Vault-13

Foresight Group Ltd Liability Partnership

London, X0 · CIK 1943441 · 13F filing filed 2026-07-27

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.

$555.8m reported value -1.8% vs Q1 2026
62positions
39.3%in top 10
7 new 15 added 29 reduced 4 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 ECOLAB INC COM ECL ECL 88,745 $24.7m4.45% 4.45% ReducedShares held: Q3 2025 112.5k, Q4 2025 105.4k, Q1 2026 99.4k, Q2 2026 88.7k -10.7k -10,703 -10.8%
2 XYLEM INC COM XYL XYL 202,120 $23.9m4.29% 4.29% AddedShares held: Q3 2025 236.9k, Q4 2025 209.2k, Q1 2026 197.4k, Q2 2026 202.1k +4.8k +4,766 2.4%
3 AMERICAN WTR WKS CO INC NEW COM AWK AWK 174,231 $23.1m4.16% 4.16% ReducedShares held: Q3 2025 110.8k, Q4 2025 109.7k, Q1 2026 184.0k, Q2 2026 174.2k -9.8k -9,760 -5.3%
4 AGILENT TECHNOLOGIES INC COM A A 170,779 $22.3m4.02% 4.02% ReducedShares held: Q3 2025 197.7k, Q4 2025 195.8k, Q1 2026 195.2k, Q2 2026 170.8k -24.4k -24,434 -12.5%
5 APTIV PLC COM SHS APTV APTV 369,767 $22.3m4.02% 4.02% ReducedShares held: Q3 2025 104.5k, Q4 2025 206.6k, Q1 2026 388.8k, Q2 2026 369.8k -19.0k -19,007 -4.9%
6 THERMO FISHER SCIENTIFIC INC COM TMO TMO 43,414 $21.7m3.90% 3.90% ReducedShares held: Q3 2025 51.8k, Q4 2025 50.9k, Q1 2026 48.7k, Q2 2026 43.4k -5.2k -5,240 -10.8%
7 TE CONNECTIVITY PLC ORD SHS TEL TEL 105,882 $21.3m3.84% 3.84% ReducedShares held: Q3 2025 155.7k, Q4 2025 135.7k, Q1 2026 119.6k, Q2 2026 105.9k -13.7k -13,728 -11.5%
8 ICON PLC SHS ICLR ICLR 119,181 $20.6m3.71% 3.71% AddedShares held: Q3 2025 81.8k, Q4 2025 80.9k, Q1 2026 80.7k, Q2 2026 119.2k +38.5k +38,521 47.8%
9 GLOBUS MED INC CL A GMED GMED 254,030 $19.8m3.56% 3.56% ReducedShares held: Q3 2025 421.5k, Q4 2025 344.6k, Q1 2026 293.9k, Q2 2026 254.0k -39.9k -39,873 -13.6%
10 STERIS PLC SHS USD STE STE 89,732 $18.8m3.38% 3.38% ReducedShares held: Q3 2025 113.2k, Q4 2025 108.4k, Q1 2026 101.7k, Q2 2026 89.7k -11.9k -11,921 -11.7%
11 DIGITAL RLTY TR INC COM DLR DLR 100,750 $18.2m3.28% 3.28% ReducedShares held: Q3 2025 124.7k, Q4 2025 120.2k, Q1 2026 108.3k, Q2 2026 100.8k -7.5k -7,544 -7.0%
12 HEALTHPEAK PROPERTIES INC COM DOC DOC 808,489 $17.5m3.15% 3.15% AddedShares held: Q3 2025 935.0k, Q4 2025 853.3k, Q1 2026 804.0k, Q2 2026 808.5k +4.5k +4,504 0.6%
13 TRIMBLE INC COM TRMB TRMB 336,440 $17.0m3.06% 3.06% ReducedShares held: Q3 2025 381.9k, Q4 2025 372.7k, Q1 2026 371.6k, Q2 2026 336.4k -35.2k -35,157 -9.5%
14 AUTODESK INC COM ADSK ADSK 86,508 $16.8m3.02% 3.02% ReducedShares held: Q3 2025 99.0k, Q4 2025 96.3k, Q1 2026 96.2k, Q2 2026 86.5k -9.7k -9,695 -10.1%
15 EQUINIX INC COM EQIX EQIX 15,493 $16.3m2.93% 2.93% ReducedShares held: Q3 2025 26.1k, Q4 2025 23.7k, Q1 2026 17.8k, Q2 2026 15.5k -2.3k -2,328 -13.1%
16 AMERICAN TOWER CORP NEW COM AMT AMT 97,840 $16.1m2.89% 2.89% AddedShares held: Q3 2025 127.4k, Q4 2025 124.0k, Q1 2026 96.2k, Q2 2026 97.8k +1.7k +1,651 1.7%
17 ROCKWELL AUTOMATION INC COM ROK ROK 27,378 $13.5m2.42% 2.42% ReducedShares held: Q3 2025 33.1k, Q4 2025 32.8k, Q1 2026 30.4k, Q2 2026 27.4k -3.0k -2,995 -9.9%
18 FIRST SOLAR INC COM FSLR FSLR 53,647 $12.6m2.28% 2.28% ReducedShares held: Q3 2025 113.1k, Q4 2025 109.8k, Q1 2026 110.2k, Q2 2026 53.6k -56.6k -56,563 -51.3%
19 TRANE TECHNOLOGIES PLC SHS TT TT 25,643 $12.6m2.28% 2.28% ReducedShares held: Q3 2025 29.0k, Q4 2025 28.8k, Q1 2026 28.3k, Q2 2026 25.6k -2.6k -2,623 -9.3%
20 SMURFIT WESTROCK PLC SHS SW SW 270,883 $12.4m2.24% 2.24% NewShares held: Q3 2025 502.6k, Q4 2025 507.4k, Q1 2026 0, Q2 2026 270.9k
21 SYNOPSYS INC COM SNPS SNPS 27,577 $12.2m2.20% 2.20% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 33.1k, Q2 2026 27.6k -5.5k -5,508 -16.6%
22 CLEARWAY ENERGY INC CL C CWEN CWEN 330,485 $11.5m2.07% 2.07% AddedShares held: Q3 2025 418.2k, Q4 2025 305.4k, Q1 2026 285.6k, Q2 2026 330.5k +44.9k +44,910 15.7%
23 VENTAS INC COM VTR VTR 126,030 $11.3m2.02% 2.02% AddedShares held: Q3 2025 154.9k, Q4 2025 132.6k, Q1 2026 116.6k, Q2 2026 126.0k +9.4k +9,439 8.1%
24 VERALTO CORP COM SHS VLTO VLTO 127,342 $11.2m2.02% 2.02% ReducedShares held: Q3 2025 140.6k, Q4 2025 139.5k, Q1 2026 139.1k, Q2 2026 127.3k -11.8k -11,778 -8.5%
25 VERSIGENT PLC ORDINARY SHARES VGNT VGNT 262,320 $10.6m1.90% 1.90% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 262.3k
26 ADTALEM GLOBAL ED INC COM CVSA CVSA 77,264 $9.6m1.73% 1.73% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 77.3k
27 BROOKFIELD RENEWABLE CORP CL A EX SUB VTG BEPC BEPC 253,428 $9.5m1.70% 1.70% NewShares held: Q3 2025 218.4k, Q4 2025 220.1k, Q1 2026 0, Q2 2026 253.4k
28 MSA SAFETY INC COM MSA MSA 54,195 $9.4m1.70% 1.70% ReducedShares held: Q3 2025 162.2k, Q4 2025 121.5k, Q1 2026 61.2k, Q2 2026 54.2k -7.0k -7,019 -11.5%
29 EXELON CORP COM EXC EXC 198,415 $9.3m1.67% 1.67% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 163.5k, Q2 2026 198.4k +34.9k +34,920 21.4%
30 GRAND CANYON ED INC COM LOPE LOPE 63,491 $9.1m1.64% 1.64% AddedShares held: Q3 2025 67.1k, Q4 2025 55.2k, Q1 2026 55.4k, Q2 2026 63.5k +8.1k +8,094 14.6%
31 BENTLEY SYS INC COM CL B BSY BSY 293,803 $8.7m1.56% 1.56% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 327.2k, Q2 2026 293.8k -33.4k -33,355 -10.2%
32 NEXTRACKER INC CLASS A COM NXT NXT 71,334 $8.2m1.48% 1.48% ReducedShares held: Q3 2025 275.7k, Q4 2025 184.9k, Q1 2026 80.1k, Q2 2026 71.3k -8.7k -8,719 -10.9%
33 TETRA TECH INC NEW COM TTEK TTEK 269,580 $7.7m1.38% 1.38% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 269.6k
34 SUNBELT RENTALS HOLDINGS INC SHS SUNB SUNB 92,217 $6.7m1.21% 1.21% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 92.2k
35 CROWN CASTLE INC COM CCI CCI 75,663 $5.7m1.03% 1.03% AddedShares held: Q3 2025 103.4k, Q4 2025 102.6k, Q1 2026 74.4k, Q2 2026 75.7k +1.2k +1,235 1.7%
36 BOSTON SCIENTIFIC CORP COM BSX BSX 126,468 $5.4m0.97% 0.97% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 89.3k, Q2 2026 126.5k +37.1k +37,125 41.5%
37 NOVO-NORDISK A S ADR NVO NVO 109,935 $5.3m0.95% 0.95% NewShares held: Q3 2025 125.0k, Q4 2025 123.8k, Q1 2026 0, Q2 2026 109.9k
38 EASTERLY GOVT PPTYS INC COM SHS DEA DEA 198,278 $5.0m0.90% 0.90% ReducedShares held: Q3 2025 279.2k, Q4 2025 270.4k, Q1 2026 199.0k, Q2 2026 198.3k -734 -734 -0.4%
39 VERTIV HOLDINGS CO COM CL A VRT VRT 6,749 $2.2m0.40% 0.40% ReducedShares held: Q3 2025 5.0k, Q4 2025 4.6k, Q1 2026 9.1k, Q2 2026 6.7k -2.3k -2,327 -25.6%
40 PROLOGIS INC. COM PLD PLD 16,029 $2.2m0.39% 0.39% ReducedShares held: Q3 2025 44.7k, Q4 2025 38.4k, Q1 2026 20.9k, Q2 2026 16.0k -4.9k -4,901 -23.4%
41 CHENIERE ENERGY INC COM NEW LNG LNG 8,869 $2.1m0.39% 0.39% ReducedShares held: Q3 2025 0, Q4 2025 8.8k, Q1 2026 10.8k, Q2 2026 8.9k -1.9k -1,945 -18.0%
42 RAYONIER INC COM RYN RYN 92,003 $1.9m0.35% 0.35% ReducedShares held: Q3 2025 27.7k, Q4 2025 29.0k, Q1 2026 105.0k, Q2 2026 92.0k -12.9k -12,947 -12.3%
43 DIGITALBRIDGE GROUP INC CL A NEW CL A NEW 121,406 $1.9m0.34% 0.34% UnchangedShares held: Q3 2025 56.4k, Q4 2025 121.4k, Q1 2026 121.4k, Q2 2026 121.4k
44 WEYERHAEUSER CO MTN BE COM NEW WY WY 64,742 $1.5m0.28% 0.28% AddedShares held: Q3 2025 72.1k, Q4 2025 63.9k, Q1 2026 59.0k, Q2 2026 64.7k +5.8k +5,780 9.8%
45 JOHNSON CTLS INTL PLC SHS JCI JCI 10,379 $1.5m0.27% 0.27% UnchangedShares held: Q3 2025 10.4k, Q4 2025 10.4k, Q1 2026 10.4k, Q2 2026 10.4k
46 CSX CORP COM CSX CSX 26,808 $1.3m0.23% 0.23% ReducedShares held: Q3 2025 0, Q4 2025 47.4k, Q1 2026 47.4k, Q2 2026 26.8k -20.6k -20,588 -43.4%
47 DEERE & CO COM DE DE 1,981 $1.2m0.22% 0.22% UnchangedShares held: Q3 2025 2.0k, Q4 2025 2.0k, Q1 2026 2.0k, Q2 2026 2.0k
48 AGREE RLTY CORP COM ADC ADC 15,903 $1.2m0.22% 0.22% ReducedShares held: Q3 2025 16.9k, Q4 2025 19.2k, Q1 2026 18.1k, Q2 2026 15.9k -2.2k -2,153 -11.9%
49 OWENS CORNING NEW COM OC OC 7,144 $1.1m0.20% 0.20% AddedShares held: Q3 2025 4.8k, Q4 2025 6.0k, Q1 2026 6.0k, Q2 2026 7.1k +1.2k +1,169 19.6%
50 STAG INDL INC COM STAG STAG 28,807 $1.1m0.20% 0.20% ReducedShares held: Q3 2025 30.5k, Q4 2025 35.9k, Q1 2026 35.5k, Q2 2026 28.8k -6.7k -6,693 -18.9%
51 ADVANCED DRAIN SYS INC DEL COM WMS WMS 7,035 $1.1m0.20% 0.20% AddedShares held: Q3 2025 6.0k, Q4 2025 6.0k, Q1 2026 6.0k, Q2 2026 7.0k +1.1k +1,057 17.7%
52 PHILLIPS EDISON & CO INC COMMON STOCK PECO PECO 22,347 $941.9k0.17% 0.17% ReducedShares held: Q3 2025 33.3k, Q4 2025 33.3k, Q1 2026 27.4k, Q2 2026 22.3k -5.1k -5,099 -18.6%
53 GXO LOGISTICS INCORPORATED COMMON STOCK GXO GXO 18,872 $929.6k0.17% 0.17% AddedShares held: Q3 2025 17.2k, Q4 2025 17.2k, Q1 2026 17.2k, Q2 2026 18.9k +1.6k +1,646 9.6%
54 AMERICAN HOMES 4 RENT CL A AMH AMH 26,157 $884.8k0.16% 0.16% UnchangedShares held: Q3 2025 50.9k, Q4 2025 26.2k, Q1 2026 26.2k, Q2 2026 26.2k
55 BXP INC COM BXP BXP 13,202 $878.8k0.16% 0.16% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 13.2k, Q2 2026 13.2k
56 MID-AMER APT CMNTYS INC COM MAA MAA 4,480 $621.9k0.11% 0.11% UnchangedShares held: Q3 2025 10.3k, Q4 2025 4.5k, Q1 2026 4.5k, Q2 2026 4.5k
57 COMMERCIAL METALS CO COM CMC CMC 9,713 $620.9k0.11% 0.11% UnchangedShares held: Q3 2025 9.7k, Q4 2025 9.7k, Q1 2026 9.7k, Q2 2026 9.7k
58 WELLTOWER INC COM WELL WELL 2,598 $595.4k0.11% 0.11% UnchangedShares held: Q3 2025 0, Q4 2025 2.6k, Q1 2026 2.6k, Q2 2026 2.6k
59 KILROY RLTY CORP COM KRC KRC 13,036 $496.5k0.09% 0.09% UnchangedShares held: Q3 2025 24.5k, Q4 2025 13.0k, Q1 2026 13.0k, Q2 2026 13.0k
60 BRIGHT HORIZONS FAM SOL IN D COM BFAM BFAM 5,997 $427.0k0.08% 0.08% UnchangedShares held: Q3 2025 6.0k, Q4 2025 6.0k, Q1 2026 6.0k, Q2 2026 6.0k
61 AMERICOLD REALTY TRUST INC COM COLD COLD 22,920 $363.4k0.07% 0.07% UnchangedShares held: Q3 2025 82.4k, Q4 2025 22.9k, Q1 2026 22.9k, Q2 2026 22.9k
62 VITAL FARMS INC COM VITL VITL 29,399 $340.4k0.06% 0.06% AddedShares held: Q3 2025 14.3k, Q4 2025 15.8k, Q1 2026 15.8k, Q2 2026 29.4k +13.6k +13,640 86.5%

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
FLUTTER ENTMT PLC FLUT FLUT 302,279 $12.0m302.3k shares
POWER INTEGRATIONS INC POWI POWI 219,475 $11.2m219.5k shares
VERRA MOBILITY CORP VRRM VRRM 593,623 $8.5m593.6k shares
BROOKFIELD RENEWABLE PARTNER BEP BEP 213,209 $8.3m213.2k shares