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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
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
ADSK icon
51
Autodesk
ADSK
$55B
– –
-312,719
Closed -$74.9M
BLD
52
DELISTED
TopBuild
BLD
– –
-83,537
Closed -$29.3M
EFX icon
53
Equifax
EFX
$22.8B
– –
-394,660
Closed -$71.1M
INTU icon
54
Intuit
INTU
$97.9B
– –
-356,385
Closed -$154M
MKTX icon
55
MarketAxess Holdings
MKTX
$5.73B
– –
-480,600
Closed -$79.3M
SLB icon
56
SLB Ltd
SLB
$85.1B
– –
-2,014,200
Closed -$104M
SPOT icon
57
Spotify
SPOT
$113B
– –
-94,240
Closed -$45.7M
TMO icon
58
Thermo Fisher Scientific
TMO
$230B
– –
-154,740
Closed -$76.1M
1 2
3

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DE
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EAM
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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.