2026 Q3 Portfolio Activity
In 2026 Q3, Findlay Park Partners LLP maintained a portfolio of 51 distinct positions. The most significant new addition was AMAZON COM INC, now representing 3.50% of the total fund value. They heavily accumulated shares in CISCO SYS INC, increasing the position by 79.0%. Conversely, Findlay Park Partners LLP completely exited their position in STERIS PLC.
Position History
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Findlay Park Partners LLP
London, UK
Institutional Asset Manager / U.S. Equity Specialist
AUM $6,733M
Total Positions
51
Quarter
2026 Q3
Top Holding
ITT (4.1%)
Top 10 Concentration
34.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 51
Findlay Park Partners LLP Full Holdings List — 2026 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
ITT
ITT INC
|
Industrials | 4.14% | 3.73% |
#1
1
Prev: #2
|
4.2 |
—
|
-15,800 | -1.1% |
P
S
|
1,381,828 | $278,880,527 | 2013 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
TDY
TELEDYNE TECHNO...
|
Technology | 3.71% | 3.74% |
#2
1
Prev: #1
|
3.5 |
—
|
-4,720 | -1.1% |
P
S
|
411,179 | $249,507,529 | 2022 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
APG
API GROUP CORP
|
Industrials | 3.70% | 3.73% |
#3
Prev: #3
|
3.0 |
—
|
-74,000 | -1.1% |
P
S
|
6,448,698 | $248,919,743 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 3.50% | — |
#4
Prev: #—
|
5.4 |
—
|
944,800 | — |
NEW
|
944,800 | $235,396,920 | 2020 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
CSCO
CISCO SYS INC
|
Technology | 3.45% | 1.91% |
#5
23
Prev: #28
|
4.9 |
—
|
953,500 | 79.0% |
P
S
|
2,160,700 | $232,556,141 | 2014 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 3.43% | 3.17% |
#6
Prev: #6
|
1.9 |
—
|
-5,320 | -1.1% |
P
S
|
463,396 | $230,748,038 | 2010 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
KEYS
KEYSIGHT TECHNO...
|
Technology | 3.25% | 2.12% |
#7
16
Prev: #23
|
3.8 |
—
|
151,840 | 33.8% |
P
S
|
600,712 | $218,683,196 | 2020 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
CRH
CRH PLC
|
Basic Materials | 3.00% | 3.56% |
#8
4
Prev: #4
|
1.7 |
—
|
-28,000 | -1.1% |
P
S
|
2,437,011 | $201,784,511 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
WAT
WATERS CORP
|
Healthcare | 2.92% | 2.29% |
#9
12
Prev: #21
|
1.7 |
—
|
-5,120 | -1.1% |
P
S
|
446,805 | $196,321,649 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
WCN
WASTE CONNECTIO...
|
Industrials | 2.91% | 2.89% |
#10
1
Prev: #9
|
1.7 |
—
|
-14,600 | -1.1% |
P
S
|
1,271,209 | $195,677,201 | 2016 Q2 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.73% | 1.95% |
#11
15
Prev: #26
|
1.6 |
—
|
-28,480 | -7.4% |
P
S
|
357,950 | $183,592,555 | 2012 Q4 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
FWONK
LIBERTY MEDIA C...
|
Communication Services | 2.70% | 2.56% |
#12
4
Prev: #16
|
1.6 |
—
|
-22,600 | -1.1% |
P
S
|
1,967,057 | $181,756,067 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
TXN
TEXAS INSTRS IN...
|
Technology | 2.67% | 2.61% |
#13
1
Prev: #14
|
1.6 |
—
|
-7,300 | -1.1% |
P
S
|
642,131 | $179,854,472 | 2010 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
CNI
CANADIAN NATL R...
|
Industrials | 2.66% | 2.94% |
#14
6
Prev: #8
|
1.6 |
—
|
-319,200 | -17.5% |
P
S
|
1,506,868 | $179,166,605 | 2008 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
WWD
WOODWARD INC
|
Industrials | 2.63% | 3.13% |
#15
8
Prev: #7
|
1.6 |
—
|
-6,160 | -1.1% |
P
S
|
539,060 | $177,129,725 | 2005 Q4 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
BDX
BECTON DICKINSO...
|
Healthcare | 2.50% | 1.94% |
#16
11
Prev: #27
|
1.5 |
—
|
-10,800 | -1.1% |
P
S
|
940,400 | $168,331,600 | 2010 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 2.49% | 2.13% |
#17
5
Prev: #22
|
1.5 |
—
|
-3,480 | -1.1% |
P
S
|
304,170 | $167,740,630 | 2009 Q2 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
EOG
EOG RES INC
|
Energy | 2.48% | 2.33% |
#18
2
Prev: #20
|
1.5 |
—
|
-117,700 | -8.9% |
P
S
|
1,212,009 | $166,966,360 | 2017 Q2 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
ADI
ANALOG DEVICES ...
|
Technology | 2.37% | 1.09% |
#19
23
Prev: #42
|
3.9 |
—
|
200,240 | 98.8% |
P
S
|
402,938 | $159,849,534 | 2010 Q4 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
URI
UNITED RENTALS ...
|
Industrials | 2.34% | 2.43% |
#20
3
Prev: #17
|
1.4 |
—
|
-1,800 | -1.1% |
P
S
|
157,148 | $157,270,575 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
XPO
XPO INC
|
Industrials | 2.23% | 3.19% |
#21
16
Prev: #5
|
0.9 |
—
|
-298,500 | -26.0% |
P
S
|
851,600 | $149,864,568 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
ENTG
ENTEGRIS INC
|
Technology | 2.19% | 2.35% |
#22
4
Prev: #18
|
1.4 |
—
|
-11,000 | -1.1% |
P
S
|
958,700 | $147,697,322 | 2011 Q4 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
LYV
LIVE NATION ENT...
|
Communication Services | 2.15% | 2.64% |
#23
10
Prev: #13
|
1.4 |
—
|
-213,800 | -20.0% |
P
S
|
855,400 | $144,819,220 | 2006 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
WST
WEST PHARMACEUT...
|
Healthcare | 2.08% | 2.89% |
#24
14
Prev: #10
|
0.8 |
—
|
-218,545 | -36.6% |
P
S
|
378,101 | $140,184,727 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
COP
CONOCOPHILLIPS
|
Energy | 2.00% | 1.71% |
#25
6
Prev: #31
|
1.3 |
—
|
-139,800 | -11.5% |
P
S
|
1,076,371 | $134,707,831 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
RGLD
ROYAL GOLD INC
|
Basic Materials | 1.93% | 1.50% |
#26
10
Prev: #36
|
1.3 |
—
|
-6,320 | -1.1% |
P
S
|
551,730 | $130,208,280 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
ICE
INTERCONTINENTA...
|
Financial Services | 1.83% | 1.36% |
#27
11
Prev: #38
|
1.2 |
—
|
-9,300 | -1.1% |
P
S
|
811,869 | $123,428,444 | 2014 Q4 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
SPGI
S&P GLOBAL INC
|
Financial Services | 1.81% | 1.72% |
#28
2
Prev: #30
|
1.2 |
—
|
-3,520 | -1.1% |
P
S
|
309,120 | $121,938,566 | 2016 Q4 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
FERG
FERGUSON ENTERP...
|
Industrials | 1.73% | 1.98% |
#29
4
Prev: #25
|
1.2 |
—
|
-94,700 | -15.3% |
P
S
|
524,110 | $116,677,368 | 2024 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
SCHW
CHARLES SCHWAB ...
|
Financial Services | 1.73% | 1.50% |
#30
7
Prev: #37
|
1.2 |
—
|
-13,600 | -1.1% |
P
S
|
1,188,769 | $116,190,282 | 2010 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
ECL
ECOLAB INC
|
Basic Materials | 1.67% | 1.56% |
#31
2
Prev: #33
|
1.2 |
—
|
-4,680 | -1.1% |
P
S
|
410,504 | $112,716,188 | 2011 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
HLT
HILTON WORLDWID...
|
Consumer Cyclical | 1.58% | 1.51% |
#32
3
Prev: #35
|
1.1 |
—
|
-3,840 | -1.1% |
P
S
|
334,534 | $106,421,956 | 2005 Q4 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
SARO
STANDARDAERO IN...
|
Industrials | 1.58% | 2.03% |
#33
9
Prev: #24
|
1.1 |
—
|
-57,100 | -1.1% |
P
S
|
4,975,423 | $106,225,281 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
MLM
MARTIN MARIETTA...
|
Basic Materials | 1.46% | 1.61% |
#34
2
Prev: #32
|
1.1 |
—
|
-2,320 | -1.1% |
P
S
|
204,942 | $98,333,221 | 2005 Q4 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
CNM
CORE & MAIN INC
|
Industrials | 1.46% | 1.56% |
#35
1
Prev: #34
|
1.1 |
—
|
-27,200 | -1.1% |
P
S
|
2,368,654 | $98,251,768 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
CP
CANADIAN PACIFI...
|
Industrials | 1.45% | 2.61% |
#36
21
Prev: #15
|
0.6 |
—
|
-1,084,815 | -48.6% |
P
S
|
1,148,481 | $97,735,733 | 2005 Q4 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 1.35% | 2.71% |
#37
26
Prev: #11
|
0.5 |
—
|
-100,440 | -36.1% |
P
S
|
177,420 | $90,729,040 | 2024 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
KLAC
KLA CORP
|
Technology | 1.28% | 2.66% |
#38
26
Prev: #12
|
0.5 |
—
|
-212,660 | -32.5% |
P
S
|
441,190 | $86,001,167 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
A
AGILENT TECHNOL...
|
Healthcare | 1.27% | 2.35% |
#39
20
Prev: #19
|
0.5 |
—
|
-816,700 | -62.2% |
P
S
|
495,363 | $85,355,999 | 2019 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
WH
WYNDHAM HOTELS ...
|
Consumer Cyclical | 1.26% | 1.36% |
#40
1
Prev: #39
|
1.0 |
—
|
-13,500 | -1.1% |
P
S
|
1,181,700 | $84,893,328 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
DHR
DANAHER CORP DE...
|
Healthcare | 1.17% | 1.19% |
#41
Prev: #41
|
0.5 |
—
|
-107,100 | -23.2% |
P
S
|
354,500 | $78,539,475 | 2012 Q2 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
IEX
IDEX CORP
|
Industrials | 1.08% | 0.98% |
#42
2
Prev: #44
|
0.9 |
—
|
-3,600 | -1.1% |
P
S
|
317,699 | $72,429,018 | 2012 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
COO
COOPER COS INC
|
Healthcare | 1.07% | 1.24% |
#43
3
Prev: #40
|
0.9 |
—
|
-14,500 | -1.1% |
P
S
|
1,269,500 | $71,764,835 | 2017 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
INTC
INTEL CORP
|
Technology | 1.02% | — |
#44
Prev: #—
|
3.9 |
—
|
570,600 | — |
NEW
|
570,600 | $68,603,238 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
WSO
WATSCO INC
|
Industrials | 0.84% | 1.06% |
#45
2
Prev: #43
|
0.8 |
—
|
-2,120 | -1.1% |
P
S
|
186,720 | $56,518,277 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
POOL
POOL CORP
|
Industrials | 0.67% | 0.51% |
#46
2
Prev: #48
|
3.3 |
—
|
102,500 | 58.6% |
P
S
|
277,395 | $44,901,929 | 2021 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
SHW
SHERWIN WILLIAM...
|
Basic Materials | 0.52% | 0.51% |
#47
Prev: #47
|
0.7 |
—
|
-1,240 | -1.1% |
P
S
|
108,772 | $35,162,724 | 2008 Q4 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
LLYVK
LIBERTY LIVE HO...
|
Communication Services | 0.04% | 0.04% |
#48
1
Prev: #49
|
0.5 |
—
|
-300 | -1.1% |
P
S
|
26,674 | $2,594,047 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
CDW
CDW CORP
|
Technology | 0.00% | 0.62% |
Sold All 😨
(Was: #46) |
0.0 |
—
|
-325,426 | -100.0% |
CLOSED
|
— | $— | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
ETSY
ETSY INC
|
Consumer Cyclical | 0.00% | 0.89% |
Sold All 😨
(Was: #45) |
0.0 |
—
|
-878,400 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-12 |
Showing 1-50 of 51 holdings