Findlay Park Partners LLP
Net seller this quarter
$7.41B
49
-$342M
33.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 TDY | $277M | 3.74% | 0.90% | +5.5% | Q3 2022 |
 ITT | $276M | 3.73% | 1.56% | -1.0% | Q3 2024 |
 APG | $276M | 3.73% | 1.51% | +9.0% | Q2 2023 |
 CRH | $264M | 3.56% | 0.37% | +12.5% | Q1 2024 |
 XPO | $236M | 3.19% | 0.98% | -3.3% | Q2 2024 |
 BRK.B | $235M | 3.17% | Not reported | -3.3% | Q2 2013 |
 WWD | $232M | 3.13% | 0.92% | +20.7% | Q2 2013 |
 CNI | $218M | 2.94% | 0.30% | -3.3% | Q4 2022 |
 WCN | $214M | 2.89% | 0.51% | +69.8% | Q2 2013 |
 WST | $214M | 2.89% | 0.85% | -3.3% | Q4 2022 |
 AMAT | $201M | 2.71% | 0.04% | +77.2% | Q3 2024 |
 KLAC | $197M | 2.66% | 0.05% | +21.9% | Q2 2023 |
 LYV | $196M | 2.64% | 0.45% | +4.3% | Q3 2018 |
 TXN | $194M | 2.61% | 0.07% | -45.1% | Q2 2013 |
 CP | $194M | 2.61% | 0.25% | -3.3% | Q4 2014 |
 FWONK | $189M | 2.56% | Not reported | +4.0% | Q3 2022 |
 URI | $180M | 2.43% | 0.25% | -14.3% | Q4 2022 |
 ENTG | $174M | 2.35% | 0.64% | +51.4% | Q2 2013 |
 A | $174M | 2.35% | 0.46% | -3.3% | Q1 2019 |
 EOG | $173M | 2.33% | 0.25% | -25.1% | Q2 2017 |
 WAT | $169M | 2.29% | 0.46% | -3.3% | Q3 2023 |
 MA | $158M | 2.13% | 0.03% | +13.4% | Q2 2013 |
 KEYS | $157M | 2.12% | 0.26% | -39.2% | Q1 2020 |
 SARO | $151M | 2.03% | 1.52% | +23.2% | Q1 2026 |
 FERG | $147M | 1.98% | 0.32% | +24.6% | Q3 2022 |
 MSFT | $144M | 1.95% | 0.01% | -3.3% | Q2 2013 |
 BDX | $144M | 1.94% | 0.35% | -3.3% | Q2 2013 |
 CSCO | $142M | 1.91% | 0.03% | Not reported | Q3 2014 |
 STE | $138M | 1.87% | 0.67% | -2.5% | Q1 2023 |
 SPGI | $127M | 1.72% | 0.11% | -3.3% | Q4 2016 |
 COP | $126M | 1.71% | 0.10% | -28.1% | Q4 2022 |
 MLM | $120M | 1.61% | 0.35% | +6.7% | Q2 2013 |
 ECL | $116M | 1.56% | 0.15% | +62.5% | Q2 2013 |
 CNM | $116M | 1.56% | Not reported | +20.0% | Q1 2026 |
 HLT | $112M | 1.51% | 0.15% | +8.9% | Q4 2014 |
 RGLD | $111M | 1.50% | 0.66% | -3.3% | Q4 2022 |
 SCHW | $111M | 1.50% | 0.07% | -3.3% | Q2 2014 |
 ICE | $101M | 1.36% | 0.15% | +6.6% | Q4 2014 |
 WH | $101M | 1.36% | 1.60% | -3.3% | Q1 2026 |
 COO | $92.1M | 1.24% | 0.66% | -3.3% | Q1 2017 |
 DHR | $87.9M | 1.19% | 0.07% | -42.5% | Q2 2013 |
 ADI | $80.5M | 1.09% | 0.04% | -15.2% | Q2 2013 |
 WSO | $78.7M | 1.06% | Not reported | New | Q2 2026 |
 IEX | $72.9M | 0.98% | 0.43% | -3.2% | Q2 2013 |
 ETSY | $66.2M | 0.89% | 0.95% | -3.3% | Q4 2024 |
 CDW | $45.8M | 0.62% | 0.26% | -3.3% | Q1 2023 |
 SHW | $37.9M | 0.51% | 0.05% | -3.3% | Q2 2013 |
 POOL | $37.6M | 0.51% | 0.48% | -3.3% | Q1 2021 |
 LLYVK | $2.85M | 0.04% | Not reported | -2.9% | Q3 2023 |
| Q1 2026 | |||||
| ITT | $269M | 3.75% | 1.64% | +14.7% | Q3 2024 |
| EOG | $257M | 3.58% | 0.33% | +29.1% | Q2 2017 |
| APG | $242M | 3.38% | 1.39% | -14.8% | Q2 2023 |
| TDY | $239M | 3.33% | 0.85% | +55.9% | Q3 2022 |
| BRK.B | $232M | 3.24% | Not reported | +35.2% | Q2 2013 |
| XPO | $231M | 3.22% | 1.02% | -16.0% | Q2 2024 |
| CRH | $230M | 3.21% | 0.31% | +8.8% | Q1 2024 |
| TXN | $230M | 3.20% | 0.13% | -10.5% | Q2 2013 |
| COP | $223M | 3.11% | 0.14% | +16.9% | Q4 2022 |
| KEYS | $209M | 2.91% | 0.43% | +30.7% | Q1 2020 |
| CNI | $194M | 2.70% | 0.31% | +55.1% | Q4 2022 |
| CP | $182M | 2.53% | 0.26% | -10.5% | Q4 2014 |
| FWONK | $163M | 2.27% | Not reported | -4.4% | Q3 2022 |
| WWD | $162M | 2.25% | 0.76% | -34.2% | Q2 2013 |
| LYV | $156M | 2.18% | 0.44% | -28.3% | Q3 2018 |
| BDX | $155M | 2.16% | 0.36% | Not reported | Q2 2013 |
| A | $155M | 2.16% | 0.48% | +68.6% | Q1 2019 |
| WST | $155M | 2.15% | 0.87% | -7.5% | Q4 2022 |
 INTU | $154M | 2.15% | 0.13% | -4.3% | Q2 2013 |
| DHR | $152M | 2.12% | 0.11% | +73.8% | Q2 2013 |
| STE | $149M | 2.08% | 0.69% | +8.6% | Q1 2023 |
| MSFT | $148M | 2.06% | 0.01% | +20.1% | Q2 2013 |
| RGLD | $147M | 2.05% | 0.68% | -41.0% | Q4 2022 |
| WAT | $139M | 1.94% | 0.48% | +1.9% | Q3 2023 |
| SPGI | $137M | 1.92% | 0.11% | -40.4% | Q4 2016 |
| MA | $136M | 1.89% | 0.02% | -43.4% | Q2 2013 |
| URI | $135M | 1.88% | 0.30% | +15.6% | Q4 2022 |
| WCN | $123M | 1.71% | 0.30% | +26.1% | Q2 2013 |
| ICE | $121M | 1.69% | 0.14% | -21.0% | Q4 2014 |
| SCHW | $117M | 1.63% | 0.07% | -28.6% | Q2 2014 |
| FERG | $116M | 1.62% | 0.26% | -7.8% | Q3 2022 |
| MLM | $114M | 1.59% | 0.32% | +7.5% | Q2 2013 |
| SARO | $106M | 1.47% | 1.23% | New | Q1 2026 |
 SLB | $104M | 1.44% | 0.13% | Not reported | Q3 2013 |
| WH | $100M | 1.40% | 1.64% | New | Q1 2026 |
| CNM | $98.6M | 1.37% | Not reported | New | Q1 2026 |
| COO | $94.9M | 1.32% | 0.68% | -10.4% | Q1 2017 |
| HLT | $94.5M | 1.32% | 0.14% | -24.8% | Q4 2014 |
 MKTX | $79.3M | 1.11% | 1.35% | -10.4% | Q3 2024 |
| KLAC | $79M | 1.10% | 0.04% | +77.1% | Q2 2023 |
 TMO | $76.1M | 1.06% | 0.04% | +39.7% | Q4 2015 |
| ADI | $76M | 1.06% | 0.05% | -10.4% | Q2 2013 |
| ENTG | $75.1M | 1.05% | 0.42% | +58.3% | Q2 2013 |
 ADSK | $74.9M | 1.04% | 0.15% | +17.1% | Q3 2017 |
 EFX | $71.1M | 0.99% | 0.33% | -10.4% | Q2 2013 |
| ECL | $68M | 0.95% | 0.09% | -29.0% | Q2 2013 |
| IEX | $62.9M | 0.88% | 0.45% | -10.4% | Q2 2013 |
| AMAT | $53.6M | 0.75% | 0.02% | -10.3% | Q3 2024 |
 ACN | $52.8M | 0.74% | 0.04% | -72.4% | Q4 2013 |
 SPOT | $45.7M | 0.64% | 0.05% | -6.8% | Q3 2025 |
| Q4 2025 | |||||
| SPGI | $284M | 3.62% | 0.18% | -5.5% | Q4 2016 |
| MA | $274M | 3.49% | 0.04% | -5.3% | Q2 2013 |
| APG | $269M | 3.43% | 1.69% | -6.9% | Q2 2023 |
 AJG | $265M | 3.39% | 0.40% | -4.2% | Q2 2021 |
| ACN | $259M | 3.31% | 0.15% | -16.9% | Q4 2013 |
| CRH | $251M | 3.21% | 0.30% | -16.9% | Q1 2024 |
| INTU | $247M | 3.15% | 0.13% | -16.8% | Q2 2013 |
| TXN | $229M | 2.92% | 0.15% | +12.3% | Q2 2013 |
| RGLD | $217M | 2.77% | 1.16% | -16.9% | Q4 2022 |
| ITT | $214M | 2.73% | 1.58% | +63.2% | Q3 2024 |
| WWD | $207M | 2.65% | 1.15% | +136.2% | Q2 2013 |
| LYV | $204M | 2.60% | 0.61% | -29.2% | Q3 2018 |
| FWONK | $197M | 2.52% | Not reported | -29.6% | Q3 2022 |
| XPO | $192M | 2.45% | 1.21% | -5.1% | Q2 2024 |
| CP | $190M | 2.42% | 0.29% | -16.9% | Q4 2014 |
| WST | $183M | 2.34% | 0.93% | -16.9% | Q4 2022 |
| BRK.B | $180M | 2.30% | Not reported | -16.8% | Q2 2013 |
| WAT | $174M | 2.22% | 0.77% | -16.8% | Q3 2023 |
| SCHW | $174M | 2.22% | 0.10% | -16.9% | Q2 2014 |
 MRSH | $164M | 2.10% | 0.18% | -16.8% | Q3 2017 |
| MSFT | $161M | 2.05% | 0.00% | -59.9% | Q2 2013 |
| ICE | $158M | 2.02% | 0.17% | +0.4% | Q4 2014 |
| STE | $158M | 2.01% | 0.63% | -16.8% | Q1 2023 |
| EOG | $144M | 1.84% | 0.25% | -16.9% | Q2 2017 |
| COP | $135M | 1.73% | 0.12% | -16.9% | Q4 2022 |
| URI | $130M | 1.66% | 0.25% | -16.6% | Q4 2022 |
| TDY | $129M | 1.65% | 0.55% | +22.3% | Q3 2022 |
| SHW | $128M | 1.63% | 0.16% | -16.8% | Q2 2013 |
| COO | $121M | 1.55% | 0.76% | -16.9% | Q1 2017 |
| CNI | $120M | 1.53% | 0.20% | -16.9% | Q4 2022 |
| FERG | $120M | 1.53% | 0.28% | -16.8% | Q3 2022 |
| HLT | $119M | 1.52% | 0.18% | -16.8% | Q4 2014 |
| KEYS | $115M | 1.47% | 0.33% | -16.8% | Q1 2020 |
| MLM | $113M | 1.44% | 0.30% | -16.7% | Q2 2013 |
| A | $110M | 1.40% | 0.28% | -48.1% | Q1 2019 |
| DHR | $106M | 1.35% | 0.07% | -16.8% | Q2 2013 |
| WCN | $105M | 1.34% | 0.23% | -16.8% | Q2 2013 |
 MEDP | $98M | 1.25% | 0.61% | -42.3% | Q1 2024 |
| MKTX | $97.2M | 1.24% | 1.50% | -16.8% | Q3 2024 |
| EFX | $95.6M | 1.22% | 0.37% | -16.8% | Q2 2013 |
| ECL | $94.5M | 1.21% | 0.13% | -16.8% | Q2 2013 |
 MSCI | $93.6M | 1.19% | 0.22% | -16.7% | Q4 2016 |
 CBRE | $83.3M | 1.06% | 0.18% | -16.8% | Q3 2013 |
 ACM | $79.9M | 1.02% | 0.65% | -16.9% | Q4 2022 |
| ADSK | $79M | 1.01% | 0.13% | -16.7% | Q3 2017 |
| ADI | $72.3M | 0.92% | 0.05% | -16.7% | Q2 2013 |
| IEX | $65.9M | 0.84% | 0.49% | -16.8% | Q2 2013 |
| TMO | $64.2M | 0.82% | 0.03% | -65.0% | Q4 2015 |
| SPOT | $58.7M | 0.75% | 0.05% | -16.4% | Q3 2025 |
| ETSY | $54M | 0.69% | 1.00% | -16.8% | Q4 2024 |
| Q3 2025 | |||||
| MSFT | $430M | 4.51% | 0.01% | -1.8% | Q2 2013 |
| AJG | $331M | 3.48% | 0.42% | +13.3% | Q2 2021 |
| LYV | $330M | 3.47% | 0.86% | -1.8% | Q3 2018 |
| INTU | $306M | 3.21% | 0.16% | -1.8% | Q2 2013 |
| FWONK | $297M | 3.12% | Not reported | -1.8% | Q3 2022 |
| CRH | $290M | 3.05% | 0.34% | -1.8% | Q1 2024 |
| MA | $288M | 3.02% | 0.04% | -1.8% | Q2 2013 |
| ACN | $286M | 3.01% | 0.18% | -1.8% | Q4 2013 |
| SPGI | $279M | 2.94% | 0.19% | -1.8% | Q4 2016 |
| APG | $259M | 2.72% | 1.81% | -24.6% | Q2 2023 |
| RGLD | $236M | 2.48% | 1.79% | -1.8% | Q4 2022 |
| CP | $231M | 2.43% | 0.34% | -1.8% | Q4 2014 |
| BRK.B | $217M | 2.28% | Not reported | -1.8% | Q2 2013 |
| TXN | $216M | 2.27% | 0.13% | -1.8% | Q2 2013 |
| MRSH | $215M | 2.26% | 0.22% | +20.3% | Q3 2017 |
| WST | $210M | 2.21% | 1.12% | -1.8% | Q4 2022 |
| SCHW | $200M | 2.10% | 0.12% | -23.2% | Q2 2014 |
| A | $199M | 2.09% | 0.55% | +20.4% | Q1 2019 |
| XPO | $193M | 2.02% | 1.27% | -1.8% | Q2 2024 |
| EOG | $185M | 1.95% | 0.30% | -1.8% | Q2 2017 |
| STE | $185M | 1.94% | 0.76% | -1.8% | Q1 2023 |
| URI | $184M | 1.93% | 0.30% | -15.4% | Q4 2022 |
| WAT | $165M | 1.74% | 0.93% | -1.8% | Q3 2023 |
| COP | $164M | 1.73% | 0.14% | -1.8% | Q4 2022 |
| SHW | $164M | 1.72% | 0.19% | -1.8% | Q2 2013 |
| ICE | $164M | 1.72% | 0.17% | -1.8% | Q4 2014 |
| MEDP | $155M | 1.63% | 1.07% | -1.7% | Q1 2024 |
| TMO | $154M | 1.61% | 0.08% | -1.7% | Q4 2015 |
| KLAC | $153M | 1.61% | 0.11% | -1.7% | Q2 2023 |
| FERG | $145M | 1.53% | 0.33% | -18.1% | Q3 2022 |
| CNI | $138M | 1.45% | 0.23% | -1.8% | Q4 2022 |
| MLM | $137M | 1.44% | 0.36% | -1.7% | Q2 2013 |
| EFX | $136M | 1.43% | 0.43% | -1.8% | Q2 2013 |
| ITT | $135M | 1.42% | 0.97% | -1.8% | Q3 2024 |
| ACM | $132M | 1.38% | 0.76% | -1.8% | Q4 2022 |
| HLT | $129M | 1.35% | 0.21% | -1.7% | Q4 2014 |
| WCN | $127M | 1.33% | 0.28% | -1.8% | Q2 2013 |
| COO | $122M | 1.28% | 0.90% | -1.8% | Q1 2017 |
| TDY | $121M | 1.27% | 0.44% | -1.7% | Q3 2022 |
| KEYS | $119M | 1.25% | 0.40% | -1.8% | Q1 2020 |
| ECL | $118M | 1.24% | 0.15% | -1.8% | Q2 2013 |
| AMAT | $114M | 1.19% | 0.07% | -1.8% | Q3 2024 |
| MKTX | $112M | 1.18% | 1.74% | -1.8% | Q3 2024 |
| MSCI | $111M | 1.17% | 0.26% | -1.8% | Q4 2016 |
| DHR | $110M | 1.15% | 0.08% | -1.8% | Q2 2013 |
| ADSK | $102M | 1.07% | 0.15% | -1.8% | Q3 2017 |
| CBRE | $98.1M | 1.03% | 0.21% | -41.0% | Q3 2013 |
| SPOT | $84.4M | 0.89% | 0.06% | New | Q3 2025 |
| ADI | $78.6M | 0.83% | 0.07% | -1.8% | Q2 2013 |
| ETSY | $77.8M | 0.82% | 1.19% | -1.8% | Q4 2024 |