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 ROL
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $254,611,986 | 4,767,122 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $89,710,753 | 1,494,681 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $69,833,401 | 1,188,856 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $71,401,936 | 1,265,543 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $27,397,586 | 507,081 | Shares | Sole | 2025-05-15 | |
| 2024-06-30 | $97,202,267 | 1,992,258 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $205,947,584 | 4,450,996 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $381,434,086 | 8,734,465 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $388,048,299 | 10,395,079 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $489,699,117 | 11,433,554 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $484,974,219 | 12,922,308 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $465,239,374 | 12,732,331 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $437,187,593 | 12,606,332 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $430,141,731 | 12,317,919 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $367,568,649 | 10,486,980 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $132,956,343 | 3,886,476 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $47,530,296 | 1,345,324 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $139,853,034 | 4,089,270 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $207,330,350 | 6,023,543 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $239,807,440 | 6,137,892 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $191,221,404 | 5,293,077 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $182,753,520 | 6,466,862 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $131,618,252 | 5,462,857 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||