FP
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Findlay Park Partners LLP13F | |
| Findlay Park Partners LLP | |
| Last update 2026-05-13 | 56 Stocks (5 new) |
| Value $7.17 Bil | Turnover 18 % |
Findlay Park Partners LLP Top Holdings of 2026-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ITT | ITT Inc | 1,412,228 | 269,071.8 | +14.73% | 3.750 | +0.48% | 1.580 | +3.63% | +10.53% | 17,075.9 | Industrial Products | |
EOG | EOG Resources Inc | 1,774,909 | 256,598.6 | +29.13% | 3.580 | +0.81% | 0.330 | -10.26% | +29.03% | 70,935.5 | Oil & Gas | |
APG | APi Group Corp | 5,981,698 | 242,378.4 | -14.79% | 3.380 | -0.51% | 1.380 | +1.58% | +5.96% | 17,563.1 | Construction | |
TDY | Teledyne Technologies Inc | 394,339 | 238,579.0 | +55.88% | 3.330 | +1.19% | 0.850 | +7.44% | +24.82% | 29,533.9 | Hardware | |
BRK.B | Berkshire Hathaway Inc | 484,636 | 232,237.6 | +35.22% | 3.240 | +0.84% | 0.020 | +5.87% | -1.33% | 1,068,312.3 | Insurance | |
XPO | XPO Inc | 1,189,000 | 231,320.0 | -15.98% | 3.220 | -0.39% | 1.010 | +8.90% | +51.48% | 24,171.2 | Transportation | |
CRH | CRH PLC | 2,191,611 | 230,382.1 | +8.83% | 3.210 | +0.26% | 0.330 | +6.98% | -12.48% | 72,466.3 | Building Materials | |
TXN | Texas Instruments Inc | 1,183,131 | 229,693.0 | -10.45% | 3.200 | -0.31% | 0.130 | +52.44% | +68.33% | 262,725.6 | Semiconductors | |
COP | ConocoPhillips | 1,690,371 | 223,129.0 | +16.91% | 3.110 | +0.45% | 0.140 | -20.82% | +14.05% | 128,115.8 | Oil & Gas | |
KEYS | Keysight Technologies Inc | 738,652 | 208,573.2 | +30.68% | 2.910 | +0.68% | 0.430 | +22.07% | +67.65% | 58,214.7 | Hardware |
Findlay Park Partners LLP's Historical Top Holdings Breakdowns
Findlay Park Partners LLP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AJG | Arthur J. Gallagher & Co | 2026-03-31 | Sold Out Sold Out | -3.39% | 204.21 ($230.97) 264.84 | $224.49 | -2.81% | Sold Out | 0 | -1,025,521 | |
ACN | Accenture PLC | 2026-03-31 | Reduce Reduce | -2.40% | 191.5 ($233) 288.54 | $125.25 | -46.25% | Reduce -72.44% | 266,098 | -699,500 | |
BDX | Becton Dickinson & Co | 2026-03-31 | New Buy New Buy | +2.16% | 153.3 ($164.99) 185.39 | $153.55 | -6.93% | New holding | 983,500 | 983,500 | |
MRSH | Marsh | 2026-03-31 | Sold Out Sold Out | -2.10% | 169.17 ($179.79) 189.75 | $166.75 | -7.25% | Sold Out | 0 | -886,467 | |
MA | Mastercard Inc | 2026-03-31 | Reduce Reduce | -1.51% | 484.24 ($526.66) 580.34 | $511.19 | -2.94% | Reduce -43.38% | 271,410 | -207,920 | |
SARO | StandardAero Inc | 2026-03-31 | New Buy New Buy | +1.47% | 25.22 ($29.83) 33.12 | $28.29 | -5.16% | New holding | 4,084,441 | 4,084,441 | |
SPGI | S&P Global Inc | 2026-03-31 | Reduce Reduce | -1.46% | 390.76 ($464.26) 546.35 | $407.52 | -12.22% | Reduce -40.43% | 323,240 | -219,400 | |
SLB | SLB Ltd | 2026-03-31 | New Buy New Buy | +1.44% | 40.2 ($48.54) 53.5 | $46.62 | -3.97% | New holding | 2,014,200 | 2,014,200 | |
WH | Wyndham Hotels & Resorts Inc | 2026-03-31 | New Buy New Buy | +1.40% | 72.2 ($78.37) 84.71 | $87.65 | 11.84% | New holding | 1,235,600 | 1,235,600 | |
CNM | Core & Main Inc | 2026-03-31 | New Buy New Buy | +1.37% | 47.4 ($53.84) 59.09 | $48.10 | -10.66% | New holding | 1,996,728 | 1,996,728 |
Findlay Park Partners LLP Total Holding History ($B)
Findlay Park Partners LLP's Asset Allocation
Findlay Park Partners LLP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Findlay Park Partners LLP's Hypothetical Growth since 2026-03-31
Findlay Park Partners LLP's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
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Findlay Park Partners LLP's Holdings Heat Map
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