Findlay Park Partners LLP

Q3 2025 13F-HR Holdings

Location
London, X0
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
57
Total value ($000)
$9,519,390
Net value change ($000)
-178,708 (-1.8%)
New positions
2
Sold out positions
2
Turnover %
4.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2025 Next filing: 2/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPOT 84,388 NEW
WWD 73,406 NEW
CRH 64,033 28.3%
MEDP 58,888 61.0%
A 47,086 31.0%
WST 31,743 17.8%
AJG 29,165 9.7%
KLAC 23,705 18.3%
RGLD 22,944 10.8%
TMO 22,920 17.5%
Top Reduces (Value $000, Stocks/ETFs)
IT -168,892 -100.0%
APG -81,180 -23.9%
ALC -71,561 -100.0%
ACN -67,001 -19.0%
INTU -53,247 -14.8%
CBRE -49,633 -33.6%
SCHW -48,719 -19.6%
MKTX -34,239 -23.4%
TXN -32,553 -13.1%
WAT -30,585 -15.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type