1y return+4.7%S&P 500 +20.9%
3y return+34.6%S&P 500 +68.5%
5y return+37.8%S&P 500 +74.5%
10y return+209.2%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $309 against $357 in the S&P 500.2
Findlay Park Partners LLPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| TDYTeledyne Technologies Inc | $277.4M | 3.7% | +5.5% |
| ITTItt Inc | $276.4M | 3.7% | −1.0% |
| APGApi Group Corp | $276.2M | 3.7% | +9.0% |
| Crh PLCCUSIP G25508105 | $263.8M | 3.6% | +12.5% |
| XPOXpo Inc | $236.1M | 3.2% | −3.3% |
| BRK/BBerkshire Hathaway Inc Del | $234.5M | 3.2% | −3.3% |
| WWDWoodward Inc | $232.0M | 3.1% | +20.7% |
| CNICanadian Natl Ry Co | $217.7M | 2.9% | −3.3% |
| WCNWaste Connections Inc | $214.3M | 2.9% | +69.8% |
| WSTWest Pharmaceutical Svsc Inc | $214.2M | 2.9% | −3.3% |
| AMATApplied Matls Inc | $200.9M | 2.7% | +77.2% |
| KLACKla Corp | $197.3M | 2.7% | +1118.5% |
| LYVLive Nation Entertainment In | $195.8M | 2.6% | +4.3% |
| TXNTexas Instrs Inc | $193.6M | 2.6% | −45.1% |
| CPCanadian Pacific Kansas City | $193.5M | 2.6% | −3.3% |
| FWONKLiberty Media Corp Del | $189.3M | 2.6% | +4.0% |
| URIUnited Rentals Inc | $180.1M | 2.4% | −14.3% |
| ENTGEntegris Inc | $174.4M | 2.4% | +51.4% |
| AAgilent Technologies Inc | $174.3M | 2.4% | −3.3% |
| EOGEog Res Inc | $172.5M | 2.3% | −25.1% |
| WATWaters Corp | $169.5M | 2.3% | −3.3% |
| MAMastercard Incorporated | $158.0M | 2.1% | +13.4% |
| KEYSKeysight Technologies Inc | $157.1M | 2.1% | −39.2% |
| SAROStandardaero Inc | $150.5M | 2.0% | +23.2% |
| FERGFerguson Enterprises Inc | $146.9M | 2.0% | +24.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMATApplied Matls Inc | September 30, 2024 | +257.8% | $200.9M |
| KEYSKeysight Technologies Inc | September 30, 2020 | +254.4% | $157.1M |
| URIUnited Rentals Inc | December 31, 2022 | +218.7% | $180.1M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $234.5M |
| MLMMartin Marietta Matls Inc | June 30, 2020 | +179.2% | $119.5M |
| EOGEog Res Inc | June 30, 2020 | +156.1% | $172.5M |
| TXNTexas Instrs Inc | June 30, 2020 | +134.8% | $193.6M |
| HLTHilton Worldwide Hldgs Inc | March 31, 2023 | +134.6% | $111.8M |
| ENTGEntegris Inc | March 31, 2025 | +105.6% | $174.4M |
| LYVLive Nation Entertainment In | June 30, 2023 | +101.0% | $195.8M |
Sold off last quarter
- INTUIntuit was $154.1M
- SLBSlb Limited was $103.5M
- MKTXMarketaxess Hldgs Inc was $79.3M
- TMOThermo Fisher Scientific Inc was $76.1M
- ADSKAutodesk Inc was $74.9M
- EFXEquifax Inc was $71.1M
- Accenture PLC IrelandCUSIP G1151C101 was $52.8M
- Spotify Technology S ACUSIP L8681T102 was $45.7M
- Topbuild CorCUSIP 89055F103 was $29.3M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.0% | +14.8% |
| March 31, 2026 | −2.6% | −4.6% |
| December 31, 2025 | +0.2% | +2.4% |
| September 30, 2025 | +0.3% | +7.8% |
| June 30, 2025 | +5.4% | +10.5% |
| March 31, 2025 | −1.9% | −4.6% |
| December 31, 2024 | −3.0% | +2.1% |
| September 30, 2024 | +6.1% | +5.4% |
| June 30, 2024 | −1.2% | +4.0% |
| March 31, 2024 | +9.6% | +10.0% |
| December 31, 2023 | +13.2% | +11.2% |
| September 30, 2023 | −1.5% | −3.6% |
| June 30, 2023 | +9.6% | +8.3% |
| March 31, 2023 | +7.2% | +7.0% |
| December 31, 2022 | +7.2% | +7.1% |
| September 30, 2022 | −3.3% | −5.3% |
| June 30, 2022 | −14.9% | −16.5% |
| March 31, 2022 | −10.7% | −4.9% |
| December 31, 2021 | +9.6% | +10.7% |
| September 30, 2021 | +1.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Findlay Park Partners LLP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1351950&type=13F-HR&dateb=&owner=include&count=40CIK 1351950
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1351950/000094562126001029/Filed August 12, 2026 · accession 0000945621-26-001029