Arkolith/Funds/Findlay Park Partners LLP

Findlay Park Partners LLP

CIK 1351950Hedge fund
Holdings as of Mar 31, 2026·disclosed May 13, 2026·~43-day 13F lag·13F-HR
Inactive

Findlay Park Partners LLP holds a diversified book of 56 stocks worth $7.2B as of Q1 2026 (disclosed May 13, 2026, a ~43-day 13F lag). This quarter they opened Becton Dickinson And Co and trimmed Api Group Corp. Their largest long position is Itt Inc at 4% of the equity book.

Opened
5
bought for the first time
Added to
20
already held, bought more
Trimmed
31
sold some, still holds it
Sold out
6
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
17%
Top 10 holdings
33%
Top 20 holdings
56%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Industrials
26%
Information Technology
21%
Health Care
14%
Financials
14%
Energy
8%
Materials
7%
Consumer Discretionary
6%
Communication Services
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Findlay Park Partners LLP

Manager / fundShared namesTheir $ in those
BlackRock, Inc.62 / 56$602.9B
VANGUARD CAPITAL MANAGEMENT LLC62 / 56$472.1B
STATE STREET CORP62 / 56$357.4B
GEODE CAPITAL MANAGEMENT, LLC62 / 56$200.7B
FMR LLC62 / 56$156.6B
JPMORGAN CHASE & CO62 / 56$145.1B
MORGAN STANLEY62 / 56$131.8B
PRICE T ROWE ASSOCIATES INC /MD/62 / 56$115.8B

Ranked by how many of Findlay Park Partners LLP's top 56 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

56 positions
#SecurityValueShares% PortLast moveHistory
1Itt Inc
COM
$269.1M1.41M
3.8%
+15%
Added · +181K sh
2Eog Res Inc
COM
$256.6M1.77M
3.6%
+29%
Added · +400K sh
3Api Group Corp
COM STK
$242.4M5.98M
3.4%
−15%
Reduced · −1.0M sh
4Teledyne Technologies Inc
COM
$238.6M394.3K
3.3%
+56%
Added · +141K sh
5Berkshire Hathaway Inc Del
CL B NEW
$232.2M484.6K
3.2%
+35%
Added · +126K sh
6Xpo Inc
COM
$231.3M1.19M
3.2%
−16%
Reduced · −226K sh
7CRH PLC
ORD
$230.4M2.19M
3.2%
+8.8%
Added · +178K sh
8Texas Instrs Inc
COM
$229.7M1.18M
3.2%
−10%
Reduced · −138K sh
9ConocoPhillips
COM
$223.1M1.69M
3.1%
+17%
Added · +245K sh
10Keysight Technologies Inc
COM
$208.6M738.7K
2.9%
+31%
Added · +173K sh
11Canadian Natl Ry Co
COM
$194.0M1.89M
2.7%
+55%
Added · +671K sh
12Canadian Pacific Kansas City
COM
$181.6M2.31M
2.5%
−10%
Reduced · −270K sh
13Liberty Media Corp Del
COM LBTY ONE S C
$162.6M1.91M
2.3%
−4.4%
Reduced · −89K sh
14Woodward Inc
COM
$161.7M451.8K
2.3%
−34%
Reduced · −234K sh
15Live Nation Entertainment In
COM
$156.4M1.03M
2.2%
−28%
Reduced · −406K sh
16Becton Dickinson & Co
COM
$154.6M983.5K
2.2%
New
New position
17Agilent Technologies Inc
COM
$154.6M1.36M
2.2%
+69%
Added · +552K sh
18West Pharmaceutical SVSC Inc
COM
$154.6M616.8K
2.2%
−7.5%
Reduced · −50K sh
19Intuit
COM
$154.1M356.4K
2.1%
−4.2%
Reduced · −16K sh
20Danaher Corp Del
COM
$152.1M802.2K
2.1%
+74%
Added · +341K sh
21Steris PLC
SHS USD
$149.2M674.8K
2.1%
+8.6%
Added · +53K sh
22Microsoft Corp
COM
$147.9M399.6K
2.1%
+20%
Added · +67K sh
23Royal Gold Inc
COM
$146.8M576.9K
2.0%
−41%
Reduced · −401K sh
24Waters Corp
COM
$139.1M467.2K
1.9%
+1.9%
Added · +9K sh
25S&P Global Inc
COM
$137.5M323.2K
1.9%
−40%
Reduced · −219K sh
26Mastercard Incorporated
CL A
$135.6M271.4K
1.9%
−43%
Reduced · −208K sh
27United Rentals Inc
COM
$135.1M185.5K
1.9%
+16%
Added · +25K sh
28Waste Connections Inc
COM
$123.0M757.3K
1.7%
+26%
Added · +157K sh
29Intercontinental Exchange In
COM
$121.2M770.7K
1.7%
−21%
Reduced · −205K sh
30Schwab Charles Corp
COM
$116.8M1.24M
1.6%
−29%
Reduced · −498K sh
31Ferguson Enterprises Inc
COMMON STOCK NEW
$115.9M496.7K
1.6%
−7.8%
Reduced · −42K sh
32Martin Marietta Matls Inc
COM
$114.4M194.3K
1.6%
+7.5%
Added · +14K sh
33Standardaero Inc
COM
$105.5M4.08M
1.5%
New
New position
34SLB Limited
COM STK
$103.5M2.01M
1.4%
New
New position
35Wyndham Hotels & Resorts Inc
COM
$100.4M1.24M
1.4%
New
New position
36Core & Main Inc
CL A
$98.6M2.00M
1.4%
New
New position
37Cooper Cos Inc
COM
$94.9M1.33M
1.3%
−10%
Reduced · −155K sh
38Hilton Worldwide Hldgs Inc
COM
$94.5M310.9K
1.3%
−25%
Reduced · −103K sh
39Marketaxess Hldgs Inc
COM
$79.3M480.6K
1.1%
−10%
Reduced · −56K sh
40Kla Corp
COM NEW
$79.0M53.7K
1.1%
+77%
Added · +23K sh
41Thermo Fisher Scientific Inc
COM
$76.1M154.7K
1.1%
+40%
Added · +44K sh
42Analog Devices Inc
COM
$76.0M239.0K
1.1%
−10%
Reduced · −28K sh
43Entegris Inc
COM
$75.1M640.6K
1.0%
+58%
Added · +236K sh
44Autodesk Inc
COM
$74.9M312.7K
1.0%
+17%
Added · +46K sh
45Equifax Inc
COM
$71.1M394.7K
1.0%
−10%
Reduced · −46K sh
46Ecolab Inc
COM
$68.0M255.6K
0.9%
−29%
Reduced · −104K sh
47Idex Corp
COM
$62.9M332.0K
0.9%
−10%
Reduced · −38K sh
48Applied Matls Inc
COM
$53.6M156.8K
0.7%
−10%
Reduced · −18K sh
49Accenture PLC Ireland
SHS CLASS A
$52.8M266.1K
0.7%
−72%
Reduced · −700K sh
50Spotify Technology S A
SHS
$45.7M94.2K
0.6%
−6.8%
Reduced · −7K sh
Showing 50 of 56 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 13, 202656$7.2B13F-HR
Q4 2025Dec 31, 2025Feb 13, 202657$7.8B13F-HR
Q3 2025Sep 30, 2025Nov 12, 202557$9.5B13F-HR
Q2 2025Jun 30, 2025Aug 13, 202557$9.7B13F-HR
Q1 2025Mar 31, 2025May 14, 202558$9.7B13F-HR
Q4 2024Dec 31, 2024Feb 14, 202559$10.1B13F-HR
Q3 2024Sep 30, 2024Nov 4, 202459$10.6B13F-HR
Q2 2024Jun 30, 2024Aug 13, 202456$10.6B13F-HR
Q1 2024Mar 31, 2024Apr 30, 202456$10.9B13F-HR
Q4 2023Dec 31, 2023Feb 7, 202458$10.2B13F-HR
Q3 2023Sep 30, 2023Nov 7, 202360$9.3B13F-HR
Q2 2023Jun 30, 2023Aug 7, 202359$9.7B13F-HR
Q1 2023Mar 31, 2023May 5, 202356$9.5B13F-HR
Q4 2022Dec 31, 2022Feb 10, 202347$9.2B13F-HR/A
Q3 2022Sep 30, 2022Nov 10, 202240$10.1B13F-HR
Q2 2022Jun 30, 2022Aug 18, 202239$10.7B13F-HR/A
Q1 2022Mar 31, 2022May 12, 202242$13.2B13F-HR
Q4 2021Dec 31, 2021Feb 10, 202245$15.0B13F-HR
Q3 2021Sep 30, 2021Nov 12, 202148$14.5B13F-HR
Q2 2021Jun 30, 2021Aug 9, 202152$14.7B13F-HR
Q1 2021Mar 31, 2021May 14, 202151$14.4B13F-HR
Q4 2020Dec 31, 2020Feb 11, 202145$14.4B13F-HR
Amended / restated
  • Q4 2022 · filed Feb 7, 202313F-HR · superseded
  • Q2 2022 · filed Aug 9, 202213F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.