Select Equity Group, L.P.
Top Portfolio Positions
163 positions ·
$19,444,504,293 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| LYV |
Live Nation Entertainment, Inc.
Communication Services
|
5,344,455 | $815,082,832 | 4.19% | |
| VIK |
Viking Holdings Ltd
Consumer Cyclical
|
10,802,203 | $793,745,876 | 4.08% | |
| ITT |
Itt Inc.
Industrials
|
3,913,486 | $745,636,487 | 3.83% | |
| WAB |
Westinghouse Air Brake Technologies Corp
Industrials
|
2,923,643 | $730,647,622 | 3.76% | |
| MKL |
Markel Group Inc.
Financial Services
|
377,643 | $722,835,099 | 3.72% | |
| SGI |
Somnigroup International Inc.
Consumer Cyclical
|
9,273,908 | $685,527,279 | 3.53% | |
| MLM |
Martin Marietta Materials Inc
Basic Materials
|
1,033,420 | $608,353,685 | 3.13% | |
| TSCO |
Tractor Supply Co /De/
Consumer Cyclical
|
13,296,464 | $602,329,819 | 3.10% | |
| LH |
Labcorp Holdings Inc.
Healthcare
|
2,174,785 | $580,254,385 | 2.98% | |
| BRO |
Brown & Brown, Inc.
Financial Services
|
8,022,123 | $523,122,640 | 2.69% |
Portfolio Trend
25 quarters · across all stocks
Holdings in LAMR
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $59,730,196 | 471,579 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $44,883,495 | 354,586 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $22,847,244 | 186,630 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,689,995 | 88,085 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $33,055,820 | 290,524 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $36,382,364 | 298,853 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $42,182,463 | 315,737 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $82,878,994 | 693,374 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $132,329,803 | 1,108,197 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $159,866,907 | 1,504,205 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $132,960,281 | 1,592,911 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $143,064,607 | 1,441,457 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $150,157,544 | 1,503,229 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $151,229,555 | 1,602,008 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $130,743,515 | 1,584,962 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $131,819,614 | 1,498,461 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $95,726,511 | 823,950 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $52,609,386 | 433,713 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $55,708,601 | 491,041 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $61,911,766 | 592,911 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $87,716,302 | 933,947 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $74,018,281 | 889,429 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $97,629,269 | 1,475,431 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $82,533,118 | 1,236,266 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $13,802,012 | 269,150 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||