Findlay Park Partners LLP 13F 持仓 · 2026年Q2
Findlay Park Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 49 只证券，申报市值合计 74.07 亿美元。前几大持仓：TDY（3.74%）、APG（3.73%）、ITT（3.73%）。本季前 25 大持仓中：增持 13 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TDY | TELEDYNE TECHNOLOGIES INC | $277.4M | 3.74% | 415,899 | 增持 |
| 2 | APG | API GROUP CORP | $276.2M | 3.73% | 6.5M | 增持 |
| 3 | ITT | ITT INC | $276.4M | 3.73% | 1.4M | 减持 |
| 4 | CRH | CRH PLC | $263.8M | 3.56% | 2.5M | 增持 |
| 5 | XPO | XPO INC | $236.1M | 3.19% | 1.2M | 减持 |
| 6 | BRKB | BERKSHIRE HATHAWAY INC DEL | $234.5M | 3.17% | 468,716 | 减持 |
| 7 | WWD | WOODWARD INC | $232.0M | 3.13% | 545,220 | 增持 |
| 8 | CNI | CANADIAN NATL RY CO | $217.7M | 2.94% | 1.8M | 减持 |
| 9 | WCN | WASTE CONNECTIONS INC | $214.3M | 2.89% | 1.3M | 增持 |
| 10 | WST | WEST PHARMACEUTICAL SVSC INC | $214.2M | 2.89% | 596,646 | 减持 |
| 11 | AMAT | APPLIED MATLS INC | $200.9M | 2.71% | 277,860 | 增持 |
| 12 | KLAC | KLA CORP | $197.3M | 2.66% | 653,850 | 增持 |
| 13 | LYV | LIVE NATION ENTERTAINMENT IN | $195.8M | 2.64% | 1.1M | 增持 |
| 14 | CP | CANADIAN PACIFIC KANSAS CITY | $193.5M | 2.61% | 2.2M | 减持 |
| 15 | TXN | TEXAS INSTRS INC | $193.6M | 2.61% | 649,431 | 减持 |
| 16 | FWONK | LIBERTY MEDIA CORP DEL | $189.3M | 2.56% | 2.0M | 增持 |
| 17 | URI | UNITED RENTALS INC | $180.1M | 2.43% | 158,948 | 减持 |
| 18 | A | AGILENT TECHNOLOGIES INC | $174.3M | 2.35% | 1.3M | 减持 |
| 19 | ENTG | ENTEGRIS INC | $174.4M | 2.35% | 969,700 | 增持 |
| 20 | EOG | EOG RES INC | $172.5M | 2.33% | 1.3M | 减持 |
| 21 | WAT | WATERS CORP | $169.5M | 2.29% | 451,925 | 减持 |
| 22 | MA | MASTERCARD INCORPORATED | $158.0M | 2.13% | 307,650 | 增持 |
| 23 | KEYS | KEYSIGHT TECHNOLOGIES INC | $157.1M | 2.12% | 448,872 | 减持 |
| 24 | SARO | STANDARDAERO INC | $150.5M | 2.03% | 5.0M | 增持 |
| 25 | FERG | FERGUSON ENTERPRISES INC | $146.9M | 1.98% | 618,810 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR