Investor
Foresight Group Ltd Liability Partnership
CIK 0001943441 · filed 2026-05-04 · SEC filing
13F book
$566.2M
Positions
59
7 new · 6 sold
Largest name
4.8%
Aptiv Plc · APTV
Est. mark
−$37.3M
Price effect on 52 names still held. Flow −$60.8M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Aptiv Plc | APTV | 388.8K | $27M | 4.8% | −$1.51M | Added$11.1M |
| Ecolab Inc. | ECL | 99.4K | $26.5M | 4.7% | $159.2K | Cut−$1.42M |
| Globus Med Inc | — | 293.9K | $25.3M | 4.5% | −$529.6K | Cut−$4.99M |
| American Wtr Wks Co Inc New | — | 184K | $25M | 4.4% | $557.3K | Added$10.7M |
| Te Connectivity Plc | TEL | 119.6K | $25M | 4.4% | −$2.54M | Cut−$6.25M |
| Trimble Inc. | TRMB | 371.6K | $24.2M | 4.3% | −$5.3M | Cut−$5.39M |
| Thermo Fisher Scientific Inc. | TMO | 48.7K | $23.9M | 4.2% | −$4.48M | Cut−$5.78M |
| Xylem Inc. | XYL | 197.4K | $23.6M | 4.2% | −$3.56M | Cut−$5.19M |
| Autodesk, Inc. | ADSK | 96.2K | $23M | 4.1% | −$5.78M | Cut−$5.8M |
| STERIS plc | STE | 101.7K | $22.5M | 4.0% | −$3.49M | Cut−$5.22M |
| Agilent Technologies, Inc. | A | 195.2K | $22.3M | 3.9% | −$4.61M | Cut−$4.69M |
| First Solar, Inc. | FSLR | 110.2K | $21.7M | 3.8% | −$7.4M | Added−$7.32M |
| Digital Rlty Tr Inc | — | 108.3K | $19M | 3.4% | $2.06M | Cut$201.2K |
| Equinix Inc | EQIX | 17.8K | $17.2M | 3.0% | $3.48M | Cut−$1.08M |
| American Tower Corp New | — | 96.2K | $16.4M | 2.9% | −$599.1K | Cut−$5.51M |
| Healthpeak Properties, Inc. | DOC | 804K | $13.3M | 2.4% | $322.5K | Cut−$475.2K |
| Synopsys Inc | SNPS | 33.1K | $13.1M | 2.3% | — | New |
| Veralto Corp | VLTO | 139.1K | $12.3M | 2.2% | −$1.77M | Cut−$1.8M |
| Flutter Entmt Plc | — | 302.3K | $12M | 2.1% | — | New |
| Trane Technologies Plc | TT | 28.3K | $11.8M | 2.1% | $710K | Cut$510.2K |
| Bentley Sys Inc | — | 327.2K | $11.5M | 2.0% | — | New |
| Power Integrations Inc | POWI | 219.5K | $11.2M | 2.0% | $3.36M | Cut$3.35M |
| Clearway Energy, Inc. | CWEN | 285.6K | $11.2M | 2.0% | $1.69M | Cut$1.03M |
| Rockwell Automation, Inc | ROK | 30.4K | $10.9M | 1.9% | −$1.05M | Cut−$2.02M |
| Msa Safety Inc | — | 61.2K | $10M | 1.8% | $76.2K | Cut−$9.74M |
| Nextpower Inc. | NXT | 80.1K | $9.65M | 1.7% | $2.65M | Cut−$6.52M |
| Ventas, Inc. | VTR | 116.6K | $9.52M | 1.7% | $357K | Cut−$898.8K |
| Grand Canyon Ed Inc | — | 55.4K | $9.42M | 1.7% | $154.6K | Added$185.7K |
| Icon Plc | ICLR | 80.7K | $8.93M | 1.6% | −$5.46M | Cut−$5.5M |
| Verra Mobility Corp | VRRM | 593.6K | $8.48M | 1.5% | −$4.67M | Added−$4.25M |
| Brookfield Renewable Partner | — | 213.2K | $8.31M | 1.5% | — | New |
| Exelon Corp | EXC | 163.5K | $8.01M | 1.4% | — | New |
| Crown Castle Inc. | CCI | 74.4K | $5.93M | 1.0% | −$695.9K | Cut−$3.21M |
| Boston Scientific Corp | BSX | 89.3K | $5.61M | 1.0% | — | New |
| Easterly Govt Pptys Inc | — | 199K | $4.26M | 0.8% | $23.8K | Cut−$1.5M |
| Cheniere Energy, Inc. | LNG | 10.8K | $3.17M | 0.6% | $881K | Added$1.47M |
| Prologis Inc. | — | 20.9K | $2.7M | 0.5% | −$4.61K | Cut−$2.26M |
| Rayonier Inc | RYN | 105K | $2.16M | 0.4% | −$32.8K | Added$1.53M |
| Vertiv Holdings Co | VRT | 9.08K | $2.12M | 0.4% | $320.1K | Added$1.37M |
| Csx Corp | CSX | 47.4K | $1.88M | 0.3% | $158.8K | Held |
| Digitalbridge Group Inc | — | 121.4K | $1.87M | 0.3% | $15.8K | Held |
| Weyerhaeuser Co Mtn Be | WY | 59K | $1.43M | 0.3% | $17.1K | Cut−$102.2K |
| Agree Rlty Corp | — | 18.1K | $1.35M | 0.2% | $38.2K | Cut−$46K |
| Johnson Ctls Intl Plc | — | 10.4K | $1.31M | 0.2% | $58.2K | Held |
| Stag Indl Inc | STAG | 35.5K | $1.28M | 0.2% | −$41.4K | Cut−$55.2K |
| Deere & Co | DE | 1.98K | $1.1M | 0.2% | $169.2K | Held |
| Phillips Edison & Co Inc | — | 27.4K | $1.03M | 0.2% | $42K | Cut−$168.2K |
| GXO Logistics, Inc. | GXO | 17.2K | $841.4K | 0.1% | −$72.6K | Held |
| Advanced Drain Sys Inc Del | — | 5.98K | $785.2K | 0.1% | −$93.7K | Held |
| American Homes 4 Rent | — | 26.2K | $731K | 0.1% | −$112.5K | Held |
| BXP, Inc. | BXP | 13.2K | $684.1K | 0.1% | — | New |
| Owens Corning New | — | 5.97K | $623K | 0.1% | −$53K | Held |
| Commercial Metals Co | CMC | 9.71K | $583.1K | 0.1% | −$96.2K | Held |
| Mid-Amer Apt Cmntys Inc | — | 4.48K | $545.4K | 0.1% | −$81.5K | Held |
| Welltower Inc. | WELL | 2.6K | $507.5K | 0.1% | $19.3K | Held |
| Bright Horizons Fam Sol In D | — | 6K | $484.6K | 0.1% | −$127.8K | Held |
| Kilroy Rlty Corp | KRC | 13K | $368.2K | 0.1% | −$129.5K | Held |
| Americold Realty Trust | COLD | 22.9K | $262.5K | 0.0% | −$44K | Held |
| Vital Farms, Inc. | VITL | 15.8K | $207.9K | 0.0% | −$311.5K | Held |
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.