Select Equity Group, L.P. 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Select Equity Group, L.P. disclosed 159 US equity positions worth $18.8bn in its Q1 2026 13F filing. The largest position was LYV at 4.3% of the reported book, followed by VIK and ITT.
What did Select Equity Group, L.P. own in Q1 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | LYV LIVE NATION ENTERTAINMENT IN | Communication Services | 4.3% | $815.1m | 5,344,455 | – | |
| 2 | VIK VIKING HOLDINGS LTD | Consumer Cyclical | 4.2% | $793.7m | 10,802,203 | – | |
| 3 | ITT ITT INC | Industrials | 4.0% | $745.6m | 3,913,486 | – | |
| 4 | WAB WABTEC | Industrials | 3.9% | $730.6m | 2,923,643 | – | |
| 5 | MKL MARKEL GROUP INC | Financial Services | 3.9% | $722.8m | 377,643 | – | |
| 6 | SGI SOMNIGROUP INTERNATIONAL INC | Consumer Cyclical | 3.7% | $685.5m | 9,273,908 | – | |
| 7 | MLM MARTIN MARIETTA MATLS INC | Basic Materials | 3.2% | $608.4m | 1,033,420 | – | |
| 8 | TSCO TRACTOR SUPPLY CO | Consumer Cyclical | 3.2% | $602.3m | 13,296,464 | – | |
| 9 | LH LABCORP HOLDINGS INC | Healthcare | 3.1% | $580.3m | 2,174,785 | – | |
| 10 | BRO BROWN & BROWN INC | Financial Services | 2.8% | $523.1m | 8,022,123 | – | |
| 11 | CRH CRH PLC | Basic Materials | 2.7% | $510.6m | 4,857,488 | – | |
| 12 | SCI SERVICE CORP INTL | Consumer Cyclical | 2.7% | $504.4m | 6,113,751 | – | |
| 13 | STE STERIS PLC | Healthcare | 2.5% | $474.0m | 2,143,379 | – | |
| 14 | NDAQ NASDAQ INC | Financial Services | 2.5% | $472.3m | 5,563,126 | – | |
| 15 | ALC ALCON AG | Healthcare | 2.2% | $418.6m | 5,676,304 | – | |
| 16 | EME EMCOR GROUP INC | Industrials | 2.2% | $410.4m | 555,849 | – | |
| 17 | CP CANADIAN PACIFIC KANSAS CITY | Industrials | 2.1% | $388.8m | 4,956,024 | – | |
| 18 | TRMB TRIMBLE INC | Technology | 1.9% | $365.7m | 5,605,868 | – | |
| 19 | CNM CORE & MAIN INC | Industrials | 1.9% | $358.4m | 7,254,207 | – | |
| 20 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 1.9% | $347.4m | 1,027,926 | – | |
| 21 | PAYX PAYCHEX INC | Technology | 1.8% | $338.1m | 3,670,073 | – | |
| 22 | CHRW C H ROBINSON WORLDWIDE IN | Industrials | 1.7% | $325.9m | 1,962,544 | – | |
| 23 | CLH CLEAN HARBORS INC | Industrials | 1.7% | $324.5m | 1,131,602 | – | |
| 24 | CPAY CORPAY INC | Technology | 1.6% | $309.6m | 1,063,946 | – | |
| 25 | SIG SIGNET JEWELERS LIMITED | Consumer Cyclical | 1.5% | $277.2m | 3,274,816 | – | |
| 26 | ROL ROLLINS INC | Consumer Cyclical | 1.4% | $254.6m | 4,767,122 | – | |
| 27 | V VISA INC | Financial Services | 1.2% | $230.8m | 763,640 | – | |
| 28 | PKG PACKAGING CORP AMER | Consumer Cyclical | 1.2% | $217.1m | 1,023,041 | – | |
| 29 | CAE CAE INC | Industrials | 1.1% | $214.2m | 8,251,691 | – | |
| 30 | MIDD MIDDLEBY CORP | Industrials | 1.1% | $198.9m | 1,500,467 | – | |
| 31 | HUBB HUBBELL INC | Industrials | 1.0% | $183.7m | 374,337 | – | |
| 32 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 0.9% | $177.4m | 365,876 | – | |
| 33 | NET CLOUDFLARE INC | Technology | 0.9% | $176.4m | 854,924 | – | |
| 34 | NVDA NVIDIA CORPORATION | Technology | 0.8% | $157.6m | 903,490 | – | |
| 35 | APH AMPHENOL CORP | Technology | 0.8% | $151.6m | 1,199,943 | – | |
| 36 | BWXT BWX TECHNOLOGIES INC | Industrials | 0.8% | $148.5m | 726,424 | – | |
| 37 | TMO THERMO FISHER SCIENTIFIC INC | Healthcare | 0.8% | $147.2m | 299,500 | – | |
| 38 | PWR QUANTA SVCS INC | Industrials | 0.8% | $144.8m | 263,823 | – | |
| 39 | CDW CDW CORP | Technology | 0.8% | $144.7m | 1,195,763 | – | |
| 40 | TDY TELEDYNE TECHNOLOGIES INC | Technology | 0.6% | $120.4m | 198,956 | – | |
| 41 | ENTG ENTEGRIS INC | Technology | 0.6% | $119.7m | 1,020,870 | – | |
| 42 | DKS DICKS SPORTING GOODS INC | Consumer Cyclical | 0.6% | $110.4m | 556,913 | – | |
| 43 | MORN MORNINGSTAR INC | Financial Services | 0.6% | $107.8m | 637,723 | – | |
| 44 | LLYVK LIBERTY MEDIA CORP DEL | Communication Services | 0.6% | $107.4m | 1,262,695 | – | |
| 45 | CR CRANE COMPANY | Industrials | 0.6% | $105.3m | 615,821 | – | |
| 46 | FNV FRANCO NEV CORP | Basic Materials | 0.5% | $102.6m | 415,524 | – | |
| 47 | APO APOLLO GLOBAL MGMT INC | Financial Services | 0.5% | $101.8m | 913,985 | – | |
| 48 | FTV FORTIVE CORP | Technology | 0.5% | $94.7m | 1,712,853 | – | |
| 49 | CRM SALESFORCE INC | Technology | 0.5% | $93.7m | 501,790 | – | |
| 50 | WDAY WORKDAY INC | Technology | 0.5% | $84.8m | 652,998 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.