Select Equity Group, L.P.
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
Holdings in MIDD
Shares Held
Position Value (USD)
21 of 21 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $198,931,914 | 1,500,467 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $25,482,038 | 171,400 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $450,215,725 | 3,028,289 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $557,827,319 | 4,196,399 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $680,760,576 | 4,727,504 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $838,027,294 | 5,514,063 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $851,908,440 | 6,289,468 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $912,832,069 | 6,561,001 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $779,834,911 | 6,360,288 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $886,500,229 | 5,513,404 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $729,077,530 | 4,953,982 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $593,627,008 | 4,637,711 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $783,330,621 | 5,298,861 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $701,230,498 | 4,782,965 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $607,476,314 | 4,536,791 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $512,018,001 | 3,994,835 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $359,485,093 | 2,867,622 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $113,144,666 | 690,159 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $70,794,248 | 359,800 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $101,413,891 | 594,768 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $214,488,429 | 1,237,957 | Shares | Sole | 2021-08-16 | |
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