EdgeMarket › What Select Equity Group, L.P. reported owning
What Select Equity Group, L.P. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
19.5BPositions
179Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| LYV Live Nation Entertainment, Inc. | 815.1M | 4.2% | 5.3M | 181.82 | +12.3% |
| VIK Viking Holdings Ltd | 793.7M | 4.1% | 10.8M | 92.79 | +58.5% |
| ITT ITT INC. | 745.6M | 3.8% | 3.9M | 208.10 | +25.6% |
| WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | 730.6M | 3.7% | 2.9M | 297.57 | +54.3% |
| MKL MARKEL GROUP INC. | 722.8M | 3.7% | 377.6K | 1,795.62 | -8.9% |
| SGI SOMNIGROUP INTERNATIONAL INC. | 685.5M | 3.5% | 9.3M | 64.71 | -20.1% |
| MLM MARTIN MARIETTA MATERIALS INC | 608.4M | 3.1% | 1.0M | 534.92 | -10.9% |
| TSCO TRACTOR SUPPLY CO /DE/ | 602.3M | 3.1% | 13.3M | 34.98 | -42.7% |
| LH LABCORP HOLDINGS INC. | 580.3M | 3.0% | 2.2M | 336.34 | +20.9% |
| BRO BROWN & BROWN, INC. | 523.1M | 2.7% | 8.0M | 72.92 | -24.7% |
| CRH CRH PUBLIC LTD CO | 510.6M | 2.6% | 4.9M | 95.07 | -14.2% |
| SCI SERVICE CORP INTERNATIONAL | 504.4M | 2.6% | 6.1M | 83.29 | +2.9% |
| STE STERIS plc | 474.0M | 2.4% | 2.1M | 237.93 | -4.7% |
| NDAQ NASDAQ, INC. | 472.3M | 2.4% | 5.6M | 98.22 | +3.9% |
| ALC ALCON INC | 418.6M | 2.1% | 5.7M | 73.63 | -9.1% |
| EME EMCOR Group, Inc. | 410.4M | 2.1% | 555.8K | 776.62 | +28.3% |
| CP CANADIAN PACIFIC KANSAS CITY LTD/CN | 388.8M | 2.0% | 5.0M | 96.69 | +30.2% |
| TRMB TRIMBLE INC. | 365.7M | 1.9% | 5.6M | 60.25 | -24.9% |
| CNM Core & Main, Inc. | 358.4M | 1.8% | 7.3M | 44.88 | -29.8% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 347.4M | 1.8% | 1.0M | 418.95 | +83.3% |
| PAYX PAYCHEX INC | 338.1M | 1.7% | 3.7M | 124.47 | -10.4% |
| CHRW C. H. ROBINSON WORLDWIDE, INC. | 325.9M | 1.7% | 2.0M | 141.63 | +17.0% |
| CLH CLEAN HARBORS INC | 324.5M | 1.7% | 1.1M | 315.98 | +29.5% |
| CPAY CORPAY, INC. | 309.6M | 1.6% | 1.1M | 417.13 | +31.8% |
| SIG SIGNET JEWELERS LTD | 277.2M | 1.4% | 3.3M | 81.37 | +1.4% |
| ROL ROLLINS INC | 254.6M | 1.3% | 4.8M | 36.91 | -36.8% |
| V VISA INC. | 230.8M | 1.2% | 763.6K | 371.04 | +7.9% |
| PKG PACKAGING CORP OF AMERICA | 217.1M | 1.1% | 1.0M | 252.79 | +27.6% |
| CAE CAE INC | 214.2M | 1.1% | 8.3M | 24.91 | -7.0% |
| MIDD MIDDLEBY Corp | 198.9M | 1.0% | 1.5M | 115.48 | -11.4% |
| HUBB HUBBELL INC | 183.7M | 0.9% | 374.3K | 470.03 | +9.3% |
| SPOT Spotify Technology S.A. | 177.4M | 0.9% | 365.9K | 533.72 | -24.2% |
| NET Cloudflare, Inc. | 176.4M | 0.9% | 854.9K | 293.14 | +51.7% |
| NVDA NVIDIA CORP | 157.6M | 0.8% | 903.5K | 214.72 | +22.4% |
| APH AMPHENOL CORP /DE/ | 151.6M | 0.8% | 1.2M | 157.01 | +44.5% |
| BWXT BWX Technologies, Inc. | 148.5M | 0.8% | 726.4K | 156.78 | -4.1% |
| TMO THERMO FISHER SCIENTIFIC INC. | 147.2M | 0.8% | 299.5K | 629.27 | +27.2% |
| PWR QUANTA SERVICES, INC. | 144.8M | 0.7% | 263.8K | 639.34 | +70.1% |
| CDW CDW Corp | 144.7M | 0.7% | 1.2M | 137.25 | -17.8% |
| TDY TELEDYNE TECHNOLOGIES INC | 120.4M | 0.6% | 199.0K | 636.15 | +17.4% |
| ENTG ENTEGRIS INC | 119.7M | 0.6% | 1.0M | 143.66 | +80.9% |
| DKS DICK'S SPORTING GOODS, INC. | 110.4M | 0.6% | 556.9K | 183.23 | -17.8% |
| MORN Morningstar, Inc. | 107.8M | 0.6% | 637.7K | 215.97 | -17.7% |
| FWONK Liberty Media Corp | 107.4M | 0.5% | 1.3M | 104.94 | +3.2% |
| CR Crane Co | 105.3M | 0.5% | 615.8K | 208.41 | +9.7% |
| FNV FRANCO NEVADA Corp | 102.6M | 0.5% | 415.5K | 265.74 | +49.0% |
| APO Apollo Global Management, Inc. | 101.8M | 0.5% | 914.0K | 132.69 | -2.0% |
| FTV Fortive Corp | 94.7M | 0.5% | 1.7M | 60.08 | +25.1% |
| CRM Salesforce, Inc. | 93.7M | 0.5% | 501.8K | 209.17 | -15.1% |
| WDAY Workday, Inc. | 84.8M | 0.4% | 653.0K | 200.01 | -12.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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