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 SIG
Shares Held
Position Value (USD)
30 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-04-01 | $283,745,666 | 3,243,549 | Shares | Sole | 2026-04-03 | |
| 2026-03-31 | $277,180,426 | 3,274,816 | Shares | Sole | 2026-05-15 | |
| 2026-01-02 | $303,629,801 | 3,526,069 | Shares | Sole | 2026-01-06 | |
| 2025-12-31 | $294,772,002 | 3,556,612 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $368,859,976 | 3,845,496 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $311,466,331 | 3,915,353 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $233,915,379 | 4,028,856 | Shares | Sole | 2025-05-15 | |
| 2025-02-26 | $222,188,172 | 4,217,695 | Shares | Sole | 2025-02-27 | |
| 2025-01-31 | $255,066,295 | 4,306,370 | Shares | Sole | 2025-02-07 | |
| 2024-12-31 | $448,821,449 | 5,560,915 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $729,304,074 | 7,071,011 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $622,561,740 | 6,949,785 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $676,053,706 | 6,755,808 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $798,461,888 | 7,444,172 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $598,168,682 | 8,329,880 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $569,131,024 | 8,720,978 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $687,891,764 | 8,844,070 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $662,276,684 | 9,739,363 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $567,262,348 | 9,918,908 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $540,780,296 | 10,115,606 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $587,386,120 | 8,079,589 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $482,262,123 | 5,541,332 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $412,972,170 | 5,230,144 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $533,876,558 | 6,608,201 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $394,044,893 | 6,796,221 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $233,040,966 | 8,545,690 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $151,057,104 | 8,077,920 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $72,670,068 | 7,075,956 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $21,955,296 | 3,403,922 | Shares | Sole | 2020-05-15 | |
| 2020-03-31 | $4,949,085 | 767,300 | Call | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||