§ 13F · FUND PROFILE
Select Equity Group, L.P..
AUM · $20.2B (13F)Positions · 157Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$372M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VIK | VIKING HOLDINGS LTD | 8.60M | $900M | 4.5% | −20% |
| 2 | LYV | LIVE NATION ENTERTAINMENT IN | 4.52M | $828M | 4.1% | −15% |
| 3 | SGI | SOMNIGROUP INTERNATIONAL INC | 8.89M | $697M | 3.4% | −4% |
| 4 | ITT | ITT INC | 3.47M | $686M | 3.4% | −11% |
| 5 | WAB | WABTEC | 2.42M | $653M | 3.2% | −17% |
| 6 | MKL | MARKEL GROUP INC | 332K | $648M | 3.2% | −12% |
| 7 | MLM | MARTIN MARIETTA MATLS INC | 1.01M | $583M | 2.9% | −2% |
| 8 | LH | LABCORP HOLDINGS INC | 1.98M | $555M | 2.7% | −9% |
| 9 | IWM | ISHARES TR | 1.80M | $541M | 2.7% | +400% |
| 10 | CRH | CRH PLC | 4.58M | $490M | 2.4% | −6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SELECT SIGNAL
AC read
Select Equity Group, L.P. is a Other fund managing $20.2 billion in assets. The fund runs a portfolio of 157 positions.
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