Institutional Fund
Select Equity Group, L.P.
New York, NYCIK 15926435 filings on record
Portfolio Value
$18.77B
Q1 2026
Holdings
159
Reported positions
New Buys
29
Opened this quarter
QoQ Change
-12.8%
from $21.54B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Live Nation Entertainment In4.3%
- Viking Holdings Ltd4.2%
- Itt Inc4.0%
- Wabtec3.9%
- Markel Group Inc3.9%
- Somnigroup International Inc3.7%
- Other76.1%
Portfolio Holdings
159 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Live Nation Entertainment In | 5.34M | $815.08M | 4.3% | −241.7K | Reduced |
| 2 | Viking Holdings Ltd | 10.80M | $793.75M | 4.2% | −3.10M | Reduced |
| 3 | Itt Inc | 3.91M | $745.64M | 4.0% | +288.2K | Added |
| 4 | Wabtec | 2.92M | $730.65M | 3.9% | −635.8K | Reduced |
| 5 | Markel Group Inc | 377.6K | $722.84M | 3.9% | −50.2K | Reduced |
| 6 | Somnigroup International Inc | 9.27M | $685.53M | 3.7% | −1.16M | Reduced |
| 7 | Martin Marietta Matls Inc | 1.03M | $608.35M | 3.2% | −34.1K | Reduced |
| 8 | Tractor Supply Co | 13.30M | $602.33M | 3.2% | +751.9K | Added |
| 9 | Labcorp Holdings Inc | 2.17M | $580.25M | 3.1% | +64.0K | Added |
| 10 | Brown & Brown Inc | 8.02M | $523.12M | 2.8% | −1.41M | Reduced |
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