Q2 2026 13F · SEC CIK 1943441

Foresight Group Ltd Liability Partnership

Hedge fundFiled 2026-07-27 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $555.8M
Reported positions: 62
Top holdings a year, 3 yrs: +4.1%
Average holding period: 1.7 yrs

Foresight Group Ltd Liability Partnership is a hedge fund that reported 62 positions worth $555.8M in its Q2 2026 13F, filed 2026-07-27. Its largest holdings were Ecolab Inc (ECL, 4.5%), Xylem Inc (XYL, 4.3%), American Wtr Wks Co Inc New Com (AWK, 4.2%). A portfolio copying its top holdings returned 4.1% a year over the last 3 years, against 16.8% for the S&P 500.

Foresight Group Ltd Liability Partnership holdings largest 50 of 62 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Foresight Group Ltd Liability Partnership 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
ECLEcolab Inc	4.5%	4.7%	88,745	-10.8%	$24.7M
XYLXylem Inc	4.3%	4.2%	202,120	+2.4%	$23.9M
AWKAmerican Wtr Wks Co Inc New Com	4.2%	4.4%	174,231	-5.3%	$23.1M
AAgilent Technologies Inc	4.0%	3.9%	170,779	-12.5%	$22.3M
APTVAptiv PLC	4.0%	4.8%	369,767	-4.9%	$22.3M
TMOThermo Fisher Scientific Inc	3.9%	4.2%	43,414	-10.8%	$21.7M
TELTe Connectivity PLC	3.8%	4.4%	105,882	-11.5%	$21.3M
ICLRIcon Plc	3.7%	1.6%	119,181	+47.8%	$20.6M
GMEDGlobus Med Inc	3.6%	4.5%	254,030	-13.6%	$19.8M
STESteris PLC	3.4%	4.0%	89,732	-11.7%	$18.8M
DLRDigital Rlty Tr Inc	3.3%	3.4%	100,750	-7.0%	$18.2M
PEAKHealthpeak Properties Inc	3.1%	2.4%	808,489	+0.6%	$17.5M
TRMBTrimble Inc	3.1%	4.3%	336,440	-9.5%	$17.0M
ADSKAutodesk Inc	3.0%	4.1%	86,508	-10.1%	$16.8M
EQIXEquinix Inc	2.9%	3.0%	15,493	-13.1%	$16.3M
AMTAmerican Tower Corp	2.9%	2.9%	97,840	+1.7%	$16.1M
ROKRockwell Automation Inc	2.4%	1.9%	27,378	-9.9%	$13.5M
FSLRFirst Solar Inc	2.3%	3.8%	53,647	-51.3%	$12.6M
TTTrane Technologies PLC	2.3%	2.1%	25,643	-9.3%	$12.6M
SWSmurfit Westrock PLC F	2.2%	—	270,883	—	$12.4M
SNPSSynopsys Inc	2.2%	2.3%	27,577	-16.6%	$12.2M
CWENClearway Energy Inc	2.1%	2.0%	330,485	+15.7%	$11.5M
VTRVentas Inc	2.0%	1.7%	126,030	+8.1%	$11.3M
VLTOVeralto Corp	2.0%	2.2%	127,342	-8.5%	$11.2M
VGNTVersigent PLC	1.9%	—	262,320	—	$10.6M
CVSACovista Inc	1.7%	—	77,264	—	$9.6M
BEPCBrookfield Renewable Corp Cl A Ex Sub Vt	1.7%	—	253,428	—	$9.5M
MSAMsa Safety Inc	1.7%	1.8%	54,195	-11.5%	$9.4M
EXCExelon Corp	1.7%	1.4%	198,415	+21.4%	$9.3M
LOPEGrand Canyon Ed Inc	1.6%	1.7%	63,491	+14.6%	$9.1M
BSYBentley Sys Inc	1.6%	2.0%	293,803	-10.2%	$8.7M
NXTNextpower Inc	1.5%	1.7%	71,334	-10.9%	$8.2M
TTEKTetra Tech Inc New	1.4%	—	269,580	—	$7.7M
SUNBSunbelt Rentals Holdings Inc	1.2%	—	92,217	—	$6.7M
CCICrown Castle Inc	1.0%	1.0%	75,663	+1.7%	$5.7M
BSXBoston Scientific Corp	1.0%	1.0%	126,468	+41.6%	$5.4M
NVONovo-Nordisk A S	0.9%	—	109,935	—	$5.3M
DEAEasterly Govt Pptys Inc	0.9%	0.8%	198,278	-0.4%	$5.0M
VRTVertiv Holdings Co	0.4%	0.4%	6,749	-25.6%	$2.2M
PLDPrologis Inc	0.4%	0.5%	16,029	-23.4%	$2.2M
LNGCheniere Energy Inc	0.4%	0.6%	8,869	-18.0%	$2.1M
RYNRayonier Incorporated REIT	0.3%	0.4%	92,003	-12.3%	$1.9M
DBRGDigitalbridge Group Inc	0.3%	0.3%	121,406	+0.0%	$1.9M
WYWeyerhaeuser Company Com New REIT	0.3%	0.3%	64,742	+9.8%	$1.5M
JCIJohnson Controls Internation	0.3%	0.2%	10,379	+0.0%	$1.5M
CSXCsx Corp	0.2%	0.3%	26,808	-43.4%	$1.3M
DEDeere & Co	0.2%	0.2%	1,981	+0.0%	$1.2M
ADCAgree Rlty Corp	0.2%	0.2%	15,903	-11.9%	$1.2M
OCOwens Corning New	0.2%	—	7,144	—	$1.1M
STAGStag Industrial Inc	0.2%	0.2%	28,807	-18.9%	$1.1M

What Foresight Group Ltd Liability Partnership bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

ICLR Icon Plc+47.8% shares
BSX Boston Scientific Corp+41.6% shares
EXC Exelon Corp+21.4% shares
CWEN Clearway Energy Inc+15.7% shares
LOPE Grand Canyon Ed Inc+14.6% shares
WY Weyerhaeuser Company Com New REIT+9.8% shares
VTR Ventas Inc+8.1% shares

Reduced

FSLR First Solar Inc-51.3% shares
CSX Csx Corp-43.4% shares
VRT Vertiv Holdings Co-25.6% shares
PLD Prologis Inc-23.4% shares
STAG Stag Industrial Inc-18.9% shares
LNG Cheniere Energy Inc-18.0% shares
SNPS Synopsys Inc-16.6% shares
GMED Globus Med Inc-13.6% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: -2.0% /yr; S&P 500 +11.7%
3 years: +4.1% /yr; S&P 500 +16.8%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$555.8M	62
Q1 2026	$566.2M	59
Q4 2025	$664.4M	58
Q3 2025	$669.9M	58
Q2 2025	$704.9M	60
Q1 2025	$709.4M	62
Q4 2024	$645.3M	35
Q3 2024	$51.9M	33
Q2 2024	$189.5M	34
Q1 2024	$184.7M	31
Q4 2023	$277.6M	38

Questions about Foresight Group Ltd Liability Partnership's portfolio

What stocks does Foresight Group Ltd Liability Partnership own?

Foresight Group Ltd Liability Partnership's latest 13F, for Q2 2026 and filed Jul 27, 2026, lists 62 positions worth $555.8M. The largest are Ecolab Inc (ECL) at 4.5%, Xylem Inc (XYL) at 4.3%, American Wtr Wks Co Inc New Com (AWK) at 4.2%, Agilent Technologies Inc (A) at 4.0% and Aptiv PLC (APTV) at 4.0%.

What did Foresight Group Ltd Liability Partnership buy last quarter?

In Q2 2026, Foresight Group Ltd Liability Partnership added Icon Plc (ICLR) (+47.8% shares), Boston Scientific Corp (BSX) (+41.6% shares) and Exelon Corp (EXC) (+21.4% shares), compared with its Q1 2026 filing.

What did Foresight Group Ltd Liability Partnership sell last quarter?

In Q2 2026, Foresight Group Ltd Liability Partnership cut from its top 50 Flutter Entmt PLC (FLUT), cut from its top 50 Power Integrations Inc (POWI), cut from its top 50 Verra Mobility Corp (VRRM), cut from its top 50 Brookfield Renewable Energy (BEP), cut from its top 50 Phillips Edison & Co Inc (PECO), First Solar Inc (FSLR) (-51.3% shares), Csx Corp (CSX) (-43.4% shares) and Vertiv Holdings Co (VRT) (-25.6% shares), compared with its Q1 2026 filing.

How has Foresight Group Ltd Liability Partnership's portfolio performed?

A portfolio copying Foresight Group Ltd Liability Partnership's 20 largest 13F holdings each quarter, from the day each filing was public, returned +4.1% a year over the last 3 years, against +16.8% for the S&P 500. Over 1 year: -2.0% against +11.7%.

When is Foresight Group Ltd Liability Partnership's next 13F filing due?

13F filings are due 45 days after each quarter ends. Foresight Group Ltd Liability Partnership's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.