Filed: 5/13/2025ACC: 0001172661-25-001735
📋 What this filing means
FORESIGHT GROUP LTD LIABILITY PARTNERSHIP filed this quarterly 13F‑HR report disclosing 62 equity positions with a total reported market value of $625.01M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
62
Positions
$625.01M
Total AUM (reported)
9.02M
Total Shares
Allocation by class
COM$420.46M67.3%
SHS$64.91M10.4%
ORD SHS$24.78M4.0%
SPONSORED ADR$24.51M3.9%
SHS USD$20.11M3.2%
COM SHS$15.83M2.5%
CL A$11.46M1.8%
Portfolio Concentration
Top 3$112.77M18.0%
4–10$166.56M26.6%
11–25$218.93M35.0%
Rest$126.74M20.3%
Top 3 weight
18.0%
Top 10 weight
44.7%
Voting Authority Distribution
Total shares with voting rights: 9.02M
Sole
Full voting authority
9.02M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole62
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings62
Rows:
XYLEM INC
SOLEShares532.82K
TypeSH
Market value$56.58M
9.05%
Sole
532.82K
Shared
0.00
None
0.00
AMERICAN TOWER CORP NEW
SOLEShares142.38K
TypeSH
Market value$30.71M
4.91%
Sole
142.38K
Shared
0.00
None
0.00
ECOLAB INC
SOLEShares129.72K
TypeSH
Market value$25.48M
4.08%
Sole
129.72K
Shared
0.00
None
0.00
TE CONNECTIVITY PLC
SOLEShares226.32K
TypeSH
Market value$24.78M
3.96%
Sole
226.32K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares68.26K
TypeSH
Market value$24.62M
3.94%
Sole
68.26K
Shared
0.00
None
0.00
ASTRAZENECA PLC
SOLEShares217.82K
TypeSH
Market value$24.51M
3.92%
Sole
217.82K
Shared
0.00
None
0.00
AUTODESK INC
SOLEShares116.15K
TypeSH
Market value$23.56M
3.77%
Sole
116.15K
Shared
0.00
None
0.00
TRIMBLE INC
SOLEShares462.12K
TypeSH
Market value$23.50M
3.76%
Sole
462.12K
Shared
0.00
None
0.00
HEALTHPEAK PROPERTIES INC
SOLEShares1.13M
TypeSH
Market value$22.83M
3.65%
Sole
1.13M
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares58.50K
TypeSH
Market value$22.75M
3.64%
Sole
58.50K
Shared
0.00
None
0.00
AGILENT TECHNOLOGIES INC
SOLEShares234.51K
TypeSH
Market value$21.25M
3.40%
Sole
234.51K
Shared
0.00
None
0.00
MSA SAFETY INC
SOLEShares185.17K
TypeSH
Market value$21.04M
3.37%
Sole
185.17K
Shared
0.00
None
0.00
SMURFIT WESTROCK PLC
SOLEShares577.63K
TypeSH
Market value$20.17M
3.23%
Sole
577.63K
Shared
0.00
None
0.00
STERIS PLC
SOLEShares114.53K
TypeSH
Market value$20.11M
3.22%
Sole
114.53K
Shared
0.00
None
0.00
DIGITAL RLTY TR INC
SOLEShares136.14K
TypeSH
Market value$19.36M
3.10%
Sole
136.14K
Shared
0.00
None
0.00
EQUINIX INC
SOLEShares21.70K
TypeSH
Market value$17.47M
2.80%
Sole
21.70K
Shared
0.00
None
0.00
AMERICAN WTR WKS CO INC NEW
SOLEShares126.52K
TypeSH
Market value$14.46M
2.31%
Sole
126.52K
Shared
0.00
None
0.00
GRAND CANYON ED INC
SOLEShares83.27K
TypeSH
Market value$11.16M
1.79%
Sole
83.27K
Shared
0.00
None
0.00
ICON PLC
SOLEShares80.87K
TypeSH
Market value$11.10M
1.78%
Sole
80.87K
Shared
0.00
None
0.00
VERALTO CORP
SOLEShares145.33K
TypeSH
Market value$10.97M
1.76%
Sole
145.33K
Shared
0.00
None
0.00
CLEARWAY ENERGY INC
SOLEShares361.98K
TypeSH
Market value$10.93M
1.75%
Sole
361.98K
Shared
0.00
None
0.00
EASTERLY GOVT PPTYS INC
SOLEShares1.01M
TypeSH
Market value$10.70M
1.71%
Sole
1.01M
Shared
0.00
None
0.00
SILICON LABORATORIES INC
SOLEShares120.46K
TypeSH
Market value$10.51M
1.68%
Sole
120.46K
Shared
0.00
None
0.00
ADVANCED DRAIN SYS INC DEL
SOLEShares115.62K
TypeSH
Market value$9.92M
1.59%
Sole
115.62K
Shared
0.00
None
0.00
NEXTRACKER INC
SOLEShares299.57K
TypeSH
Market value$9.78M
1.56%
Sole
299.57K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
XYLEM INCSOLE | COM | 532.82K | SH | $56.58M 9.05% | 532.82K | 0.00 | 0.00 |
AMERICAN TOWER CORP NEWSOLE | COM | 142.38K | SH | $30.71M 4.91% | 142.38K | 0.00 | 0.00 |
ECOLAB INCSOLE | COM | 129.72K | SH | $25.48M 4.08% | 129.72K | 0.00 | 0.00 |
TE CONNECTIVITY PLCSOLE | ORD SHS | 226.32K | SH | $24.78M 3.96% | 226.32K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 68.26K | SH | $24.62M 3.94% | 68.26K | 0.00 | 0.00 |
ASTRAZENECA PLCSOLE | SPONSORED ADR | 217.82K | SH | $24.51M 3.92% | 217.82K | 0.00 | 0.00 |
AUTODESK INCSOLE | COM | 116.15K | SH | $23.56M 3.77% | 116.15K | 0.00 | 0.00 |
TRIMBLE INCSOLE | COM | 462.12K | SH | $23.50M 3.76% | 462.12K | 0.00 | 0.00 |
HEALTHPEAK PROPERTIES INCSOLE | COM | 1.13M | SH | $22.83M 3.65% | 1.13M | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 58.50K | SH | $22.75M 3.64% | 58.50K | 0.00 | 0.00 |
AGILENT TECHNOLOGIES INCSOLE | COM | 234.51K | SH | $21.25M 3.40% | 234.51K | 0.00 | 0.00 |
MSA SAFETY INCSOLE | COM | 185.17K | SH | $21.04M 3.37% | 185.17K | 0.00 | 0.00 |
SMURFIT WESTROCK PLCSOLE | SHS | 577.63K | SH | $20.17M 3.23% | 577.63K | 0.00 | 0.00 |
STERIS PLCSOLE | SHS USD | 114.53K | SH | $20.11M 3.22% | 114.53K | 0.00 | 0.00 |
DIGITAL RLTY TR INCSOLE | COM | 136.14K | SH | $19.36M 3.10% | 136.14K | 0.00 | 0.00 |
EQUINIX INCSOLE | COM | 21.70K | SH | $17.47M 2.80% | 21.70K | 0.00 | 0.00 |
AMERICAN WTR WKS CO INC NEWSOLE | COM | 126.52K | SH | $14.46M 2.31% | 126.52K | 0.00 | 0.00 |
GRAND CANYON ED INCSOLE | COM | 83.27K | SH | $11.16M 1.79% | 83.27K | 0.00 | 0.00 |
ICON PLCSOLE | SHS | 80.87K | SH | $11.10M 1.78% | 80.87K | 0.00 | 0.00 |
VERALTO CORPSOLE | COM SHS | 145.33K | SH | $10.97M 1.76% | 145.33K | 0.00 | 0.00 |
CLEARWAY ENERGY INCSOLE | CL C | 361.98K | SH | $10.93M 1.75% | 361.98K | 0.00 | 0.00 |
EASTERLY GOVT PPTYS INCSOLE | COM | 1.01M | SH | $10.70M 1.71% | 1.01M | 0.00 | 0.00 |
SILICON LABORATORIES INCSOLE | COM | 120.46K | SH | $10.51M 1.68% | 120.46K | 0.00 | 0.00 |
ADVANCED DRAIN SYS INC DELSOLE | COM | 115.62K | SH | $9.92M 1.59% | 115.62K | 0.00 | 0.00 |
NEXTRACKER INCSOLE | CLASS A COM | 299.57K | SH | $9.78M 1.56% | 299.57K | 0.00 | 0.00 |
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