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Funds (13F)

Findlay Park Partners LLP

Backtest from 16 Aug 2013 to 2 Nov 2026 · weekly · hypothetical

Watch this strategy
Return a year
+13.8%
S&P 500 +14.1%
Last 12 months
+10.4%
S&P 500 +12.1%
Sharpe ratio
0.74
S&P 500 0.78
Biggest drop
−31.7%
S&P 500 −31.8%
$10.0k$20.0k$40.0k 2013201520172019202120232025 $57.0k$55.0k
Findlay Park Partners LLPS&P 500 $10,000 in Findlay Park Partners LLP from 16 Aug 2013 against the S&P 500 (total return) over the same dates, marked weekly, log scale. Hypothetical: before taxes and trading costs.

About

Copies Findlay Park Partners LLP's quarterly 13F holdings in the companies we cover, weighted by reported value: it buys on the first trading day after each 13F is filed (up to 45 days after the quarter) and holds until the next filing. A 13F shows long US-listed positions only, at the quarter's end, so this misses shorts, cash, bonds, non-US holdings and trading within the quarter.

Findlay Park Partners LLP's 13F holdings →

Key statistics

MeasureStrategyS&P 500
Return a year (compound)+13.8%+14.1%
Total return+450%+470%
Last 12 months+10.4%+12.1%
Last 3 months+5.4%—
Last month+5.2%—
This year so far+6.7%—
Volatility a year16.6%16.0%
Sharpe ratio0.740.78
Biggest drop−31.7%−31.8%
Beta to the S&P 5000.981.00
Alpha a year (t-statistic)+0.1% (0.06)—
Share of weeks up59%—

Sharpe ratio uses returns above the 3-month Treasury bill rate. Alpha is the yearly return left after allowing for the strategy's exposure to the S&P 500 (CAPM); a t-statistic below about 2 means it cannot be told apart from luck.

Insights

CompanyWeightHeld sinceReturn since
TDY4.0%——
ITT4.0%——
APG4.0%——
CRH3.8%——
XPO3.4%——
WWD3.3%——
WCN3.1%——
WST3.1%——
AMAT2.9%——
KLAC2.8%——
LYV2.8%——
TXN2.8%——
CP2.8%——
FWONK2.7%——
URI2.6%——
ENTG2.5%——
A2.5%——
EOG2.5%——
WAT2.4%——
MA2.3%——
KEYS2.3%——
SARO2.2%——
FERG2.1%——
MSFT2.1%——
BDX2.1%——
CSCO2.0%——
STE2.0%——
SPGI1.8%——
COP1.8%——
MLM1.7%——
ECL1.7%——
CNM1.7%——
HLT1.6%——
RGLD1.6%——
SCHW1.6%——
ICE1.4%——
WH1.4%——
COO1.3%——
DHR1.3%——
ADI1.2%——
WSO1.1%——
IEX1.1%——
ETSY0.9%——
CDW0.7%——
SHW0.5%——
POOL0.5%——
LLYVK0.0%——

Weighted by reported value in the latest 13F, held until the next filing.

PeriodReturn a yearS&P 500SharpeS&P 500Biggest dropBetaAlpha (t)
Whole backtest16 Aug 2013 to 2 Nov 2026+13.8%+14.1%0.740.78−31.7%0.98+0.1% (0.06)
2018 onwards5 Jan 2018 to 2 Nov 2026+11.6%+13.9%0.530.66−31.7%0.97−1.6% (−0.75)
Last three years3 Nov 2023 to 2 Nov 2026+13.8%+21.8%0.691.16−15.4%0.80−3.6% (−0.82)
Last year7 Nov 2025 to 2 Nov 2026+11.5%+14.2%0.620.84−8.9%0.66+1.1% (0.11)
DateCompanyAction
14 Aug 2026WSOBought
14 Aug 2026CSCOBought
15 May 2026WHBought
15 May 2026SLBBought
15 May 2026SAROBought
15 May 2026CNMBought
15 May 2026BDXBought
20 Feb 2026LLYVKBought
14 Nov 2025WWDBought
14 Nov 2025SPOTBought
16 May 2025ENTGBought
16 May 2025COOBought
21 Feb 2025ETSYBought
21 Feb 2025EFXBought
8 Nov 2024XPOBought
8 Nov 2024WSTBought
8 Nov 2024WCNBought
8 Nov 2024WATBought
8 Nov 2024URIBought
8 Nov 2024UNHBought
8 Nov 2024TXNBought
8 Nov 2024TMOBought
8 Nov 2024TDYBought
8 Nov 2024STEBought
8 Nov 2024SPGIBought

Dated at the rebalance that made the change.

DateCompanyAction
14 Aug 2026TMOSold
14 Aug 2026SPOTSold
14 Aug 2026SLBSold
14 Aug 2026MKTXSold
14 Aug 2026INTUSold
14 Aug 2026EFXSold
14 Aug 2026ADSKSold
14 Aug 2026ACNSold
15 May 2026MSCISold
15 May 2026MRSHSold
15 May 2026MEDPSold
15 May 2026CBRESold
15 May 2026AJGSold
15 May 2026ACMSold
14 Nov 2025ITSold
14 Nov 2025ALCSold
15 Aug 2025UNHSold
16 May 2025ILMNSold
16 May 2025GLOBSold
16 May 2025ELVSold
21 Feb 2025ABNBSold

Dated at the rebalance that made the change.

Backtests are hypothetical and use today's listed companies only, which flatters results. Past performance does not predict future returns. This is research, not investment advice. How we backtest