Findlay Park Partners LLP

Bought Becton Dickinson &, sold out of Gallagher Arthur J. Portfolio down 8% to $7.2B.

$7.2B portfolio56 holdingstop 10 = 33%filed 2026-05-13

1ITTItt Inc3.75%
$269.1M - 1.4M shares+181K
2EOGEog Res Inc3.58%
$256.6M - 1.8M shares+400K
3APGApi Group Corp3.38%
$242.4M - 6.0M shares-1.0M
4TDYTeledyne Technologies Inc3.33%
$238.6M - 394K shares+141K
5Berkshire Hathaway Inc Del3.24%
$232.2M - 485K shares+126K
6XPOXpo Inc3.22%
$231.3M - 1.2M shares-226K
7CRH PLC3.21%
$230.4M - 2.2M shares+178K
8TXNTexas Instrs Inc3.20%
$229.7M - 1.2M shares-138K
9COPConocophillips3.11%
$223.1M - 1.7M shares+245K
10KEYSKeysight Technologies Inc2.91%
$208.6M - 739K shares+173K
11CNICanadian Natl RY Co2.70%
$194.0M - 1.9M shares+671K
12CPCanadian Pacific Kansas Ci2.53%
$181.6M - 2.3M shares-270K
13FWONKLiberty Media Corp Del2.27%
$162.6M - 1.9M shares-89K
14WWDWoodward Inc2.25%
$161.7M - 452K shares-234K
15LYVLive Nation Entertainment 2.18%
$156.4M - 1.0M shares-406K
16BDXBecton Dickinson & Co2.16%
$154.6M - 984K sharesNEW
17AAgilent Technologies Inc2.16%
$154.6M - 1.4M shares+552K
18WSTWest Pharmaceutical SVSC I2.15%
$154.6M - 617K shares-50K
19INTUIntuit2.15%
$154.1M - 356K shares-16K
20DHRDanaher Corp Del2.12%
$152.1M - 802K shares+341K
21Steris PLC2.08%
$149.2M - 675K shares+53K
22MSFTMicrosoft Corp2.06%
$147.9M - 400K shares+67K
23RGLDRoyal Gold Inc2.05%
$146.8M - 577K shares-401K
24WATWaters Corp1.94%
$139.1M - 467K shares+9K
25SPGIS&P Global Inc1.92%
$137.5M - 323K shares-219K
26MAMastercard Incorporated1.89%
$135.6M - 271K shares-208K
27URIUnited Rentals Inc1.88%
$135.1M - 185K shares+25K
28WCNWaste Connections Inc1.71%
$123.0M - 757K shares+157K
29ICEIntercontinental Exchange 1.69%
$121.2M - 771K shares-205K
30SCHWSchwab Charles Corp1.63%
$116.8M - 1.2M shares-498K
31FERGFerguson Enterprises Inc1.62%
$115.9M - 497K shares-42K
32MLMMartin Marietta Matls Inc1.59%
$114.4M - 194K shares+14K
33SAROStandardaero Inc1.47%
$105.5M - 4.1M sharesNEW
34SLBSLB Limited1.44%
$103.5M - 2.0M sharesNEW
35WHWyndham Hotels & Resorts I1.40%
$100.4M - 1.2M sharesNEW
36CNMCore & Main Inc1.37%
$98.6M - 2.0M sharesNEW
37COOCooper Cos Inc1.32%
$94.9M - 1.3M shares-155K
38HLTHilton Worldwide Hldgs Inc1.32%
$94.5M - 311K shares-103K
39MKTXMarketaxess Hldgs Inc1.11%
$79.3M - 481K shares-56K
40KLACKla Corp1.10%
$79.0M - 54K shares+23K
41TMOThermo Fisher Scientific I1.06%
$76.1M - 155K shares+44K
42ADIAnalog Devices Inc1.06%
$76.0M - 239K shares-28K
43ENTGEntegris Inc1.05%
$75.1M - 641K shares+236K
44ADSKAutodesk Inc1.04%
$74.9M - 313K shares+46K
45EFXEquifax Inc0.99%
$71.1M - 395K shares-46K
46ECLEcolab Inc0.95%
$68.0M - 256K shares-104K
47IEXIdex Corp0.88%
$62.9M - 332K shares-38K
48AMATApplied Matls Inc0.75%
$53.6M - 157K shares-18K
49Accenture PLC Ireland0.74%
$52.8M - 266K shares-700K
50Spotify Technology S A0.64%
$45.7M - 94K shares-7K
51ETSYEtsy Inc0.63%
$45.4M - 908K shares-66K
52CDWCDW Corp0.57%
$40.7M - 336K shares-39K
53POOLPool Corp0.51%
$36.6M - 181K shares-21K
54SHWSherwin Williams Co0.51%
$36.5M - 114K shares-280K
55BLDTopbuild Cor0.41%
$29.3M - 84K shares-10K
56LLYVKLiberty Live Holdings Inc0.04%
$2.6M - 28K shares-3K

#	Stock
1	ITTItt Inc	3.75%	$269.1M	1.4M	+181K
2	EOGEog Res Inc	3.58%	$256.6M	1.8M	+400K
3	APGApi Group Corp	3.38%	$242.4M	6.0M	-1.0M
4	TDYTeledyne Technologies Inc	3.33%	$238.6M	394K	+141K
5	Berkshire Hathaway Inc Del	3.24%	$232.2M	485K	+126K
6	XPOXpo Inc	3.22%	$231.3M	1.2M	-226K
7	CRH PLC	3.21%	$230.4M	2.2M	+178K
8	TXNTexas Instrs Inc	3.20%	$229.7M	1.2M	-138K
9	COPConocophillips	3.11%	$223.1M	1.7M	+245K
10	KEYSKeysight Technologies Inc	2.91%	$208.6M	739K	+173K
11	CNICanadian Natl RY Co	2.70%	$194.0M	1.9M	+671K
12	CPCanadian Pacific Kansas Ci	2.53%	$181.6M	2.3M	-270K
13	FWONKLiberty Media Corp Del	2.27%	$162.6M	1.9M	-89K
14	WWDWoodward Inc	2.25%	$161.7M	452K	-234K
15	LYVLive Nation Entertainment	2.18%	$156.4M	1.0M	-406K
16	BDXBecton Dickinson & Co	2.16%	$154.6M	984K	NEW
17	AAgilent Technologies Inc	2.16%	$154.6M	1.4M	+552K
18	WSTWest Pharmaceutical SVSC I	2.15%	$154.6M	617K	-50K
19	INTUIntuit	2.15%	$154.1M	356K	-16K
20	DHRDanaher Corp Del	2.12%	$152.1M	802K	+341K
21	Steris PLC	2.08%	$149.2M	675K	+53K
22	MSFTMicrosoft Corp	2.06%	$147.9M	400K	+67K
23	RGLDRoyal Gold Inc	2.05%	$146.8M	577K	-401K
24	WATWaters Corp	1.94%	$139.1M	467K	+9K
25	SPGIS&P Global Inc	1.92%	$137.5M	323K	-219K
26	MAMastercard Incorporated	1.89%	$135.6M	271K	-208K
27	URIUnited Rentals Inc	1.88%	$135.1M	185K	+25K
28	WCNWaste Connections Inc	1.71%	$123.0M	757K	+157K
29	ICEIntercontinental Exchange	1.69%	$121.2M	771K	-205K
30	SCHWSchwab Charles Corp	1.63%	$116.8M	1.2M	-498K
31	FERGFerguson Enterprises Inc	1.62%	$115.9M	497K	-42K
32	MLMMartin Marietta Matls Inc	1.59%	$114.4M	194K	+14K
33	SAROStandardaero Inc	1.47%	$105.5M	4.1M	NEW
34	SLBSLB Limited	1.44%	$103.5M	2.0M	NEW
35	WHWyndham Hotels & Resorts I	1.40%	$100.4M	1.2M	NEW
36	CNMCore & Main Inc	1.37%	$98.6M	2.0M	NEW
37	COOCooper Cos Inc	1.32%	$94.9M	1.3M	-155K
38	HLTHilton Worldwide Hldgs Inc	1.32%	$94.5M	311K	-103K
39	MKTXMarketaxess Hldgs Inc	1.11%	$79.3M	481K	-56K
40	KLACKla Corp	1.10%	$79.0M	54K	+23K
41	TMOThermo Fisher Scientific I	1.06%	$76.1M	155K	+44K
42	ADIAnalog Devices Inc	1.06%	$76.0M	239K	-28K
43	ENTGEntegris Inc	1.05%	$75.1M	641K	+236K
44	ADSKAutodesk Inc	1.04%	$74.9M	313K	+46K
45	EFXEquifax Inc	0.99%	$71.1M	395K	-46K
46	ECLEcolab Inc	0.95%	$68.0M	256K	-104K
47	IEXIdex Corp	0.88%	$62.9M	332K	-38K
48	AMATApplied Matls Inc	0.75%	$53.6M	157K	-18K
49	Accenture PLC Ireland	0.74%	$52.8M	266K	-700K
50	Spotify Technology S A	0.64%	$45.7M	94K	-7K
51	ETSYEtsy Inc	0.63%	$45.4M	908K	-66K
52	CDWCDW Corp	0.57%	$40.7M	336K	-39K
53	POOLPool Corp	0.51%	$36.6M	181K	-21K
54	SHWSherwin Williams Co	0.51%	$36.5M	114K	-280K
55	BLDTopbuild Cor	0.41%	$29.3M	84K	-10K
56	LLYVKLiberty Live Holdings Inc	0.04%	$2.6M	28K	-3K

What a 13F does not show

Filed up to 45 days after the quarter ends, so this is Q1 2026, not today. US-listed shares and some options only. No short bets, cash, bonds, or foreign listings.