Filed: 5/15/2026ACC: 0001592643-26-000007
📋 What this filing means
SELECT EQUITY GROUP, L.P. filed this quarterly 13F‑HR report disclosing 167 equity positions with a total reported market value of $19.53B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
167
Positions
$19.53B
Total AUM (reported)
192.95M
Total Shares
Allocation by class
COM$12.90B66.0%
ORD SHS$1.21B6.2%
COM SHS$901.52M4.6%
CL A$789.15M4.0%
SHS$547.15M2.8%
ORD$510.62M2.6%
SHS USD$473.97M2.4%
Portfolio Concentration
Top 3$2.35B12.1%
4–10$4.45B22.8%
11–25$5.83B29.8%
Rest$6.90B35.3%
Top 3 weight
12.1%
Top 10 weight
34.9%
Voting Authority Distribution
Total shares with voting rights: 192.95M
Sole
Full voting authority
189.29M
shares
% of voting shares98.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.66M
shares
% of voting shares1.9%
Investment Discretion (by position count)
Sole167
Shared0
Other0
Dominant voting typeSole · 98.1% of voting shares
Institutional Holdings167
Rows:
LIVE NATION ENTERTAINMENT IN
SOLEShares5.34M
TypeSH
Market value$815.08M
4.17%
Sole
5.32M
Shared
0.00
None
26.05K
VIKING HOLDINGS LTD
SOLEShares10.80M
TypeSH
Market value$793.75M
4.06%
Sole
10.71M
Shared
0.00
None
96.41K
ITT INC
SOLEShares3.91M
TypeSH
Market value$745.64M
3.82%
Sole
3.91M
Shared
0.00
None
80.00
WABTEC
SOLEShares2.92M
TypeSH
Market value$730.65M
3.74%
Sole
2.89M
Shared
0.00
None
28.99K
MARKEL GROUP INC
SOLEShares377.64K
TypeSH
Market value$722.84M
3.70%
Sole
373.29K
Shared
0.00
None
4.36K
SOMNIGROUP INTERNATIONAL INC
SOLEShares9.27M
TypeSH
Market value$685.53M
3.51%
Sole
9.27M
Shared
0.00
None
0.00
MARTIN MARIETTA MATLS INC
SOLEShares1.03M
TypeSH
Market value$608.35M
3.11%
Sole
1.03M
Shared
0.00
None
0.00
TRACTOR SUPPLY CO
SOLEShares13.30M
TypeSH
Market value$602.33M
3.08%
Sole
13.30M
Shared
0.00
None
0.00
LABCORP HOLDINGS INC
SOLEShares2.17M
TypeSH
Market value$580.25M
2.97%
Sole
2.17M
Shared
0.00
None
0.00
BROWN & BROWN INC
SOLEShares8.02M
TypeSH
Market value$523.12M
2.68%
Sole
7.79M
Shared
0.00
None
236.71K
CRH PLC
SOLEShares4.86M
TypeSH
Market value$510.62M
2.61%
Sole
4.80M
Shared
0.00
None
58.95K
SERVICE CORP INTL
SOLEShares6.11M
TypeSH
Market value$504.45M
2.58%
Sole
6.11M
Shared
0.00
None
11.00
STERIS PLC
SOLEShares2.14M
TypeSH
Market value$473.97M
2.43%
Sole
2.14M
Shared
0.00
None
0.00
NASDAQ INC
SOLEShares5.56M
TypeSH
Market value$472.25M
2.42%
Sole
5.40M
Shared
0.00
None
162.46K
ALCON AG
SOLEShares5.68M
TypeSH
Market value$418.61M
2.14%
Sole
5.36M
Shared
0.00
None
315.26K
EMCOR GROUP INC
SOLEShares555.85K
TypeSH
Market value$410.39M
2.10%
Sole
555.85K
Shared
0.00
None
0.00
CANADIAN PACIFIC KANSAS CITY
SOLEShares4.96M
TypeSH
Market value$388.76M
1.99%
Sole
4.89M
Shared
0.00
None
68.92K
TRIMBLE INC
SOLEShares5.61M
TypeSH
Market value$365.67M
1.87%
Sole
5.57M
Shared
0.00
None
35.23K
CORE & MAIN INC
SOLEShares7.25M
TypeSH
Market value$358.36M
1.83%
Sole
7.25M
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares1.03M
TypeSH
Market value$347.39M
1.78%
Sole
1M
Shared
0.00
None
27.29K
PAYCHEX INC
SOLEShares3.67M
TypeSH
Market value$338.09M
1.73%
Sole
3.64M
Shared
0.00
None
29.89K
C H ROBINSON WORLDWIDE IN
SOLEShares1.96M
TypeSH
Market value$325.92M
1.67%
Sole
1.96M
Shared
0.00
None
10.00
CLEAN HARBORS INC
SOLEShares1.13M
TypeSH
Market value$324.46M
1.66%
Sole
1.13M
Shared
0.00
None
0.00
CORPAY INC
SOLEShares1.06M
TypeSH
Market value$309.60M
1.58%
Sole
1.05M
Shared
0.00
None
15.76K
SIGNET JEWELERS LIMITED
SOLEShares3.27M
TypeSH
Market value$277.18M
1.42%
Sole
3.27M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
LIVE NATION ENTERTAINMENT INSOLE | COM | 5.34M | SH | $815.08M 4.17% | 5.32M | 0.00 | 26.05K |
VIKING HOLDINGS LTDSOLE | ORD SHS | 10.80M | SH | $793.75M 4.06% | 10.71M | 0.00 | 96.41K |
ITT INCSOLE | COM | 3.91M | SH | $745.64M 3.82% | 3.91M | 0.00 | 80.00 |
WABTECSOLE | COM | 2.92M | SH | $730.65M 3.74% | 2.89M | 0.00 | 28.99K |
MARKEL GROUP INCSOLE | COM | 377.64K | SH | $722.84M 3.70% | 373.29K | 0.00 | 4.36K |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 9.27M | SH | $685.53M 3.51% | 9.27M | 0.00 | 0.00 |
MARTIN MARIETTA MATLS INCSOLE | COM | 1.03M | SH | $608.35M 3.11% | 1.03M | 0.00 | 0.00 |
TRACTOR SUPPLY COSOLE | COM | 13.30M | SH | $602.33M 3.08% | 13.30M | 0.00 | 0.00 |
LABCORP HOLDINGS INCSOLE | COM SHS | 2.17M | SH | $580.25M 2.97% | 2.17M | 0.00 | 0.00 |
BROWN & BROWN INCSOLE | COM | 8.02M | SH | $523.12M 2.68% | 7.79M | 0.00 | 236.71K |
CRH PLCSOLE | ORD | 4.86M | SH | $510.62M 2.61% | 4.80M | 0.00 | 58.95K |
SERVICE CORP INTLSOLE | COM | 6.11M | SH | $504.45M 2.58% | 6.11M | 0.00 | 11.00 |
STERIS PLCSOLE | SHS USD | 2.14M | SH | $473.97M 2.43% | 2.14M | 0.00 | 0.00 |
NASDAQ INCSOLE | COM | 5.56M | SH | $472.25M 2.42% | 5.40M | 0.00 | 162.46K |
ALCON AGSOLE | ORD SHS | 5.68M | SH | $418.61M 2.14% | 5.36M | 0.00 | 315.26K |
EMCOR GROUP INCSOLE | COM | 555.85K | SH | $410.39M 2.10% | 555.85K | 0.00 | 0.00 |
CANADIAN PACIFIC KANSAS CITYSOLE | COM | 4.96M | SH | $388.76M 1.99% | 4.89M | 0.00 | 68.92K |
TRIMBLE INCSOLE | COM | 5.61M | SH | $365.67M 1.87% | 5.57M | 0.00 | 35.23K |
CORE & MAIN INCSOLE | CL A | 7.25M | SH | $358.36M 1.83% | 7.25M | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 1.03M | SH | $347.39M 1.78% | 1M | 0.00 | 27.29K |
PAYCHEX INCSOLE | COM | 3.67M | SH | $338.09M 1.73% | 3.64M | 0.00 | 29.89K |
C H ROBINSON WORLDWIDE INSOLE | COM NEW | 1.96M | SH | $325.92M 1.67% | 1.96M | 0.00 | 10.00 |
CLEAN HARBORS INCSOLE | COM | 1.13M | SH | $324.46M 1.66% | 1.13M | 0.00 | 0.00 |
CORPAY INCSOLE | COM SHS | 1.06M | SH | $309.60M 1.58% | 1.05M | 0.00 | 15.76K |
SIGNET JEWELERS LIMITEDSOLE | SHS | 3.27M | SH | $277.18M 1.42% | 3.27M | 0.00 | 0.00 |
Page 1 of 7
…