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Findlay Park Partners LLP
hedge fundUpdated 29 days agoManaged by Findlay Park Partners Llp • Latest filing Q2 2026
Portfolio value
$7.4B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
-7.3%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $9.5B |
| Q2 2023 | $9.7B |
| Q3 2023 | $9.3B |
| Q4 2023 | $10.2B |
| Q1 2024 | $10.9B |
| Q2 2024 | $10.6B |
| Q3 2024 | $10.6B |
| Q4 2024 | $10.1B |
| Q1 2025 | $9.7B |
| Q2 2025 | $9.7B |
| Q3 2025 | $9.5B |
| Q4 2025 | $7.8B |
| Q1 2026 | $7.2B |
| Q2 2026 | $7.4B |
Top holdings
49 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | T TDY TELEDYNE TECHNOLOGIES INC | $277.4M | 415.9K | 3.74% | Added(+5.5%) |
| 2 | ? N/A ITT INC | $276.4M | 1.40M | 3.73% | Trimmed(-1.0%) |
| 3 | A APG API GROUP CORP | $276.2M | 6.52M | 3.73% | Added(+9.0%) |
| 4 | R RH CRH PLC | $263.8M | 2.47M | 3.56% | Added(+12.5%) |
| 5 | W WYNN XPO INC | $236.1M | 1.15M | 3.19% | Trimmed(-3.3%) |
| 6 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $234.5M | 468.7K | 3.17% | Trimmed(-3.3%) |
| 7 | W WWD WOODWARD INC | $232M | 545.2K | 3.13% | Added(+20.7%) |
| 8 | C CNI CANADIAN NATL RY CO | $217.7M | 1.83M | 2.94% | Trimmed(-3.3%) |
| 9 | W WCN WASTE CONNECTIONS INC | $214.3M | 1.29M | 2.89% | Added(+69.8%) |
| 10 | W WST WEST PHARMACEUTICAL SVSC INC | $214.2M | 596.6K | 2.89% | Trimmed(-3.3%) |
| 11 | A AMAT APPLIED MATLS INC | $200.9M | 277.9K | 2.71% | Added(+77.2%) |
| 12 | K KLAC KLA CORP | $197.3M | 653.9K | 2.66% | Added(+1118.5%) |
| 13 | L LYV LIVE NATION ENTERTAINMENT IN | $195.8M | 1.07M | 2.64% | Added(+4.3%) |
| 14 | T TXN TEXAS INSTRS INC | $193.6M | 649.4K | 2.61% | Trimmed(-45.1%) |
| 15 | C CP CANADIAN PACIFIC KANSAS CITY | $193.5M | 2.23M | 2.61% | Trimmed(-3.3%) |
| 16 | F FWONB LIBERTY MEDIA CORP DEL | $189.3M | 1.99M | 2.56% | Added(+4.0%) |
| 17 | U URI UNITED RENTALS INC | $180.1M | 158.9K | 2.43% | Trimmed(-14.3%) |
| 18 | E ENTG ENTEGRIS INC | $174.4M | 969.7K | 2.35% | Added(+51.4%) |
| 19 | A A AGILENT TECHNOLOGIES INC | $174.3M | 1.31M | 2.35% | Trimmed(-3.3%) |
| 20 | E EOG EOG RES INC | $172.5M | 1.33M | 2.33% | Trimmed(-25.1%) |