DOSSIER · 13F-HR · Q2 2026

Foresight Group Ltd Liability Partnership

$556M in tracked AUM across 62 positions as of Q2 2026.

FG
CIK 0001943441 · last filed Jun 30, 2026
Total AUM
$556M
as of Q2 2026
Holdings
62
positions
Whale Score
56
56
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026
Comprehensive SEC 13F Analysis: Foresight Group Ltd Liability Partnership
1. Portfolio Overview

The filing for the period ending September 30, 2025, reveals a dramatic transformation in the portfolio managed by Foresight Group Ltd Liability Partnership. The total portfolio value contracted sharply by 50.9%, declining from $704.86 million to $345.87 million. This reduction was not solely due to market depreciation but was driven by significant capital deployment decisions, evid...

The portfolio has become highly concentrated, shrinking from a broader array of assets to just 32 holdings. The turnover is exceptionally high, indicating a substantial shift in strategy or a realization of significant capital gains/losses. The current structure is top-heavy, with the top 10 holdings accounting for approximately 68% of the total portfolio value, suggesting a high-conviction approach to a select group of quality businesses.

2. Key Holdings
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
ECL
ECOLAB INC
$25M89K4.5%
02
XYL
XYLEM INC
$24M202K4.3%
03
AWK
AMERICAN WTR WKS CO INC NEW
$23M174K4.2%
04
A
AGILENT TECHNOLOGIES INC
$22M171K4.0%
05
G3265R107
APTIV PLC
$22M370K4.0%
06
TMO
THERMO FISHER SCIENTIFIC INC
$22M43K3.9%
07
G87052109
TE CONNECTIVITY PLC
$21M106K3.8%
08
G4705A100
ICON PUB LTD CO
$21M119K3.7%
09
GMED
GLOBUS MED INC
$20M254K3.6%
10
G8473T100
STERIS PLC
$19M90K3.4%

Filing history

2026Q2Jun 30
$556M 1.8%
62 positionsView →
2026Q1Mar 31
$566M 14.8%
59 positionsView →
2025Q4Dec 31
$664M 92.1%
58 positionsView →
2025Q3Sep 30
$346M 50.9%
32 positionsView →
2025Q2Jun 30
$705M 82.6%
60 positionsLocked
2025Q1Mar 31
$386M 40.2%
35 positionsLocked
2024Q4Dec 31
$645M 1142.8%
35 positionsLocked
2024Q3Sep 30
$52M 72.6%
33 positionsLocked
2024Q2Jun 30
$189M 2.6%
34 positionsLocked
2024Q1Mar 31
$185M 33.5%
31 positionsLocked
2023Q4Dec 31
$278M
72 positionsLocked