Select Equity Group, L.P.
Top Portfolio Positions
154 positions ·
$24,663,266,954 total
· as of Sep 30, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| VIK |
Viking Holdings Ltd
Consumer Cyclical
|
30,639,719 | $1,904,564,932 | 7.72% | |
| CRH |
Crh Public Ltd Co
Basic Materials
|
8,620,046 | $1,033,543,515 | 4.19% | |
| SGI |
Somnigroup International Inc.
Consumer Cyclical
|
11,712,040 | $987,676,333 | 4.00% | |
| LYV |
Live Nation Entertainment, Inc.
Communication Services
|
5,571,318 | $910,353,361 | 3.69% | |
| WAB |
Westinghouse Air Brake Technologies Corp
Industrials
|
3,688,625 | $739,458,653 | 3.00% | |
| MKL |
Markel Group Inc.
Financial Services
|
382,732 | $731,538,635 | 2.97% | |
| ITT |
Itt Inc.
Industrials
|
3,940,989 | $704,491,193 | 2.86% | |
| TSCO |
Tractor Supply Co /De/
Consumer Cyclical
|
12,134,768 | $690,104,256 | 2.80% | |
| CDW |
CDW Corp
Technology
|
4,155,629 | $661,908,587 | 2.68% | |
| MLM |
Martin Marietta Materials Inc
Basic Materials
|
1,036,563 | $653,324,927 | 2.65% |
Portfolio Trend
23 quarters · across all stocks
Holdings in SCI
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2020-03-31 | $318,507,498 | 8,143,889 | Shares | Sole | 2020-05-15 | |
| 2020-06-30 | $445,908,462 | 11,465,890 | Shares | Sole | 2020-08-14 | |
| 2020-09-30 | $541,707,532 | 12,842,758 | Shares | Sole | 2020-11-16 | |
| 2020-12-31 | $643,094,271 | 13,097,643 | Shares | Sole | 2021-02-16 | |
| 2021-03-31 | $581,175,968 | 11,384,446 | Shares | Sole | 2021-05-17 | |
| 2021-06-30 | $378,218,016 | 7,057,623 | Shares | Sole | 2021-08-16 | |
| 2021-09-30 | $257,485,375 | 4,272,907 | Shares | Sole | 2021-11-15 | |
| 2021-12-31 | $215,442,510 | 3,034,829 | Shares | Sole | 2022-02-14 | |
| 2022-03-31 | $170,845,024 | 2,595,640 | Shares | Sole | 2022-05-16 | |
| 2022-06-30 | $352,018,967 | 5,092,867 | Shares | Sole | 2022-08-15 | |
| 2022-09-30 | $431,540,099 | 7,473,850 | Shares | Sole | 2022-11-14 | |
| 2022-12-31 | $579,377,228 | 8,379,769 | Shares | Sole | 2023-02-14 | |
| 2023-03-31 | $571,866,770 | 8,314,434 | Shares | Sole | 2023-05-15 | |
| 2023-06-30 | $404,663,648 | 6,265,113 | Shares | Sole | 2023-08-14 | |
| 2023-09-30 | $282,260,800 | 4,939,811 | Shares | Sole | 2023-11-14 | |
| 2023-12-31 | $336,332,155 | 4,913,545 | Shares | Sole | 2024-02-14 | |
| 2024-03-31 | $349,899,259 | 4,714,988 | Shares | Sole | 2024-05-15 | |
| 2024-06-30 | $514,965,764 | 7,239,783 | Shares | Sole | 2024-08-14 | |
| 2024-09-30 | $720,118,802 | 9,123,512 | Shares | Sole | 2024-11-14 | |
| 2024-12-31 | $662,657,498 | 8,301,898 | Shares | Sole | 2025-02-14 | |
| 2025-03-31 | $562,606,849 | 7,015,048 | Shares | Sole | 2025-05-15 | |
| 2025-06-30 | $563,673,917 | 6,924,741 | Shares | Sole | 2025-08-14 | |
| 2025-09-30 | $550,034,184 | 6,609,399 | Shares | Sole | 2025-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||