GuruTrack

Findlay Park Partners LLP

13F filer · CIK 1351950 · London

Summary
Findlay Park Partners LLP reported $7.41B across 49 positions in its 13F for 2026 Q2, filed Aug 12, 2026. The largest holdings are TDY (3.7%), ITT (3.7%), APG (3.7%). Versus 2026 Q1, leaving options aside, it opened 2 new positions, added to 18, trimmed 29 and sold out of 9.
Reported value$7.41B
Positions49
Report period2026 Q2
FiledAug 12, 2026
New positions2
Added18
Trimmed29
Sold out9

Top 25 holdings

By reported value, options listed separately · change vs 2026 Q1

Weight 3.7%Value $277.36MPrice $605.59Shares 416K +5.47%Since Jun 30 -9.19%
Weight 3.7%Value $276.39MPrice $204.54Shares 1.40M -1.03%Since Jun 30 +3.43%
Weight 3.7%Value $276.24MPrice $38.75Shares 6.52M +9.04%Since Jun 30 -8.50%
Weight 3.6%Value $263.76MPrice $84.53Shares 2.47M +12.47%Since Jun 30 -21.00%
Weight 3.2%Value $236.10MPrice $177.37Shares 1.15M -3.27%Since Jun 30 -13.60%
Weight 3.2%Value $234.54MPrice $502.35Shares 469K -3.28%Since Jun 30 +0.39%
Weight 3.1%Value $231.96MPrice $329.78Shares 545K +20.68%Since Jun 30 -22.48%
Weight 2.9%Value $217.74MPrice $120.55Shares 1.83M -3.28%Since Jun 30 +1.10%
Weight 2.9%Value $214.33MPrice $155.56Shares 1.29M +69.79%Since Jun 30 -6.68%
Weight 2.9%Value $214.20MPrice $376.63Shares 597K -3.26%Since Jun 30 +4.91%
Weight 2.7%Value $200.89MPrice $512.01Shares 278K +77.21%Since Jun 30 -29.18%
Weight 2.7%Value $197.27MPrice $196.53Shares 654K +1118.46%Since Jun 30 -34.86%
Weight 2.6%Value $195.78MPrice $171.09Shares 1.07M +4.26%Since Jun 30 -6.56%
Weight 2.6%Value $193.58MPrice $281.69Shares 649K -45.11%Since Jun 30 -5.50%
Weight 2.6%Value $193.52MPrice $86.51Shares 2.23M -3.28%Since Jun 30 -0.16%
Weight 2.6%Value $189.30MPrice $93.08Shares 1.99M +4.00%Since Jun 30 -2.17%
Weight 2.4%Value $180.07MPrice $1015Shares 159K -14.31%Since Jun 30 -10.45%
Weight 2.4%Value $174.41MPrice $154.77Shares 970K +51.37%Since Jun 30 -13.95%
Weight 2.4%Value $174.28MPrice $175.03Shares 1.31M -3.28%Since Jun 30 +31.77%
Weight 2.3%Value $172.50MPrice $139.66Shares 1.33M -25.08%Since Jun 30 +7.65%
Weight 2.3%Value $169.49MPrice $443.26Shares 452K -3.28%Since Jun 30 +18.19%
Weight 2.1%Value $158.01MPrice $563.58Shares 308K +13.35%Since Jun 30 +9.73%
Weight 2.1%Value $157.14MPrice $360.65Shares 449K -39.23%Since Jun 30 +3.02%
Weight 2.0%Value $150.52MPrice $21.75Shares 5.03M +23.21%Since Jun 30 -27.28%
Weight 2.0%Value $146.86MPrice $223.87Shares 619K +24.58%Since Jun 30 -5.67%

Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).

Largest buys in 2026 Q2

KLACKLACKLA CORP≈ $181.08MAdd
CSCOCSCOCISCO SYS INC≈ $141.80MNew
AMATAMATAPPLIED MATLS INC≈ $87.53MAdd
WSOWSOWATSCO INC≈ $78.70MNew

Largest sells in 2026 Q2

INTUINTUINTUIT≈ $154.09MSold
TXNTXNTEXAS INSTRS INC≈ $103.61MTrim
SLBSLBSLB LIMITED≈ $103.51MSold

Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.

Original filing All 13F filings on EDGAR