SELECT EQUITY GROUP, L.P.

PrivateCIK: 1592643

Location

NEW YORK, NY

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

% of voting shares98.1%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

3.66M

% 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

SOLE

COM

Shares5.34M

TypeSH

Market value$815.08M

4.17%

Sole

5.32M

Shared

0.00

None

26.05K

VIKING HOLDINGS LTD

SOLE

ORD SHS

Shares10.80M

TypeSH

Market value$793.75M

4.06%

Sole

10.71M

Shared

0.00

None

96.41K

ITT INC

SOLE

COM

Shares3.91M

TypeSH

Market value$745.64M

3.82%

Sole

3.91M

Shared

0.00

None

80.00

WABTEC

SOLE

COM

Shares2.92M

TypeSH

Market value$730.65M

3.74%

Sole

2.89M

Shared

0.00

None

28.99K

MARKEL GROUP INC

SOLE

COM

Shares377.64K

TypeSH

Market value$722.84M

3.70%

Sole

373.29K

Shared

0.00

None

4.36K

SOMNIGROUP INTERNATIONAL INC

SOLE

COM

Shares9.27M

TypeSH

Market value$685.53M

3.51%

Sole

9.27M

Shared

0.00

None

0.00

MARTIN MARIETTA MATLS INC

SOLE

COM

Shares1.03M

TypeSH

Market value$608.35M

3.11%

Sole

1.03M

Shared

0.00

None

0.00

TRACTOR SUPPLY CO

SOLE

COM

Shares13.30M

TypeSH

Market value$602.33M

3.08%

Sole

13.30M

Shared

0.00

None

0.00

LABCORP HOLDINGS INC

SOLE

COM SHS

Shares2.17M

TypeSH

Market value$580.25M

2.97%

Sole

2.17M

Shared

0.00

None

0.00

BROWN & BROWN INC

SOLE

COM

Shares8.02M

TypeSH

Market value$523.12M

2.68%

Sole

7.79M

Shared

0.00

None

236.71K

CRH PLC

SOLE

ORD

Shares4.86M

TypeSH

Market value$510.62M

2.61%

Sole

4.80M

Shared

0.00

None

58.95K

SERVICE CORP INTL

SOLE

COM

Shares6.11M

TypeSH

Market value$504.45M

2.58%

Sole

6.11M

Shared

0.00

None

11.00

STERIS PLC

SOLE

SHS USD

Shares2.14M

TypeSH

Market value$473.97M

2.43%

Sole

2.14M

Shared

0.00

None

0.00

NASDAQ INC

SOLE

COM

Shares5.56M

TypeSH

Market value$472.25M

2.42%

Sole

5.40M

Shared

0.00

None

162.46K

ALCON AG

SOLE

ORD SHS

Shares5.68M

TypeSH

Market value$418.61M

2.14%

Sole

5.36M

Shared

0.00

None

315.26K

EMCOR GROUP INC

SOLE

COM

Shares555.85K

TypeSH

Market value$410.39M

2.10%

Sole

555.85K

Shared

0.00

None

0.00

CANADIAN PACIFIC KANSAS CITY

SOLE

COM

Shares4.96M

TypeSH

Market value$388.76M

1.99%

Sole

4.89M

Shared

0.00

None

68.92K

TRIMBLE INC

SOLE

COM

Shares5.61M

TypeSH

Market value$365.67M

1.87%

Sole

5.57M

Shared

0.00

None

35.23K

CORE & MAIN INC

SOLE

CL A

Shares7.25M

TypeSH

Market value$358.36M

1.83%

Sole

7.25M

Shared

0.00

None

0.00

TAIWAN SEMICONDUCTOR MANUFAC

SOLE

PAYCHEX INC

SOLE

COM

Shares3.67M

TypeSH

Market value$338.09M

1.73%

Sole

3.64M

Shared

0.00

None

29.89K

C H ROBINSON WORLDWIDE IN

SOLE

COM NEW

Shares1.96M

TypeSH

Market value$325.92M

1.67%

Sole

1.96M

Shared

0.00

None

10.00

CLEAN HARBORS INC

SOLE

COM

Shares1.13M

TypeSH

Market value$324.46M

1.66%

Sole

1.13M

Shared

0.00

None

0.00

CORPAY INC

SOLE

COM SHS

Shares1.06M

TypeSH

Market value$309.60M

1.58%

Sole

1.05M

Shared

0.00

None

15.76K

SIGNET JEWELERS LIMITED

SOLE

SHS

Shares3.27M

TypeSH

Market value$277.18M

1.42%

Sole

3.27M

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
LIVE NATION ENTERTAINMENT INSOLE	COM	5.34M	SH	$815.08M 4.17%	5.32M	26.05K
VIKING HOLDINGS LTDSOLE	ORD SHS	10.80M	SH	$793.75M 4.06%	10.71M	96.41K
ITT INCSOLE	COM	3.91M	SH	$745.64M 3.82%	3.91M	80.00
WABTECSOLE	COM	2.92M	SH	$730.65M 3.74%	2.89M	28.99K
MARKEL GROUP INCSOLE	COM	377.64K	SH	$722.84M 3.70%	373.29K	4.36K
SOMNIGROUP INTERNATIONAL INCSOLE	COM	9.27M	SH	$685.53M 3.51%	9.27M	0.00
MARTIN MARIETTA MATLS INCSOLE	COM	1.03M	SH	$608.35M 3.11%	1.03M	0.00
TRACTOR SUPPLY COSOLE	COM	13.30M	SH	$602.33M 3.08%	13.30M	0.00
LABCORP HOLDINGS INCSOLE	COM SHS	2.17M	SH	$580.25M 2.97%	2.17M	0.00
BROWN & BROWN INCSOLE	COM	8.02M	SH	$523.12M 2.68%	7.79M	236.71K
CRH PLCSOLE	ORD	4.86M	SH	$510.62M 2.61%	4.80M	58.95K
SERVICE CORP INTLSOLE	COM	6.11M	SH	$504.45M 2.58%	6.11M	11.00
STERIS PLCSOLE	SHS USD	2.14M	SH	$473.97M 2.43%	2.14M	0.00
NASDAQ INCSOLE	COM	5.56M	SH	$472.25M 2.42%	5.40M	162.46K
ALCON AGSOLE	ORD SHS	5.68M	SH	$418.61M 2.14%	5.36M	315.26K
EMCOR GROUP INCSOLE	COM	555.85K	SH	$410.39M 2.10%	555.85K	0.00
CANADIAN PACIFIC KANSAS CITYSOLE	COM	4.96M	SH	$388.76M 1.99%	4.89M	68.92K
TRIMBLE INCSOLE	COM	5.61M	SH	$365.67M 1.87%	5.57M	35.23K
CORE & MAIN INCSOLE	CL A	7.25M	SH	$358.36M 1.83%	7.25M	0.00
TAIWAN SEMICONDUCTOR MANUFACSOLE	SPONSORED ADS	1.03M	SH	$347.39M 1.78%	1M	27.29K
PAYCHEX INCSOLE	COM	3.67M	SH	$338.09M 1.73%	3.64M	29.89K
C H ROBINSON WORLDWIDE INSOLE	COM NEW	1.96M	SH	$325.92M 1.67%	1.96M	10.00
CLEAN HARBORS INCSOLE	COM	1.13M	SH	$324.46M 1.66%	1.13M	0.00
CORPAY INCSOLE	COM SHS	1.06M	SH	$309.60M 1.58%	1.05M	15.76K
SIGNET JEWELERS LIMITEDSOLE	SHS	3.27M	SH	$277.18M 1.42%	3.27M	0.00

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