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 TRMB
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $365,670,769 | 5,605,868 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $571,819,532 | 7,298,271 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $624,192,939 | 7,644,739 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $656,815,644 | 8,644,586 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $605,937,420 | 9,229,816 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $717,505,735 | 10,154,341 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $515,149,802 | 8,296,824 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $486,834,151 | 8,705,904 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $568,472,185 | 8,832,694 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $332,101,266 | 6,242,505 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $253,583,490 | 4,708,197 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $255,494,157 | 4,826,108 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $294,949,936 | 5,626,668 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $408,938,684 | 8,088,186 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $437,498,473 | 8,061,516 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $474,984,672 | 8,157,044 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $591,157,506 | 8,194,587 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $355,389,491 | 4,076,035 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $254,568,356 | 3,095,056 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $174,541,016 | 2,132,971 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $81,188,411 | 1,043,687 | Shares | Sole | 2021-05-17 | |
| 2020-03-31 | $145,501,009 | 4,571,191 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||