Select Equity Group, L.P.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$19.53B
Q ending 2026-03-31
Prior quarter
$23.20B
Q ending 2025-12-31
Change
-15.8% QoQ · -15.7% YoY
Positions
179
reported holdings
Largest positions
Top 100 of 179 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Live Nation Entertainment In | LYV | Shares | $815.1M | 5.3M |
| Viking Holdings Ltd | Shares | $793.7M | 10.8M | |
| Itt Inc | ITT | Shares | $745.6M | 3.9M |
| Wabtec | WAB | Shares | $730.6M | 2.9M |
| Markel Group Inc | MKL | Shares | $722.8M | 378K |
| Somnigroup International Inc | SGI | Shares | $685.5M | 9.3M |
| Martin Marietta Matls Inc | MLM | Shares | $608.4M | 1.0M |
| Tractor Supply Co | TSCO | Shares | $602.3M | 13.3M |
| Labcorp Holdings Inc | LH | Shares | $580.3M | 2.2M |
| Brown & Brown Inc | BRO | Shares | $523.1M | 8.0M |
| Crh Plc | Shares | $510.6M | 4.9M | |
| Service Corp Intl | SCI | Shares | $504.4M | 6.1M |
| Steris Plc | Shares | $474.0M | 2.1M | |
| Nasdaq Inc | NDAQ | Shares | $472.3M | 5.6M |
| Alcon Ag | Shares | $418.6M | 5.7M | |
| Emcor Group Inc | EME | Shares | $410.4M | 556K |
| Canadian Pacific Kansas City | CP | Shares | $388.8M | 5.0M |
| Trimble Inc | TRMB | Shares | $365.7M | 5.6M |
| Core & Main Inc | CNM | Shares | $358.4M | 7.3M |
| Taiwan Semiconductor Manufac | TSM | Shares | $347.4M | 1.0M |
| Paychex Inc | PAYX | Shares | $338.1M | 3.7M |
| C H Robinson Worldwide In | CHRW | Shares | $325.9M | 2.0M |
| Clean Harbors Inc | CLH | Shares | $324.5M | 1.1M |
| Corpay Inc | CPAY | Shares | $309.6M | 1.1M |
| Signet Jewelers Limited | Shares | $277.2M | 3.3M | |
| Rollins Inc | ROL | Shares | $254.6M | 4.8M |
| Visa Inc | V | Shares | $230.8M | 764K |
| Packaging Corp Amer | PKG | Shares | $217.1M | 1.0M |
| Cae Inc | CAE | Shares | $214.2M | 8.3M |
| Middleby Corp | MIDD | Shares | $198.9M | 1.5M |
| Hubbell Inc | HUBB | Shares | $183.7M | 374K |
| Iron Mtn Inc Del | IRM | Put | $181.8M | 1.8M |
| Spotify Technology S A | Shares | $177.4M | 366K | |
| Cloudflare Inc | NET | Shares | $176.4M | 855K |
| Nvidia Corporation | NVDA | Shares | $157.6M | 903K |
| Amphenol Corp | APH | Shares | $151.6M | 1.2M |
| Bwx Technologies Inc | BWXT | Shares | $148.5M | 726K |
| Thermo Fisher Scientific Inc | TMO | Shares | $147.2M | 300K |
| Quanta Svcs Inc | PWR | Shares | $144.8M | 264K |
| Cdw Corp | CDW | Shares | $144.7M | 1.2M |
| Teledyne Technologies Inc | TDY | Shares | $120.4M | 199K |
| Entegris Inc | ENTG | Shares | $119.7M | 1.0M |
| Dicks Sporting Goods Inc | DKS | Shares | $110.4M | 557K |
| Morningstar Inc | MORN | Shares | $107.8M | 638K |
| Liberty Media Corp Del | FWONK | Shares | $107.4M | 1.3M |
| Crane Company | CR | Shares | $105.3M | 616K |
| Franco Nev Corp | FNV | Shares | $102.6M | 416K |
| Apollo Global Mgmt Inc | APO | Shares | $101.8M | 914K |
| Fortive Corp | FTV | Shares | $94.7M | 1.7M |
| Salesforce Inc | CRM | Shares | $93.7M | 502K |
| Ishares Tr | IWM | Put | $89.3M | 360K |
| Workday Inc | WDAY | Shares | $84.8M | 653K |
| On Hldg Ag | Shares | $83.9M | 2.5M | |
| Garmin Ltd | Shares | $83.9M | 362K | |
| St Joe Co | JOE | Shares | $80.1M | 1.3M |
| Verisk Analytics Inc | VRSK | Shares | $79.9M | 421K |
| Microsoft Corp | MSFT | Shares | $77.6M | 210K |
| Descartes Sys Group Inc | DSGX | Shares | $77.1M | 1.1M |
| Bloom Energy Corp | BE | Put | $71.2M | 526K |
| Amazon Com Inc | AMZN | Shares | $67.9M | 326K |
| Cloudflare Inc | NET | Call | $64.1M | 311K |
| Intel Corp | INTC | Shares | $63.5M | 1.4M |
| Broadcom Inc | AVGO | Shares | $62.4M | 201K |
| Intuit | INTU | Shares | $60.8M | 141K |
| Lamar Advertising Co | LAMR | Shares | $59.7M | 472K |
| Transdigm Group Inc | TDG | Shares | $55.6M | 48K |
| Coreweave Inc | CRWV | Put | $53.9M | 696K |
| United Sts Lime & Minerals I | USLM | Shares | $53.0M | 406K |
| Alphabet Inc | GOOG | Shares | $52.6M | 183K |
| Qxo Inc | QXO | Shares | $50.4M | 2.6M |
| Kirby Corp | KEX | Shares | $49.9M | 376K |
| Alphabet Inc | GOOG | Call | $49.9M | 174K |
| Danaher Corp Del | DHR | Shares | $47.7M | 252K |
| S&P Global Inc | SPGI | Shares | $44.9M | 106K |
| Robinhood Mkts Inc | HOOD | Put | $44.4M | 641K |
| Williams Sonoma Inc | WSM | Shares | $42.5M | 233K |
| Onespaworld Holdings Limited | Shares | $38.2M | 1.7M | |
| Roblox Corp | RBLX | Put | $37.8M | 668K |
| Bio-Techne Corp | TECH | Shares | $37.1M | 710K |
| Fortune Brands Innovations I | FBIN | Shares | $34.9M | 894K |
| Chefs Whse Inc | CHEF | Shares | $32.8M | 552K |
| Oklo Inc | OKLO | Put | $32.1M | 647K |
| Newmont Corp | NEM | Call | $31.5M | 291K |
| Casella Waste Sys Inc | CWST | Shares | $31.1M | 392K |
| Brookfield Corp | BN | Shares | $30.9M | 766K |
| Union Pac Corp | UNP | Shares | $30.2M | 124K |
| Csw Industrials Inc | CSW | Shares | $29.6M | 113K |
| Api Group Corp | APG | Shares | $29.5M | 728K |
| Moog Inc | MOG/A | Shares | $29.5M | 101K |
| Salesforce Inc | CRM | Put | $28.0M | 150K |
| Shopify Inc | SHOP | Shares | $28.0M | 236K |
| Niq Global Intelligence Plc | Shares | $27.2M | 2.4M | |
| Cintas Corp | CTAS | Shares | $26.6M | 157K |
| Fortune Brands Innovations I | FBIN | Call | $26.5M | 680K |
| Iridium Communications Inc | IRDM | Shares | $26.1M | 943K |
| Kadant Inc | KAI | Shares | $25.9M | 89K |
| Formfactor Inc | FORM | Shares | $25.0M | 257K |
| Agilent Technologies Inc | A | Shares | $23.9M | 209K |
| Nike Inc | NKE | Shares | $23.8M | 450K |
| Servicenow Inc | NOW | Shares | $23.6M | 225K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.