Foyston, Gordon, & Payne Inc

Long Only Manager

Foyston, Gordon, & Payne Inc is a Long Only Manager based in New York, NY led by Bryan Wilfrid Pilsworth, reporting $4.7B in AUM as of Q3 2025 with 31% Technology concentration and 51% concentrated in top 10 holdings.

CEOBryan Wilfrid Pilsworth

Portfolio Value: $457.5M
Positions: 55
Top Holding: MSFT at 8.54%
Last Reported: Q3 2025

Address231 West 29th Street, Suite 1002, New York, NY, 10001, United States

Top Holdings

Largest long holdings in Foyston, Gordon, & Payne Inc's portfolio (50.8% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Microsoft MSFT	Software - Infrastructure Technology	$39.1M	8.54%	+$381.2K Bought	0.00% 75.4K shares	≤ Q2 2013 Held for 12y 5m+
2 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$30.3M	6.62%	+$540.9K Bought	0.00% 124.5K shares	Q1 2022 Held for 3y 8m
3 Broadcom Inc. AVGO	Semiconductors Technology	$29.9M	6.54%	-$2.5M Sold	0.00% 90.8K shares	Q4 2023 Held for 1y 11m
4 Philip Morris International PM	Tobacco Consumer Defensive	$29.1M	6.37%	+$345.5K Bought	0.01% 179.6K shares	Q2 2018 Held for 7y 5m
5 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$24.2M	5.29%	-$4.4M Sold	0.00% 33.0K shares	Q1 2020 Held for 5y 8m
6 American Express AXP	Financial - Credit Services Financial Services	$18.4M	4.03%	+$281.7K Bought	0.01% 55.5K shares	Q2 2016 Held for 9y 5m
7 Motorola Solutions, Inc. MSI	Communication Equipment Technology	$16.5M	3.60%	-$3.5M Sold	0.02% 36.1K shares	Q2 2016 Held for 9y 5m
8 FISV Fiserv, Inc. Common Stock FISV	Unknown Unknown	$16.4M	3.59%	+$16.4M New	— 127.5K shares	Q3 2025 Held for 2 months
9 Allegion ALLE	Security & Protection Services Industrials	$14.5M	3.16%	+$291.7K Bought	0.10% 81.6K shares	Q4 2022 Held for 2y 11m
10 Booking Holdings Inc. BKNG	Travel Services Consumer Cyclical	$14.2M	3.10%	+$237.6K Bought	0.01% 2.6K shares	Q1 2020 Held for 5y 8m

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Foyston, Gordon, & Payne Inc's latest filing

See all changes

GthenC

Market Value

$457.5M

Prior: $437.0M

Q/Q Change

+4.69%

+$20.5M

Net Flows % of MV

-1.18%

Turnover Ratio

10.2%

New Purchases

4 stocks

$32.0M

Added To

19 stocks

+$11.7M

Sold Out Of

2 stocks

$22.0M

Reduced Holdings

23 stocks

-$27.1M

Increased Positions

Position	Shares Δ	Change
1 FISV Fiserv, Inc. Common Stock FISV	New	0 → 127.5K +$16.4M
2 Gartner IT	New	0 → 32.1K +$8.4M
3 Salesforce CRM	New	0 → 17.4K +$4.1M
4 ExlService Holdings EXLS	New	0 → 68.0K +$3.0M
5 Otis Worldwide OTIS	+88.37%	56.8K → 107.0K +$4.6M

Decreased Positions

Position	Shares Δ	Change
1 Fiserv FI	Sold	125.5K → 0 −$21.6M
2 Sapiens International Corporation N.V. SPNS	Sold	11.4K → 0 −$333.5K
3 Hecla Mining HL	-91.73%	183.9K → 15.2K −$2.0M
4 Allison Transmission Holdings ALSN	-65.69%	110.6K → 38.0K −$6.2M
5 Henry Schein HSIC	-39.26%	113.8K → 69.1K −$3.0M