Select Equity Group, L.P.
Institutional investor · Portfolio as of Q2 2025
Top Holdings152 positions
Live Nation Entertainment Inc | 6.9M | $1B | 4.3% | $91.24 | +65.81% | 27 qtrssince 2018-Q4 | Decreased 0 |
VIKING HOLDINGS LTD | 17.9M | $952.9M | 4.0% | $36.83 | +44.70% | 5 qtrssince 2024-Q2 | Decreased 0 |
Somnigroup International Inc | 13.8M | $941.6M | 3.9% | $34.04 | +97.76% | 14 qtrssince 2022-Q1 | Decreased 0 |
CRH PLC | 9.7M | $890.2M | 3.7% | $66.79 | +35.93% | 7 qtrssince 2023-Q4 | Decreased 0 |
Wabtec Corp | 4.1M | $849.9M | 3.6% | $87.09 | +138.96% | 17 qtrssince 2021-Q2 | Decreased 0 |
Cdw Corp | 4.1M | $723.8M | 3.0% | $108.11 | +62.06% | 27 qtrssince 2018-Q4 | Increased 64 |
Core & Main Inc Cl A | 11.5M | $692M | 2.9% | $42.95 | +40.53% | 16 qtrssince 2021-Q3 | Decreased 0 |
Middleby Corp | 4.7M | $680.8M | 2.9% | $110.04 | +5.28% | 17 qtrssince 2021-Q2 | Decreased 0 |
Markel Group Inc | 336,369 | $671.8M | 2.8% | $1,924.74 | +3.77% | 2 qtrssince 2025-Q1 | Increased 82 |
Tractor Supply Co | 12.7M | $670.9M | 2.8% | $37.69 | +36.20% | 22 qtrssince 2020-Q1 | Increased 72 |
Itt Inc | 4.2M | $663M | 2.8% | $110.69 | +40.28% | 11 qtrssince 2022-Q4 | Decreased 0 |
Trimble Inc | 8.6M | $656.8M | 2.8% | $69.45 | +9.39% | 18 qtrssince 2021-Q1 | Decreased 0 |
Martin Marietta Materials Inc | 1.2M | $649.6M | 2.7% | $215.59 | +152.87% | 27 qtrssince 2018-Q4 | Decreased 0 |
Brown & Brown Inc | 5.7M | $637M | 2.7% | $36.25 | +202.41% | 27 qtrssince 2018-Q4 | Decreased 0 |
ALCON AG | 6.8M | $596.4M | 2.5% | $94.95 | -7.48% | 4 qtrssince 2024-Q3 | Increased 66 |
Paychex Inc | 4.1M | $589.3M | 2.5% | $116.64 | +18.55% | 27 qtrssince 2018-Q4 | Increased 62 |
Service Corp Intl | 6.9M | $563.7M | 2.4% | $61.93 | +28.60% | 27 qtrssince 2018-Q4 | Decreased 0 |
Labcorp Holdings Inc | 2.1M | $559.9M | 2.3% | $221.13 | +17.22% | 5 qtrssince 2024-Q2 | Decreased 0 |
Taiwan Semiconductor Mfg Co Lt | 2.3M | $511.9M | 2.1% | $128.46 | +73.92% | 26 qtrssince 2019-Q1 | Increased 65 |
Steris Plc Usd | 2.1M | $493M | 2.1% | $201.36 | +17.98% | 24 qtrssince 2019-Q3 | Decreased 0 |
Select Equity Group, L.P. manages $23.9B across 152 positions as of Q2 2025. Top holdings: LYV (4.3%), VIK (4.0%), SGI (3.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2/5.0.
Active quarter - 23 new positions, 22 exits, 60 increased. Top move: MKL (INCREASED, conviction 82). Portfolio: $23.9B across 152 positions.
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Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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