Select Equity Group, L.P.

CIK
1592643
City
NEW YORK
State / Country
NY

Top Portfolio Positions

161 positions · $19,192,872,963 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
LYV
Live Nation Entertainment, Inc.
Communication Services
5,344,455 $815,082,832 4.25%
VIK
Viking Holdings Ltd
Consumer Cyclical
10,802,203 $793,745,876 4.14%
ITT
Itt Inc.
Industrials
3,913,486 $745,636,487 3.88%
WAB
Westinghouse Air Brake Technologies Corp
Industrials
2,923,643 $730,647,622 3.81%
MKL
Markel Group Inc.
Financial Services
377,643 $722,835,099 3.77%
SGI
Somnigroup International Inc.
Consumer Cyclical
9,273,908 $685,527,279 3.57%
MLM
Martin Marietta Materials Inc
Basic Materials
1,033,420 $608,353,685 3.17%
TSCO
Tractor Supply Co /De/
Consumer Cyclical
13,296,464 $602,329,819 3.14%
LH
Labcorp Holdings Inc.
Healthcare
2,174,785 $580,254,385 3.02%
BRO
Brown & Brown, Inc.
Financial Services
8,022,123 $523,122,640 2.73%

Portfolio Trend

25 quarters · across all stocks

Holdings in BOOT

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Shares Held

Position Value (USD)

17 of 17 shown
Report Date Value (USD) Shares
2026-03-31 $13,512,833 92,326
2025-12-31 $16,761,297 94,981
2025-09-30 $14,312,573 86,366
2025-06-30 $9,638,320 63,410
2025-03-31 $11,015,442 102,536
2024-12-31 $1,821,384 11,997
2024-09-30 $1,884,743 11,267
2024-06-30 $1,997,125 15,490
2024-03-31 $1,578,823 16,593
2023-12-31 $2,028,766 26,430
2023-09-30 $2,535,726 31,232
2023-06-30 $3,276,317 38,686
2023-03-31 $2,744,018 35,804
2022-12-31 $1,895,668 30,321
2022-09-30 $1,311,667 22,437
2022-06-30 $1,458,204 21,161
2022-03-31 $500,017 5,275