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 $20.22 billion in total holdings as of June 30, 2026.
Select Equity Group, L.P. owns shares of 148 different stocks, but just 44 companies or ETFs make up 80% of its holdings.
Approximately 16.95% of the portfolio was purchased this quarter.
About 20.94% of the portfolio was sold this quarter.
This quarter, Select Equity Group, L.P. has purchased 167 new stocks and bought additional shares in 74 stocks.
Select Equity Group, L.P. sold shares of 57 stocks and completely divested from 36 stocks this quarter.

Largest Holdings

VIKING HOLDINGS LTD: $900,307,805
Live Nation Entertainment: $828,357,779
SOMNIGROUP INTERNATIONAL INC: $697,186,974
ITT: $685,509,529
Wabtec: $652,850,419

Largest New Holdings this Quarter

278865100 - Ecolab: $76,897,196 Holding
53190C102 - Life Time Group: $70,623,795 Holding
579780206 - McCormick & Company, Incorporated: $37,090,263 Holding
73278L105 - Pool: $34,341,665 Holding
83443Q103 - SOLSTICE ADVANCED MATLS INC: $34,053,499 Holding

Largest Purchases this Quarter

iShares Russell 2000 ETF: 1,440,000 shares (about $432.65M)
Transdigm Group: 305,287 shares (about $406.65M)
Amazon.com: 1,315,360 shares (about $313.50M)
Entegris: 1,410,343 shares (about $253.66M)
Hubbell: 460,923 shares (about $241.15M)

Largest Sales this Quarter

Tractor Supply: 8,959,689 shares (about $283.22M)
Cloudflare: 989,286 shares (about $242.65M)
VIKING HOLDINGS LTD: 2,200,810 shares (about $230.36M)
Service Corporation International: 2,787,068 shares (about $211.71M)
Brown & Brown: 3,129,623 shares (about $200.77M)

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
VIKING HOLDINGS LTD	$900,307,805	$230,358,783 â–¼	-20.4%	8,601,393	4.5%	ORD SHS
LYV Live Nation Entertainment	$828,357,779	$150,265,376 â–¼	-15.4%	4,523,826	4.1%	Communication Services
SOMNIGROUP INTERNATIONAL INC	$697,186,974	$29,887,413 â–¼	-4.1%	8,892,691	3.4%	COM
ITT ITT	$685,509,529	$88,421,462 â–¼	-11.4%	3,466,371	3.4%	Industrials
WAB Wabtec	$652,850,419	$135,363,734 â–¼	-17.2%	2,421,552	3.2%	Industrials
MKL Markel Group	$647,772,404	$89,768,152 â–¼	-12.2%	331,679	3.2%	Finance
MLM Martin Marietta Materials	$583,190,759	$12,782,556 â–¼	-2.1%	1,011,255	2.9%	Materials
LABCORP HOLDINGS INC	$554,945,440	$53,994,360 â–¼	-8.9%	1,981,948	2.7%	COM SHS
IWM iShares Russell 2000 ETF	$540,810,000	$432,648,000 â–²	400.0%	1,800,000	2.7%	ETF
CRH PLC	$489,751,305	$29,999,911 â–¼	-5.8%	4,577,115	2.4%	ORD
TSM Taiwan Semiconductor Manufacturing	$489,121,941	$1,784,679 â–¼	-0.4%	1,024,189	2.4%	Technology
TDG Transdigm Group	$470,516,489	$406,654,495 â–²	636.8%	353,230	2.3%	Industrials
ENTG Entegris	$448,555,192	$253,664,292 â–²	130.2%	2,493,913	2.2%	Technology
NDAQ Nasdaq	$445,042,942	$6,557,351 â–²	1.5%	5,646,320	2.2%	Finance
HUBB Hubbell	$437,008,032	$241,154,914 â–²	123.1%	835,260	2.2%	Industrials
STE STERIS	$398,955,608	$52,375,708 â–¼	-11.6%	1,894,646	2.0%	Healthcare
AMZN Amazon.com	$391,259,182	$313,502,902 â–²	403.2%	1,641,601	1.9%	Consumer Discretionary
ALC Alcon	$390,260,022	$6,093,678 â–²	1.6%	5,766,342	1.9%	Healthcare
CP Canadian Pacific Kansas City	$376,770,450	$52,787,730 â–¼	-12.3%	4,346,986	1.9%	Industrials
V Visa	$355,838,881	$93,841,634 â–²	35.8%	1,037,159	1.8%	Finance
EME EMCOR Group	$348,388,603	$112,899,365 â–¼	-24.5%	419,806	1.7%	Industrials
BWXT BWX Technologies	$331,685,157	$190,286,725 â–²	134.6%	1,704,008	1.6%	Industrials
BRO Brown & Brown	$313,853,875	$200,765,315 â–¼	-39.0%	4,892,500	1.6%	Finance
CNM Core & Main	$281,792,497	$68,222,991 â–¼	-19.5%	5,840,259	1.4%	Industrials
NVDA NVIDIA	$279,513,124	$98,733,810 â–²	54.6%	1,396,937	1.4%	Technology
PKG Packaging Corporation of America	$267,002,033	$23,231,823 â–²	9.5%	1,120,539	1.3%	Materials
TRMB Trimble	$260,012,518	$26,895,807 â–¼	-9.4%	5,080,354	1.3%	Technology
SCI Service Corporation International	$252,694,841	$211,705,686 â–¼	-45.6%	3,326,683	1.2%	Consumer Discretionary
SPOT Spotify Technology	$246,475,217	$78,490,569 â–²	46.7%	536,831	1.2%	Communication Services
CORPAY INC	$239,163,217	$115,418,066 â–¼	-32.6%	717,626	1.2%	COM SHS
PAYX Paychex	$228,146,741	$132,731,537 â–¼	-36.8%	2,320,215	1.1%	Industrials
APH Amphenol	$220,392,595	$8,818,645 â–²	4.2%	1,249,958	1.1%	Technology
IRM Iron Mountain	$219,438,363	$5,330,282 â–¼	-2.4%	1,737,300	1.1%	Real Estate
CLH Clean Harbors	$217,601,732	$120,464,365 â–¼	-35.6%	728,374	1.1%	Industrials
CHRW C.H. Robinson Worldwide	$215,722,376	$153,903,161 â–¼	-41.6%	1,145,388	1.1%	Industrials
SIG Signet Jewelers	$210,058,453	$72,230,687 â–¼	-25.6%	2,436,873	1.0%	Consumer Discretionary
INTC Intel	$209,871,709	$8,912,862 â–²	4.4%	1,503,056	1.0%	Technology
ROL Rollins	$178,812,282	$20,167,391 â–¼	-10.1%	4,283,955	0.9%	Industrials
TMO Thermo Fisher Scientific	$176,829,672	$26,672,352 â–²	17.8%	352,700	0.9%	Healthcare
CAE CAE	$175,674,890	$30,871,861 â–¼	-14.9%	7,018,338	0.9%	Industrials
WDAY Workday	$163,057,074	$83,117,059 â–²	104.0%	1,331,948	0.8%	Technology
GOOG Alphabet	$158,687,216	$32,447,354 â–²	25.7%	449,119	0.8%	Communication Services
VRSK Verisk Analytics	$157,965,036	$82,406,604 â–²	109.1%	879,881	0.8%	Industrials
BE Bloom Energy	$155,530,287	$3,634,822 â–¼	-2.3%	513,810	0.8%	Industrials
FWONK Liberty Media Corporation - Liberty Formula One Series C	$152,039,428	$31,906,626 â–²	26.6%	1,598,060	0.8%	Communication Services
TSCO Tractor Supply	$137,085,458	$283,215,770 â–¼	-67.4%	4,336,775	0.7%	Consumer Discretionary
APO Apollo Global Management	$136,582,743	$28,449,178 â–²	26.3%	1,154,448	0.7%	Finance
CRM Salesforce	$129,802,680	$27,708,924 â–²	27.1%	828,563	0.6%	Technology
MSFT Microsoft	$128,748,599	$50,572,933 â–²	64.7%	345,152	0.6%	Technology
CR Crane	$127,469,336	$9,901,854 â–¼	-7.2%	571,432	0.6%	Industrials
SPGI S&P Global	$99,614,167	$56,622,987 â–²	131.7%	244,596	0.5%	Finance
MIDD Middleby	$97,808,498	$160,286,830 â–¼	-62.1%	568,621	0.5%	Industrials
TDY Teledyne Technologies	$97,790,882	$34,892,875 â–¼	-26.3%	146,635	0.5%	Technology
AVGO Broadcom	$97,137,657	$21,027,076 â–²	27.6%	257,148	0.5%	Technology
DSGX The Descartes Systems Group	$89,387,604	$14,595,635 â–²	19.5%	1,290,947	0.4%	Technology
FNV Franco-Nevada	$86,890,964	$212,772 â–²	0.2%	416,544	0.4%	Materials
JOE St. Joe	$83,990,776	$4,138,277 â–²	5.2%	1,341,063	0.4%	Real Estate
DKS DICK'S Sporting Goods	$79,690,374	$46,623,064 â–¼	-36.9%	351,353	0.4%	Consumer Discretionary
ECL Ecolab	$76,897,196	$76,897,196 â–²	New Holding	276,003	0.4%	Materials
FTV Fortive	$74,278,231	$30,359,958 â–¼	-29.0%	1,215,882	0.4%	Industrials
CHEF Chefs' Warehouse	$73,558,303	$20,541,279 â–²	38.7%	765,435	0.4%	Consumer Staples
LTH Life Time Group	$70,623,795	$70,623,795 â–²	New Holding	1,729,280	0.3%	Consumer Discretionary
A Agilent Technologies	$68,419,936	$40,619,414 â–²	146.1%	515,094	0.3%	Healthcare
COREWEAVE INC	$68,155,038	$1,144,710 â–¼	-1.7%	684,700	0.3%	COM CL A
QXO INC	$66,706,917	$21,830,999 â–²	48.6%	3,860,354	0.3%	COM NEW
OSW OneSpaWorld	$60,842,459	$13,843,587 â–²	29.5%	2,154,478	0.3%	Consumer Discretionary
CWST Casella Waste Systems	$54,597,116	$16,587,397 â–²	43.6%	563,031	0.3%	Industrials
DHR Danaher	$50,887,303	$2,966,726 â–²	6.2%	267,153	0.3%	Healthcare
ESE ESCO Technologies	$47,970,882	$31,429,742 â–²	190.0%	137,044	0.2%	Industrials
CSW INDUSTRIALS INC	$47,756,002	$16,182,589 â–²	51.3%	171,599	0.2%	COM
FORM FormFactor	$45,689,762	$4,521,541 â–²	11.0%	285,686	0.2%	Technology
CDW CDW	$44,225,654	$123,946,453 â–¼	-73.7%	314,460	0.2%	Technology
NET Cloudflare	$43,276,713	$242,652,072 â–¼	-84.9%	176,438	0.2%	Technology
MOG.A Moog	$42,516,662	$195,390 â–¼	-0.5%	100,313	0.2%	Industrials
KEX Kirby	$41,348,749	$9,761,966 â–¼	-19.1%	304,102	0.2%	Industrials
LIND Lindblad Expeditions	$41,026,846	$11,147,373 â–²	37.3%	1,452,792	0.2%	Consumer Discretionary
USLM United States Lime & Minerals	$39,834,262	$2,628,368 â–¼	-6.2%	380,570	0.2%	Materials
WSM Williams-Sonoma	$37,722,573	$16,604,412 â–¼	-30.6%	161,830	0.2%	Consumer Discretionary
MKC McCormick & Company, Incorporated	$37,090,263	$37,090,263 â–²	New Holding	735,626	0.2%	Consumer Staples
POOL Pool	$34,341,665	$34,341,665 â–²	New Holding	159,803	0.2%	Consumer Discretionary
SOLSTICE ADVANCED MATLS INC	$34,053,499	$34,053,499 â–²	New Holding	384,351	0.2%	COM SHS
CDRE Cadre	$33,696,568	$12,356,890 â–²	57.9%	1,181,921	0.2%	Industrials
ALCC AltC Acquisition	$33,360,375	$512,834 â–¼	-1.5%	637,500	0.2%
SHOPIFY INC	$33,320,693	$6,406,868 â–²	23.8%	291,826	0.2%	CL A SUB VTG SHS
ZWS Zurn Elkay Water Solutions Cor	$33,005,590	$11,318,872 â–²	52.2%	653,188	0.2%	Industrials
FBIN Fortune Brands Innovations	$32,962,948	$53,471,282 â–¼	-61.9%	600,418	0.2%	Industrials
FELE Franklin Electric	$32,443,090	$9,801,668 â–²	43.3%	302,669	0.2%	Industrials
MYRG MYR Group	$32,307,325	$6,705,860 â–²	26.2%	64,563	0.2%	Industrials
KAI Kadant	$31,910,371	$4,065,822 â–²	14.6%	101,551	0.2%	Industrials
FORGENT POWER SOLUTIONS INC	$30,402,531	$9,827,785 â–²	47.8%	544,263	0.2%	COM SHS CL A
BMI Badger Meter	$29,568,870	$15,944,025 â–²	117.0%	199,278	0.1%	Technology
ACA Arcosa	$29,268,671	$8,000,975 â–²	37.6%	201,450	0.1%	Materials
MIR Mirion Technologies	$28,258,092	$9,333,551 â–²	49.3%	1,576,023	0.1%	Technology
EVERUS CONSTR GROUP	$27,916,275	$9,013,574 â–²	47.7%	168,221	0.1%	COM
LOAR HOLDINGS INC	$27,405,465	$10,990,287 â–²	67.0%	339,976	0.1%	COM SHS
ADEA Adeia	$26,449,244	$9,542,159 â–²	56.4%	803,196	0.1%	Technology
ALKT Alkami Technology	$26,274,109	$8,444,935 â–²	47.4%	1,450,006	0.1%	Technology
ALLIANCE LAUNDRY HLDGS INC	$23,817,214	$8,801,988 â–²	58.6%	898,085	0.1%	COM
APG APi Group	$23,751,659	$7,080,200 â–¼	-23.0%	560,842	0.1%	Industrials
BOOT Boot Barn	$23,735,701	$8,569,309 â–²	56.5%	144,492	0.1%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Unlock superior investment research and tools.

Get MarketBeat All Access

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

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

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

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