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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
(+3.3%)
Cap. Flow
-$554M
Cap. Flow
% of AUM
-7.48%
Top 10 Holdings %
Top 10 Hldgs %
32.98%
Holding
58
New
2
Increased
18
Reduced
29
Closed
9
Avg Time Held
16.9
quarters
Top 10 Avg Time Held
1.2
quarters
Top 20 Avg Time Held
3.2
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Cisco
CSCO
|
+$126M |
| 2 |
Waste Connections
WCN
|
+$83.7M |
| 3 |
Watsco Inc
WSO
|
+$75.9M |
| 4 |
Applied Materials
AMAT
|
+$55.9M |
| 5 |
Entegris
ENTG
|
+$47.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Intuit
INTU
|
+$154M |
| 2 |
Texas Instruments
TXN
|
+$148M |
| 3 |
SLB Ltd
SLB
|
+$104M |
| 4 |
Keysight
KEYS
|
+$98.8M |
| 5 |
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 | Held Since | |
|---|---|---|---|---|---|---|---|
1
Teledyne Technologies
TDY
$28.3B
| $277M | 3.74% |
415,899
+21,560
| +5% | +$13.6M |
2022 Q3
15 quarters
|
|
2
ITT
ITT
$18B
| $276M | 3.73% |
1,397,628
-14,600
| -1% | -$2.95M |
2024 Q3
7 quarters
|
|
3
APi Group
APG
$17.6B
| $276M | 3.73% |
6,522,698
+541,000
| +9% | +$23.6M |
2023 Q2
12 quarters
|
|
4
CRH
CRH
$53.3B
| $264M | 3.56% |
2,465,011
+273,400
| +12% | +$30.1M |
2024 Q1
9 quarters
|
|
5
XPO
XPO
$21.2B
| $236M | 3.19% |
1,150,100
-38,900
| -3% | -$8.23M |
2024 Q2
8 quarters
|
|
6
Berkshire Hathaway Class B
BRK.B
$1.11T
| $235M | 3.17% |
468,716
-15,920
| -3% | -$7.65M |
2013 Q2
52 quarters
|
|
7
Woodward
WWD
$19.6B
| $232M | 3.13% |
545,220
+93,420
| +21% | +$35.4M |
2025 Q3
3 quarters
|
|
8
Canadian National Railway
CNI
$71.8B
| $218M | 2.94% |
1,826,068
-61,900
| -3% | -$7.05M |
2022 Q4
14 quarters
|
|
|
9
Waste Connections
WCN
$38.7B
| $214M | 2.89% |
1,285,809
+528,513
| +70% | +$83.7M |
2013 Q2
52 quarters
|
|
10
West Pharmaceutical
WST
$26.2B
| $214M | 2.89% |
596,646
-20,120
| -3% | -$6.15M |
2022 Q4
14 quarters
|
|
|
11
Applied Materials
AMAT
$368B
| $201M | 2.71% |
277,860
+121,060
| +77% | +$55.9M |
2024 Q3
7 quarters
|
|
12
KLA
KLAC
$240B
| $197M | 2.66% |
653,850
+117,230
| +22% | +$23.3M |
2023 Q2
12 quarters
|
|
13
Live Nation Entertainment
LYV
$39.9B
| $196M | 2.64% |
1,069,200
+43,700
| +4% | +$7.19M |
2023 Q2
12 quarters
|
|
|
14
Texas Instruments
TXN
$263B
| $194M | 2.61% |
649,431
-533,700
| -45% | -$148M |
2013 Q2
52 quarters
|
|
15
Canadian Pacific Kansas City
CP
$75.4B
| $194M | 2.61% |
2,233,296
-75,800
| -3% | -$6.49M |
2023 Q3
11 quarters
|
|
16
Liberty Media Corporation Series C Common Stock
FWONK
$23.3B
| $189M | 2.56% |
1,989,657
+76,600
| +4% | +$6.85M |
2022 Q3
15 quarters
|
|
17
United Rentals
URI
$66B
| $180M | 2.43% |
158,948
-26,540
| -14% | -$25.2M |
2022 Q4
14 quarters
|
|
|
18
Entegris
ENTG
$24.6B
| $174M | 2.35% |
969,700
+329,100
| +51% | +$47.5M |
2025 Q1
5 quarters
|
|
19
Agilent Technologies
A
$48.4B
| $174M | 2.35% |
1,312,063
-44,500
| -3% | -$5.42M |
2023 Q3
11 quarters
|
|
20
EOG Resources
EOG
$80.3B
| $173M | 2.33% |
1,329,709
-445,200
| -25% | -$60.6M |
2017 Q2
36 quarters
|
|
21
Waters Corp
WAT
$42.2B
| $169M | 2.29% |
451,925
-15,320
| -3% | -$5.23M |
2023 Q3
11 quarters
|
|
22
Mastercard
MA
$530B
| $158M | 2.13% |
307,650
+36,240
| +13% | +$18.1M |
2021 Q1
21 quarters
|
|
|
23
Keysight
KEYS
$63B
| $157M | 2.12% |
448,872
-289,780
| -39% | -$98.8M |
2020 Q3
23 quarters
|
|
24
StandardAero Inc
SARO
$6.58B
| $151M | 2.03% |
5,032,523
+948,082
| +23% | +$24.9M |
2026 Q1
1 quarter
|
|
25
Ferguson
FERG
$43.1B
| $147M | 1.98% |
618,810
+122,100
| +25% | +$29.5M |
2022 Q3
15 quarters
|
|
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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.