Findlay Park Partners LLP

Q3 2026 13F-HR Holdings

Location
London, X0
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
48
Total value ($000)
$6,733,027
Net value change ($000)
-674,428 (-9.1%)
New positions
2
Sold out positions
3
Turnover %
8.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
AMZN 235,397 NEW
CSCO 90,758 64.0%
ADI 79,344 98.6%
INTC 68,603 NEW
KEYS 61,546 39.2%
MSFT 39,447 27.4%
WAT 26,832 15.8%
BDX 24,387 16.9%
ICE 22,334 22.1%
RGLD 18,816 16.9%
Top Reduces (Value $000, Stocks/ETFs)
STE -138,495 -100.0%
KLAC -111,272 -56.4%
AMAT -110,164 -54.8%
CP -95,779 -49.5%
A -88,925 -51.0%
XPO -86,239 -36.5%
WST -74,011 -34.6%
ETSY -66,170 -100.0%
CRH -61,971 -23.5%
WWD -54,828 -23.6%
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