Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Select Equity Group, L.P. (CIK 1592643) reported $19.53B across 143 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: LYV ($815.1M, 4.17%), VIK ($793.7M, 4.06%), ITT ($745.6M, 3.82%), WAB ($730.6M, 3.74%), MKL ($722.8M, 3.70%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LYV | LIVE NATION ENTERTAINMENT IN | $815.1M | 4.17% | 5.3M | Trimmed |
| 2 | VIK | VIKING HOLDINGS LTD | $793.7M | 4.06% | 10.8M | Trimmed |
| 3 | ITT | ITT INC | $745.6M | 3.82% | 3.9M | Added |
| 4 | WAB | WABTEC | $730.6M | 3.74% | 2.9M | Trimmed |
| 5 | MKL | MARKEL GROUP INC | $722.8M | 3.70% | 377,643 | Trimmed |
| 6 | TPX | SOMNIGROUP INTERNATIONAL INC | $685.5M | 3.51% | 9.3M | Trimmed |
| 7 | MLM | MARTIN MARIETTA MATLS INC | $608.4M | 3.11% | 1.0M | Trimmed |
| 8 | TSCO | TRACTOR SUPPLY CO | $602.3M | 3.08% | 13.3M | Added |
| 9 | LH | LABCORP HOLDINGS INC | $580.3M | 2.97% | 2.2M | Added |
| 10 | BRO | BROWN & BROWN INC | $523.1M | 2.68% | 8.0M | Trimmed |
| 11 | CRH | CRH PLC | $510.6M | 2.61% | 4.9M | Trimmed |
| 12 | SCI | SERVICE CORP INTL | $504.4M | 2.58% | 6.1M | Trimmed |
| 13 | STE | STERIS PLC | $474.0M | 2.43% | 2.1M | Added |
| 14 | NDAQ | NASDAQ INC | $472.3M | 2.42% | 5.6M | Added |
| 15 | ALC | ALCON AG | $418.6M | 2.14% | 5.7M | Trimmed |
| 16 | EME | EMCOR GROUP INC | $410.4M | 2.10% | 555,849 | Added |
| 17 | CP | CANADIAN PACIFIC KANSAS CITY | $388.8M | 1.99% | 5.0M | Added |
| 18 | TRMB | TRIMBLE INC | $365.7M | 1.87% | 5.6M | Trimmed |
| 19 | CNM | CORE & MAIN INC | $358.4M | 1.83% | 7.3M | Trimmed |
| 20 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $347.4M | 1.78% | 1.0M | Added |
| 21 | PAYX | PAYCHEX INC | $338.1M | 1.73% | 3.7M | Trimmed |
| 22 | CHRW | C H ROBINSON WORLDWIDE IN | $325.9M | 1.67% | 2.0M | Added |
| 23 | CLH | CLEAN HARBORS INC | $324.5M | 1.66% | 1.1M | Added |
| 24 | CPAY | CORPAY INC | $309.6M | 1.58% | 1.1M | Trimmed |
| 25 | SIG | SIGNET JEWELERS LIMITED | $277.2M | 1.42% | 3.3M | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31