Institutions / Findlay Park Partners LLP / Activity
Activity — Findlay Park Partners LLP
62 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Exit | Arthur J. Gallagher & Co. Common stock | $-265.39M | -1.0M -100.00% | 0 | high |
| Q1 2026 as of | Exit | Marsh & McLennan Companies, Inc. Common stock | $-164.46M | -886K -100.00% | 0 | high |
| Q1 2026 as of | New | Becton Dickinson & Co Common stock | $154.64M | +984K | 983,500 2.16% of portfolio | high |
| Q1 2026 as of | Trim | Accenture plc Common stock | $-138.70M | -700K -72.44% | 266,098 0.74% of portfolio | high |
| Q1 2026 as of | New | SARO StandardAero, Inc. Common Stock | $105.50M | +4.1M | 4,084,441 1.47% of portfolio | high |
| Q1 2026 as of | Trim | Mastercard Inc Common stock | $-103.89M | -208K -43.38% | 271,410 1.89% of portfolio | high |
| Q1 2026 as of | New | Slb LIMITED/NV Common stock | $103.51M | +2.0M | 2,014,200 1.44% of portfolio | high |
| Q1 2026 as of | Trim | Royal Gold Inc Common stock | $-102.08M | -401K -41.01% | 576,930 2.05% of portfolio | high |
| Q1 2026 as of | New | Wyndham Hotels & Resorts, Inc. Common stock | $100.37M | +1.2M | 1,235,600 1.40% of portfolio | high |
| Q1 2026 as of | New | Core & Main, Inc. Common stock | $98.64M | +2.0M | 1,996,728 1.37% of portfolio | high |
| Q1 2026 as of | Exit | Medpace Holdings, Inc. Common stock | $-97.95M | -174K -100.00% | 0 | high |
| Q1 2026 as of | Exit | MSCI Inc. Common stock | $-93.58M | -163K -100.00% | 0 | high |
| Q1 2026 as of | Trim | S&P Global Inc. Common stock | $-93.32M | -219K -40.43% | 323,240 1.92% of portfolio | high |
| Q1 2026 as of | Trim | Sherwin Williams Co Common stock | $-89.70M | -280K -71.10% | 113,732 0.51% of portfolio | high |
| Q1 2026 as of | Add | Teledyne Technologies Inc Common stock | $85.52M | +141K +55.88% | 394,339 3.33% of portfolio | high |
| Q1 2026 as of | Trim | Woodward Inc Common stock | $-83.90M | -234K -34.16% | 451,800 2.25% of portfolio | high |
| Q1 2026 as of | Exit | CBRE Group Inc Common stock | $-83.28M | -518K -100.00% | 0 | high |
| Q1 2026 as of | Exit | Aecom Common stock | $-79.89M | -838K -100.00% | 0 | high |
| Q1 2026 as of | Add | 136375102 Common stock | $68.96M | +671K +55.14% | 1,887,968 2.70% of portfolio | high |
| Q1 2026 as of | Add | Danaher Corp /De Common stock | $64.60M | +341K +73.82% | 802,200 2.12% of portfolio | high |
| Q1 2026 as of | Add | Agilent Technologies Inc Common stock | $62.89M | +552K +68.57% | 1,356,563 2.16% of portfolio | high |
| Q1 2026 as of | Trim | Live Nation Entertainment Inc Common stock | $-61.86M | -406K -28.34% | 1,025,500 2.18% of portfolio | high |
| Q1 2026 as of | Add | Warren E. Buffett Common stock | $60.49M | +126K +35.22% | 484,636 3.24% of portfolio | high |
| Q1 2026 as of | Add | Eog Resources Inc Common stock | $57.89M | +400K +29.13% | 1,774,909 3.58% of portfolio | high |
| Q1 2026 as of | Add | Keysight Technologies, Inc. Common stock | $48.96M | +173K +30.68% | 738,652 2.91% of portfolio | medium |
| Q1 2026 as of | Trim | Schwab Charles Corp Common stock | $-46.84M | -498K -28.62% | 1,243,069 1.63% of portfolio | medium |
| Q1 2026 as of | Trim | XPO Inc Common stock | $-43.99M | -226K -15.98% | 1,189,000 3.22% of portfolio | medium |
| Q1 2026 as of | Trim | APi Group Corp Common stock | $-42.08M | -1.0M -14.79% | 5,981,698 3.38% of portfolio | medium |
| Q1 2026 as of | Add | Itt Inc. Common stock | $34.55M | +181K +14.73% | 1,412,228 3.75% of portfolio | medium |
| Q1 2026 as of | Add | Kla Corp Common stock | $34.40M | +23K +77.09% | 53,662 1.10% of portfolio | medium |
| Q1 2026 as of | Add | ConocoPhillips Common stock | $32.27M | +245K +16.91% | 1,690,371 3.11% of portfolio | medium |
| Q1 2026 as of | Trim | Intercontinental Exchange, Inc. Common stock | $-32.24M | -205K -21.01% | 770,669 1.69% of portfolio | medium |
| Q1 2026 as of | Trim | Hilton Worldwide Holdings Inc. Common stock | $-31.21M | -103K -24.82% | 310,854 1.32% of portfolio | medium |
| Q1 2026 as of | Trim | Ecolab Inc. Common stock | $-27.75M | -104K -28.99% | 255,584 0.95% of portfolio | medium |
| Q1 2026 as of | Add | Entegris, Inc. Common stock | $27.67M | +236K +58.33% | 640,600 1.05% of portfolio | medium |
| Q1 2026 as of | Trim | Texas Instruments Inc Common stock | $-26.79M | -138K -10.45% | 1,183,131 3.20% of portfolio | medium |
| Q1 2026 as of | Add | Waste Connections Inc Common stock | $25.48M | +157K +26.12% | 757,296 1.71% of portfolio | medium |
| Q1 2026 as of | Add | Microsoft Corp Common stock | $24.70M | +67K +20.05% | 399,550 2.06% of portfolio | medium |
| Q1 2026 as of | Add | Thermo Fisher Scientific Inc. Common stock | $21.63M | +44K +39.73% | 154,740 1.06% of portfolio | medium |
| Q1 2026 as of | Trim | 13646K108 Common stock | $-21.21M | -270K -10.45% | 2,309,096 2.53% of portfolio | medium |
| Q1 2026 as of | Add | Crh Public Ltd Co Common stock | $18.70M | +178K +8.83% | 2,191,611 3.21% of portfolio | medium |
| Q1 2026 as of | Add | United Rentals Inc Common stock | $18.21M | +25K +15.57% | 185,488 1.88% of portfolio | medium |
| Q1 2026 as of | Trim | West Pharmaceutical Services Inc Common stock | $-12.57M | -50K -7.52% | 616,766 2.15% of portfolio | medium |
| Q1 2026 as of | Add | STERIS plc Common stock | $11.76M | +53K +8.56% | 674,755 2.08% of portfolio | medium |
| Q1 2026 as of | Trim | Cooper Companies, Inc. Common stock | $-11.07M | -155K -10.44% | 1,327,500 1.32% of portfolio | medium |
| Q1 2026 as of | Add | Autodesk, Inc. Common stock | $10.95M | +46K +17.12% | 312,719 1.04% of portfolio | medium |
| Q1 2026 as of | Trim | Ferguson Enterprises Inc. /DE Common stock | $-9.80M | -42K -7.80% | 496,710 1.62% of portfolio | medium |
| Q1 2026 as of | Trim | Marketaxess Holdings Inc Common stock | $-9.21M | -56K -10.40% | 480,600 1.11% of portfolio | medium |
| Q1 2026 as of | Trim | Analog Devices Inc Common stock | $-8.78M | -28K -10.35% | 239,018 1.06% of portfolio | medium |
| Q1 2026 as of | Trim | Equifax Inc Common stock | $-8.28M | -46K -10.43% | 394,660 0.99% of portfolio | medium |