We are live on ! Find out more
FPP

Findlay Park Partners Portfolio holdings

AUM $7.41B
1-Year Est. Return 26.32%
This Fund
S&P 500
This Quarter Est. Return
+17.25%
1 Year Est. Return
+26.32%
3 Year Est. Return
+80.61%
5 Year Est. Return
+101.03%
10 Year Est. Return
+460.33%
AUM
$7.41B
AUM Growth
+$233M
Cap. Flow
-$554M
Cap. Flow %
-7.48%
Top 10 Hldgs %
32.98%
Holding
58
New
2
Increased
18
Reduced
29
Closed
9

Top Buys

Rank Stock Value
1
CSCO icon
Cisco
CSCO
+$126M
2
WCN
Waste Connections
WCN
+$83.7M
3
WSO icon
Watsco Inc
WSO
+$75.9M
4
AMAT icon
Applied Materials
AMAT
+$55.9M
5
ENTG icon
Entegris
ENTG
+$47.5M

Top Sells

Rank Stock Value
1
INTU icon
Intuit
INTU
+$154M
2
TXN icon
Texas Instruments
TXN
+$148M
3
SLB icon
SLB Ltd
SLB
+$104M
4
KEYS icon
Keysight
KEYS
+$98.8M
5
MKTX icon
MarketAxess Holdings
MKTX
+$79.3M

Sector Composition

Rank Sector Weight
1 Industrials 32.79%
2 Technology 21.77%
3 Healthcare 13.78%
4 Financials 9.88%
5 Materials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TDY icon
1
Teledyne Technologies
TDY
$28.8B
$277M 3.74%
415,899
+21,560
+5% +$13.6M
ITT icon
2
ITT
ITT
$18.1B
$276M 3.73%
1,397,628
-14,600
-1% -$2.95M
APG icon
3
APi Group
APG
$17.2B
$276M 3.73%
6,522,698
+541,000
+9% +$23.6M
CRH icon
4
CRH
CRH
$63.8B
$264M 3.56%
2,465,011
+273,400
+12% +$30.1M
XPO icon
5
XPO
XPO
$22.1B
$236M 3.19%
1,150,100
-38,900
-3% -$8.23M
BRK.B icon
6
Berkshire Hathaway Class B
BRK.B
$1.08T
$235M 3.17%
468,716
-15,920
-3% -$7.65M
WWD icon
7
Woodward
WWD
$20.2B
$232M 3.13%
545,220
+93,420
+21% +$35.4M
CNI icon
8
Canadian National Railway
CNI
$76.2B
$218M 2.94%
1,826,068
-61,900
-3% -$7.05M
WCN
9
Waste Connections
WCN
$41.7B
$214M 2.89%
1,285,809
+528,513
+70% +$83.7M
WST icon
10
West Pharmaceutical
WST
$23.7B
$214M 2.89%
596,646
-20,120
-3% -$6.15M
AMAT icon
11
Applied Materials
AMAT
$366B
$201M 2.71%
277,860
+121,060
+77% +$55.9M
KLAC icon
12
KLA
KLAC
$229B
$197M 2.66%
653,850
+117,230
+22% +$23.3M
LYV icon
13
Live Nation Entertainment
LYV
$42.3B
$196M 2.64%
1,069,200
+43,700
+4% +$7.19M
TXN icon
14
Texas Instruments
TXN
$236B
$194M 2.61%
649,431
-533,700
-45% -$148M
CP icon
15
Canadian Pacific Kansas City
CP
$82.7B
$194M 2.61%
2,233,296
-75,800
-3% -$6.49M
FWONK icon
16
Liberty Media Series C
FWONK
$25.5B
$189M 2.56%
1,989,657
+76,600
+4% +$6.85M
URI icon
17
United Rentals
URI
$64.1B
$180M 2.43%
158,948
-26,540
-14% -$25.2M
ENTG icon
18
Entegris
ENTG
$20.6B
$174M 2.35%
969,700
+329,100
+51% +$47.5M
A icon
19
Agilent Technologies
A
$43.4B
$174M 2.35%
1,312,063
-44,500
-3% -$5.42M
EOG icon
20
EOG Resources
EOG
$75.2B
$173M 2.33%
1,329,709
-445,200
-25% -$60.6M
WAT icon
21
Waters Corp
WAT
$40.7B
$169M 2.29%
451,925
-15,320
-3% -$5.23M
MA icon
22
Mastercard
MA
$521B
$158M 2.13%
307,650
+36,240
+13% +$18.1M
KEYS icon
23
Keysight
KEYS
$54.5B
$157M 2.12%
448,872
-289,780
-39% -$98.8M
SARO
24
StandardAero Inc
SARO
$8.28B
$151M 2.03%
5,032,523
+948,082
+23% +$24.9M
FERG icon
25
Ferguson
FERG
$44.2B
$147M 1.98%
618,810
+122,100
+25% +$29.5M
1
2 3

Similar funds

HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
DE
Defiance ETFs New York $7.37B AUM
EAM
Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
CCM
Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return

Findlay Park Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Findlay Park Partners held 58 positions worth $7.41B, up 3.3% from $7.17B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Findlay Park Partners withdrew a net $554M in Q2 2026, closing 9 positions and reducing 29 holdings. Its most notable exit was Intuit, an estimated $154M position sold in full.

By sector, the portfolio is most concentrated in Industrials at 33% of assets, up from 29% a quarter earlier, followed by Technology and Healthcare.

Against the trend, Findlay Park Partners opened a new position in Cisco worth $142M.

  • Findlay Park Partners's largest Q2 2026 buy was Cisco: 1,207,200 shares worth $142M.
  • Findlay Park Partners added most to Waste Connections in Q2 2026, an estimated $83.7M increase.
  • Findlay Park Partners's biggest Q2 2026 reduction was Texas Instruments, cutting an estimated $148M.
  • Findlay Park Partners fully exited Intuit in Q2 2026, selling an estimated $154M.
  • Findlay Park Partners's ten largest holdings make up 33% of its $7.41B portfolio in Q2 2026.
  • Findlay Park Partners opened 2 new positions and closed 9 in Q2 2026.
  • Findlay Park Partners's portfolio value rose 3.3% quarter-over-quarter to $7.41B.

Based on Findlay Park Partners's 13F filing for Q2 2026, filed 12 Aug 2026.