The Analysis of Findlay Park Partners LLP's Holdings & P&L


Currently, Findlay Park Partners LLP holds 56 types of securities in its portfolio with a total value $7.2B. In the most recent quarter, they have increased their positions in BDX (+983.5K shares, valued at $154.6M), SARO (+4.1M shares, valued at $105.5M), SLB (+2.0M shares, valued at $103.5M); decreased their positions in N/A (-699.5K shares, valued at $138.7M), MA (-207.9K shares, valued at $103.9M), RGLD (-401.1K shares, valued at $102.1M); initiated new positions in BDX (+983.5K shares, valued at $154.6M), SARO (+4.1M shares, valued at $105.5M), SLB (+2.0M shares, valued at $103.5M).


1M P&L
-198.5M-2.88%
3M P&L
+69.6M+1.05%
HY P&L
+614.4M+10.12%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Diagnostics & Research551.4M
9.0%
2Financial Data & Stock Exchanges535.2M
8.7%
3Insurance Brokers429.9M
7.0%

Top Industries by Stock Count

1Diagnostics & Research5 stocks
10.6%
2Financial Data & Stock Exchanges3 stocks
6.4%
3Semiconductor Equipment & Materials3 stocks
6.4%
Stock Holdings
ITT INC
ITT INC
14.73%
Shares1.4M
Event2026-03-31
Filed2026-05-13
EOG
EOG RES INC
29.13%
Shares1.8M
Event2026-03-31
Filed2026-05-13
APG
API GROUP CORP
-14.79%
Shares6.0M
Event2026-03-31
Filed2026-05-13
TDY
TELEDYNE TECHNOLOGIES INC
55.88%
Shares394.3K
Event2026-03-31
Filed2026-05-13
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
35.22%
Shares484.6K
Event2026-03-31
Filed2026-05-13
XPO
XPO INC
-15.98%
Shares1.2M
Event2026-03-31
Filed2026-05-13
CRH PLC
CRH PLC
8.83%
Shares2.2M
Event2026-03-31
Filed2026-05-13
TXN
TEXAS INSTRS INC
-10.45%
Shares1.2M
Event2026-03-31
Filed2026-05-13
COP
CONOCOPHILLIPS
16.91%
Shares1.7M
Event2026-03-31
Filed2026-05-13
KEYS
KEYSIGHT TECHNOLOGIES INC
30.68%
Shares738.7K
Event2026-03-31
Filed2026-05-13
CNI
CANADIAN NATL RY CO
55.14%
Shares1.9M
Event2026-03-31
Filed2026-05-13
CANADIAN PACIFIC KANSAS CITY
CANADIAN PACIFIC KANSAS CITY
-10.45%
Shares2.3M
Event2026-03-31
Filed2026-05-13
LIBERTY MEDIA CORP DEL
LIBERTY MEDIA CORP DEL
-4.42%
Shares1.9M
Event2026-03-31
Filed2026-05-13
WWD
WOODWARD INC
-34.16%
Shares451.8K
Event2026-03-31
Filed2026-05-13
LYV
LIVE NATION ENTERTAINMENT IN
-28.34%
Shares1.0M
Event2026-03-31
Filed2026-05-13
BDX
BECTON DICKINSON & CO
New
Shares983.5K
Event2026-03-31
Filed2026-05-13
A
AGILENT TECHNOLOGIES INC
68.57%
Shares1.4M
Event2026-03-31
Filed2026-05-13
WST
WEST PHARMACEUTICAL SVSC INC
-7.52%
Shares616.8K
Event2026-03-31
Filed2026-05-13
INTU
INTUIT
-4.25%
Shares356.4K
Event2026-03-31
Filed2026-05-13
DHR
DANAHER CORP DEL
73.82%
Shares802.2K
Event2026-03-31
Filed2026-05-13
STERIS PLC
STERIS PLC
8.56%
Shares674.8K
Event2026-03-31
Filed2026-05-13
MSFT
MICROSOFT CORP
20.05%
Shares399.6K
Event2026-03-31
Filed2026-05-13
RGLD
ROYAL GOLD INC
-41.01%
Shares576.9K
Event2026-03-31
Filed2026-05-13
WAT
WATERS CORP
1.91%
Shares467.2K
Event2026-03-31
Filed2026-05-13
SPGI
S&P GLOBAL INC
-40.43%
Shares323.2K
Event2026-03-31
Filed2026-05-13
MA
MASTERCARD INCORPORATED
-43.38%
Shares271.4K
Event2026-03-31
Filed2026-05-13
URI
UNITED RENTALS INC
15.57%
Shares185.5K
Event2026-03-31
Filed2026-05-13
WCN
WASTE CONNECTIONS INC
26.12%
Shares757.3K
Event2026-03-31
Filed2026-05-13
ICE
INTERCONTINENTAL EXCHANGE IN
-21.01%
Shares770.7K
Event2026-03-31
Filed2026-05-13
SCHW
SCHWAB CHARLES CORP
-28.62%
Shares1.2M
Event2026-03-31
Filed2026-05-13
FERGUSON ENTERPRISES INC
FERGUSON ENTERPRISES INC
-7.80%
Shares496.7K
Event2026-03-31
Filed2026-05-13
MLM
MARTIN MARIETTA MATLS INC
7.48%
Shares194.3K
Event2026-03-31
Filed2026-05-13
SARO
STANDARDAERO INC
New
Shares4.1M
Event2026-03-31
Filed2026-05-13
SLB
SLB LIMITED
New
Shares2.0M
Event2026-03-31
Filed2026-05-13
WH
WYNDHAM HOTELS & RESORTS INC
New
Shares1.2M
Event2026-03-31
Filed2026-05-13
CNM
CORE & MAIN INC
New
Shares2.0M
Event2026-03-31
Filed2026-05-13
COOPER COS INC
COOPER COS INC
-10.44%
Shares1.3M
Event2026-03-31
Filed2026-05-13
HLT
HILTON WORLDWIDE HLDGS INC
-24.82%
Shares310.9K
Event2026-03-31
Filed2026-05-13
MKTX
MARKETAXESS HLDGS INC
-10.40%
Shares480.6K
Event2026-03-31
Filed2026-05-13
KLAC
KLA CORP
77.09%
Shares53.7K
Event2026-03-31
Filed2026-05-13
TMO
THERMO FISHER SCIENTIFIC INC
39.73%
Shares154.7K
Event2026-03-31
Filed2026-05-13
ADI
ANALOG DEVICES INC
-10.35%
Shares239.0K
Event2026-03-31
Filed2026-05-13
ENTG
ENTEGRIS INC
58.33%
Shares640.6K
Event2026-03-31
Filed2026-05-13
ADSK
AUTODESK INC
17.12%
Shares312.7K
Event2026-03-31
Filed2026-05-13
EFX
EQUIFAX INC
-10.43%
Shares394.7K
Event2026-03-31
Filed2026-05-13
ECL
ECOLAB INC
-28.99%
Shares255.6K
Event2026-03-31
Filed2026-05-13
IEX
IDEX CORP
-10.37%
Shares332.0K
Event2026-03-31
Filed2026-05-13
AMAT
APPLIED MATLS INC
-10.30%
Shares156.8K
Event2026-03-31
Filed2026-05-13
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
-72.44%
Shares266.1K
Event2026-03-31
Filed2026-05-13
SPOT
SPOTIFY TECHNOLOGY S A
-6.77%
Shares94.2K
Event2026-03-31
Filed2026-05-13
ETSY
ETSY INC
-6.79%
Shares908.1K
Event2026-03-31
Filed2026-05-13
CDW
CDW CORP
-10.41%
Shares336.4K
Event2026-03-31
Filed2026-05-13
POOL
POOL CORP
-10.41%
Shares180.8K
Event2026-03-31
Filed2026-05-13
SHW
SHERWIN WILLIAMS CO
-71.10%
Shares113.7K
Event2026-03-31
Filed2026-05-13
BLD
TOPBUILD COR
-10.35%
Shares83.5K
Event2026-03-31
Filed2026-05-13
LIBERTY LIVE HOLDINGS INC
LIBERTY LIVE HOLDINGS INC
-9.75%
Shares27.8K
Event2026-03-31
Filed2026-05-13

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available