Holders — by stockHoldings — by fund
Select Equity Group, L.P.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001592643
$20.22B
disclosed book value
148
positions
4.5%
largest position share
Positions, as of 2026-06-30
top 100 of 148 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VIKVIKING HOLDINGS LTD | 8.6M | $900.3M | 4.5% |
| 2 | LYVLIVE NATION ENTERTAINMENT IN | 4.5M | $828.4M | 4.1% |
| 3 | SGISOMNIGROUP INTERNATIONAL INC | 8.9M | $697.2M | 3.4% |
| 4 | ITTITT INC | 3.5M | $685.5M | 3.4% |
| 5 | WABWABTEC | 2.4M | $652.9M | 3.2% |
| 6 | MKLMARKEL GROUP INC | 331,679 | $647.8M | 3.2% |
| 7 | MLMMARTIN MARIETTA MATLS INC | 1.0M | $583.2M | 2.9% |
| 8 | LHLABCORP HOLDINGS INC | 2.0M | $554.9M | 2.7% |
| 9 | IWMISHARES TRPUT | 1.8M | $540.8M | 2.7% |
| 10 | CRHCRH PLC | 4.6M | $489.8M | 2.4% |
| 11 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 1.0M | $489.1M | 2.4% |
| 12 | TDGTRANSDIGM GROUP INC | 353,230 | $470.5M | 2.3% |
| 13 | ENTGENTEGRIS INC | 2.5M | $448.6M | 2.2% |
| 14 | NDAQNASDAQ INC | 5.6M | $445.0M | 2.2% |
| 15 | HUBBHUBBELL INC | 835,260 | $437.0M | 2.2% |
| 16 | STESTERIS PLC | 1.9M | $399.0M | 2% |
| 17 | ALCALCON AG | 5.8M | $390.3M | 1.9% |
| 18 | CPCANADIAN PACIFIC KANSAS CITY | 4.3M | $376.8M | 1.9% |
| 19 | VVISA INC | 1.0M | $355.8M | 1.8% |
| 20 | EMEEMCOR GROUP INC | 419,806 | $348.4M | 1.7% |
| 21 | BWXTBWX TECHNOLOGIES INC | 1.7M | $331.7M | 1.6% |
| 22 | BROBROWN & BROWN INC | 4.9M | $313.9M | 1.6% |
| 23 | CNMCORE & MAIN INC | 5.8M | $281.8M | 1.4% |
| 24 | NVDANVIDIA CORPORATION | 1.4M | $279.5M | 1.4% |
| 25 | PKGPACKAGING CORP AMER | 1.1M | $267.0M | 1.3% |
| 26 | TRMBTRIMBLE INC | 5.1M | $260.0M | 1.3% |
| 27 | SCISERVICE CORP INTL | 3.3M | $252.7M | 1.2% |
| 28 | SPOTSPOTIFY TECHNOLOGY S A | 536,831 | $246.5M | 1.2% |
| 29 | CPAYCORPAY INC | 717,626 | $239.2M | 1.2% |
| 30 | PAYXPAYCHEX INC | 2.3M | $228.1M | 1.1% |
| 31 | AMZNAMAZON COM INC | 932,301 | $222.2M | 1.1% |
| 32 | APHAMPHENOL CORP | 1.2M | $220.4M | 1.1% |
| 33 | IRMIRON MTN INC DELPUT | 1.7M | $219.4M | 1.1% |
| 34 | CLHCLEAN HARBORS INC | 728,374 | $217.6M | 1.1% |
| 35 | CHRWC H ROBINSON WORLDWIDE IN | 1.1M | $215.7M | 1.1% |
| 36 | SIGSIGNET JEWELERS LIMITED | 2.4M | $210.1M | 1% |
| 37 | INTCINTEL CORP | 1.5M | $209.9M | 1% |
| 38 | ROLROLLINS INC | 4.3M | $178.8M | 0.9% |
| 39 | TMOTHERMO FISHER SCIENTIFIC INC | 352,700 | $176.8M | 0.9% |
| 40 | CAECAE INC | 7.0M | $175.7M | 0.9% |
| 41 | AMZNAMAZON COM INCCALL | 709,300 | $169.1M | 0.8% |
| 42 | WDAYWORKDAY INC | 1.3M | $163.1M | 0.8% |
| 43 | VRSKVERISK ANALYTICS INC | 879,881 | $158.0M | 0.8% |
| 44 | BEBLOOM ENERGY CORPPUT | 513,800 | $155.5M | 0.8% |
| 45 | FWONKLIBERTY MEDIA CORP DEL | 1.6M | $152.0M | 0.8% |
| 46 | TSCOTRACTOR SUPPLY CO | 4.3M | $137.1M | 0.7% |
| 47 | APOAPOLLO GLOBAL MGMT INC | 1.2M | $136.6M | 0.7% |
| 48 | CRMSALESFORCE INC | 828,563 | $129.8M | 0.6% |
| 49 | MSFTMICROSOFT CORP | 345,152 | $128.7M | 0.6% |
| 50 | CRCRANE COMPANY | 571,432 | $127.5M | 0.6% |
| 51 | SPGIS&P GLOBAL INC | 244,596 | $99.6M | 0.5% |
| 52 | GOOGALPHABET INC | 279,019 | $98.6M | 0.5% |
| 53 | MIDDMIDDLEBY CORP | 568,621 | $97.8M | 0.5% |
| 54 | TDYTELEDYNE TECHNOLOGIES INC | 146,635 | $97.8M | 0.5% |
| 55 | AVGOBROADCOM INC | 257,148 | $97.1M | 0.5% |
| 56 | DSGXDESCARTES SYS GROUP INC | 1.3M | $89.4M | 0.4% |
| 57 | FNVFRANCO NEV CORP | 416,544 | $86.9M | 0.4% |
| 58 | JOEST JOE CO | 1.3M | $84.0M | 0.4% |
| 59 | DKSDICKS SPORTING GOODS INC | 351,353 | $79.7M | 0.4% |
| 60 | ECLECOLAB INC | 276,003 | $76.9M | 0.4% |
| 61 | FTVFORTIVE CORP | 1.2M | $74.3M | 0.4% |
| 62 | CHEFCHEFS WHSE INC | 765,435 | $73.6M | 0.4% |
| 63 | LTHLIFE TIME GROUP HOLDINGS INC | 1.7M | $70.6M | 0.3% |
| 64 | AAGILENT TECHNOLOGIES INC | 515,094 | $68.4M | 0.3% |
| 65 | CRWVCOREWEAVE INCPUT | 684,700 | $68.2M | 0.3% |
| 66 | QXOQXO INC | 3.9M | $66.7M | 0.3% |
| 67 | OSWONESPAWORLD HOLDINGS LIMITED | 2.2M | $60.8M | 0.3% |
| 68 | GOOGALPHABET INCCALL | 170,100 | $60.1M | 0.3% |
| 69 | CWSTCASELLA WASTE SYS INC | 563,031 | $54.6M | 0.3% |
| 70 | DHRDANAHER CORP DEL | 267,153 | $50.9M | 0.3% |
| 71 | ESEESCO TECHNOLOGIES INC | 137,044 | $48.0M | 0.2% |
| 72 | CSWCSW INDUSTRIALS INC | 171,599 | $47.8M | 0.2% |
| 73 | FORMFORMFACTOR INC | 285,686 | $45.7M | 0.2% |
| 74 | CDWCDW CORP | 314,460 | $44.2M | 0.2% |
| 75 | NETCLOUDFLARE INCCALL | 176,400 | $43.3M | 0.2% |
| 76 | MOG/AMOOG INC | 100,313 | $42.5M | 0.2% |
| 77 | KEXKIRBY CORP | 304,102 | $41.3M | 0.2% |
| 78 | LINDLINDBLAD EXPEDITIONS HLDGS I | 1.5M | $41.0M | 0.2% |
| 79 | USLMUNITED STS LIME & MINERALS I | 380,570 | $39.8M | 0.2% |
| 80 | WSMWILLIAMS SONOMA INC | 161,830 | $37.7M | 0.2% |
| 81 | MKCMCCORMICK & CO INC | 735,626 | $37.1M | 0.2% |
| 82 | POOLPOOL CORP | 159,803 | $34.3M | 0.2% |
| 83 | SOLSSOLSTICE ADVANCED MATLS INC | 384,351 | $34.1M | 0.2% |
| 84 | CDRECADRE HLDGS INC | 1.2M | $33.7M | 0.2% |
| 85 | OKLOOKLO INCPUT | 637,500 | $33.4M | 0.2% |
| 86 | SHOPSHOPIFY INC | 291,826 | $33.3M | 0.2% |
| 87 | ZWSZURN ELKAY WATER SOLNS CORP | 653,188 | $33.0M | 0.2% |
| 88 | FBINFORTUNE BRANDS INNOVATIONS ICALL | 599,700 | $32.9M | 0.2% |
| 89 | FELEFRANKLIN ELEC INC | 302,669 | $32.4M | 0.2% |
| 90 | MYRGMYR GROUP INC | 64,563 | $32.3M | 0.2% |
| 91 | KAIKADANT INC | 101,551 | $31.9M | 0.2% |
| 92 | FPSFORGENT POWER SOLUTIONS INC | 544,263 | $30.4M | 0.2% |
| 93 | BMIBADGER METER INC | 199,278 | $29.6M | 0.1% |
| 94 | ACAARCOSA INC | 201,450 | $29.3M | 0.1% |
| 95 | MIRMIRION TECHNOLOGIES INC | 1.6M | $28.3M | 0.1% |
| 96 | ECGEVERUS CONSTR GROUP | 168,221 | $27.9M | 0.1% |
| 97 | LOARLOAR HOLDINGS INC | 339,976 | $27.4M | 0.1% |
| 98 | ADEAADEIA INC | 803,196 | $26.4M | 0.1% |
| 99 | ALKTALKAMI TECHNOLOGY INC | 1.5M | $26.3M | 0.1% |
| 100 | ALHALLIANCE LAUNDRY HLDGS INC | 898,085 | $23.8M | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.