StockDriftsStockDriftsTop 49 Findlay Park Partners LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TDY | TELEDYNE TECHNOLOGIES INC | 3.74% | 415.9K | $277.4M | +5.47%(+21.56K) | $475.65(+42.89%) | 2026-06-30 | |
| ITT | ITT INC | 3.73% | 1.40M | $276.4M | -1.03%(-14.60K) | $158.03(+39.10%) | 2026-06-30 | |
| APG | API GROUP CORP | 3.73% | 6.52M | $276.2M | +9.04%(+541.00K) | $22.32(+96.91%) | 2026-06-30 | |
| CRH | CRH PLC | 3.56% | 2.47M | $263.8M | +12.47%(+273.40K) | $85.72(+11.95%) | 2026-06-30 | |
| XPO | XPO INC | 3.19% | 1.15M | $236.1M | -3.27%(-38.90K) | $114.21(+85.02%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.17% | 468.7K | $234.5M | -3.28%(-15.92K) | $416.20(+20.45%) | 2026-06-30 | |
| WWD | WOODWARD INC | 3.13% | 545.2K | $232.0M | +20.68%(+93.42K) | $285.63(+29.51%) | 2026-06-30 | |
| CNI | CANADIAN NATL RY CO | 2.94% | 1.83M | $217.7M | -3.28%(-61.90K) | $113.33(+11.92%) | 2026-06-30 | |
| WCN | WASTE CONNECTIONS INC | 2.89% | 1.29M | $214.3M | +69.79%(+528.51K) | $127.72(+29.01%) | 2026-06-30 | |
| WST | WEST PHARMACEUTICAL SVSC INC | 2.89% | 596.6K | $214.2M | -3.26%(-20.12K) | $325.29(+7.42%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.94% | +32.88% | +6.04% | +34.06% |
| Top 20 Holdings Unweighted | +10.50% | +34.94% | +7.17% | +41.39% |
Findlay Park Partners LLP reports $7.41B in US-listed equity holdings across 49 positions in its most recent 13F filing. Its largest disclosed positions are TDY (3.7%), ITT (3.7%) and APG (3.7%). The top 20 holdings account for 58.22% of reported assets. Its disclosed equity book has returned +32.88% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Findlay Park Partners LLP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1351950). View Findlay Park Partners LLP’s 13F filings on SEC