Filed: 8/14/2026ACC: 0001592643-26-000010
📋 What this filing means
SELECT EQUITY GROUP, L.P. filed this quarterly 13F‑HR report disclosing 148 equity positions with a total reported market value of $20.22B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
148
Positions
$20.22B
Total AUM (reported)
167.59M
Total Shares
Allocation by class
COM$13.04B64.5%
ORD SHS$1.30B6.4%
COM SHS$855.57M4.2%
CL A$844.21M4.2%
COM CL A$662.47M3.3%
RUSSELL 2000 ETF$540.81M2.7%
ORD$489.75M2.4%
Portfolio Concentration
Top 3$2.43B12.0%
4–10$4.15B20.5%
11–25$5.76B28.5%
Rest$7.89B39.0%
Top 3 weight
12.0%
Top 10 weight
32.5%
Voting Authority Distribution
Total shares with voting rights: 167.59M
Sole
Full voting authority
163.93M
shares
% of voting shares97.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.66M
shares
% of voting shares2.2%
Investment Discretion (by position count)
Sole148
Shared0
Other0
Dominant voting typeSole · 97.8% of voting shares
Institutional Holdings148
Rows:
VIKING HOLDINGS LTD
SOLEShares8.60M
TypeSH
Market value$900.31M
4.45%
Sole
8.51M
Shared
0.00
None
90.15K
LIVE NATION ENTERTAINMENT IN
SOLEShares4.52M
TypeSH
Market value$828.36M
4.10%
Sole
4.50M
Shared
0.00
None
25.89K
SOMNIGROUP INTERNATIONAL INC
SOLEShares8.89M
TypeSH
Market value$697.19M
3.45%
Sole
8.89M
Shared
0.00
None
0.00
ITT INC
SOLEShares3.47M
TypeSH
Market value$685.51M
3.39%
Sole
3.47M
Shared
0.00
None
0.00
WABTEC
SOLEShares2.42M
TypeSH
Market value$652.85M
3.23%
Sole
2.39M
Shared
0.00
None
28.92K
MARKEL GROUP INC
SOLEShares331.68K
TypeSH
Market value$647.77M
3.20%
Sole
327.71K
Shared
0.00
None
3.97K
MARTIN MARIETTA MATLS INC
SOLEShares1.01M
TypeSH
Market value$583.19M
2.88%
Sole
1.01M
Shared
0.00
None
0.00
LABCORP HOLDINGS INC
SOLEShares1.98M
TypeSH
Market value$554.95M
2.74%
Sole
1.98M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.80M
TypeSH
Market value$540.81M
2.67%
Sole
1.80M
Shared
0.00
None
0.00
CRH PLC
SOLEShares4.58M
TypeSH
Market value$489.75M
2.42%
Sole
4.52M
Shared
0.00
None
60.95K
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares1.02M
TypeSH
Market value$489.12M
2.42%
Sole
995.68K
Shared
0.00
None
28.51K
TRANSDIGM GROUP INC
SOLEShares353.23K
TypeSH
Market value$470.52M
2.33%
Sole
349.81K
Shared
0.00
None
3.42K
ENTEGRIS INC
SOLEShares2.49M
TypeSH
Market value$448.56M
2.22%
Sole
2.49M
Shared
0.00
None
9.00
NASDAQ INC
SOLEShares5.65M
TypeSH
Market value$445.04M
2.20%
Sole
5.46M
Shared
0.00
None
181.68K
HUBBELL INC
SOLEShares835.26K
TypeSH
Market value$437.01M
2.16%
Sole
830.69K
Shared
0.00
None
4.57K
STERIS PLC
SOLEShares1.89M
TypeSH
Market value$398.96M
1.97%
Sole
1.89M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.64M
TypeSH
Market value$391.26M
1.93%
Sole
1.63M
Shared
0.00
None
12.33K
ALCON AG
SOLEShares5.77M
TypeSH
Market value$390.26M
1.93%
Sole
5.32M
Shared
0.00
None
442.10K
CANADIAN PACIFIC KANSAS CITY
SOLEShares4.35M
TypeSH
Market value$376.77M
1.86%
Sole
4.28M
Shared
0.00
None
64.53K
VISA INC
SOLEShares1.04M
TypeSH
Market value$355.84M
1.76%
Sole
935.89K
Shared
0.00
None
101.27K
EMCOR GROUP INC
SOLEShares419.81K
TypeSH
Market value$348.39M
1.72%
Sole
419.81K
Shared
0.00
None
0.00
BWX TECHNOLOGIES INC
SOLEShares1.70M
TypeSH
Market value$331.69M
1.64%
Sole
1.70M
Shared
0.00
None
0.00
BROWN & BROWN INC
SOLEShares4.89M
TypeSH
Market value$313.85M
1.55%
Sole
4.70M
Shared
0.00
None
197.33K
CORE & MAIN INC
SOLEShares5.84M
TypeSH
Market value$281.79M
1.39%
Sole
5.84M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares1.40M
TypeSH
Market value$279.51M
1.38%
Sole
1.35M
Shared
0.00
None
51.37K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VIKING HOLDINGS LTDSOLE | ORD SHS | 8.60M | SH | $900.31M 4.45% | 8.51M | 0.00 | 90.15K |
LIVE NATION ENTERTAINMENT INSOLE | COM | 4.52M | SH | $828.36M 4.10% | 4.50M | 0.00 | 25.89K |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 8.89M | SH | $697.19M 3.45% | 8.89M | 0.00 | 0.00 |
ITT INCSOLE | COM | 3.47M | SH | $685.51M 3.39% | 3.47M | 0.00 | 0.00 |
WABTECSOLE | COM | 2.42M | SH | $652.85M 3.23% | 2.39M | 0.00 | 28.92K |
MARKEL GROUP INCSOLE | COM | 331.68K | SH | $647.77M 3.20% | 327.71K | 0.00 | 3.97K |
MARTIN MARIETTA MATLS INCSOLE | COM | 1.01M | SH | $583.19M 2.88% | 1.01M | 0.00 | 0.00 |
LABCORP HOLDINGS INCSOLE | COM SHS | 1.98M | SH | $554.95M 2.74% | 1.98M | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 1.80M | SH | $540.81M 2.67% | 1.80M | 0.00 | 0.00 |
CRH PLCSOLE | ORD | 4.58M | SH | $489.75M 2.42% | 4.52M | 0.00 | 60.95K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 1.02M | SH | $489.12M 2.42% | 995.68K | 0.00 | 28.51K |
TRANSDIGM GROUP INCSOLE | COM | 353.23K | SH | $470.52M 2.33% | 349.81K | 0.00 | 3.42K |
ENTEGRIS INCSOLE | COM | 2.49M | SH | $448.56M 2.22% | 2.49M | 0.00 | 9.00 |
NASDAQ INCSOLE | COM | 5.65M | SH | $445.04M 2.20% | 5.46M | 0.00 | 181.68K |
HUBBELL INCSOLE | COM | 835.26K | SH | $437.01M 2.16% | 830.69K | 0.00 | 4.57K |
STERIS PLCSOLE | SHS USD | 1.89M | SH | $398.96M 1.97% | 1.89M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.64M | SH | $391.26M 1.93% | 1.63M | 0.00 | 12.33K |
ALCON AGSOLE | ORD SHS | 5.77M | SH | $390.26M 1.93% | 5.32M | 0.00 | 442.10K |
CANADIAN PACIFIC KANSAS CITYSOLE | COM | 4.35M | SH | $376.77M 1.86% | 4.28M | 0.00 | 64.53K |
VISA INCSOLE | COM CL A | 1.04M | SH | $355.84M 1.76% | 935.89K | 0.00 | 101.27K |
EMCOR GROUP INCSOLE | COM | 419.81K | SH | $348.39M 1.72% | 419.81K | 0.00 | 0.00 |
BWX TECHNOLOGIES INCSOLE | COM | 1.70M | SH | $331.69M 1.64% | 1.70M | 0.00 | 0.00 |
BROWN & BROWN INCSOLE | COM | 4.89M | SH | $313.85M 1.55% | 4.70M | 0.00 | 197.33K |
CORE & MAIN INCSOLE | CL A | 5.84M | SH | $281.79M 1.39% | 5.84M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 1.40M | SH | $279.51M 1.38% | 1.35M | 0.00 | 51.37K |
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