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 SPSC
Shares Held
Position Value (USD)
24 of 24 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,333,853 | 41,923 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,969,214 | 66,972 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,886,257 | 66,125 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,528,226 | 55,318 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,369,049 | 47,985 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,444,321 | 7,850 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,425,013 | 7,339 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,715,831 | 9,119 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,493,437 | 8,077 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,847,489 | 9,531 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,471,681 | 8,626 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,656,709 | 8,626 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,238,808 | 8,134 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $828,630 | 6,452 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,101,795 | 8,869 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $911,409 | 8,062 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,052,880 | 8,025 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,388,339 | 9,753 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,184,460 | 13,542 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,308,334 | 13,103 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,133,623 | 11,415 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $528,398 | 4,866 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $488,167 | 6,269 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $410,981 | 5,471 | Shares | Sole | 2020-08-14 | |
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