Vault-13

Findlay Park Partners LLP

LONDON, X0 · CIK 1351950 · 13F filing filed 2026-08-12

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

As an employer

In the UK

CompanyTownStaffPay gap reportFCA register
FINDLAY PARK PARTNERS LLP Limited Liability PartnershipFCA: Authorised · manages investments, deals London Authorisedmanages investments, deals

Sources: Companies House (accounts filed electronically; the largest groups often file on paper, so their staff numbers can be missing), the UK gender pay gap service (employers with 250+ staff) and the FCA's Financial Services Register. Contains public sector information licensed under the Open Government Licence v3.0.

$7.4bn reported value +3.3% vs Q1 2026
49positions
33.0%in top 10
2 new 18 added 29 reduced 9 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 TELEDYNE TECHNOLOGIES INC COM TDY TDY 415,899 $277.4m3.74% 3.74% AddedShares held: Q3 2025 206.9k, Q4 2025 253.0k, Q1 2026 394.3k, Q2 2026 415.9k +21.6k +21,560 5.5%
2 ITT INC COM ITT ITT 1,397,628 $276.4m3.73% 3.73% ReducedShares held: Q3 2025 754.2k, Q4 2025 1.2m, Q1 2026 1.4m, Q2 2026 1.4m -14.6k -14,600 -1.0%
3 API GROUP CORP COM STK APG APG 6,522,698 $276.2m3.73% 3.73% AddedShares held: Q3 2025 7.5m, Q4 2025 7.0m, Q1 2026 6.0m, Q2 2026 6.5m +541.0k +541,000 9.0%
4 CRH PLC ORD CRH CRH 2,465,011 $263.8m3.56% 3.56% AddedShares held: Q3 2025 2.4m, Q4 2025 2.0m, Q1 2026 2.2m, Q2 2026 2.5m +273.4k +273,400 12.5%
5 XPO INC COM XPO XPO 1,150,100 $236.1m3.19% 3.19% ReducedShares held: Q3 2025 1.5m, Q4 2025 1.4m, Q1 2026 1.2m, Q2 2026 1.2m -38.9k -38,900 -3.3%
6 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B BRK.B 468,716 $234.5m3.17% 3.17% ReducedShares held: Q3 2025 430.8k, Q4 2025 358.4k, Q1 2026 484.6k, Q2 2026 468.7k -15.9k -15,920 -3.3%
7 WOODWARD INC COM WWD WWD 545,220 $232.0m3.13% 3.13% AddedShares held: Q3 2025 290.5k, Q4 2025 686.2k, Q1 2026 451.8k, Q2 2026 545.2k +93.4k +93,420 20.7%
8 CANADIAN NATL RY CO COM CNI CNI 1,826,068 $217.7m2.94% 2.94% ReducedShares held: Q3 2025 1.5m, Q4 2025 1.2m, Q1 2026 1.9m, Q2 2026 1.8m -61.9k -61,900 -3.3%
9 WASTE CONNECTIONS INC COM WCN WCN 1,285,809 $214.3m2.89% 2.89% AddedShares held: Q3 2025 722.0k, Q4 2025 600.5k, Q1 2026 757.3k, Q2 2026 1.3m +528.5k +528,513 69.8%
10 WEST PHARMACEUTICAL SVSC INC COM WST WST 596,646 $214.2m2.89% 2.89% ReducedShares held: Q3 2025 802.1k, Q4 2025 666.9k, Q1 2026 616.8k, Q2 2026 596.6k -20.1k -20,120 -3.3%
11 APPLIED MATLS INC COM AMAT AMAT 277,860 $200.9m2.71% 2.71% AddedShares held: Q3 2025 554.5k, Q4 2025 174.8k, Q1 2026 156.8k, Q2 2026 277.9k +121.1k +121,060 77.2%
12 KLA CORP COM NEW KLAC KLAC 653,850 $197.3m2.66% 2.66% AddedShares held: Q3 2025 1.4m, Q4 2025 303.0k, Q1 2026 536.6k, Q2 2026 653.9k +117.2k +117,230 21.9%
13 LIVE NATION ENTERTAINMENT IN COM LYV LYV 1,069,200 $195.8m2.64% 2.64% AddedShares held: Q3 2025 2.0m, Q4 2025 1.4m, Q1 2026 1.0m, Q2 2026 1.1m +43.7k +43,700 4.3%
14 TEXAS INSTRS INC COM TXN TXN 649,431 $193.6m2.61% 2.61% ReducedShares held: Q3 2025 1.2m, Q4 2025 1.3m, Q1 2026 1.2m, Q2 2026 649.4k -533.7k -533,700 -45.1%
15 CANADIAN PACIFIC KANSAS CITY COM CP CP 2,233,296 $193.5m2.61% 2.61% ReducedShares held: Q3 2025 3.1m, Q4 2025 2.6m, Q1 2026 2.3m, Q2 2026 2.2m -75.8k -75,800 -3.3%
16 LIBERTY MEDIA CORP DEL COM LBTY ONE S C FWONK FWONK 1,989,657 $189.3m2.56% 2.56% AddedShares held: Q3 2025 2.8m, Q4 2025 2.0m, Q1 2026 1.9m, Q2 2026 2.0m +76.6k +76,600 4.0%
17 UNITED RENTALS INC COM URI URI 158,948 $180.1m2.43% 2.43% ReducedShares held: Q3 2025 192.4k, Q4 2025 160.5k, Q1 2026 185.5k, Q2 2026 158.9k -26.5k -26,540 -14.3%
18 ENTEGRIS INC COM ENTG ENTG 969,700 $174.4m2.35% 2.35% AddedShares held: Q3 2025 486.3k, Q4 2025 404.6k, Q1 2026 640.6k, Q2 2026 969.7k +329.1k +329,100 51.4%
19 AGILENT TECHNOLOGIES INC COM A A 1,312,063 $174.3m2.35% 2.35% ReducedShares held: Q3 2025 1.6m, Q4 2025 804.8k, Q1 2026 1.4m, Q2 2026 1.3m -44.5k -44,500 -3.3%
20 EOG RES INC COM EOG EOG 1,329,709 $172.5m2.33% 2.33% ReducedShares held: Q3 2025 1.7m, Q4 2025 1.4m, Q1 2026 1.8m, Q2 2026 1.3m -445.2k -445,200 -25.1%
21 WATERS CORP COM WAT WAT 451,925 $169.5m2.29% 2.29% ReducedShares held: Q3 2025 551.1k, Q4 2025 458.5k, Q1 2026 467.2k, Q2 2026 451.9k -15.3k -15,320 -3.3%
22 MASTERCARD INCORPORATED CL A MA MA 307,650 $158.0m2.13% 2.13% AddedShares held: Q3 2025 505.9k, Q4 2025 479.3k, Q1 2026 271.4k, Q2 2026 307.6k +36.2k +36,240 13.3%
23 KEYSIGHT TECHNOLOGIES INC COM KEYS KEYS 448,872 $157.1m2.12% 2.12% ReducedShares held: Q3 2025 679.5k, Q4 2025 565.3k, Q1 2026 738.7k, Q2 2026 448.9k -289.8k -289,780 -39.2%
24 STANDARDAERO INC COM SARO SARO 5,032,523 $150.5m2.03% 2.03% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 4.1m, Q2 2026 5.0m +948.1k +948,082 23.2%
25 FERGUSON ENTERPRISES INC COMMON STOCK NEW FERG FERG 618,810 $146.9m1.98% 1.98% AddedShares held: Q3 2025 647.5k, Q4 2025 538.7k, Q1 2026 496.7k, Q2 2026 618.8k +122.1k +122,100 24.6%
26 MICROSOFT CORP COM MSFT MSFT 386,430 $144.1m1.95% 1.95% ReducedShares held: Q3 2025 829.8k, Q4 2025 332.8k, Q1 2026 399.6k, Q2 2026 386.4k -13.1k -13,120 -3.3%
27 BECTON DICKINSON & CO COM BDX BDX 951,200 $143.9m1.94% 1.94% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 983.5k, Q2 2026 951.2k -32.3k -32,300 -3.3%
28 CISCO SYS INC COM CSCO CSCO 1,207,200 $141.8m1.91% 1.91% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 1.2m
29 STERIS PLC SHS USD STE STE 657,713 $138.5m1.87% 1.87% ReducedShares held: Q3 2025 747.2k, Q4 2025 621.6k, Q1 2026 674.8k, Q2 2026 657.7k -17.0k -17,042 -2.5%
30 S&P GLOBAL INC COM SPGI SPGI 312,640 $127.3m1.72% 1.72% ReducedShares held: Q3 2025 574.1k, Q4 2025 542.6k, Q1 2026 323.2k, Q2 2026 312.6k -10.6k -10,600 -3.3%
31 CONOCOPHILLIPS COM COP COP 1,216,171 $126.4m1.71% 1.71% ReducedShares held: Q3 2025 1.7m, Q4 2025 1.4m, Q1 2026 1.7m, Q2 2026 1.2m -474.2k -474,200 -28.1%
32 MARTIN MARIETTA MATLS INC COM MLM MLM 207,262 $119.5m1.61% 1.61% AddedShares held: Q3 2025 217.0k, Q4 2025 180.8k, Q1 2026 194.3k, Q2 2026 207.3k +13.0k +12,960 6.7%
33 ECOLAB INC COM ECL ECL 415,184 $115.7m1.56% 1.56% AddedShares held: Q3 2025 432.5k, Q4 2025 359.9k, Q1 2026 255.6k, Q2 2026 415.2k +159.6k +159,600 62.5%
34 CORE & MAIN INC CL A CNM CNM 2,395,854 $115.6m1.56% 1.56% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 2.0m, Q2 2026 2.4m +399.1k +399,126 20.0%
35 HILTON WORLDWIDE HLDGS INC COM HLT HLT 338,374 $111.8m1.51% 1.51% AddedShares held: Q3 2025 496.9k, Q4 2025 413.5k, Q1 2026 310.9k, Q2 2026 338.4k +27.5k +27,520 8.8%
36 ROYAL GOLD INC COM RGLD RGLD 558,050 $111.4m1.50% 1.50% ReducedShares held: Q3 2025 1.2m, Q4 2025 978.0k, Q1 2026 576.9k, Q2 2026 558.0k -18.9k -18,880 -3.3%
37 SCHWAB CHARLES CORP COM SCHW SCHW 1,202,369 $110.9m1.50% 1.50% ReducedShares held: Q3 2025 2.1m, Q4 2025 1.7m, Q1 2026 1.2m, Q2 2026 1.2m -40.7k -40,700 -3.3%
38 INTERCONTINENTAL EXCHANGE IN COM ICE ICE 821,169 $101.1m1.36% 1.36% AddedShares held: Q3 2025 971.9k, Q4 2025 975.7k, Q1 2026 770.7k, Q2 2026 821.2k +50.5k +50,500 6.5%
39 WYNDHAM HOTELS & RESORTS INC COM WH WH 1,195,200 $100.6m1.36% 1.36% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 1.2m, Q2 2026 1.2m -40.4k -40,400 -3.3%
40 COOPER COS INC COM COO COO 1,284,000 $92.1m1.24% 1.24% ReducedShares held: Q3 2025 1.8m, Q4 2025 1.5m, Q1 2026 1.3m, Q2 2026 1.3m -43.5k -43,500 -3.3%
41 DANAHER CORPORATION COM DHR DHR 461,600 $87.9m1.19% 1.19% ReducedShares held: Q3 2025 554.5k, Q4 2025 461.5k, Q1 2026 802.2k, Q2 2026 461.6k -340.6k -340,600 -42.5%
42 ANALOG DEVICES INC COM ADI ADI 202,698 $80.5m1.09% 1.09% ReducedShares held: Q3 2025 319.9k, Q4 2025 266.6k, Q1 2026 239.0k, Q2 2026 202.7k -36.3k -36,320 -15.2%
43 WATSCO INC COM WSO WSO 188,840 $78.7m1.06% 1.06% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 188.8k
44 IDEX CORP COM IEX IEX 321,299 $72.9m0.98% 0.98% ReducedShares held: Q3 2025 444.9k, Q4 2025 370.4k, Q1 2026 332.0k, Q2 2026 321.3k -10.7k -10,700 -3.2%
45 ETSY INC COM ETSY ETSY 878,400 $66.2m0.89% 0.89% ReducedShares held: Q3 2025 1.2m, Q4 2025 974.3k, Q1 2026 908.1k, Q2 2026 878.4k -29.7k -29,700 -3.3%
46 CDW CORP COM CDW CDW 325,426 $45.8m0.62% 0.62% ReducedShares held: Q3 2025 451.0k, Q4 2025 375.5k, Q1 2026 336.4k, Q2 2026 325.4k -11.0k -11,000 -3.3%
47 SHERWIN WILLIAMS CO COM SHW SHW 110,012 $37.9m0.51% 0.51% ReducedShares held: Q3 2025 472.9k, Q4 2025 393.6k, Q1 2026 113.7k, Q2 2026 110.0k -3.7k -3,720 -3.3%
48 POOL CORP COM POOL POOL 174,895 $37.6m0.51% 0.51% ReducedShares held: Q3 2025 242.5k, Q4 2025 201.8k, Q1 2026 180.8k, Q2 2026 174.9k -5.9k -5,880 -3.2%
49 LIBERTY LIVE HOLDINGS INC COM SHS SER C LLYVK LLYVK 26,974 $2.8m0.04% 0.04% ReducedShares held: Q3 2025 0, Q4 2025 30.8k, Q1 2026 27.8k, Q2 2026 27.0k -800 -800 -2.9%

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
INTUIT INTU INTU 356,385 $154.1m356.4k shares
SCHLUMBERGER LTD SLB SLB 2,014,200 $103.5m2.0m shares
MARKETAXESS HLDGS INC MKTX MKTX 480,600 $79.3m480.6k shares
THERMO FISHER SCIENTIFIC INC TMO TMO 154,740 $76.1m154.7k shares
AUTODESK INC ADSK ADSK 312,719 $74.9m312.7k shares
EQUIFAX INC EFX EFX 394,660 $71.1m394.7k shares
ACCENTURE PLC IRELAND ACN ACN 266,098 $52.8m266.1k shares
SPOTIFY TECHNOLOGY S A SPOT SPOT 94,240 $45.7m94.2k shares
TOPBUILD CORP BLD BLD 83,537 $29.3m83.5k shares