Findlay Park Partners LLP

Q2 2026 13F-HR Holdings

Location
London, X0
Holdings as of
6/30/2026
Date filed
8/12/2026
Form type
13F-HR
Num holdings
49
Total value ($000)
$7,407,455
Net value change ($000)
+233,466 (3.3%)
New positions
2
Sold out positions
9
Turnover %
12.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
AMAT 147,300 274.8%
CSCO 141,798 NEW
KLAC 118,261 149.7%
ENTG 99,306 132.2%
WCN 91,317 74.2%
WSO 78,695 NEW
WWD 70,250 43.4%
WST 59,610 38.6%
ECL 47,684 70.1%
SARO 45,022 42.7%
Top Reduces (Value $000, Stocks/ETFs)
INTU -154,094 -100.0%
SLB -103,510 -100.0%
COP -96,696 -43.3%
EOG -84,096 -32.8%
MKTX -79,289 -100.0%
TMO -76,059 -100.0%
ADSK -74,865 -100.0%
EFX -71,066 -100.0%
DHR -64,171 -42.2%
ACN -52,765 -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