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
26 quarters · across all stocks
Holdings in TECH
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,095,559 | 709,827 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $166,852,321 | 2,837,142 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $125,256,118 | 2,251,593 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $150,208,017 | 2,919,495 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $314,608,755 | 5,366,003 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $168,215,908 | 2,335,359 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $147,067,603 | 1,839,955 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $180,273,764 | 2,516,033 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $211,926,199 | 3,010,743 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $351,785,788 | 4,559,173 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $331,911,770 | 4,876,036 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $368,484,187 | 4,514,078 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $418,498,148 | 5,640,897 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $592,919,127 | 7,153,947 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $105,176,560 | 1,481,360 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $114,515,210 | 1,321,431 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $75,618,094 | 698,486 | Shares | Sole | 2022-05-16 | |
| 2021-03-31 | $17,788,485 | 186,301 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $16,952,486 | 213,541 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $881,795 | 13,357 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $15,746,755 | 332,175 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||