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 LIND
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,304,351 | 1,058,055 | Shares | Sole | 2026-05-15 | |
| 2024-12-31 | $181,612 | 15,313 | Shares | Sole | 2025-02-14 | |
| 2022-09-30 | $10,926,762 | 1,616,385 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $20,101,859 | 2,481,711 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $37,745,466 | 2,503,015 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $37,863,462 | 2,427,145 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $35,373,090 | 2,424,475 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $28,929,605 | 1,806,971 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $19,164,694 | 1,014,005 | Shares | Sole | 2021-05-17 | |
| 2020-09-30 | $9,024,089 | 1,060,410 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $13,337,813 | 1,727,696 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $7,087,048 | 1,699,532 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||