Foresight Group Ltd Liability Partnership

Fundamental concentrated ★Highest signal CIK 1943441
League rank
#923
in Fundamental concentrated · #7245 overall
Long book
$566.2M
Q1 2026
Positions
59
Top-10 weight
43%
concentration
Last quarter
+1.6%
SPY +14.8%
Turnover
20%
of book per quarter

Strategy in plain words

auto-generated from filings

Foresight Group Ltd Liability Partnership is a concentrated fundamental stock-picker, running a $566.2M US long book across 59 positions.

The portfolio is moderately concentrated (top 10 ≈ 43% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: APTIV PLC, ECOLAB INC, GLOBUS MEDICAL INC - A, AMERICAN WATER WORKS CO INC, TE CONNECTIVITY PLC.

Over the last 9 quarters its long book ran on average 2pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+4.3%
Q2 2024
+16.0%
Q3 2024
-10.2%
Q4 2024
+1.2%
Q1 2025
+6.0%
Q2 2025
+6.1%
Q3 2025
+1.8%
Q4 2025
-4.1%
Q1 2026
+1.6%

Sector allocation

Technology
25%
Other
21%
Healthcare
21%
Industrials
14%
Utilities
10%
Consumer discretionary
5%
Services media
2%
Financials
0%

Long book by quarter

$184.7M
Q1 2024
$189.5M
Q2 2024
$51.9M
Q3 2024
$645.3M
Q4 2024
$709.4M
Q1 2025
$704.9M
Q2 2025
$669.9M
Q3 2025
$664.4M
Q4 2025
$566.2M
Q1 2026

What does Foresight Group own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
APTV APTIV PLCIndustrials388.8K$27.0M4.8%+88.1%
ECL ECOLAB INCOther99.4K$26.5M4.7%-5.6%
GMED GLOBUS MEDICAL INC - AHealthcare293.9K$25.3M4.5%-14.7%
AWK AMERICAN WATER WORKS CO INCUtilities184.0K$25.0M4.4%+67.7%
TEL TE CONNECTIVITY PLCConsumer discretionary119.6K$25.0M4.4%-11.9%
TRMB TRIMBLE INCOther371.6K$24.2M4.3%-0.3%
TMO THERMO FISHER SCIENTIFIC INCOther48.7K$23.9M4.2%-4.4%
XYL XYLEM INCIndustrials197.4K$23.6M4.2%-5.7%
ADSK AUTODESK INCTechnology96.2K$23.0M4.1%-0.1%
STE STERIS PLCHealthcare101.7K$22.5M4.0%-6.2%
A AGILENT TECHNOLOGIES INCHealthcare195.2K$22.3M3.9%-0.3%
FSLR FIRST SOLAR INCTechnology110.2K$21.7M3.8%+0.3%
SNPS SYNOPSYS INCTechnology33.1K$13.1M2.3%New
VLTO VERALTO CORPTechnology139.1K$12.3M2.2%-0.3%
PPB FLUTTER ENTERTAINMENT PLC-DI302.3K$12.0M2.1%New
TT TRANE TECHNOLOGIES PLCTechnology28.3K$11.8M2.1%-1.8%
BSY BENTLEY SYSTEMS INC-CLASS BTechnology327.2K$11.5M2.0%New
POWI POWER INTEGRATIONS INCTechnology219.5K$11.2M2.0%0.0%
CWEN CLEARWAY ENERGY INC-CUtilities285.6K$11.2M2.0%-6.5%
ROK ROCKWELL AUTOMATION INCOther30.4K$10.9M1.9%-7.5%
MSA MSA SAFETY INCHealthcare61.2K$10.0M1.8%-49.6%
NXT NEXTPOWER INC-CL ATechnology80.1K$9.7M1.7%-56.7%
LOPE GRAND CANYON EDUCATION INCServices media55.4K$9.4M1.7%+0.3%
ICLR ICON PLCHealthcare80.7K$8.9M1.6%-0.3%
VRRM VERRA MOBILITY CORPIndustrials593.6K$8.5M1.5%+5.3%
EXC EXELON CORPUtilities163.5K$8.0M1.4%New
BSX BOSTON SCIENTIFIC CORPHealthcare89.3K$5.6M1.0%New
LNG CHENIERE ENERGY INCUtilities10.8K$3.2M0.6%+22.8%
VRT VERTIV HOLDINGS CO-ATechnology9.1K$2.1M0.4%+97.8%
CSX CSX CORPIndustrials47.4K$1.9M0.3%Held
DBRG DIGITALBRIDGE GROUP INCFinancials121.4K$1.9M0.3%Held
JCI JOHNSON CONTROLS INTERNATIONIndustrials10.4K$1.3M0.2%Held
DE DEERE & COIndustrials2.0K$1.1M0.2%Held
GXO GXO LOGISTICS INCIndustrials17.2K$841K0.1%Held
WMS ADVANCED DRAINAGE SYSTEMS INOther6.0K$785K0.1%Held
OC OWENS CORNINGIndustrials6.0K$623K0.1%Held
CMC COMMERCIAL METALS COIndustrials9.7K$583K0.1%Held
BFAM BRIGHT HORIZONS FAMILY SOLUTServices media6.0K$485K0.1%Held
VITL VITAL FARMS INCConsumer staples15.8K$208K0.0%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 4, 202659$566.2M canonicalSEC ↗
Q4 202513F-HRFeb 17, 202658$664.4M canonicalSEC ↗
Q3 202513F-HRNov 6, 202558$669.9M canonicalSEC ↗
Q2 202513F-HRAug 13, 202560$704.9M canonicalSEC ↗
Q1 202513F-HR/ARESTATEMENTMay 28, 202562$709.4M canonicalSEC ↗
Q1 202513F-HRMay 13, 202562$625.0M SEC ↗
Q4 202413F-HRJan 15, 202535$645.3M canonicalSEC ↗
Q3 202413F-HROct 22, 202433$51.9M canonicalSEC ↗
Q2 202413F-HRAug 12, 202434$189.5M canonicalSEC ↗
Q1 202413F-HRMay 14, 202431$184.7M canonicalSEC ↗