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Findlay Park Partners LLP

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13F filer, CIK 1351950, LONDON, United Kingdom

Findlay Park Partners LLP reported $7,407,454,503 across 49 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-12. Its ten largest share positions make up 32.98% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000945621-26-001029

Period
2026-06-30
Reported value
$7.41B
Holdings
49
Top 10 weight
32.98%
New
2
Sold out
9

Largest buys vs the previous quarter

SecurityShares changeApprox. value
KLACadded+600,188$181M
CSCOnew+1,207,200$142M
WCNadded+528,513$88.1M
AMATadded+121,060$87.5M
WSOnew+188,840$78.7M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
TXNreduced-533,700-$159M
INTUexited-356,385-$154M
SLBexited-2,014,200-$104M
KEYSreduced-289,780-$101M
MKTXexited-480,600-$79.3M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0000945621-26-001029, largest first. % of portfolio is the value over $7,407,454,503, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TDYTELEDYNE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 293,444 shares; 2024Q4: 334,039 shares; 2025Q1: 218,039 shares; 2025Q2: 210,539 shares; 2025Q3: 206,939 shares; 2025Q4: 252,979 shares; 2026Q1: 394,339 shares; 2026Q2: 415,899 shares 415,899$277M3.74%+21,560Timeline
ITTITT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,067 shares; 2024Q4: 408,600 shares; 2025Q1: 795,600 shares; 2025Q2: 767,900 shares; 2025Q3: 754,200 shares; 2025Q4: 1,230,902 shares; 2026Q1: 1,412,228 shares; 2026Q2: 1,397,628 shares 1,397,628$276M3.73%-14,600Timeline
APGAPI GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,698,148 shares; 2024Q4: 6,359,348 shares; 2025Q1: 6,445,948 shares; 2025Q2: 6,666,648 shares; 2025Q3: 7,540,068 shares; 2025Q4: 7,020,134 shares; 2026Q1: 5,981,698 shares; 2026Q2: 6,522,698 shares 6,522,698$276M3.73%+541,000Timeline
CRHCRH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,162,611 shares; 2024Q4: 2,184,411 shares; 2025Q1: 2,556,511 shares; 2025Q2: 2,466,911 shares; 2025Q3: 2,422,811 shares; 2025Q4: 2,013,711 shares; 2026Q1: 2,191,611 shares; 2026Q2: 2,465,011 shares 2,465,011$264M3.56%+273,400Timeline
XPOXPO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,411,300 shares; 2024Q4: 1,409,200 shares; 2025Q1: 1,572,500 shares; 2025Q2: 1,517,500 shares; 2025Q3: 1,490,400 shares; 2025Q4: 1,415,100 shares; 2026Q1: 1,189,000 shares; 2026Q2: 1,150,100 shares 1,150,100$236M3.19%-38,900Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 313,136 shares; 2024Q4: 318,436 shares; 2025Q1: 322,736 shares; 2025Q2: 438,536 shares; 2025Q3: 430,836 shares; 2025Q4: 358,396 shares; 2026Q1: 484,636 shares; 2026Q2: 468,716 shares 468,716$235M3.17%-15,920Timeline
WWDWOODWARD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 290,474 shares; 2025Q4: 686,200 shares; 2026Q1: 451,800 shares; 2026Q2: 545,220 shares 545,220$232M3.13%+93,420Timeline
CNICANADIAN NATL RY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,807,868 shares; 2024Q4: 1,805,568 shares; 2025Q1: 1,830,068 shares; 2025Q2: 1,490,368 shares; 2025Q3: 1,463,768 shares; 2025Q4: 1,216,968 shares; 2026Q1: 1,887,968 shares; 2026Q2: 1,826,068 shares 1,826,068$218M2.94%-61,900Timeline
WCNWASTE CONNECTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 998,258 shares; 2024Q4: 997,858 shares; 2025Q1: 1,011,458 shares; 2025Q2: 734,958 shares; 2025Q3: 721,958 shares; 2025Q4: 600,458 shares; 2026Q1: 757,296 shares; 2026Q2: 1,285,809 shares 1,285,809$214M2.89%+528,513Timeline
WSTWEST PHARMACEUTICAL SVSC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 827,706 shares; 2024Q4: 834,706 shares; 2025Q1: 846,206 shares; 2025Q2: 816,606 shares; 2025Q3: 802,106 shares; 2025Q4: 666,926 shares; 2026Q1: 616,766 shares; 2026Q2: 596,646 shares 596,646$214M2.89%-20,120Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 409,600 shares; 2024Q4: 427,200 shares; 2025Q1: 584,700 shares; 2025Q2: 564,400 shares; 2025Q3: 554,500 shares; 2025Q4: 174,800 shares; 2026Q1: 156,800 shares; 2026Q2: 277,860 shares 277,860$201M2.71%+121,060Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 297,382 shares; 2024Q4: 297,382 shares; 2025Q1: 149,382 shares; 2025Q2: 144,382 shares; 2025Q3: 141,882 shares; 2025Q4: 30,302 shares; 2026Q1: 53,662 shares; 2026Q2: 653,850 shares 653,850$197M2.66%+600,188Timeline
LYVLIVE NATION ENTERTAINMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,110,800 shares; 2024Q4: 2,371,100 shares; 2025Q1: 2,403,300 shares; 2025Q2: 2,059,400 shares; 2025Q3: 2,022,600 shares; 2025Q4: 1,431,100 shares; 2026Q1: 1,025,500 shares; 2026Q2: 1,069,200 shares 1,069,200$196M2.64%+43,700Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 306,031 shares; 2024Q4: 317,531 shares; 2025Q1: 825,631 shares; 2025Q2: 1,198,031 shares; 2025Q3: 1,176,631 shares; 2025Q4: 1,321,131 shares; 2026Q1: 1,183,131 shares; 2026Q2: 649,431 shares 649,431$194M2.61%-533,700Timeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,242,496 shares; 2024Q4: 3,230,096 shares; 2025Q1: 3,274,096 shares; 2025Q2: 3,159,496 shares; 2025Q3: 3,102,796 shares; 2025Q4: 2,578,696 shares; 2026Q1: 2,309,096 shares; 2026Q2: 2,233,296 shares 2,233,296$194M2.61%-75,800Timeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,917,613 shares; 2024Q4: 3,885,713 shares; 2025Q1: 3,001,213 shares; 2025Q2: 2,896,213 shares; 2025Q3: 2,844,413 shares; 2025Q4: 2,001,613 shares; 2026Q1: 1,913,057 shares; 2026Q2: 1,989,657 shares 1,989,657$189M2.56%+76,600Timeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 232,536 shares; 2024Q4: 232,436 shares; 2025Q1: 235,536 shares; 2025Q2: 227,436 shares; 2025Q3: 192,436 shares; 2025Q4: 160,496 shares; 2026Q1: 185,488 shares; 2026Q2: 158,948 shares 158,948$180M2.43%-26,540Timeline
ENTGENTEGRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 513,000 shares; 2025Q2: 495,100 shares; 2025Q3: 486,300 shares; 2025Q4: 404,600 shares; 2026Q1: 640,600 shares; 2026Q2: 969,700 shares 969,700$174M2.35%+329,100Timeline
AAGILENT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,129,210 shares; 2024Q4: 1,134,110 shares; 2025Q1: 1,334,010 shares; 2025Q2: 1,287,410 shares; 2025Q3: 1,550,548 shares; 2025Q4: 804,763 shares; 2026Q1: 1,356,563 shares; 2026Q2: 1,312,063 shares 1,312,063$174M2.35%-44,500Timeline
EOGEOG RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,098,809 shares; 2024Q4: 1,721,109 shares; 2025Q1: 1,744,509 shares; 2025Q2: 1,683,509 shares; 2025Q3: 1,653,409 shares; 2025Q4: 1,374,509 shares; 2026Q1: 1,774,909 shares; 2026Q2: 1,329,709 shares 1,329,709$173M2.33%-445,200Timeline
WATWATERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 511,124 shares; 2024Q4: 525,169 shares; 2025Q1: 581,169 shares; 2025Q2: 560,969 shares; 2025Q3: 551,069 shares; 2025Q4: 458,469 shares; 2026Q1: 467,245 shares; 2026Q2: 451,925 shares 451,925$169M2.29%-15,320Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 693,590 shares; 2024Q4: 526,490 shares; 2025Q1: 533,590 shares; 2025Q2: 514,990 shares; 2025Q3: 505,890 shares; 2025Q4: 479,330 shares; 2026Q1: 271,410 shares; 2026Q2: 307,650 shares 307,650$158M2.13%+36,240Timeline
KEYSKEYSIGHT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700,252 shares; 2024Q4: 707,152 shares; 2025Q1: 716,752 shares; 2025Q2: 691,752 shares; 2025Q3: 679,452 shares; 2025Q4: 565,252 shares; 2026Q1: 738,652 shares; 2026Q2: 448,872 shares 448,872$157M2.12%-289,780Timeline
SAROSTANDARDAERO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,084,441 shares; 2026Q2: 5,032,523 shares 5,032,523$151M2.03%+948,082Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 499,410 shares; 2024Q4: 506,310 shares; 2025Q1: 819,110 shares; 2025Q2: 790,610 shares; 2025Q3: 647,510 shares; 2025Q4: 538,710 shares; 2026Q1: 496,710 shares; 2026Q2: 618,810 shares 618,810$147M1.98%+122,100Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 789,810 shares; 2024Q4: 783,410 shares; 2025Q1: 642,810 shares; 2025Q2: 844,810 shares; 2025Q3: 829,810 shares; 2025Q4: 332,830 shares; 2026Q1: 399,550 shares; 2026Q2: 386,430 shares 386,430$144M1.95%-13,120Timeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 983,500 shares; 2026Q2: 951,200 shares 951,200$144M1.94%-32,300Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,207,200 shares 1,207,200$142M1.91%newTimeline
STESTERIS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 583,752 shares; 2024Q4: 777,552 shares; 2025Q1: 788,152 shares; 2025Q2: 760,652 shares; 2025Q3: 747,152 shares; 2025Q4: 621,552 shares; 2026Q1: 674,755 shares; 2026Q2: 657,713 shares 657,713$138M1.87%-17,042Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 601,920 shares; 2024Q4: 597,620 shares; 2025Q1: 605,620 shares; 2025Q2: 584,520 shares; 2025Q3: 574,120 shares; 2025Q4: 542,640 shares; 2026Q1: 323,240 shares; 2026Q2: 312,640 shares 312,640$127M1.72%-10,600Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,114,671 shares; 2024Q4: 1,810,471 shares; 2025Q1: 1,835,071 shares; 2025Q2: 1,770,771 shares; 2025Q3: 1,739,071 shares; 2025Q4: 1,445,871 shares; 2026Q1: 1,690,371 shares; 2026Q2: 1,216,171 shares 1,216,171$126M1.71%-474,200Timeline
MLMMARTIN MARIETTA MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 383,842 shares; 2024Q4: 282,842 shares; 2025Q1: 228,642 shares; 2025Q2: 220,842 shares; 2025Q3: 217,042 shares; 2025Q4: 180,782 shares; 2026Q1: 194,302 shares; 2026Q2: 207,262 shares 207,262$120M1.61%+12,960Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 443,784 shares; 2024Q4: 449,884 shares; 2025Q1: 455,984 shares; 2025Q2: 440,184 shares; 2025Q3: 432,484 shares; 2025Q4: 359,904 shares; 2026Q1: 255,584 shares; 2026Q2: 415,184 shares 415,184$116M1.56%+159,600Timeline
CNMCORE & MAIN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,996,728 shares; 2026Q2: 2,395,854 shares 2,395,854$116M1.56%+399,126Timeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 512,674 shares; 2024Q4: 516,974 shares; 2025Q1: 523,874 shares; 2025Q2: 505,674 shares; 2025Q3: 496,874 shares; 2025Q4: 413,494 shares; 2026Q1: 310,854 shares; 2026Q2: 338,374 shares 338,374$112M1.51%+27,520Timeline
RGLDROYAL GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,223,530 shares; 2024Q4: 1,224,430 shares; 2025Q1: 1,241,030 shares; 2025Q2: 1,197,730 shares; 2025Q3: 1,176,330 shares; 2025Q4: 978,030 shares; 2026Q1: 576,930 shares; 2026Q2: 558,050 shares 558,050$111M1.5%-18,880Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,816,488 shares; 2024Q4: 3,347,769 shares; 2025Q1: 3,393,169 shares; 2025Q2: 2,726,369 shares; 2025Q3: 2,095,269 shares; 2025Q4: 1,741,469 shares; 2026Q1: 1,243,069 shares; 2026Q2: 1,202,369 shares 1,202,369$111M1.5%-40,700Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,320,169 shares; 2024Q4: 1,011,469 shares; 2025Q1: 1,025,269 shares; 2025Q2: 989,469 shares; 2025Q3: 971,869 shares; 2025Q4: 975,669 shares; 2026Q1: 770,669 shares; 2026Q2: 821,169 shares 821,169$101M1.36%+50,500Timeline
WHWYNDHAM HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,235,600 shares; 2026Q2: 1,195,200 shares 1,195,200$101M1.36%-40,400Timeline
COOCOOPER COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 440,243 shares; 2025Q2: 1,815,900 shares; 2025Q3: 1,783,400 shares; 2025Q4: 1,482,300 shares; 2026Q1: 1,327,500 shares; 2026Q2: 1,284,000 shares 1,284,000$92.1M1.24%-43,500Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 413,000 shares; 2024Q4: 425,000 shares; 2025Q1: 584,800 shares; 2025Q2: 564,400 shares; 2025Q3: 554,500 shares; 2025Q4: 461,500 shares; 2026Q1: 802,200 shares; 2026Q2: 461,600 shares 461,600$87.9M1.19%-340,600Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 479,718 shares; 2024Q4: 486,718 shares; 2025Q1: 675,718 shares; 2025Q2: 325,618 shares; 2025Q3: 319,918 shares; 2025Q4: 266,618 shares; 2026Q1: 239,018 shares; 2026Q2: 202,698 shares 202,698$80.5M1.09%-36,320Timeline
WSOWATSCO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 188,840 shares 188,840$78.7M1.06%newTimeline
IEXIDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,378 shares; 2024Q4: 282,700 shares; 2025Q1: 469,299 shares; 2025Q2: 452,899 shares; 2025Q3: 444,899 shares; 2025Q4: 370,399 shares; 2026Q1: 331,999 shares; 2026Q2: 321,299 shares 321,299$72.9M0.98%-10,700Timeline
ETSYETSY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,219,400 shares; 2025Q1: 1,236,000 shares; 2025Q2: 1,192,800 shares; 2025Q3: 1,171,500 shares; 2025Q4: 974,300 shares; 2026Q1: 908,100 shares; 2026Q2: 878,400 shares 878,400$66.2M0.89%-29,700Timeline
CDWCDW CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 477,626 shares; 2024Q4: 469,126 shares; 2025Q1: 475,626 shares; 2025Q2: 459,126 shares; 2025Q3: 451,026 shares; 2025Q4: 375,526 shares; 2026Q1: 336,426 shares; 2026Q2: 325,426 shares 325,426$45.8M0.62%-11,000Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 343,912 shares; 2024Q4: 346,412 shares; 2025Q1: 498,612 shares; 2025Q2: 481,312 shares; 2025Q3: 472,912 shares; 2025Q4: 393,572 shares; 2026Q1: 113,732 shares; 2026Q2: 110,012 shares 110,012$37.9M0.51%-3,720Timeline
POOLPOOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 247,475 shares; 2024Q4: 252,175 shares; 2025Q1: 255,475 shares; 2025Q2: 246,675 shares; 2025Q3: 242,475 shares; 2025Q4: 201,775 shares; 2026Q1: 180,775 shares; 2026Q2: 174,895 shares 174,895$37.6M0.51%-5,880Timeline
LLYVKLIBERTY LIVE HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,774 shares; 2026Q1: 27,774 shares; 2026Q2: 26,974 shares 26,974$2.85M0.04%-800Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
INTUINTUIT356,385$154Mshares
SLBSLB LIMITED2,014,200$104Mshares
MKTXMARKETAXESS HLDGS INC480,600$79.3Mshares
TMOTHERMO FISHER SCIENTIFIC INC154,740$76.1Mshares
ADSKAUTODESK INC312,719$74.9Mshares
EFXEQUIFAX INC394,660$71.1Mshares
ACNACCENTURE PLC IRELAND266,098$52.8Mshares
SPOTSPOTIFY TECHNOLOGY S A94,240$45.7Mshares
BLDTOPBUILD COR83,537$29.3Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000945621-26-001029 base2026-08-12acceptance time not in the bulk data set