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 WDAY
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $84,837,500 | 652,998 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $156,297,339 | 727,709 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $175,323,177 | 728,298 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $160,561,680 | 669,007 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $119,128,090 | 510,119 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $127,632,733 | 494,643 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $97,931,420 | 400,685 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $32,397,644 | 144,917 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $40,049,246 | 146,835 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $63,817,894 | 231,174 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $68,249,680 | 317,662 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $72,953,886 | 322,962 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $59,972,606 | 290,368 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $32,045,200 | 191,509 | Shares | Sole | 2023-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||