woodward, Inc. | WWD | 451.8K | $161.7M | 2.3% | $25.1M | Cut−$45.7M |
| Live Nation Entertainment In | — | 1.03M | $156.4M | 2.2% | $10.3M | Cut−$47.5M |
| Becton Dickinson & Co | BDX | 983.5K | $154.6M | 2.2% | — | New |
| Agilent Technologies, Inc. | A | 1.36M | $154.6M | 2.2% | −$17.8M | Added$45.1M |
| West Pharmaceutical Svsc Inc | — | 616.8K | $154.6M | 2.2% | −$15.1M | Cut−$28.9M |
| Intuit Inc. | INTU | 356.4K | $154.1M | 2.1% | −$82M | Cut−$92.4M |
| Danaher Corporation | — | 802.2K | $152.1M | 2.1% | −$18.1M | Added$46.5M |
| STERIS plc | STE | 674.8K | $149.2M | 2.1% | −$20.1M | Added−$8.37M |
| Microsoft Corp | MSFT | 399.6K | $147.9M | 2.1% | −$37.8M | Added−$13.1M |
| Royal Gold Inc | RGLD | 576.9K | $146.8M | 2.0% | $18.6M | Cut−$70.6M |
| Waters Corp | — | 467.2K | $139.1M | 1.9% | −$37.6M | Added−$35M |
| S&P Global Inc. | SPGI | 323.2K | $137.5M | 1.9% | −$31.4M | Cut−$146.1M |
| Mastercard Inc | MA | 271.4K | $135.6M | 1.9% | −$19.3M | Cut−$138M |
| United Rentals, Inc. | URI | 185.5K | $135.1M | 1.9% | −$13M | Added$5.25M |
| Waste Connections, Inc. | WCN | 757.3K | $123M | 1.7% | −$7.76M | Added$17.7M |
| Intercontinental Exchange In | — | 770.7K | $121.2M | 1.7% | −$3.61M | Cut−$36.8M |
| Schwab Charles Corp | — | 1.24M | $116.8M | 1.6% | −$7.37M | Cut−$57.2M |
| Ferguson Enterprises Inc | — | 496.7K | $115.9M | 1.6% | $5.28M | Cut−$4.07M |
| Martin Marietta Matls Inc | — | 194.3K | $114.4M | 1.6% | −$6.14M | Added$1.82M |
| StandardAero, Inc. | SARO | 4.08M | $105.5M | 1.5% | — | New |
| Slb Limited/Nv | SLB | 2.01M | $103.5M | 1.4% | — | New |
| Wyndham Hotels & Resorts, Inc. | WH | 1.24M | $100.4M | 1.4% | — | New |
| Core & Main, Inc. | CNM | 2M | $98.6M | 1.4% | — | New |
| Cooper Cos Inc | — | 1.33M | $94.9M | 1.3% | −$13.9M | Cut−$26.6M |
| Hilton Worldwide Hldgs Inc | — | 310.9K | $94.5M | 1.3% | $5.23M | Cut−$24.3M |
| Marketaxess Hldgs Inc | — | 480.6K | $79.3M | 1.1% | −$7.82M | Cut−$17.9M |
| Kla Corp | KLAC | 53.7K | $79M | 1.1% | $7.8M | Added$42.2M |
| Thermo Fisher Scientific Inc. | TMO | 154.7K | $76.1M | 1.1% | −$9.74M | Added$11.9M |
| Analog Devices Inc | ADI | 239K | $76M | 1.1% | $11.2M | Cut$3.73M |
| Entegris Inc | ENTG | 640.6K | $75.1M | 1.0% | $13.3M | Added$41M |
| Autodesk, Inc. | ADSK | 312.7K | $74.9M | 1.0% | −$15.1M | Added−$4.17M |
| Equifax Inc | EFX | 394.7K | $71.1M | 1.0% | −$14.6M | Cut−$24.5M |
| Ecolab Inc. | ECL | 255.6K | $68M | 0.9% | $894.5K | Cut−$26.5M |
| Idex Corp | — | 332K | $62.9M | 0.9% | $3.85M | Cut−$2.98M |
| Applied Matls Inc | — | 156.8K | $53.6M | 0.7% | $13.3M | Cut$8.67M |
| Accenture Plc Ireland | — | 266.1K | $52.8M | 0.7% | −$18.6M | Cut−$206.3M |
| Spotify Technology S.A. | SPOT | 94.2K | $45.7M | 0.6% | −$9.03M | Cut−$13M |
| Etsy Inc | ETSY | 908.1K | $45.4M | 0.6% | −$4.96M | Cut−$8.63M |
| CDW Corp | CDW | 336.4K | $40.7M | 0.6% | −$5.11M | Cut−$10.4M |
| Pool Corp | POOL | 180.8K | $36.6M | 0.5% | −$4.78M | Cut−$9.58M |
| Sherwin Williams Co | SHW | 113.7K | $36.5M | 0.5% | −$395.8K | Cut−$91.1M |
| Topbuild Corp | — | 83.5K | $29.3M | 0.4% | −$5.5M | Cut−$9.53M |
| Liberty Live Holdings Inc | — | 27.8K | $2.61M | 0.0% | $304.1K | Cut$54.6K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.