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Livermore
Livermore
ZHEN

Findlay Park Partners LLP

SEC CIK
0001351950
Latest filing
Aug 12, 2026

The latest 13F from Findlay Park Partners LLP covers Q2 2026 (filed Aug 12, 2026): 49 long positions worth $7.41B. The top 10 holdings make up 33.0% of the portfolio, and the largest is Teledyne Technologies Inc (TDY) at 3.7%. Livermore has 24 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
2
Est. +$220.5M
Added
18
Est. +$554.2M
Reduced
29
Est. −$569.2M
Sold out
9
Est. −$686.7M

Top 5 holdings

Share of this quarter's portfolio value

  1. TDYTeledyne Technologies Inc
    3.7%$277.4MHistory
  2. ITTItt Inc.
    3.7%$276.4MHistory
  3. APGAPi Group Corp
    3.7%$276.2MHistory
  4. CRHCRH Public Ltd Co
    3.6%$263.8MHistory
  5. XPOXPO, Inc.
    3.2%$236.1MHistory

Share of portfolio

Top 5 holdings and the other 44 positions, by share of portfolio value

  1. TDY3.7%
  2. ITT3.7%
  3. APG3.7%
  4. CRH3.6%
  5. XPO3.2%
  6. Other 44 positions82.0%

Biggest buys

New and added positions, by estimated amount bought

  1. CSCOCisco Systems, Inc.
    +$141.8MNewHistory
  2. WCNWaste Connections, Inc.
    +$88.1MAddedHistory
  3. AMATApplied Materials Inc
    +$87.5MAddedHistory
  4. WSOWatsco Inc
    +$78.7MNewHistory
  5. ENTGEntegris Inc
    +$59.2MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. AMATApplied Materials Inc
    +1.96 pp0.7% → 2.7%History
  2. CSCOCisco Systems, Inc.
    +1.91 pp0.0% → 1.9%History
  3. KLACKLA Corp
    +1.56 pp1.1% → 2.7%History
  4. ENTGEntegris Inc
    +1.31 pp1.0% → 2.4%History
  5. WCNWaste Connections, Inc.
    +1.18 pp1.7% → 2.9%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. TXNTexas Instruments Inc
    −$159.1MReducedHistory
  2. INTUIntuit Inc.
    −$154.1MSold outHistory
  3. SLBSLB Limited
    −$103.5MSold outHistory
  4. KEYSKeysight Technologies, Inc.
    −$101.4MReducedHistory
  5. MKTXMarketaxess Holdings Inc
    −$79.3MSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. INTUIntuit Inc.
    −2.15 pp2.1% → 0.0%History
  2. SLBSLB Limited
    −1.44 pp1.4% → 0.0%History
  3. COPConocoPhillips
    −1.40 pp3.1% → 1.7%History
  4. EOGEOG Resources Inc
    −1.25 pp3.6% → 2.3%History
  5. MKTXMarketaxess Holdings Inc
    −1.11 pp1.1% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$7.41B
+$233.5M (+3.3%) vs. prior quarter
Positions
49
−7 vs. prior quarter
Top 10 concentration
33.0%
Top 10 as share of value
Turnover
10.6%
Q2 2026, one quarter
Average holding period
13.0 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $15.0B (Q4 2021)

Q1 2021: $14.4BQ2 2021: $14.7BQ3 2021: $14.5BQ4 2021: $15.0BQ1 2022: $13.2BQ2 2022: $10.7BQ3 2022: $10.1BQ4 2022: $9.19BQ1 2023: $9.47BQ2 2023: $9.74BQ3 2023: $9.30BQ4 2023: $10.2BQ1 2024: $10.9BQ2 2024: $10.6BQ3 2024: $10.6BQ4 2024: $10.1BQ1 2025: $9.72BQ2 2025: $9.70BQ3 2025: $9.52BQ4 2025: $7.84BQ1 2026: $7.17BQ2 2026: $7.41B
Q1 2021Q2 2026
13F filings of Findlay Park Partners LLP by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 12, 202649$7.41BTDYITTAPGvs. Q1 2026SEC
Q1 2026May 13, 202656$7.17BITTEOGAPGvs. Q4 2025SEC
Q4 2025Feb 13, 202657$7.84BSPGIMAAPGvs. Q3 2025SEC
Q3 2025Nov 12, 202557$9.52BMSFTAJGLYVvs. Q2 2025SEC
Q2 2025Aug 13, 202557$9.70BMSFTINTUACNvs. Q1 2025SEC
Q1 2025May 14, 202558$9.72BAJGLYVSPGIvs. Q4 2024SEC
Q4 2024Feb 14, 202559$10.1BACNFWONKMSFTvs. Q3 2024SEC
Q3 2024Nov 4, 202459$10.6BUNHACNMAvs. Q2 2024SEC
Q2 2024Aug 13, 202456$10.6BMSFTNVDAAJGvs. Q1 2024SEC
Q1 2024Apr 30, 202456$10.9BMSFTNVDAMAvs. Q4 2023SEC
Q4 2023Feb 7, 202458$10.2BMSFTBLDMAvs. Q3 2023SEC
Q3 2023Nov 7, 202360$9.30BMSFTEOGMAvs. Q2 2023SEC
Q2 2023Aug 7, 202359$9.74BMSFTBLDEOGvs. Q1 2023SEC
Q1 2023May 5, 202356$9.47BMSFTBRK.BEOGvs. Q4 2022SEC
Q4 2022Feb 10, 2023Amended47$9.19BMSFTINTUEOGvs. Q3 2022SEC
Q3 2022Nov 10, 202240$10.1BMSFTINTUAMZNvs. Q2 2022SEC
Q2 2022Aug 18, 2022Amended39$10.7BMSFTINTUGOOGvs. Q1 2022SEC
Q1 2022May 12, 202242$13.2BMSFTGOOGADSKvs. Q4 2021SEC
Q4 2021Feb 10, 202245$15.0BMSFTADSKINTUvs. Q3 2021SEC
Q3 2021Nov 12, 202148$14.5BMSFTADSKINTUvs. Q2 2021SEC
Q2 2021Aug 9, 202152$14.7BMSFTADSKINTUvs. Q1 2021SEC
Q1 2021May 14, 202151$14.4BTMUSMSFTGOOG–SEC

13D and 13G filings

Companies where Findlay Park Partners LLP reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

Findlay Park Partners LLP does not currently report owning 5% or more of any company.

Latest filings

8 filings on file made by Findlay Park Partners LLP or listing it as a reporting person, newest first.

Schedule 13D and 13G filings by Findlay Park Partners LLP
CompanyFiled (ET)FormStakeChangeEvent dateFiling
IBPInstalled Building Products, Inc.Jan 29, 202413G/AOld format–––SEC
BLDQXO Insulation, LLCJan 29, 202413G/AOld format–––SEC
IBPInstalled Building Products, Inc.Feb 9, 202313G/AOld format–––SEC
BLDQXO Insulation, LLCFeb 9, 202313G/AOld format–––SEC
IBPInstalled Building Products, Inc.Jan 26, 202213G/AOld format–––SEC
BLDQXO Insulation, LLCJan 26, 202213G/AOld format–––SEC
IBPInstalled Building Products, Inc.Nov 23, 202113GOld format–New–SEC
BLDQXO Insulation, LLCAug 12, 202113GOld format–New–SEC