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 SPOT
Shares Held
Position Value (USD)
20 of 20 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $177,416,931 | 365,876 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $97,191,109 | 167,366 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $20,179,500 | 36,688 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $20,934,699 | 46,794 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $39,110,246 | 106,125 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $44,146,801 | 140,689 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $45,199,472 | 171,275 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $59,388,391 | 316,047 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $50,629,290 | 327,401 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $67,387,009 | 419,726 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $56,963,943 | 426,313 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $42,822,006 | 542,394 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $33,787,054 | 391,507 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,356,432 | 121,032 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $18,562,774 | 122,916 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $26,055,388 | 115,627 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $28,109,904 | 101,999 | Shares | Sole | 2021-08-16 | |
| 2020-09-30 | $13,005,633 | 53,616 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $25,338,250 | 98,138 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $24,557,596 | 202,220 | Shares | Sole | 2020-05-15 | |
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