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Findlay Park Partners LLP

Quarter-over-quarter position changes

62 changes

ActionCompanyQuarterΔ sharesΔ %Held afterFlowImpact
ExitedArthur J. Gallagher & Co.Mar 31, 2026-1,025,521-100%0$265.39Mhigh
ExitedMARSH & MCLENNAN COMPANIES, INC.Mar 31, 2026-886,467-100%0$164.46Mhigh
NewBecton Dickinson & CoMar 31, 2026+983,500New983,500$154.64Mhigh
TrimmedAccenture plcMar 31, 2026-699,500-72%266,098$138.70Mhigh
NewStandardAero, Inc.SAROMar 31, 2026+4,084,441New4,084,441$105.50Mhigh
TrimmedMastercard IncMar 31, 2026-207,920-43%271,410$103.89Mhigh
NewSLB LIMITED/NVMar 31, 2026+2,014,200New2,014,200$103.51Mhigh
TrimmedROYAL GOLD INCMar 31, 2026-401,100-41%576,930$102.08Mhigh
NewWYNDHAM HOTELS & RESORTS, INC.Mar 31, 2026+1,235,600New1,235,600$100.37Mhigh
NewCore & Main, Inc.Mar 31, 2026+1,996,728New1,996,728$98.64Mhigh
ExitedMedpace Holdings, Inc.Mar 31, 2026-174,400-100%0$97.95Mhigh
ExitedMSCI Inc.Mar 31, 2026-163,100-100%0$93.58Mhigh
TrimmedS&P Global Inc.Mar 31, 2026-219,400-40%323,240$93.32Mhigh
TrimmedSHERWIN WILLIAMS COMar 31, 2026-279,840-71%113,732$89.70Mhigh
AddedTeledyne Technologies IncMar 31, 2026+141,360+56%394,339$85.52Mhigh
TrimmedWoodward IncMar 31, 2026-234,400-34%451,800$83.90Mhigh
ExitedCBRE Group IncMar 31, 2026-517,916-100%0$83.28Mhigh
ExitedAECOMMar 31, 2026-838,027-100%0$79.89Mhigh
Added136375102Mar 31, 2026+671,000+55%1,887,968$68.96Mhigh
AddedDANAHER CORP /DEMar 31, 2026+340,700+74%802,200$64.60Mhigh
AddedAgilent Technologies IncMar 31, 2026+551,800+69%1,356,563$62.89Mhigh
TrimmedLIVE NATION ENTERTAINMENT INCMar 31, 2026-405,600-28%1,025,500$61.86Mhigh
AddedWarren E. BuffettMar 31, 2026+126,240+35%484,636$60.49Mhigh
AddedEOG RESOURCES INCMar 31, 2026+400,400+29%1,774,909$57.89Mhigh
AddedKeysight Technologies, Inc.Mar 31, 2026+173,400+31%738,652$48.96Mmedium
TrimmedSCHWAB CHARLES CORPMar 31, 2026-498,400-29%1,243,069$46.84Mmedium
TrimmedXPO IncMar 31, 2026-226,100-16%1,189,000$43.99Mmedium
TrimmedAPi Group CorpMar 31, 2026-1,038,436-15%5,981,698$42.08Mmedium
AddedITT INC.Mar 31, 2026+181,326+15%1,412,228$34.55Mmedium
AddedKLA CORPMar 31, 2026+23,360+77%53,662$34.40Mmedium
AddedConocoPhillipsMar 31, 2026+244,500+17%1,690,371$32.27Mmedium
TrimmedIntercontinental Exchange, Inc.Mar 31, 2026-205,000-21%770,669$32.24Mmedium
TrimmedHilton Worldwide Holdings Inc.Mar 31, 2026-102,640-25%310,854$31.21Mmedium
TrimmedECOLAB INC.Mar 31, 2026-104,320-29%255,584$27.75Mmedium
AddedEntegris, Inc.Mar 31, 2026+236,000+58%640,600$27.67Mmedium
TrimmedTEXAS INSTRUMENTS INCMar 31, 2026-138,000-10%1,183,131$26.79Mmedium
AddedWaste Connections IncMar 31, 2026+156,838+26%757,296$25.48Mmedium
AddedMICROSOFT CORPMar 31, 2026+66,720+20%399,550$24.70Mmedium
AddedTHERMO FISHER SCIENTIFIC INC.Mar 31, 2026+44,000+40%154,740$21.63Mmedium
Trimmed13646K108Mar 31, 2026-269,600-10%2,309,096$21.21Mmedium
AddedCRH PUBLIC LTD COMar 31, 2026+177,900+8.8%2,191,611$18.70Mmedium
AddedUnited Rentals IncMar 31, 2026+24,992+16%185,488$18.21Mmedium
TrimmedWest Pharmaceutical Services IncMar 31, 2026-50,160-7.5%616,766$12.57Mmedium
AddedSTERIS plcMar 31, 2026+53,203+8.6%674,755$11.76Mmedium
TrimmedCOOPER COMPANIES, INC.Mar 31, 2026-154,800-10%1,327,500$11.07Mmedium
AddedAutodesk, Inc.Mar 31, 2026+45,720+17%312,719$10.95Mmedium
TrimmedFerguson Enterprises Inc. /DEMar 31, 2026-42,000-7.8%496,710$9.80Mmedium
TrimmedMarketaxess Holdings IncMar 31, 2026-55,800-10%480,600$9.21Mmedium
TrimmedANALOG DEVICES INCMar 31, 2026-27,600-10%239,018$8.78Mmedium
TrimmedEQUIFAX INCMar 31, 2026-45,960-10%394,660$8.28Mmedium
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