Filed: 2/17/2026ACC: 0001172661-26-000863
๐ What this filing means
FORESIGHT GROUP LTD LIABILITY PARTNERSHIP filed this quarterly 13FโHR report disclosing 58 equity positions with a total reported market value of $664.38M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
58
Positions
$664.38M
Total AUM (reported)
6.98M
Total Shares
Allocation by class
COM$396.16M59.6%
SHS$46.64M7.0%
ADR$40.29M6.1%
COM SHS$35.73M5.4%
ORD SHS$31.25M4.7%
CL A$31.16M4.7%
SHS USD$27.70M4.2%
Portfolio Concentration
Top 3$101.85M15.3%
4โ10$201.55M30.3%
11โ25$254.20M38.3%
Rest$106.78M16.1%
Top 3 weight
15.3%
Top 10 weight
45.7%
Voting Authority Distribution
Total shares with voting rights: 6.98M
Sole
Full voting authority
6.98M
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 ยท 100.0% of voting shares
Institutional Holdings58
Rows:
NOVO-NORDISK A S
SOLEShares123.76K
TypeSH
Market value$40.29M
6.06%
Sole
123.76K
Shared
0.00
None
0.00
TE CONNECTIVITY PLC
SOLEShares135.71K
TypeSH
Market value$31.25M
4.70%
Sole
135.71K
Shared
0.00
None
0.00
GLOBUS MED INC
SOLEShares344.61K
TypeSH
Market value$30.31M
4.56%
Sole
344.61K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares50.88K
TypeSH
Market value$29.69M
4.47%
Sole
50.88K
Shared
0.00
None
0.00
TRIMBLE INC
SOLEShares372.69K
TypeSH
Market value$29.63M
4.46%
Sole
372.69K
Shared
0.00
None
0.00
FIRST SOLAR INC
SOLEShares109.83K
TypeSH
Market value$29.06M
4.37%
Sole
109.83K
Shared
0.00
None
0.00
AUTODESK INC
SOLEShares96.26K
TypeSH
Market value$28.83M
4.34%
Sole
96.26K
Shared
0.00
None
0.00
XYLEM INC
SOLEShares209.24K
TypeSH
Market value$28.78M
4.33%
Sole
209.24K
Shared
0.00
None
0.00
ECOLAB INC
SOLEShares105.40K
TypeSH
Market value$27.87M
4.19%
Sole
105.40K
Shared
0.00
None
0.00
STERIS PLC
SOLEShares108.43K
TypeSH
Market value$27.70M
4.17%
Sole
108.43K
Shared
0.00
None
0.00
AGILENT TECHNOLOGIES INC
SOLEShares195.79K
TypeSH
Market value$26.94M
4.05%
Sole
195.79K
Shared
0.00
None
0.00
AMERICAN TOWER CORP NEW
SOLEShares124.01K
TypeSH
Market value$21.90M
3.30%
Sole
124.01K
Shared
0.00
None
0.00
MSA SAFETY INC
SOLEShares121.55K
TypeSH
Market value$19.78M
2.98%
Sole
121.55K
Shared
0.00
None
0.00
SMURFIT WESTROCK PLC
SOLEShares507.41K
TypeSH
Market value$19.68M
2.96%
Sole
507.41K
Shared
0.00
None
0.00
DIGITAL RLTY TR INC
SOLEShares120.20K
TypeSH
Market value$18.77M
2.83%
Sole
120.20K
Shared
0.00
None
0.00
EQUINIX INC
SOLEShares23.75K
TypeSH
Market value$18.27M
2.75%
Sole
23.75K
Shared
0.00
None
0.00
NEXTPOWER INC
SOLEShares184.86K
TypeSH
Market value$16.17M
2.43%
Sole
184.86K
Shared
0.00
None
0.00
APTIV PLC
SOLEShares206.64K
TypeSH
Market value$15.86M
2.39%
Sole
206.64K
Shared
0.00
None
0.00
SILICON LABORATORIES INC
SOLEShares109.23K
TypeSH
Market value$14.48M
2.18%
Sole
109.23K
Shared
0.00
None
0.00
ICON PLC
SOLEShares80.89K
TypeSH
Market value$14.43M
2.17%
Sole
80.89K
Shared
0.00
None
0.00
AMERICAN WTR WKS CO INC NEW
SOLEShares109.75K
TypeSH
Market value$14.38M
2.16%
Sole
109.75K
Shared
0.00
None
0.00
VERALTO CORP
SOLEShares139.50K
TypeSH
Market value$14.10M
2.12%
Sole
139.50K
Shared
0.00
None
0.00
HEALTHPEAK PROPERTIES INC
SOLEShares853.34K
TypeSH
Market value$13.79M
2.08%
Sole
853.34K
Shared
0.00
None
0.00
ROCKWELL AUTOMATION INC
SOLEShares32.83K
TypeSH
Market value$12.92M
1.94%
Sole
32.83K
Shared
0.00
None
0.00
VERRA MOBILITY CORP
SOLEShares563.85K
TypeSH
Market value$12.73M
1.92%
Sole
563.85K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NOVO-NORDISK A SSOLE | ADR | 123.76K | SH | $40.29M 6.06% | 123.76K | 0.00 | 0.00 |
TE CONNECTIVITY PLCSOLE | ORD SHS | 135.71K | SH | $31.25M 4.70% | 135.71K | 0.00 | 0.00 |
GLOBUS MED INCSOLE | CL A | 344.61K | SH | $30.31M 4.56% | 344.61K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 50.88K | SH | $29.69M 4.47% | 50.88K | 0.00 | 0.00 |
TRIMBLE INCSOLE | COM | 372.69K | SH | $29.63M 4.46% | 372.69K | 0.00 | 0.00 |
FIRST SOLAR INCSOLE | COM | 109.83K | SH | $29.06M 4.37% | 109.83K | 0.00 | 0.00 |
AUTODESK INCSOLE | COM | 96.26K | SH | $28.83M 4.34% | 96.26K | 0.00 | 0.00 |
XYLEM INCSOLE | COM | 209.24K | SH | $28.78M 4.33% | 209.24K | 0.00 | 0.00 |
ECOLAB INCSOLE | COM | 105.40K | SH | $27.87M 4.19% | 105.40K | 0.00 | 0.00 |
STERIS PLCSOLE | SHS USD | 108.43K | SH | $27.70M 4.17% | 108.43K | 0.00 | 0.00 |
AGILENT TECHNOLOGIES INCSOLE | COM | 195.79K | SH | $26.94M 4.05% | 195.79K | 0.00 | 0.00 |
AMERICAN TOWER CORP NEWSOLE | COM | 124.01K | SH | $21.90M 3.30% | 124.01K | 0.00 | 0.00 |
MSA SAFETY INCSOLE | COM | 121.55K | SH | $19.78M 2.98% | 121.55K | 0.00 | 0.00 |
SMURFIT WESTROCK PLCSOLE | SHS | 507.41K | SH | $19.68M 2.96% | 507.41K | 0.00 | 0.00 |
DIGITAL RLTY TR INCSOLE | COM | 120.20K | SH | $18.77M 2.83% | 120.20K | 0.00 | 0.00 |
EQUINIX INCSOLE | COM | 23.75K | SH | $18.27M 2.75% | 23.75K | 0.00 | 0.00 |
NEXTPOWER INCSOLE | CLASS A COM | 184.86K | SH | $16.17M 2.43% | 184.86K | 0.00 | 0.00 |
APTIV PLCSOLE | COM SHS | 206.64K | SH | $15.86M 2.39% | 206.64K | 0.00 | 0.00 |
SILICON LABORATORIES INCSOLE | COM | 109.23K | SH | $14.48M 2.18% | 109.23K | 0.00 | 0.00 |
ICON PLCSOLE | SHS | 80.89K | SH | $14.43M 2.17% | 80.89K | 0.00 | 0.00 |
AMERICAN WTR WKS CO INC NEWSOLE | COM | 109.75K | SH | $14.38M 2.16% | 109.75K | 0.00 | 0.00 |
VERALTO CORPSOLE | COM SHS | 139.50K | SH | $14.10M 2.12% | 139.50K | 0.00 | 0.00 |
HEALTHPEAK PROPERTIES INCSOLE | COM | 853.34K | SH | $13.79M 2.08% | 853.34K | 0.00 | 0.00 |
ROCKWELL AUTOMATION INCSOLE | COM | 32.83K | SH | $12.92M 1.94% | 32.83K | 0.00 | 0.00 |
VERRA MOBILITY CORPSOLE | CL A COM STK | 563.85K | SH | $12.73M 1.92% | 563.85K | 0.00 | 0.00 |
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