Select Equity Group, L.P.

Position in ARXS — Arxis, Inc.

CIK 1592643 NEW YORK, NY

Position in ARXS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$9,998,307

New position

Shares Held

216,695

first reported quarter

Ownership

0.052%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#49

of 139 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Select Equity Group, L.P. holds $1,146,829,020 across 12 Aerospace & Defense names. ARXS ranks #10 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TDG	TransDigm Group INC	353,230	$470,516,489
2	BWXT	BWX Technologies, Inc.	1,704,008	$331,685,157
3	CAE	Cae Inc	7,018,338	$175,879,550
4	MOG-A	Moog Inc.	100,313	$42,516,661
5	CDRE	Cadre Holdings, Inc.	1,181,921	$33,696,567
6	LOAR	Loar Holdings Inc.	339,976	$27,405,465
7	MRCY	Mercury Systems Inc	165,257	$20,215,888
8	GE	General Electric Co	37,562	$14,038,046

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,998,307	216,695	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.