Findlay Park Partners LLP

Q1 2026 13F-HR Holdings

Location
London, X0
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
56
Total value ($000)
$7,173,989
Net value change ($000)
-663,241 (-8.5%)
New positions
5
Sold out positions
6
Turnover %
18.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
BDX 154,636 NEW
EOG 112,262 77.8%
TDY 109,375 84.7%
SARO 105,501 NEW
SLB 103,510 NEW
WH 100,368 NEW
CNM 98,638 NEW
KEYS 93,719 81.6%
COP 87,781 64.9%
CNI 73,729 61.3%
Top Reduces (Value $000, Stocks/ETFs)
AJG -265,395 -100.0%
ACN -206,305 -79.6%
MRSH -164,457 -100.0%
SPGI -146,091 -51.5%
MA -138,027 -50.4%
MEDP -97,952 -100.0%
MSCI -93,575 -100.0%
INTU -92,449 -37.5%
SHW -91,072 -71.4%
CBRE -83,276 -100.0%
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