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 | Open |
|---|---|---|---|---|---|
| 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
23 quarters · across all stocks
Holdings in SGI
Shares Held
Position Value (USD)
15 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $685,527,279 | 9,273,908 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $941,591,722 | 13,836,763 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $905,576,018 | 15,123,180 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,064,086,833 | 18,770,274 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,189,889,992 | 21,792,857 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,064,630,727 | 22,489,031 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,292,000,490 | 22,738,481 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,156,909,567 | 22,697,853 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $951,018,071 | 21,943,195 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $798,167,993 | 19,919,341 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $570,832,214 | 14,455,108 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $330,922,593 | 9,639,458 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $131,861,829 | 5,462,379 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $145,447,062 | 6,806,133 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $15,416,251 | 552,158 | Shares | Sole | 2022-05-16 | |
| No 13F history on record for this holder in this stock. | ||||||