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 MLM
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $608,353,685 | 1,033,420 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $664,708,229 | 1,067,530 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $653,324,927 | 1,036,563 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $649,566,252 | 1,183,267 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $569,644,082 | 1,191,400 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $727,615,759 | 1,408,743 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $941,758,801 | 1,749,668 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,135,915,666 | 2,096,559 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,390,745,389 | 2,265,279 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,213,505,278 | 2,432,313 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,018,199,334 | 2,480,509 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,323,228,471 | 2,866,054 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,202,650,000 | 3,387,174 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,220,373,507 | 3,610,893 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,264,586,537 | 3,926,190 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,195,309,092 | 3,994,483 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,468,896,120 | 3,816,405 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,544,442,856 | 3,505,954 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,177,333,609 | 3,445,720 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,087,740,582 | 3,091,841 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,007,142,985 | 2,999,056 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,001,562,190 | 3,527,000 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $804,174,752 | 3,416,786 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $668,489,646 | 3,236,141 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $615,686,297 | 3,253,640 | Shares | Sole | 2020-05-15 | |
| No quarters match your search. | ||||||