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Free — 5 of 179

Data as of Q4 2025

All position changes for Select Equity Group, L.P.. Excludes unchanged positions.

Unique Stocks

179

Quarters

New Positions

Exits

5 position changes

Per page:

Quarter	Stock	Action	Shares	Change	Value	Weight	Conviction
2025-Q4	VIK VIKING HOLDINGS LTD	Decreased	13.9M	-9.2%	$993.1M	4.3%	0
2025-Q4	SGI Somnigroup International Inc	Decreased	10.4M	-10.9%	$931.1M	4.0%	0
2025-Q4	MKL MARKEL GROUP INC	Increased	427,882	+11.8%	$919.8M	4.0%	65
2025-Q4	CRH CRH PLC	Decreased	6.8M	-21.4%	$846.1M	3.6%	0
2025-Q4	LYV Live Nation Entertainment Inc	Increased	5.6M	+0.3%	$796M	3.4%	58
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