Foresight Group Ltd Liability Partnership holds a diversified book of 62 reported positions worth $555.8M as of Q2 2026 (disclosed Jul 27, 2026, a ~27-day 13F lag). This quarter they opened Smurfit Westrock PLC and trimmed Ecolab Inc. Their largest long position is Ecolab Inc at 4% of the reported non-option book. Cloning the disclosed picks since 2025 would be +9% (+5.2%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Foresight Group Ltd Liability Partnership's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~27 days for the latest filing, with 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.
100% mapped to company sectors
+2 sectors below the cut, under 0.5% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Foresight Group Ltd Liability Partnership
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Adelante Capital Management LLC | 12 / 62 | $782.9M |
| Vert Asset Management LLC | 13 / 62 | $184.2M |
| Heitman Real Estate Securities LLC | 15 / 62 | $770.5M |
| Lasalle Investment Management Securities LLC | 15 / 62 | $1.2B |
| Centersquare Investment Management LLC | 16 / 62 | $5.2B |
| Resolution Capital Ltd | 7 / 62 | $2.4B |
| Aew Capital Management L P | 10 / 62 | $687.0M |
| Bayhunt Capital LLC | 7 / 62 | $29.9M |
Ranked by the share of each fund's own book sitting in the names it shares with Foresight Group Ltd Liability Partnership: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ecolab Inc COM | $24.7M | 88.7K | 4.5% | ▼−11% Reduced · −11K sh | |
| 2 | Xylem Inc COM | $23.9M | 202.1K | 4.3% | ▲+2.4% Added · +5K sh | |
| 3 | American WTR WKS Co Inc New COM | $23.1M | 174.2K | 4.2% | ▼−5.3% Reduced · −10K sh | |
| 4 | Agilent Technologies Inc COM | $22.3M | 170.8K | 4.0% | ▼−13% Reduced · −24K sh | |
| 5 | Aptiv PLC COM SHS | $22.3M | 369.8K | 4.0% | ▼−4.9% Reduced · −19K sh | |
| 6 | Thermo Fisher Scientific Inc COM | $21.7M | 43.4K | 3.9% | ▼−11% Reduced · −5K sh | |
| 7 | Te Connectivity PLC ORD SHS | $21.3M | 105.9K | 3.8% | ▼−11% Reduced · −14K sh | |
| 8 | Icon Pub Ltd Co SHS | $20.6M | 119.2K | 3.7% | ▲+48% Added · +39K sh | |
| 9 | Globus Med Inc CL A | $19.8M | 254.0K | 3.6% | ▼−14% Reduced · −40K sh | |
| 10 | Steris PLC SHS USD | $18.8M | 89.7K | 3.4% | ▼−12% Reduced · −12K sh | |
| 11 | Digital Rlty TR Inc COM | $18.2M | 100.8K | 3.3% | ▼−7.0% Reduced · −8K sh | |
| 12 | Healthpeak Properties Inc COM | $17.5M | 808.5K | 3.2% | ▲+0.6% Added · +5K sh | |
| 13 | Trimble Inc COM | $17.0M | 336.4K | 3.1% | ▼−9.5% Reduced · −35K sh | |
| 14 | Autodesk Inc COM | $16.8M | 86.5K | 3.0% | ▼−10% Reduced · −10K sh | |
| 15 | Equinix Inc COM | $16.3M | 15.5K | 2.9% | ▼−13% Reduced · −2K sh | |
| 16 | American Tower Corp COM | $16.1M | 97.8K | 2.9% | ▲+1.7% Added · +2K sh | |
| 17 | Rockwell Automation Inc COM | $13.5M | 27.4K | 2.4% | ▼−9.9% Reduced · −3K sh | |
| 18 | First Solar Inc COM | $12.6M | 53.6K | 2.3% | ▼−51% Reduced · −57K sh | |
| 19 | Trane Technologies PLC SHS | $12.6M | 25.6K | 2.3% | ▼−9.3% Reduced · −3K sh | |
| 20 | Smurfit Westrock PLC SHS | $12.4M | 270.9K | 2.2% | ▲New New position | |
| 21 | Synopsys Inc COM | $12.2M | 27.6K | 2.2% | ▼−17% Reduced · −6K sh | |
| 22 | Clearway Energy Inc CL C | $11.5M | 330.5K | 2.1% | ▲+16% Added · +45K sh | |
| 23 | Ventas Inc COM | $11.3M | 126.0K | 2.0% | ▲+8.1% Added · +9K sh | |
| 24 | Veralto Corp COM SHS | $11.2M | 127.3K | 2.0% | ▼−8.5% Reduced · −12K sh | |
| 25 | Versigent PLC ORDINARY SHARES | $10.6M | 262.3K | 1.9% | ▲New New position | |
| 26 | Covista Inc COM | $9.6M | 77.3K | 1.7% | ▲New New position | |
| 27 | Brookfield Renewable Corp CL A EX SUB VTG | $9.5M | 253.4K | 1.7% | ▲New New position | |
| 28 | Msa Safety Inc COM | $9.4M | 54.2K | 1.7% | ▼−11% Reduced · −7K sh | |
| 29 | Exelon Corp COM | $9.3M | 198.4K | 1.7% | ▲+21% Added · +35K sh | |
| 30 | Grand Canyon Ed Inc COM | $9.1M | 63.5K | 1.6% | ▲+15% Added · +8K sh | |
| 31 | Bentley Sys Inc COM CL B | $8.7M | 293.8K | 1.6% | ▼−10% Reduced · −33K sh | |
| 32 | Nextpower Inc CLASS A COM | $8.2M | 71.3K | 1.5% | ▼−11% Reduced · −9K sh | |
| 33 | Tetra Tech Inc New COM | $7.7M | 269.6K | 1.4% | ▲New New position | |
| 34 | Sunbelt Rentals Holdings Inc SHS | $6.7M | 92.2K | 1.2% | ▲New New position | |
| 35 | Crown Castle Inc COM | $5.7M | 75.7K | 1.0% | ▲+1.6% Added · +1K sh | |
| 36 | Boston Scientific Corp COM | $5.4M | 126.5K | 1.0% | ▲+42% Added · +37K sh | |
| 37 | Novo-Nordisk A S ADR | $5.3M | 109.9K | 0.9% | ▲New New position | |
| 38 | Easterly Govt Pptys Inc COM SHS | $5.0M | 198.3K | 0.9% | ▼−0.4% Reduced · −734 sh | |
| 39 | Vertiv Holdings Co COM CL A | $2.2M | 6.7K | 0.4% | ▼−26% Reduced · −2K sh | |
| 40 | Prologis Inc. COM | $2.2M | 16.0K | 0.4% | ▼−23% Reduced · −5K sh | |
| 41 | Cheniere Energy Inc COM NEW | $2.1M | 8.9K | 0.4% | ▼−18% Reduced · −2K sh | |
| 42 | Rayonier Inc COM | $1.9M | 92.0K | 0.3% | ▼−12% Reduced · −13K sh | |
| 43 | Digitalbridge Group Inc CL A NEW | $1.9M | 121.4K | 0.3% | —Held | |
| 44 | Weyerhaeuser Co COM NEW | $1.5M | 64.7K | 0.3% | ▲+9.8% Added · +6K sh | |
| 45 | Johnson Controls Internation SHS | $1.5M | 10.4K | 0.3% | —Held | |
| 46 | CSX Corp COM | $1.3M | 26.8K | 0.2% | ▼−43% Reduced · −21K sh | |
| 47 | Deere & Co COM | $1.2M | 2.0K | 0.2% | —Held | |
| 48 | Agree Rlty Corp COM | $1.2M | 15.9K | 0.2% | ▼−12% Reduced · −2K sh | |
| 49 | Owens Corning New COM | $1.1M | 7.1K | 0.2% | ▲+20% Added · +1K sh | |
| 50 | Stag Industrial Inc COM | $1.1M | 28.8K | 0.2% | ▼−19% Reduced · −7K sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Foresight Group Ltd Liability Partnership's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 27, 2026 | 27d | 62 | $555.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 4, 2026 | 34d | 59 | $566.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 48d | 58 | $664.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 6, 2025 | 37d | 58 | $669.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 44d | 60 | $704.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 28, 2025 | 58d | 62 | $709.4M | 13F-HR/A |
| Q4 2024 | Dec 31, 2024 | Jan 15, 2025 | 15d | 35 | $645.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.