§ 13F · FUND PROFILE
Select Equity Group, L.P..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 179Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$851M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | LYV | LIVE NATION ENTERTAINMENT IN | 5.34M | $815M | 4.2% | −4% |
| 2 | VIK | VIKING HOLDINGS LTD | 10.80M | $794M | 4.1% | −22% |
| 3 | ITT | ITT INC | 3.91M | $746M | 3.8% | +8% |
| 4 | WAB | WABTEC | 2.92M | $731M | 3.7% | −18% |
| 5 | MKL | MARKEL GROUP INC | 378K | $723M | 3.7% | −12% |
| 6 | SGI | SOMNIGROUP INTERNATIONAL INC | 9.27M | $686M | 3.5% | −11% |
| 7 | MLM | MARTIN MARIETTA MATLS INC | 1.03M | $608M | 3.1% | −3% |
| 8 | TSCO | TRACTOR SUPPLY CO | 13.30M | $602M | 3.1% | +6% |
| 9 | LH | LABCORP HOLDINGS INC | 2.17M | $580M | 3.0% | +3% |
| 10 | BRO | BROWN & BROWN INC | 8.02M | $523M | 2.7% | −15% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SELECT SIGNAL
AC read
Select Equity Group, L.P. is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed