Select Equity Group, L.P. Top Holdings and 13F Report (2026)

About Select Equity Group, L.P.

Investment Activity

Select Equity Group, L.P. has $19.53 billion in total holdings as of March 31, 2026.
Select Equity Group, L.P. owns shares of 167 different stocks, but just 42 companies or ETFs make up 80% of its holdings.
Approximately 14.44% of the portfolio was purchased this quarter.
About 27.33% of the portfolio was sold this quarter.
This quarter, Select Equity Group, L.P. has purchased 172 new stocks and bought additional shares in 72 stocks.
Select Equity Group, L.P. sold shares of 67 stocks and completely divested from 32 stocks this quarter.

Largest Holdings

Live Nation Entertainment: $815,082,832
VIKING HOLDINGS LTD: $793,745,876
ITT: $745,636,488
Wabtec: $730,647,622
Markel Group: $722,835,137

Largest New Holdings this Quarter

443510607 - Hubbell: $183,702,139 Holding
46284V101 - Iron Mountain: $181,758,130 Holding
531229755 - Liberty Media Corporation - Liberty Formula One Series C: $107,354,329 Holding
92345Y106 - Verisk Analytics: $79,859,703 Holding
893641100 - Transdigm Group: $55,564,019 Holding

Largest Purchases this Quarter

Cloudflare: 1,034,951 shares (about $213.55M)
Hubbell: 374,337 shares (about $183.70M)
Iron Mountain: 1,779,500 shares (about $181.76M)
Rollins: 3,272,441 shares (about $174.78M)
Nasdaq: 1,810,369 shares (about $153.68M)

Largest Sales this Quarter

VIKING HOLDINGS LTD: 3,104,674 shares (about $228.13M)
Middleby: 1,699,222 shares (about $225.28M)
CRH PLC: 1,921,940 shares (about $202.03M)
Paychex: 2,046,164 shares (about $188.49M)
Wabtec: 635,776 shares (about $158.89M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
LYV Live Nation Entertainment	$815,082,832	$36,864,260 â–¼	-4.3%	5,344,455	4.2%	Consumer Discretionary
VIKING HOLDINGS LTD	$793,745,876	$228,131,445 â–¼	-22.3%	10,802,203	4.1%	ORD SHS
ITT ITT	$745,636,488	$54,913,604 â–²	8.0%	3,913,486	3.8%	Multi-Sector Conglomerates
WAB Wabtec	$730,647,622	$158,886,780 â–¼	-17.9%	2,923,643	3.7%	Transportation
MKL Markel Group	$722,835,137	$96,160,963 â–¼	-11.7%	377,643	3.7%	Multi-Sector Conglomerates
SOMNIGROUP INTERNATIONAL INC	$685,527,279	$85,387,579 â–¼	-11.1%	9,273,908	3.5%	COM
MLM Martin Marietta Materials	$608,353,686	$20,079,875 â–¼	-3.2%	1,033,420	3.1%	Construction
TSCO Tractor Supply	$602,329,819	$34,059,847 â–²	6.0%	13,296,464	3.1%	Retail/Wholesale
LABCORP HOLDINGS INC	$580,254,386	$17,077,441 â–²	3.0%	2,174,785	3.0%	COM SHS
BRO Brown & Brown	$523,122,641	$92,120,798 â–¼	-15.0%	8,022,123	2.7%	Finance
CRH PLC	$510,619,139	$202,034,333 â–¼	-28.3%	4,857,488	2.6%	ORD
SCI Service Corporation International	$504,445,595	$25,811,933 â–¼	-4.9%	6,113,751	2.6%	Consumer Staples
STE STERIS	$473,965,398	$47,619,461 â–²	11.2%	2,143,379	2.4%	Medical
NDAQ Nasdaq	$472,253,766	$153,682,224 â–²	48.2%	5,563,126	2.4%	Finance
ALC Alcon	$418,614,617	$39,971,278 â–¼	-8.7%	5,676,304	2.1%	Medical
EME EMCOR Group	$410,388,875	$68,916,809 â–²	20.2%	555,849	2.1%	Construction
CP Canadian Pacific Kansas City	$388,761,383	$40,147,106 â–²	11.5%	4,956,024	2.0%	Transportation
TRMB Trimble	$365,670,770	$110,395,448 â–¼	-23.2%	5,605,868	1.9%	Industrials
CNM Core & Main	$358,357,826	$25,893,949 â–¼	-6.7%	7,254,207	1.8%	Industrials
TSM Taiwan Semiconductor Manufacturing	$347,387,592	$4,794,497 â–²	1.4%	1,027,926	1.8%	Computer and Technology
PAYX Paychex	$338,087,125	$188,492,628 â–¼	-35.8%	3,670,073	1.7%	Computer and Technology
CHRW C.H. Robinson Worldwide	$325,919,682	$138,619,791 â–²	74.0%	1,962,544	1.7%	Transportation
CLH Clean Harbors	$324,464,241	$80,887,393 â–²	33.2%	1,131,602	1.7%	Business Services
CORPAY INC	$309,597,647	$16,871,309 â–¼	-5.2%	1,063,946	1.6%	COM SHS
SIG Signet Jewelers	$277,180,426	$23,851,213 â–¼	-7.9%	3,274,816	1.4%	Retail/Wholesale
ROL Rollins	$254,611,986	$174,781,074 â–²	218.9%	4,767,122	1.3%	Construction
NET Cloudflare	$240,535,490	$213,551,789 â–²	791.4%	1,165,724	1.2%	Computer and Technology
V Visa	$230,802,554	$5,505,604 â–²	2.4%	763,640	1.2%	Business Services
PKG Packaging Corporation of America	$217,109,761	$113,737,823 â–²	110.0%	1,023,041	1.1%	Industrials
CAE CAE	$214,163,769	$17,259,672 â–²	8.8%	8,251,691	1.1%	Aerospace
MIDD Middleby	$198,931,915	$225,282,853 â–¼	-53.1%	1,500,467	1.0%	Industrials
HUBB Hubbell	$183,702,139	$183,702,139 â–²	New Holding	374,337	0.9%	Industrials
IRM Iron Mountain	$181,758,130	$181,758,130 â–²	New Holding	1,779,500	0.9%	Business Services
SPOT Spotify Technology	$177,416,931	$96,259,484 â–²	118.6%	365,876	0.9%	Computer and Technology
NVDA NVIDIA	$157,568,656	$35,336,928 â–²	28.9%	903,490	0.8%	Computer and Technology
APH Amphenol	$151,612,798	$67,558,334 â–²	80.4%	1,199,943	0.8%	Computer and Technology
BWXT BWX Technologies	$148,546,444	$60,592,636 â–²	68.9%	726,424	0.8%	Aerospace
TMO Thermo Fisher Scientific	$147,213,235	$7,634,444 â–¼	-4.9%	299,500	0.8%	Medical
PWR Quanta Services	$144,844,103	$22,252,879 â–¼	-13.3%	263,823	0.7%	Construction
CDW CDW	$144,711,238	$130,911,206 â–¼	-47.5%	1,195,763	0.7%	Computer and Technology
ENTG Entegris	$127,037,747	$32,038,409 â–¼	-20.1%	1,083,570	0.7%	Computer and Technology
CRM Salesforce	$121,650,972	$22,580,536 â–²	22.8%	651,690	0.6%	Computer and Technology
TDY Teledyne Technologies	$120,370,370	$464,043 â–²	0.4%	198,956	0.6%	Aerospace
DKS DICK'S Sporting Goods	$110,430,279	$5,384,962 â–²	5.1%	556,913	0.6%	Retail/Wholesale
MORN Morningstar	$107,807,073	$149,570,199 â–¼	-58.1%	637,723	0.6%	Business Services
FWONK Liberty Media Corporation - Liberty Formula One Series C	$107,354,329	$107,354,329 â–²	New Holding	1,262,695	0.5%	Consumer Discretionary
CR Crane	$105,305,391	$11,051,217 â–²	11.7%	615,821	0.5%	Industrials
FNV Franco-Nevada	$102,559,738	$92,100,236 â–²	880.5%	415,524	0.5%	Basic Materials
GOOG Alphabet	$102,491,062	$34,306,161 â–¼	-25.1%	357,286	0.5%	Computer and Technology
APO Apollo Global Management	$101,836,209	$20,771,808 â–²	25.6%	913,985	0.5%	Finance
ONON ON	$97,368,336	$2,157,787 â–¼	-2.2%	2,862,091	0.5%	Retail/Wholesale
FTV Fortive	$94,686,514	$118,830,496 â–¼	-55.7%	1,712,853	0.5%	Computer and Technology
IWM iShares Russell 2000 ETF	$89,280,000	$88,969,752 â–²	28,677.0%	360,000	0.5%	Finance
WDAY Workday	$84,837,500	$9,706,453 â–¼	-10.3%	652,998	0.4%	Computer and Technology
GRMN Garmin	$83,897,136	$40,009,196 â–¼	-32.3%	361,610	0.4%	Computer and Technology
JOE St. Joe	$80,069,246	$5,874,061 â–²	7.9%	1,274,988	0.4%	Finance
VRSK Verisk Analytics	$79,859,703	$79,859,703 â–²	New Holding	420,868	0.4%	Business Services
MSFT Microsoft	$77,578,378	$1,035,365 â–¼	-1.3%	209,575	0.4%	Computer and Technology
DSGX The Descartes Systems Group	$77,121,310	$49,821,856 â–²	182.5%	1,080,155	0.4%	Computer and Technology
BE Bloom Energy	$71,243,081	$11,410,697 â–²	19.1%	525,818	0.4%	Energy
AMZN Amazon.com	$67,946,213	$49,788,193 â–¼	-42.3%	326,241	0.3%	Retail/Wholesale
INTC Intel	$63,512,955	$56,107,191 â–²	757.6%	1,439,224	0.3%	Computer and Technology
AVGO Broadcom	$62,361,313	$36,865,736 â–²	144.6%	201,484	0.3%	Computer and Technology
FBIN Fortune Brands Innovations	$61,354,134	$49,944,926 â–¼	-44.9%	1,574,394	0.3%	Retail/Wholesale
INTU Intuit	$60,823,327	$47,443,328 â–¼	-43.8%	140,671	0.3%	Computer and Technology
LAMR Lamar Advertising	$59,730,196	$14,818,333 â–²	33.0%	471,579	0.3%	Finance
TDG Transdigm Group	$55,564,019	$55,564,019 â–²	New Holding	47,943	0.3%	Aerospace
COREWEAVE INC	$53,934,614	$712,724 â–²	1.3%	696,200	0.3%	COM CL A
USLM United States Lime & Minerals	$52,985,995	$5,012,289 â–²	10.4%	405,681	0.3%	Construction
QXO INC	$50,433,468	$16,812,321 â–¼	-25.0%	2,596,986	0.3%	COM NEW
KEX Kirby	$49,949,193	$28,192,618 â–²	129.6%	375,897	0.3%	Transportation
DHR Danaher	$47,699,189	$17,320,908 â–¼	-26.6%	251,578	0.2%	Medical
SPGI S&P Global	$44,899,741	$13,022,209 â–²	40.9%	105,562	0.2%	Finance
HOOD Robinhood Markets	$44,421,300	$27,096,300 â–¼	-37.9%	641,000	0.2%	Finance
WSM Williams-Sonoma	$42,494,377	$137,841 â–²	0.3%	233,063	0.2%	Retail/Wholesale
OSW OneSpaWorld	$38,194,905	$1,470,843 â–²	4.0%	1,664,266	0.2%	Consumer Discretionary
RBLX Roblox	$37,782,815	$37,782,815 â–²	New Holding	668,013	0.2%	Consumer Discretionary
TECH Bio-Techne	$37,095,559	$111,173,482 â–¼	-75.0%	709,827	0.2%	Medical
CHEF Chefs' Warehouse	$32,797,733	$2,942,656 â–²	9.9%	551,686	0.2%	Consumer Staples
ALCC AltC Acquisition	$32,099,607	$332,253 â–²	1.0%	647,300	0.2%	Energy
NEM Newmont	$31,544,050	$70,286,942 â–¼	-69.0%	291,400	0.2%	Basic Materials
CWST Casella Waste Systems	$31,099,217	$1,407,888 â–²	4.7%	391,974	0.2%	Business Services
BN Brookfield	$30,934,368	$9,301,222 â–¼	-23.1%	765,841	0.2%	Finance
UNP Union Pacific	$30,188,479	$13,307,222 â–¼	-30.6%	124,427	0.2%	Transportation
CSW INDUSTRIALS INC	$29,563,062	$1,369,869 â–²	4.9%	113,451	0.2%	COM
APG APi Group	$29,499,573	$40,515,907 â–¼	-57.9%	728,025	0.2%	Business Services
MOG.A Moog	$29,490,503	$29,490,503 â–²	New Holding	100,774	0.2%	Aerospace
SHOPIFY INC	$27,960,395	$43,051,113 â–¼	-60.6%	235,714	0.1%	CL A SUB VTG SHS
NIQ GLOBAL INTELLIGENCE PLC	$27,198,109	$5,549,833 â–²	25.6%	2,392,094	0.1%	ORDINARY SHARES
CTAS Cintas	$26,632,954	$26,632,954 â–²	New Holding	157,461	0.1%	Business Services
IRDM Iridium Communications	$26,145,477	$2,958,138 â–²	12.8%	942,519	0.1%	Computer and Technology
KAI Kadant	$25,905,718	$3,635,957 â–²	16.3%	88,612	0.1%	Industrials
FORM FormFactor	$24,966,584	$16,430,591 â–¼	-39.7%	257,414	0.1%	Computer and Technology
A Agilent Technologies	$23,855,330	$23,855,330 â–²	New Holding	209,294	0.1%	Medical
NKE NIKE	$23,761,711	$73,126,914 â–¼	-75.5%	449,862	0.1%	Consumer Discretionary
NOW ServiceNow	$23,567,870	$5,676,124 â–²	31.7%	225,422	0.1%	Computer and Technology
WTM White Mountains Insurance Group	$23,199,898	$20,108,775 â–¼	-46.4%	10,560	0.1%	Finance
CDRE Cadre	$22,963,919	$904,262 â–²	4.1%	748,498	0.1%	Industrials
WAYSTAR HLDG CORP	$22,259,341	$6,958,894 â–²	45.5%	923,241	0.1%	COM
MCO Moody's	$21,619,678	$745,551 â–¼	-3.3%	49,558	0.1%	Finance

Showing largest 100 holdings. View all holdings.

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Select Equity Group, L.P. Top Holdings and 13F Report (2026)

About Select Equity Group, L.P.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Select Equity Group, L.P. Top Holdings and 13F Report (2026)

About Select Equity Group, L.P.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSelect Equity Group, L.P.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools