SE
Select Equity Group, L.P.
Select Equity Group, L.P. · Investor
1Y performance ⓘ
+7%
AUM (13F)
$19.5B
# of Holdings
167
3Y performance ⓘ
+42%
vs S&P 500 ⓘ
−30%
Updated
Mar 31
Select Equity Group, L.P.'s Select Equity Group, L.P. holds 167 U.S.-equity positions worth $19.5B (SEC 13F, Q1 2026). Top positions: Live Nation Entertainment Inc. 4.2%, Viking Holdings Ltd 4.1%, ITT Inc. 3.8%. 13F-replication return is +42% over 3 years (-30 pts vs the S&P 500) — a replicated, non-audited figure.
Holdings
| Stock | % of portfolio | Shares | Value | Latest activity | Avg buy price | Current price | Date |
|---|---|---|---|---|---|---|---|
| LYV Live Nation Entertainment Inc. | 4.2% | 5.3M | $815M | ▼ 4.3% (−242K) | $70.00 | $170.56 (+144%) | 2026-03-31 |
| VIK Viking Holdings Ltd | 4.1% | 10.8M | $794M | ▼ 22% (−3.1M) | $33.94 | $100.05 (+195%) | 2026-03-31 |
| ITT ITT Inc. | 3.8% | 3.9M | $746M | ▲ 8.0% (+288K) | $86.30 | $199.23 (+131%) | 2026-03-31 |
| WAB Wabtec Inc. | 3.7% | 2.9M | $731M | ▼ 18% (−636K) | $101.06 | $276.75 (+174%) | 2026-03-31 |
| MKL Markel Group Inc. | 3.7% | 378K | $723M | ▼ 12% (−50K) | $1,521.48 | $1,858.91 (+22%) | 2026-03-31 |
| SGI Somnigroup International Inc. | 3.5% | 9.3M | $686M | ▼ 11% (−1.2M) | $39.49 | $72.96 (+85%) | 2026-03-31 |
| MLM Martin Marietta Materials | 3.1% | 1.0M | $608M | ▼ 3.2% (−34K) | $355.06 | $609.88 (+72%) | 2026-03-31 |
| TSCO Tractor Supply Co | 3.1% | 13.3M | $602M | ▲ 6.0% (+752K) | $235.04 | $29.81 (−87%) | 2026-03-31 |
| LH Labcorp Holdings Inc. | 3.0% | 2.2M | $580M | ▲ 3.0% (+64K) | $203.51 | $254.43 (+25%) | 2026-03-31 |
| BRO Brown & Brown, Inc. | 2.7% | 8.0M | $523M | ▼ 15% (−1.4M) | $57.42 | $58.24 (+1%) | 2026-03-31 |
| CRH CRH Public Limited Company | 2.6% | 4.9M | $511M | ▼ 28% (−1.9M) | $69.16 | $111.25 (+61%) | 2026-03-31 |
| SCI Service Corporation International | 2.6% | 6.1M | $504M | ▼ 4.9% (−313K) | $68.78 | $73.16 (+6%) | 2026-03-31 |
| STE STERIS plc | 2.4% | 2.1M | $474M | ▲ 11% (+215K) | $191.28 | $200.40 (+5%) | 2026-03-31 |
| NDAQ Nasdaq, Inc. Common Stock | 2.4% | 5.6M | $472M | ▲ 48% (+1.8M) | $89.42 | $82.61 (−8%) | 2026-03-31 |
| ALC Alcon Inc. Ordinary Shares | 2.1% | 5.7M | $419M | ▼ 8.7% (−542K) | $99.96 | $65.18 (−35%) | 2026-03-31 |
| EME EMCOR Group, Inc. | 2.1% | 556K | $410M | ▲ 20% (+93K) | $210.39 | $868.88 (+313%) | 2026-03-31 |
| CP Canadian Pacific Kansas City Limited | 2.0% | 5.0M | $389M | ▲ 12% (+512K) | $85.62 | $85.67 (+0%) | 2026-03-31 |
| TRMB Trimble Inc. Common Stock | 1.9% | 5.6M | $366M | ▼ 23% (−1.7M) | $52.42 | $49.23 (−6%) | 2026-03-31 |
| CNM Core & Main, Inc. | 1.8% | 7.3M | $358M | ▼ 6.7% (−524K) | $23.10 | $47.25 (+105%) | 2026-03-31 |
| TSM Taiwan Semiconductor Manufac | 1.8% | 1.0M | $347M | ▲ 1.4% (+14K) | $93.02 | $467.67 (+403%) | 2026-03-31 |
| PAYX Paychex Inc | 1.7% | 3.7M | $338M | ▼ 36% (−2.0M) | $114.59 | $95.93 (−16%) | 2026-03-31 |
| CHRW C.H. Robinson Worldwide, Inc. | 1.7% | 2.0M | $326M | ▲ 74% (+835K) | $160.76 | $187.07 (+16%) | 2026-03-31 |
| CLH Clean Harbors, Inc | 1.7% | 1.1M | $324M | ▲ 33% (+282K) | $142.56 | $289.36 (+103%) | 2026-03-31 |
| CPAY Corpay, Inc. | 1.6% | 1.1M | $310M | ▼ 5.2% (−58K) | $338.42 | $347.17 (+3%) | 2026-03-31 |
| SIG Signet Jewelers Limited | 1.4% | 3.3M | $277M | ▼ 7.9% (−282K) | $77.78 | $86.73 (+12%) | 2026-03-31 |
| ROL Rollins, Inc. | 1.3% | 4.8M | $255M | ▲ 219% (+3.3M) | $37.53 | $44.41 (+18%) | 2026-03-31 |
| NET Cloudflare, Inc. Class A common stock, par value $0.001 per share | 1.2% | 1.2M | $241M | ▲ 791% (+1.0M) | $63.04 | $218.38 (+246%) | 2026-03-31 |
| V VISA Inc. | 1.2% | 764K | $231M | ▲ 2.4% (+18K) | $225.46 | $326.60 (+45%) | 2026-03-31 |
| PKG Packaging Corp of America | 1.1% | 1.0M | $217M | ▲ 110% (+536K) | $225.13 | $234.03 (+4%) | 2026-03-31 |
| CAE CAE INC | 1.1% | 8.3M | $214M | ▲ 8.8% (+665K) | $18.79 | $24.93 (+33%) | 2026-03-31 |
| MIDD Middleby Corp | 1.0% | 1.5M | $199M | ▼ 53% (−1.7M) | $146.61 | $166.65 (+14%) | 2026-03-31 |
| HUBB Hubbell Incorporated | 0.9% | 374K | $184M | NEW (+374K) | $331.56 | $539.39 (+63%) | 2026-03-31 |
| IRM Iron Mountain Inc. | 0.9% | 1.8M | $182M | NEW (+1.8M) | $102.14 | $131.86 (+29%) | 2026-03-31 |
| SPOT Spotify Technology S.A. | 0.9% | 366K | $177M | ▲ 119% (+199K) | $133.62 | $459.34 (+244%) | 2026-03-31 |
| NVDA NVIDIA CORP | 0.8% | 903K | $158M | ▲ 29% (+203K) | $123.54 | $208.65 (+69%) | 2026-03-31 |
| APH Amphenol Corporation | 0.8% | 1.2M | $152M | ▲ 80% (+535K) | $81.72 | $165.96 (+103%) | 2026-03-31 |
| BWXT BWX Technologies, Inc. | 0.8% | 726K | $149M | ▲ 69% (+296K) | $63.04 | $210.00 (+233%) | 2026-03-31 |
| TMO Thermo Fisher Scientific, Inc. | 0.8% | 300K | $147M | ▼ 4.9% (−16K) | $576.37 | $464.01 (−19%) | 2026-03-31 |
| PWR Quanta Services, Inc. | 0.7% | 264K | $145M | ▼ 13% (−41K) | $196.45 | $740.14 (+277%) | 2026-03-31 |
| CDW CDW Corporation | 0.7% | 1.2M | $145M | ▼ 47% (−1.1M) | $194.89 | $123.57 (−37%) | 2026-03-31 |
| ENTG Entegris Inc | 0.7% | 1.1M | $127M | ▼ 20% (−273K) | $82.01 | $184.00 (+124%) | 2026-03-31 |
| CRM Salesforce, Inc. | 0.6% | 652K | $122M | ▲ 23% (+121K) | $199.78 | $150.12 (−25%) | 2026-03-31 |
| TDY Teledyne Technologies Incorporated | 0.6% | 199K | $120M | — | $447.36 | $616.65 (+38%) | 2026-03-31 |
| DKS Dick's Sporting Goods, Inc. | 0.6% | 557K | $110M | ▲ 5.1% (+27K) | $197.81 | $238.57 (+21%) | 2026-03-31 |
| MORN Morningstar, Inc. | 0.6% | 638K | $108M | ▼ 58% (−885K) | $203.03 | $153.41 (−24%) | 2026-03-31 |
| FWONK Liberty Media Corporation Series C Liberty Formula One Common Stock | 0.6% | 1.3M | $107M | NEW (+1.3M) | $85.02 | $89.35 (+5%) | 2026-03-31 |
| CR Crane Company | 0.5% | 616K | $105M | ▲ 12% (+65K) | $144.98 | $215.13 (+48%) | 2026-03-31 |
| FNV Franco-Nevada Corporation | 0.5% | 416K | $103M | ▲ 881% (+373K) | $163.85 | $220.73 (+35%) | 2026-03-31 |
| GOOG Alphabet Inc. Class C Capital Stock | 0.5% | 357K | $102M | ▼ 25% (−120K) | $104.00 | $348.78 (+235%) | 2026-03-31 |
| APO Apollo Global Management, Inc. | 0.5% | 914K | $102M | ▲ 26% (+186K) | $63.16 | $135.21 (+114%) | 2026-03-31 |
Showing top 50 of 167 holdings by value.
FAQ ▾
What are Select Equity Group, L.P.'s largest holdings?
As of the latest 13F: Live Nation Entertainment Inc. 4.2%, Viking Holdings Ltd 4.1%, ITT Inc. 3.8%, Wabtec Inc. 3.7%, Markel Group Inc. 3.7%.
How big is Select Equity Group, L.P.'s 13F portfolio?
$19.5B across 167 disclosed U.S.-equity positions.
What is Select Equity Group, L.P.'s 3-year performance?
+42% (13F-replication, price return), -30 pts vs the S&P 500. Not an audited fund return.
Where does this data come from?
U.S. SEC Form 13F-HR institutional holdings filings.
Sourced from SEC Form 13F-HR filings · Not investment advice ▾
Data as of 2026-03-31 · Methodology
13F-replication (price return, filing-date based) — not an audited fund return.
Published by WealthFile · Not investment advice.
Latest activity = change vs. the prior 13F. Avg buy price = est. entry over the trailing 3 years (gain = vs. latest price). Returns are 13F-replication, not audited fund returns. Sourced from SEC 13F filings.