Filed: 11/6/2025ACC: 0001172661-25-004599
📋 What this filing means
FORESIGHT GROUP LTD LIABILITY PARTNERSHIP filed this quarterly 13F‑HR report disclosing 58 equity positions with a total reported market value of $669.90M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
58
Positions
$669.90M
Total AUM (reported)
7.45M
Total Shares
Allocation by class
COM$435.89M65.1%
SHS$49.05M7.3%
ORD SHS$34.18M5.1%
COM SHS$30.40M4.5%
SHS USD$28.01M4.2%
CL A$25.79M3.9%
CLASS A COM$20.40M3.0%
Portfolio Concentration
Top 3$100.56M15.0%
4–10$193.35M28.9%
11–25$261.27M39.0%
Rest$114.72M17.1%
Top 3 weight
15.0%
Top 10 weight
43.9%
Voting Authority Distribution
Total shares with voting rights: 7.45M
Sole
Full voting authority
7.45M
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)
Sole58
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings58
Rows:
XYLEM INC
SOLEShares236.87K
TypeSH
Market value$34.94M
5.22%
Sole
236.87K
Shared
0.00
None
0.00
TE CONNECTIVITY PLC
SOLEShares155.69K
TypeSH
Market value$34.18M
5.10%
Sole
155.69K
Shared
0.00
None
0.00
AUTODESK INC
SOLEShares99K
TypeSH
Market value$31.45M
4.69%
Sole
99K
Shared
0.00
None
0.00
TRIMBLE INC
SOLEShares381.85K
TypeSH
Market value$31.18M
4.65%
Sole
381.85K
Shared
0.00
None
0.00
ECOLAB INC
SOLEShares112.51K
TypeSH
Market value$30.81M
4.60%
Sole
112.51K
Shared
0.00
None
0.00
STERIS PLC
SOLEShares113.19K
TypeSH
Market value$28.01M
4.18%
Sole
113.19K
Shared
0.00
None
0.00
MSA SAFETY INC
SOLEShares162.23K
TypeSH
Market value$27.91M
4.17%
Sole
162.23K
Shared
0.00
None
0.00
AGILENT TECHNOLOGIES INC
SOLEShares197.72K
TypeSH
Market value$25.38M
3.79%
Sole
197.72K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares51.79K
TypeSH
Market value$25.12M
3.75%
Sole
51.79K
Shared
0.00
None
0.00
FIRST SOLAR INC
SOLEShares113.11K
TypeSH
Market value$24.94M
3.72%
Sole
113.11K
Shared
0.00
None
0.00
AMERICAN TOWER CORP NEW
SOLEShares127.38K
TypeSH
Market value$24.50M
3.66%
Sole
127.38K
Shared
0.00
None
0.00
GLOBUS MED INC
SOLEShares421.54K
TypeSH
Market value$24.14M
3.60%
Sole
421.54K
Shared
0.00
None
0.00
DIGITAL RLTY TR INC
SOLEShares124.68K
TypeSH
Market value$21.56M
3.22%
Sole
124.68K
Shared
0.00
None
0.00
SMURFIT WESTROCK PLC
SOLEShares502.57K
TypeSH
Market value$21.39M
3.19%
Sole
502.57K
Shared
0.00
None
0.00
EQUINIX INC
SOLEShares26.14K
TypeSH
Market value$20.43M
3.05%
Sole
26.14K
Shared
0.00
None
0.00
NEXTRACKER INC
SOLEShares275.71K
TypeSH
Market value$20.40M
3.05%
Sole
275.71K
Shared
0.00
None
0.00
HEALTHPEAK PROPERTIES INC
SOLEShares934.96K
TypeSH
Market value$17.78M
2.65%
Sole
934.96K
Shared
0.00
None
0.00
AMERICAN WTR WKS CO INC NEW
SOLEShares110.80K
TypeSH
Market value$15.42M
2.30%
Sole
110.80K
Shared
0.00
None
0.00
VERALTO CORP
SOLEShares140.59K
TypeSH
Market value$14.99M
2.24%
Sole
140.59K
Shared
0.00
None
0.00
GRAND CANYON ED INC
SOLEShares67.14K
TypeSH
Market value$14.74M
2.20%
Sole
67.14K
Shared
0.00
None
0.00
SILICON LABORATORIES INC
SOLEShares110.21K
TypeSH
Market value$14.45M
2.16%
Sole
110.21K
Shared
0.00
None
0.00
ICON PLC
SOLEShares81.75K
TypeSH
Market value$14.31M
2.14%
Sole
81.75K
Shared
0.00
None
0.00
ASTRAZENECA PLC
SOLEShares171.09K
TypeSH
Market value$13.13M
1.96%
Sole
171.09K
Shared
0.00
None
0.00
TRANE TECHNOLOGIES PLC
SOLEShares28.98K
TypeSH
Market value$12.23M
1.83%
Sole
28.98K
Shared
0.00
None
0.00
CLEARWAY ENERGY INC
SOLEShares418.24K
TypeSH
Market value$11.82M
1.76%
Sole
418.24K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
XYLEM INCSOLE | COM | 236.87K | SH | $34.94M 5.22% | 236.87K | 0.00 | 0.00 |
TE CONNECTIVITY PLCSOLE | ORD SHS | 155.69K | SH | $34.18M 5.10% | 155.69K | 0.00 | 0.00 |
AUTODESK INCSOLE | COM | 99K | SH | $31.45M 4.69% | 99K | 0.00 | 0.00 |
TRIMBLE INCSOLE | COM | 381.85K | SH | $31.18M 4.65% | 381.85K | 0.00 | 0.00 |
ECOLAB INCSOLE | COM | 112.51K | SH | $30.81M 4.60% | 112.51K | 0.00 | 0.00 |
STERIS PLCSOLE | SHS USD | 113.19K | SH | $28.01M 4.18% | 113.19K | 0.00 | 0.00 |
MSA SAFETY INCSOLE | COM | 162.23K | SH | $27.91M 4.17% | 162.23K | 0.00 | 0.00 |
AGILENT TECHNOLOGIES INCSOLE | COM | 197.72K | SH | $25.38M 3.79% | 197.72K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 51.79K | SH | $25.12M 3.75% | 51.79K | 0.00 | 0.00 |
FIRST SOLAR INCSOLE | COM | 113.11K | SH | $24.94M 3.72% | 113.11K | 0.00 | 0.00 |
AMERICAN TOWER CORP NEWSOLE | COM | 127.38K | SH | $24.50M 3.66% | 127.38K | 0.00 | 0.00 |
GLOBUS MED INCSOLE | CL A | 421.54K | SH | $24.14M 3.60% | 421.54K | 0.00 | 0.00 |
DIGITAL RLTY TR INCSOLE | COM | 124.68K | SH | $21.56M 3.22% | 124.68K | 0.00 | 0.00 |
SMURFIT WESTROCK PLCSOLE | SHS | 502.57K | SH | $21.39M 3.19% | 502.57K | 0.00 | 0.00 |
EQUINIX INCSOLE | COM | 26.14K | SH | $20.43M 3.05% | 26.14K | 0.00 | 0.00 |
NEXTRACKER INCSOLE | CLASS A COM | 275.71K | SH | $20.40M 3.05% | 275.71K | 0.00 | 0.00 |
HEALTHPEAK PROPERTIES INCSOLE | COM | 934.96K | SH | $17.78M 2.65% | 934.96K | 0.00 | 0.00 |
AMERICAN WTR WKS CO INC NEWSOLE | COM | 110.80K | SH | $15.42M 2.30% | 110.80K | 0.00 | 0.00 |
VERALTO CORPSOLE | COM SHS | 140.59K | SH | $14.99M 2.24% | 140.59K | 0.00 | 0.00 |
GRAND CANYON ED INCSOLE | COM | 67.14K | SH | $14.74M 2.20% | 67.14K | 0.00 | 0.00 |
SILICON LABORATORIES INCSOLE | COM | 110.21K | SH | $14.45M 2.16% | 110.21K | 0.00 | 0.00 |
ICON PLCSOLE | SHS | 81.75K | SH | $14.31M 2.14% | 81.75K | 0.00 | 0.00 |
ASTRAZENECA PLCSOLE | SPONSORED ADR | 171.09K | SH | $13.13M 1.96% | 171.09K | 0.00 | 0.00 |
TRANE TECHNOLOGIES PLCSOLE | SHS | 28.98K | SH | $12.23M 1.83% | 28.98K | 0.00 | 0.00 |
CLEARWAY ENERGY INCSOLE | CL C | 418.24K | SH | $11.82M 1.76% | 418.24K | 0.00 | 0.00 |
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