Findlay Park Partners LLP holds a diversified book of 56 stocks worth $7.2B as of Q1 2026 (disclosed May 13, 2026, a ~45-day 13F lag). This quarter they opened BECTON DICKINSON & CO and trimmed API GROUP CORP. Their largest long position is ITT INC at 4% of the equity book. Cloning the disclosed picks since 2016 would be +184% (+10.6%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1351950/holdings"
Use Arkolith to show Findlay Park Partners LLP's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +204.2%, a 20.1-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Findlay Park Partners LLP's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
24% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Itt Inc COM | $269.1M | 1.41M | 3.8% | ▲+15% Added · +181K sh | |
| 2 | Eog Res Inc COM | $256.6M | 1.77M | 3.6% | ▲+29% Added · +400K sh | |
| 3 | Api Group Corp COM STK | $242.4M | 5.98M | 3.4% | ▼−15% Reduced · −1.0M sh | |
| 4 | Teledyne Technologies Inc COM | $238.6M | 394.3K | 3.3% | ▲+56% Added · +141K sh | |
| 5 | Berkshire Hathaway Inc Del CL B NEW | $232.2M | 484.6K | 3.2% | ▲+35% Added · +126K sh | |
| 6 | Xpo Inc COM | $231.3M | 1.19M | 3.2% | ▼−16% Reduced · −226K sh | |
| 7 | CRH PLC ORD | $230.4M | 2.19M | 3.2% | ▲+8.8% Added · +178K sh | |
| 8 | Texas Instrs Inc COM | $229.7M | 1.18M | 3.2% | ▼−10% Reduced · −138K sh | |
| 9 | ConocoPhillips COM | $223.1M | 1.69M | 3.1% | ▲+17% Added · +245K sh | |
| 10 | Keysight Technologies Inc COM | $208.6M | 738.7K | 2.9% | ▲+31% Added · +173K sh | |
| 11 | Canadian Natl Ry Co COM | $194.0M | 1.89M | 2.7% | ▲+55% Added · +671K sh | |
| 12 | Canadian Pacific Kansas City COM | $181.6M | 2.31M | 2.5% | ▼−10% Reduced · −270K sh | |
| 13 | Liberty Media Corp Del COM LBTY ONE S C | $162.6M | 1.91M | 2.3% | ▼−4.4% Reduced · −89K sh | |
| 14 | Woodward Inc COM | $161.7M | 451.8K | 2.3% | ▼−34% Reduced · −234K sh | |
| 15 | Live Nation Entertainment In COM | $156.4M | 1.03M | 2.2% | ▼−28% Reduced · −406K sh | |
| 16 | Becton Dickinson & Co COM | $154.6M | 983.5K | 2.2% | ▲New New position | |
| 17 | Agilent Technologies Inc COM | $154.6M | 1.36M | 2.2% | ▲+69% Added · +552K sh | |
| 18 | West Pharmaceutical SVSC Inc COM | $154.6M | 616.8K | 2.2% | ▼−7.5% Reduced · −50K sh | |
| 19 | Intuit COM | $154.1M | 356.4K | 2.1% | ▼−4.2% Reduced · −16K sh | |
| 20 | Danaher Corp Del COM | $152.1M | 802.2K | 2.1% | ▲+74% Added · +341K sh | |
| 21 | Steris PLC SHS USD | $149.2M | 674.8K | 2.1% | ▲+8.6% Added · +53K sh | |
| 22 | Microsoft Corp COM | $147.9M | 399.6K | 2.1% | ▲+20% Added · +67K sh | |
| 23 | Royal Gold Inc COM | $146.8M | 576.9K | 2.0% | ▼−41% Reduced · −401K sh | |
| 24 | Waters Corp COM | $139.1M | 467.2K | 1.9% | ▲+1.9% Added · +9K sh | |
| 25 | S&P Global Inc COM | $137.5M | 323.2K | 1.9% | ▼−40% Reduced · −219K sh | |
| 26 | Mastercard Incorporated CL A | $135.6M | 271.4K | 1.9% | ▼−43% Reduced · −208K sh | |
| 27 | United Rentals Inc COM | $135.1M | 185.5K | 1.9% | ▲+16% Added · +25K sh | |
| 28 | Waste Connections Inc COM | $123.0M | 757.3K | 1.7% | ▲+26% Added · +157K sh | |
| 29 | Intercontinental Exchange In COM | $121.2M | 770.7K | 1.7% | ▼−21% Reduced · −205K sh | |
| 30 | Schwab Charles Corp COM | $116.8M | 1.24M | 1.6% | ▼−29% Reduced · −498K sh | |
| 31 | Ferguson Enterprises Inc COMMON STOCK NEW | $115.9M | 496.7K | 1.6% | ▼−7.8% Reduced · −42K sh | |
| 32 | Martin Marietta Matls Inc COM | $114.4M | 194.3K | 1.6% | ▲+7.5% Added · +14K sh | |
| 33 | Standardaero Inc COM | $105.5M | 4.08M | 1.5% | ▲New New position | |
| 34 | SLB Limited COM STK | $103.5M | 2.01M | 1.4% | ▲New New position | |
| 35 | Wyndham Hotels & Resorts Inc COM | $100.4M | 1.24M | 1.4% | ▲New New position | |
| 36 | Core & Main Inc CL A | $98.6M | 2.00M | 1.4% | ▲New New position | |
| 37 | Cooper Cos Inc COM | $94.9M | 1.33M | 1.3% | ▼−10% Reduced · −155K sh | |
| 38 | Hilton Worldwide Hldgs Inc COM | $94.5M | 310.9K | 1.3% | ▼−25% Reduced · −103K sh | |
| 39 | Marketaxess Hldgs Inc COM | $79.3M | 480.6K | 1.1% | ▼−10% Reduced · −56K sh | |
| 40 | Kla Corp COM NEW | $79.0M | 53.7K | 1.1% | ▲+77% Added · +23K sh | |
| 41 | Thermo Fisher Scientific Inc COM | $76.1M | 154.7K | 1.1% | ▲+40% Added · +44K sh | |
| 42 | Analog Devices Inc COM | $76.0M | 239.0K | 1.1% | ▼−10% Reduced · −28K sh | |
| 43 | Entegris Inc COM | $75.1M | 640.6K | 1.0% | ▲+58% Added · +236K sh | |
| 44 | Autodesk Inc COM | $74.9M | 312.7K | 1.0% | ▲+17% Added · +46K sh | |
| 45 | Equifax Inc COM | $71.1M | 394.7K | 1.0% | ▼−10% Reduced · −46K sh | |
| 46 | Ecolab Inc COM | $68.0M | 255.6K | 0.9% | ▼−29% Reduced · −104K sh | |
| 47 | Idex Corp COM | $62.9M | 332.0K | 0.9% | ▼−10% Reduced · −38K sh | |
| 48 | Applied Matls Inc COM | $53.6M | 156.8K | 0.7% | ▼−10% Reduced · −18K sh | |
| 49 | Accenture PLC Ireland SHS CLASS A | $52.8M | 266.1K | 0.7% | ▼−72% Reduced · −700K sh | |
| 50 | Spotify Technology S A SHS | $45.7M | 94.2K | 0.6% | ▼−6.8% Reduced · −7K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 56 | $7.2B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 57 | $7.8B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 57 | $9.5B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 57 | $9.7B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 58 | $9.7B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 59 | $10.1B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 4, 2024 | 59 | $10.6B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 13, 2024 | 56 | $10.6B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 30, 2024 | 56 | $10.9B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 7, 2024 | 58 | $10.2B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 7, 2023 | 60 | $9.3B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 7, 2023 | 59 | $9.7B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 5, 2023 | 56 | $9.5B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 10, 2023 | 47 | $9.2B | 13F-HR/A |
| Q3 2022 | Sep 30, 2022 | Nov 10, 2022 | 40 | $10.1B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 18, 2022 | 39 | $10.7B | 13F-HR/A |
| Q1 2022 | Mar 31, 2022 | May 12, 2022 | 42 | $13.2B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 10, 2022 | 45 | $15.0B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 48 | $14.5B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 9, 2021 | 52 | $14.7B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 14, 2021 | 51 | $14.4B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 11, 2021 | 45 | $14.4B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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. The performance line is a simulation of the disclosed long book, not an audited return.