Foresight Group Ltd Liability Partnership

13F filer · CIK 0001943441

Reported Jul 27, 2026

Net seller this quarter

13F portfolio value$556MU.S. long equity reported on 13F

Positions627 new · 4 closed

Net flow last quarter-$35.3MBuys minus sells

Top 10 positions weight39.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 27, 202662 positions
ECLEcolab Inc.	$24.7M	4.45%	0.03%	-10.8%	Q1 2025
XYLXylem Inc.	$23.9M	4.29%	0.09%	+2.4%	Q4 2023
AWKAmerican Water Works Company, Inc.	$23.1M	4.16%	0.09%	-5.3%	Q1 2025
AAgilent Technologies, Inc.	$22.3M	4.02%	0.06%	-12.5%	Q1 2025
APTVAptiv PLC	$22.3M	4.02%	0.18%	-4.9%	Q1 2025
TMOThermo Fisher Scientific Inc.	$21.7M	3.90%	0.01%	-10.8%	Q2 2024
TELTE Connectivity plc	$21.3M	3.84%	0.04%	-11.5%	Q1 2025
ICLRIcon PLC	$20.6M	3.71%	0.15%	+47.8%	Q4 2024
GMEDGlobus Medical Inc	$19.8M	3.56%	0.19%	-13.6%	Q1 2025
STESTERIS plc	$18.8M	3.38%	0.09%	-11.7%	Q1 2025
DLRDigital Realty Trust, Inc.	$18.2M	3.28%	0.03%	-7.0%	Q4 2023
DOCHealthpeak Properties, Inc.	$17.5M	3.15%	0.12%	+0.6%	Q4 2023
TRMBTrimble Inc.	$17M	3.06%	0.14%	-9.5%	Q1 2025
ADSKAutodesk, Inc.	$16.8M	3.02%	0.04%	-10.1%	Q1 2025
EQIXEquinix Inc	$16.3M	2.93%	0.02%	-13.1%	Q4 2023
AMTAmerican Tower Corp	$16.1M	2.89%	0.02%	+1.7%	Q4 2023
ROKRockwell Automation, Inc	$13.5M	2.42%	0.02%	-9.9%	Q1 2025
FSLRFirst Solar, Inc.	$12.6M	2.28%	0.05%	-51.3%	Q1 2025
TTTrane Technologies plc	$12.6M	2.28%	0.01%	-9.3%	Q4 2023
SWSmurfit Westrock plc	$12.4M	2.24%	0.05%	Not reported	Q1 2025
SNPSSynopsys Inc	$12.2M	2.20%	0.01%	-16.7%	Q1 2026
CWENClearway Energy, Inc.	$11.5M	2.07%	0.16%	+15.7%	Q4 2023
VTRVentas, Inc.	$11.3M	2.02%	0.02%	+8.1%	Q3 2024
VLTOVeralto Corp	$11.2M	2.02%	0.05%	-8.5%	Q1 2025
VGNTVersigent PLC	$10.6M	1.90%	0.37%	New	Q2 2026
CVSACovista Inc.	$9.64M	1.73%	0.23%	New	Q2 2026
BEPCBrookfield Renewable Corp	$9.45M	1.70%	0.15%	Not reported	Q1 2024
MSAMSA Safety Inc	$9.42M	1.70%	0.14%	-11.5%	Q1 2025
EXCExelon Corp	$9.3M	1.67%	0.02%	+21.4%	Q1 2026
LOPEGrand Canyon Education, Inc.	$9.11M	1.64%	0.24%	+14.6%	Q1 2025
BSYBentley Systems Inc	$8.7M	1.56%	Not reported	-10.2%	Q1 2026
NXTNextpower Inc.	$8.23M	1.48%	0.05%	-10.9%	Q1 2025
TTEKTetra Tech Inc	$7.68M	1.38%	0.11%	New	Q2 2026
SUNBSunbelt Rentals Holdings, Inc.	$6.73M	1.21%	0.02%	New	Q2 2026
CCICrown Castle Inc.	$5.75M	1.03%	0.02%	+1.7%	Q4 2023
BSXBoston Scientific Corp	$5.37M	0.97%	0.01%	+41.6%	Q1 2026
NVONovo Nordisk A S	$5.28M	0.95%	Not reported	Not reported	Q2 2025
DEAEasterly Government Properties, Inc.	$4.99M	0.90%	0.42%	-0.4%	Q4 2023
VRTVertiv Holdings Co	$2.22M	0.40%	0.00%	-25.6%	Q1 2025
PLDPrologis, Inc.	$2.19M	0.39%	0.00%	-23.4%	Q4 2023
LNGCheniere Energy, Inc.	$2.15M	0.39%	0.00%	-18.0%	Q1 2025
RYNRayonier Inc	$1.93M	0.35%	0.03%	-12.3%	Q4 2023
DBRGDigitalBridge Group, Inc.	$1.92M	0.34%	0.07%	Not reported	Q4 2023
WYWeyerhaeuser Co	$1.54M	0.28%	0.01%	+9.8%	Q4 2023
JCIJohnson Controls International plc	$1.51M	0.27%	0.00%	Not reported	Q4 2023
CSXCSX Corp	$1.28M	0.23%	0.00%	-43.4%	Q1 2025
DEDeere & Co	$1.24M	0.22%	0.00%	Not reported	Q4 2023
ADCAgree Realty Corp	$1.22M	0.22%	0.01%	-11.9%	Q4 2024
OCOwens Corning	$1.13M	0.20%	0.01%	+19.6%	Q4 2023
STAGSTAG Industrial, Inc.	$1.11M	0.20%	0.01%	-18.9%	Q4 2023

Q1 2026Reported May 4, 202659 positions
APTVAptiv PLC	$27M	4.77%	0.18%	+88.1%	Q1 2025
ECLEcolab Inc.	$26.5M	4.67%	0.04%	-5.7%	Q1 2025
GMEDGlobus Medical Inc	$25.3M	4.47%	0.22%	-14.7%	Q1 2025
AWKAmerican Water Works Company, Inc.	$25M	4.42%	0.09%	+67.7%	Q1 2025
TELTE Connectivity plc	$25M	4.42%	0.04%	-11.9%	Q1 2025
TRMBTrimble Inc.	$24.2M	4.28%	0.16%	-0.3%	Q1 2025
TMOThermo Fisher Scientific Inc.	$23.9M	4.22%	0.01%	-4.4%	Q2 2024
XYLXylem Inc.	$23.6M	4.17%	0.08%	-5.7%	Q4 2023
ADSKAutodesk, Inc.	$23M	4.07%	0.05%	-0.1%	Q1 2025
STESTERIS plc	$22.5M	3.97%	0.10%	-6.3%	Q1 2025
AAgilent Technologies, Inc.	$22.3M	3.93%	0.07%	-0.3%	Q1 2025
FSLRFirst Solar, Inc.	$21.7M	3.84%	0.10%	+0.4%	Q1 2025
DLRDigital Realty Trust, Inc.	$19M	3.35%	0.03%	-9.9%	Q4 2023
EQIXEquinix Inc	$17.2M	3.04%	0.02%	-25.0%	Q4 2023
AMTAmerican Tower Corp	$16.4M	2.89%	0.02%	-22.4%	Q4 2023
DOCHealthpeak Properties, Inc.	$13.3M	2.35%	0.12%	-5.8%	Q4 2023
SNPSSynopsys Inc	$13.1M	2.32%	0.02%	New	Q1 2026
VLTOVeralto Corp	$12.3M	2.17%	0.06%	-0.3%	Q1 2025
FLUTFlutter Entertainment plc	$12M	2.13%	0.17%	New	Q1 2026
TTTrane Technologies plc	$11.8M	2.08%	0.01%	-1.8%	Q4 2023
BSYBentley Systems Inc	$11.5M	2.03%	Not reported	New	Q1 2026
POWIPower Integrations Inc	$11.2M	1.98%	0.39%	0.0%	Q1 2025
CWENClearway Energy, Inc.	$11.2M	1.98%	0.14%	-6.5%	Q4 2023
ROKRockwell Automation, Inc	$10.9M	1.93%	0.03%	-7.5%	Q1 2025
MSAMSA Safety Inc	$10M	1.77%	0.16%	-49.6%	Q1 2025
NXTNextpower Inc.	$9.65M	1.70%	0.06%	-56.7%	Q1 2025
VTRVentas, Inc.	$9.52M	1.68%	0.02%	-12.1%	Q3 2024
LOPEGrand Canyon Education, Inc.	$9.42M	1.66%	0.21%	+0.3%	Q1 2025
ICLRIcon PLC	$8.93M	1.58%	0.11%	-0.3%	Q4 2024
VRRMVERRA MOBILITY Corp	$8.48M	1.50%	0.39%	+5.3%	Q4 2025
BEPBrookfield Renewable Partners L.P.	$8.31M	1.47%	0.08%	New	Q1 2026
EXCExelon Corp	$8.01M	1.42%	0.02%	New	Q1 2026
CCICrown Castle Inc.	$5.93M	1.05%	0.02%	-27.5%	Q4 2023
BSXBoston Scientific Corp	$5.61M	0.99%	0.01%	New	Q1 2026
DEAEasterly Government Properties, Inc.	$4.26M	0.75%	0.43%	-26.4%	Q4 2023
LNGCheniere Energy, Inc.	$3.17M	0.56%	0.01%	+22.8%	Q1 2025
PLDPrologis, Inc.	$2.7M	0.48%	0.00%	-45.5%	Q4 2023
RYNRayonier Inc	$2.16M	0.38%	0.03%	+261.3%	Q4 2023
VRTVertiv Holdings Co	$2.12M	0.38%	0.00%	+97.8%	Q1 2025
CSXCSX Corp	$1.88M	0.33%	0.00%	Not reported	Q1 2025
DBRGDigitalBridge Group, Inc.	$1.87M	0.33%	0.07%	Not reported	Q4 2023
WYWeyerhaeuser Co	$1.43M	0.25%	0.01%	-7.8%	Q4 2023
ADCAgree Realty Corp	$1.35M	0.24%	0.02%	-6.0%	Q4 2024
JCIJohnson Controls International plc	$1.31M	0.23%	0.00%	Not reported	Q4 2023
STAGSTAG Industrial, Inc.	$1.28M	0.23%	0.02%	-1.0%	Q4 2023
DEDeere & Co	$1.1M	0.19%	0.00%	Not reported	Q4 2023
PECOPhillips Edison & Company, Inc.	$1.03M	0.18%	0.02%	-17.6%	Q4 2024
GXOGXO Logistics, Inc.	$841K	0.15%	0.02%	Not reported	Q4 2023
WMSAdvanced Drainage Systems, Inc.	$785K	0.14%	0.01%	Not reported	Q4 2023
AMHAmerican Homes 4 Rent	$731K	0.13%	Not reported	Not reported	Q4 2023

Q4 2025Reported Feb 17, 202658 positions
NVONovo Nordisk A S	$40.3M	6.06%	Not reported	-1.0%	Q2 2025
TELTE Connectivity plc	$31.2M	4.70%	0.05%	-12.8%	Q1 2025
GMEDGlobus Medical Inc	$30.3M	4.56%	0.26%	-18.3%	Q1 2025
TMOThermo Fisher Scientific Inc.	$29.7M	4.47%	0.01%	-1.7%	Q2 2024
TRMBTrimble Inc.	$29.6M	4.46%	0.16%	-2.4%	Q1 2025
FSLRFirst Solar, Inc.	$29.1M	4.37%	0.10%	-2.9%	Q1 2025
ADSKAutodesk, Inc.	$28.8M	4.34%	0.05%	-2.8%	Q1 2025
XYLXylem Inc.	$28.8M	4.33%	0.09%	-11.7%	Q4 2023
ECLEcolab Inc.	$27.9M	4.19%	0.04%	-6.3%	Q1 2025
STESTERIS plc	$27.7M	4.17%	0.11%	-4.2%	Q1 2025
AAgilent Technologies, Inc.	$26.9M	4.05%	0.07%	-1.0%	Q1 2025
AMTAmerican Tower Corp	$21.9M	3.30%	0.03%	-2.6%	Q4 2023
MSAMSA Safety Inc	$19.8M	2.98%	0.31%	-25.1%	Q1 2025
SWSmurfit Westrock plc	$19.7M	2.96%	0.10%	+1.0%	Q1 2025
DLRDigital Realty Trust, Inc.	$18.8M	2.83%	0.04%	-3.6%	Q4 2023
EQIXEquinix Inc	$18.3M	2.75%	0.02%	-9.2%	Q4 2023
NXTNextpower Inc.	$16.2M	2.43%	0.14%	-33.0%	Q1 2025
APTVAptiv PLC	$15.9M	2.39%	0.10%	+97.7%	Q1 2025
SLABSilicon Laboratories Inc.	$14.5M	2.18%	0.33%	-0.9%	Q1 2025
ICLRIcon PLC	$14.4M	2.17%	0.11%	-1.1%	Q4 2024
AWKAmerican Water Works Company, Inc.	$14.4M	2.16%	0.06%	-1.0%	Q1 2025
VLTOVeralto Corp	$14.1M	2.12%	0.06%	-0.8%	Q1 2025
DOCHealthpeak Properties, Inc.	$13.8M	2.08%	0.12%	-8.7%	Q4 2023
ROKRockwell Automation, Inc	$12.9M	1.94%	0.03%	-0.7%	Q1 2025
VRRMVERRA MOBILITY Corp	$12.7M	1.92%	0.37%	New	Q4 2025
TTTrane Technologies plc	$11.3M	1.70%	0.01%	-0.7%	Q4 2023
VTRVentas, Inc.	$10.4M	1.57%	0.03%	-14.4%	Q3 2024
CWENClearway Energy, Inc.	$10.2M	1.53%	0.15%	-27.0%	Q4 2023
LOPEGrand Canyon Education, Inc.	$9.23M	1.39%	0.20%	-17.8%	Q1 2025
CCICrown Castle Inc.	$9.14M	1.38%	0.02%	-0.7%	Q4 2023
BEPCBrookfield Renewable Corp	$8.41M	1.27%	0.13%	+0.8%	Q1 2024
POWIPower Integrations Inc	$7.88M	1.19%	0.40%	-0.8%	Q1 2025
DHRDanaher Corp	$6.48M	0.98%	0.00%	+0.7%	Q1 2025
DEAEasterly Government Properties, Inc.	$5.76M	0.87%	0.58%	-3.2%	Q4 2023
PLDPrologis, Inc.	$4.96M	0.75%	0.00%	-14.1%	Q4 2023
DBRGDigitalBridge Group, Inc.	$1.86M	0.28%	0.07%	+115.4%	Q4 2023
CSXCSX Corp	$1.73M	0.26%	0.00%	Not reported	Q1 2025
LNGCheniere Energy, Inc.	$1.7M	0.26%	0.00%	Not reported	Q1 2025
PCHPotlatch Corp	$1.67M	0.25%	0.05%	-5.4%	Q4 2023
WYWeyerhaeuser Co	$1.53M	0.23%	0.01%	-11.3%	Q4 2023
ADCAgree Realty Corp	$1.4M	0.21%	0.02%	+13.9%	Q4 2024
STAGSTAG Industrial, Inc.	$1.34M	0.20%	0.02%	+17.7%	Q4 2023
JCIJohnson Controls International plc	$1.26M	0.19%	0.00%	Not reported	Q4 2023
PECOPhillips Edison & Company, Inc.	$1.19M	0.18%	0.03%	Not reported	Q4 2024
DEDeere & Co	$931K	0.14%	0.00%	Not reported	Q4 2023
GXOGXO Logistics, Inc.	$914K	0.14%	0.02%	Not reported	Q4 2023
WMSAdvanced Drainage Systems, Inc.	$879K	0.13%	0.01%	Not reported	Q4 2023
AMHAmerican Homes 4 Rent	$843K	0.13%	Not reported	-48.6%	Q4 2023
VRTVertiv Holdings Co	$754K	0.11%	0.00%	-7.6%	Q1 2025
CMCCOMMERCIAL METALS Co	$679K	0.10%	0.01%	Not reported	Q4 2023

Q3 2025Reported Nov 6, 202558 positions
XYLXylem Inc.	$34.9M	5.22%	0.10%	-0.9%	Q4 2023
TELTE Connectivity plc	$34.2M	5.10%	0.05%	-18.4%	Q1 2025
ADSKAutodesk, Inc.	$31.4M	4.69%	0.05%	-7.5%	Q1 2025
TRMBTrimble Inc.	$31.2M	4.65%	0.16%	-8.6%	Q1 2025
ECLEcolab Inc.	$30.8M	4.60%	0.04%	-0.9%	Q1 2025
STESTERIS plc	$28M	4.18%	0.12%	+0.1%	Q1 2025
MSAMSA Safety Inc	$27.9M	4.17%	0.41%	-6.7%	Q1 2025
AAgilent Technologies, Inc.	$25.4M	3.79%	0.07%	-0.2%	Q1 2025
TMOThermo Fisher Scientific Inc.	$25.1M	3.75%	0.01%	-1.2%	Q2 2024
FSLRFirst Solar, Inc.	$24.9M	3.72%	0.11%	+56.8%	Q1 2025
AMTAmerican Tower Corp	$24.5M	3.66%	0.03%	+10.0%	Q4 2023
GMEDGlobus Medical Inc	$24.1M	3.60%	0.31%	+160.7%	Q1 2025
DLRDigital Realty Trust, Inc.	$21.6M	3.22%	0.04%	+2.0%	Q4 2023
SWSmurfit Westrock plc	$21.4M	3.19%	0.10%	-12.0%	Q1 2025
EQIXEquinix Inc	$20.4M	3.05%	0.03%	+10.0%	Q4 2023
NXTNextpower Inc.	$20.4M	3.05%	0.20%	-2.9%	Q1 2025
DOCHealthpeak Properties, Inc.	$17.8M	2.65%	0.13%	-18.6%	Q4 2023
AWKAmerican Water Works Company, Inc.	$15.4M	2.30%	0.06%	-6.8%	Q1 2025
VLTOVeralto Corp	$15M	2.24%	0.06%	+0.1%	Q1 2025
LOPEGrand Canyon Education, Inc.	$14.7M	2.20%	0.24%	-11.1%	Q1 2025
SLABSilicon Laboratories Inc.	$14.5M	2.16%	0.34%	+0.1%	Q1 2025
ICLRIcon PLC	$14.3M	2.14%	0.11%	+1.9%	Q4 2024
AZNAstrazeneca PLC	$13.1M	1.96%	Not reported	-12.7%	Q1 2025
TTTrane Technologies plc	$12.2M	1.83%	0.01%	-1.4%	Q4 2023
CWENClearway Energy, Inc.	$11.8M	1.76%	0.21%	+18.6%	Q4 2023
ROKRockwell Automation, Inc	$11.6M	1.73%	0.03%	-4.8%	Q1 2025
VTRVentas, Inc.	$10.7M	1.60%	0.03%	-2.5%	Q3 2024
ATSATS Corp	$10.2M	1.52%	0.40%	+1.9%	Q1 2025
CCICrown Castle Inc.	$9.95M	1.49%	0.02%	+25.8%	Q4 2023
APTVAptiv PLC	$9.01M	1.35%	0.05%	+0.1%	Q1 2025
POWIPower Integrations Inc	$8.9M	1.33%	0.40%	+0.2%	Q1 2025
BEPCBrookfield Renewable Corp	$7.59M	1.13%	0.13%	Not reported	Q1 2024
NVONovo Nordisk A S	$6.94M	1.04%	Not reported	+0.1%	Q2 2025
DEAEasterly Government Properties, Inc.	$6.4M	0.96%	0.61%	-26.0%	Q4 2023
DHRDanaher Corp	$5.53M	0.83%	0.00%	-49.7%	Q1 2025
PLDPrologis, Inc.	$5.11M	0.76%	0.00%	+240.1%	Q4 2023
WYWeyerhaeuser Co	$1.79M	0.27%	0.01%	-18.0%	Q4 2023
PCHPotlatch Corp	$1.78M	0.27%	0.06%	-25.8%	Q4 2023
AMHAmerican Homes 4 Rent	$1.65M	0.25%	Not reported	-2.1%	Q4 2023
GMABGenmab A/S	$1.45M	0.22%	Not reported	-1.7%	Q1 2025
MAAMid America Apartment Communities Inc.	$1.42M	0.21%	0.01%	-2.6%	Q4 2023
ADCAgree Realty Corp	$1.19M	0.18%	0.01%	Not reported	Q4 2024
PECOPhillips Edison & Company, Inc.	$1.14M	0.17%	0.03%	Not reported	Q4 2024
JCIJohnson Controls International plc	$1.12M	0.17%	0.00%	Not reported	Q4 2023
STAGSTAG Industrial, Inc.	$1.06M	0.16%	0.02%	-10.1%	Q4 2023
KRCKilroy Realty Corp	$1.04M	0.16%	0.02%	-41.4%	Q4 2023
COLDAmericold Realty Trust	$1.03M	0.15%	0.03%	Not reported	Q2 2024
GXOGXO Logistics, Inc.	$912K	0.14%	0.02%	-7.9%	Q4 2023
DEDeere & Co	$906K	0.14%	0.00%	Not reported	Q4 2023
AREAlexandria Real Estate Equities, Inc.	$866K	0.13%	0.01%	-39.9%	Q4 2023

Premium opens every quarter this fund has filed