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 $20.22B across 143 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VIK ($900.3M, 4.45%), LYV ($828.4M, 4.10%), SGI ($697.2M, 3.45%), ITT ($685.5M, 3.39%), WAB ($652.9M, 3.23%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VIK | VIKING HOLDINGS LTD | $900.3M | 4.45% | 8.6M | Trimmed |
| 2 | LYV | LIVE NATION ENTERTAINMENT IN | $828.4M | 4.10% | 4.5M | Trimmed |
| 3 | SGI | SOMNIGROUP INTERNATIONAL INC | $697.2M | 3.45% | 8.9M | Trimmed |
| 4 | ITT | ITT INC | $685.5M | 3.39% | 3.5M | Trimmed |
| 5 | WAB | WABTEC | $652.9M | 3.23% | 2.4M | Trimmed |
| 6 | MKL | MARKEL GROUP INC | $647.8M | 3.20% | 331,679 | Trimmed |
| 7 | MLM | MARTIN MARIETTA MATLS INC | $583.2M | 2.88% | 1.0M | Trimmed |
| 8 | LH | LABCORP HOLDINGS INC | $554.9M | 2.74% | 2.0M | Trimmed |
| 9 | IWM | ISHARES TR | $540.8M | 2.67% | 1.8M | Added |
| 10 | CRH | CRH PLC | $489.8M | 2.42% | 4.6M | Trimmed |
| 11 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $489.1M | 2.42% | 1.0M | Trimmed |
| 12 | TDG | TRANSDIGM GROUP INC | $470.5M | 2.33% | 353,230 | Added |
| 13 | ENTG | ENTEGRIS INC | $448.6M | 2.22% | 2.5M | Added |
| 14 | NDAQ | NASDAQ INC | $445.0M | 2.20% | 5.6M | Added |
| 15 | HUBB | HUBBELL INC | $437.0M | 2.16% | 835,260 | Added |
| 16 | STE | STERIS PLC | $399.0M | 1.97% | 1.9M | Trimmed |
| 17 | AMZN | AMAZON COM INC | $391.3M | 1.93% | 1.6M | Added |
| 18 | ALC | ALCON AG | $390.3M | 1.93% | 5.8M | Added |
| 19 | CP | CANADIAN PACIFIC KANSAS CITY | $376.8M | 1.86% | 4.3M | Trimmed |
| 20 | V | VISA INC | $355.8M | 1.76% | 1.0M | Added |
| 21 | EME | EMCOR GROUP INC | $348.4M | 1.72% | 419,806 | Trimmed |
| 22 | BWXT | BWX TECHNOLOGIES INC | $331.7M | 1.64% | 1.7M | Added |
| 23 | BRO | BROWN & BROWN INC | $313.9M | 1.55% | 4.9M | Trimmed |
| 24 | CNM | CORE & MAIN INC | $281.8M | 1.39% | 5.8M | Trimmed |
| 25 | NVDA | NVIDIA CORPORATION | $279.5M | 1.38% | 1.4M | Added |
Source: SEC Form 13F filings · as of 2026-06-30