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 FTV

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Shares Held

Position Value (USD)

24 of 24 shown
Report Date Value (USD) Shares
2026-03-31 $94,686,513 1,712,853
2025-12-31 $213,246,637 3,862,464
2025-09-30 $130,135,174 2,656,362
2025-06-30 $81,714,348 1,567,511
2025-03-31 $248,690,349 4,509,598
2024-12-31 $242,892,379 4,297,573
2024-09-30 $212,779,172 3,577,323
2024-06-30 $147,491,502 2,641,314
2024-03-31 $160,303,531 2,472,946
2023-12-31 $96,813,534 1,744,825
2023-09-30 $125,165,133 2,239,671
2023-06-30 $118,836,492 2,109,083
2023-03-31 $101,736,426 1,980,406
2022-12-31 $99,873,343 2,062,753
2022-09-30 $108,218,500 2,463,223
2022-06-30 $146,067,509 3,564,387
2022-03-31 $166,008,953 3,615,524
2021-09-30 $199,417,291 3,749,848
2021-06-30 $164,443,763 3,129,008
2021-03-31 $155,385,663 2,918,978
2020-12-31 $136,124,791 2,550,658
2020-09-30 $33,471,416 696,468
2020-06-30 $48,436,459 1,135,218
2020-03-31 $34,184,108 982,206