Select Equity Group, L.P.
Institutional investor · Portfolio as of Q3 2025
Top Holdings166 positions
CRH PLC | 8.6M | $1B | 4.3% | $66.79 | +77.54% | 8 qtrssince 2023-Q4 | Decreased 0 |
SOMNIGROUP INTERNATIONAL INC | 11.7M | $987.7M | 4.1% | $34.04 | +145.53% | 15 qtrssince 2022-Q1 | Decreased 0 |
VIKING HOLDINGS LTD | 15.3M | $952.2M | 3.9% | $36.83 | +68.79% | 6 qtrssince 2024-Q2 | Decreased 0 |
LIVE NATION ENTERTAINMENT IN | 5.6M | $910.4M | 3.8% | $91.24 | +79.09% | 28 qtrssince 2018-Q4 | Decreased 0 |
WABTEC | 3.7M | $739.5M | 3.0% | $87.09 | +129.12% | 18 qtrssince 2021-Q2 | Decreased 0 |
MARKEL GROUP INC | 382,732 | $731.5M | 3.0% | $1,923.11 | -0.61% | 3 qtrssince 2025-Q1 | Increased 66 |
ITT INC | 3.9M | $704.5M | 2.9% | $110.69 | +60.23% | 12 qtrssince 2022-Q4 | Decreased 0 |
TRACTOR SUPPLY CO | 12.1M | $690.1M | 2.8% | $37.69 | +47.33% | 23 qtrssince 2020-Q1 | Decreased 0 |
CDW CORP | 4.2M | $661.9M | 2.7% | $109.32 | +43.48% | 28 qtrssince 2018-Q4 | Increased 55 |
MARTIN MARIETTA MATLS INC | 1M | $653.3M | 2.7% | $215.59 | +190.72% | 28 qtrssince 2018-Q4 | Decreased 0 |
TRIMBLE INC | 7.6M | $624.2M | 2.6% | $69.45 | +17.56% | 19 qtrssince 2021-Q1 | Decreased 0 |
TAIWAN SEMICONDUCTOR MANUFAC | 2.2M | $619.5M | 2.6% | $128.46 | +115.14% | 27 qtrssince 2019-Q1 | Decreased 0 |
BROWN & BROWN INC | 6.1M | $569.9M | 2.3% | $39.34 | +136.15% | 28 qtrssince 2018-Q4 | Increased 57 |
MIDDLEBY CORP | 4.2M | $557.8M | 2.3% | $110.04 | -2.82% | 18 qtrssince 2021-Q2 | Decreased 0 |
PAYCHEX INC | 4.4M | $552.4M | 2.3% | $116.97 | +3.79% | 28 qtrssince 2018-Q4 | Increased 58 |
SERVICE CORP INTL | 6.6M | $550M | 2.3% | $61.93 | +32.00% | 28 qtrssince 2018-Q4 | Decreased 0 |
LABCORP HOLDINGS INC | 1.8M | $527.3M | 2.2% | $221.13 | +28.51% | 6 qtrssince 2024-Q2 | Decreased 0 |
CORE & MAIN INC | 9.7M | $521.7M | 2.1% | $42.95 | +24.86% | 17 qtrssince 2021-Q3 | Decreased 0 |
ALCON AG | 6.7M | $501.1M | 2.1% | $94.95 | -21.91% | 5 qtrssince 2024-Q3 | Decreased 0 |
STERIS PLC | 2M | $489.1M | 2.0% | $201.36 | +21.55% | 25 qtrssince 2019-Q3 | Decreased 0 |
Select Equity Group, L.P. manages $24.3B across 166 positions as of Q3 2025. Top holdings: CRH (4.3%), SGI (4.1%), VIK (3.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2/5.0.
Active quarter - 15 new positions, 7 exits, 66 increased. Top move: MKL (INCREASED, conviction 66). Portfolio: $24.3B across 166 positions.
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Portfolio allocation by GICS sector
Behavioral investing profile
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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