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13F holdings

Select Equity Group, L.P. portfolio

Managed by . 159 reported positions worth $18.8B as of 2026-03-31, filed with the SEC on 2026-05-15. Parsed from the filing itself, not a reseller.

$18.8B
Book value
159
Positions
36%
Top 10 weight
+29
New this quarter
-33
Exited
134 days
Age today
How old this actually is

Every position on this page is a snapshot of 2026-03-31. It was already 45 days old on 2026-05-15, the day it first became public. Today it is 134 days old.

That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.

What changed

Positions opened and closed

Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.

New positions (29)
TickerIssuerValueShares% of book
HUBBHUBBELL INC$183.7M374,3370.98%
FWONKLIBERTY MEDIA CORP DEL$107.4M1,262,6950.57%
VRSKVERISK ANALYTICS INC$79.9M420,8680.43%
TDGTRANSDIGM GROUP INC$55.6M47,9430.30%
MOG/AMOOG INC$29.5M100,7740.16%
CTASCINTAS CORP$26.6M157,4610.14%
AAGILENT TECHNOLOGIES INC$23.9M209,2940.13%
LINDLINDBLAD EXPEDITIONS HLDGS I$18.3M1,058,0550.10%
ARESARES MANAGEMENT CORPORATION$16.1M147,1300.09%
BIOBIO RAD LABS INC$13.5M48,4360.07%
GFLGFL ENVIRONMENTAL INC$11.3M270,6890.06%
LMATLEMAITRE VASCULAR INC$11.0M100,4700.06%
FPSFORGENT POWER SOLUTIONS INC$10.8M368,3270.06%
TRUTRANSUNION$8.7M126,1740.05%
CNHCNH INDL N V$8.7M787,0750.05%
SAPSAP SE$2.6M15,3930.01%
KKRKKR & CO INC$2.5M26,5880.01%
CRDOCREDO TECHNOLOGY GROUP HOLDI$1.9M19,9700.01%
QCOMQUALCOMM INC$1.7M13,3250.01%
VEEVVEEVA SYS INC$1.6M8,9430.01%
TFXTELEFLEX INCORPORATED$1.6M13,0090.01%
LSCCLATTICE SEMICONDUCTOR CORP$1.0M11,2810.01%
SWKSSKYWORKS SOLUTIONS INC$822,04615,3510.00%
CSGPCOSTAR GROUP INC$30,9417670.00%
LLYELI LILLY & CO$12,877140.00%
Closed out (33)
TickerIssuerWas worthShares% of book
JLLJONES LANG LASALLE INC$306.8M911,7230.00%
BJBJS WHSL CLUB HLDGS INC$242.4M2,692,0840.00%
PTCPTC INC$99.1M568,5720.00%
ADBEADOBE INC$97.7M279,0980.00%
AIZASSURANT INC$84.0M348,6070.00%
ACWXISHARES TR$40.3M600,2690.00%
SPDWSPDR INDEX SHS FDS$40.3M907,2110.00%
VXUSVANGUARD STAR FDS$40.2M533,4710.00%
VEUVANGUARD INTL EQUITY INDEX F$40.2M546,5900.00%
IXUSISHARES TR$40.2M474,7600.00%
NEMNEWMONT CORP$35.4M354,1020.00%
MKCMCCORMICK & CO INC$31.3M460,1060.00%
SSBSOUTHSTATE BK CORP$30.4M323,1400.00%
HLNEHAMILTON LANE INC$29.5M219,3220.00%
IEFAISHARES TR$24.2M270,4120.00%
AMRZAMRIZE LTD$15.0M273,3930.00%
ROSTROSS STORES INC$11.7M64,8070.00%
VOVANGUARD INDEX FDS$8.6M29,7260.00%
GSHDGOOSEHEAD INS INC$8.3M112,8090.00%
LYBLYONDELLBASELL INDUSTRIES N$8.1M187,6770.00%
HUNHUNTSMAN CORP$7.7M772,6850.00%
DOWDOW INC$7.6M324,0820.00%
MDLNMEDLINE INC$7.1M170,0000.00%
MIDAMERICAN CENTY ETF TR$6.3M96,5350.00%
WLKWESTLAKE CORPORATION$5.5M74,9970.00%
Added to (64)
TickerIssuerValueShares% of bookShares Δ
ITTITT INC$745.6M3,913,4863.97%+8%
TSCOTRACTOR SUPPLY CO$602.3M13,296,4643.21%+6%
LHLABCORP HOLDINGS INC$580.3M2,174,7853.09%+3%
STESTERIS PLC$474.0M2,143,3792.52%+11%
NDAQNASDAQ INC$472.3M5,563,1262.52%+48%
EMEEMCOR GROUP INC$410.4M555,8492.19%+20%
CPCANADIAN PACIFIC KANSAS CITY$388.8M4,956,0242.07%+12%
TSMTAIWAN SEMICONDUCTOR MANUFAC$347.4M1,027,9261.85%+1%
CHRWC H ROBINSON WORLDWIDE IN$325.9M1,962,5441.74%+74%
CLHCLEAN HARBORS INC$324.5M1,131,6021.73%+33%
ROLROLLINS INC$254.6M4,767,1221.36%+219%
VVISA INC$230.8M763,6401.23%+2%
PKGPACKAGING CORP AMER$217.1M1,023,0411.16%+110%
CAECAE INC$214.2M8,251,6911.14%+9%
SPOTSPOTIFY TECHNOLOGY S A$177.4M365,8760.95%+119%
Trimmed (61)
TickerIssuerValueShares% of bookShares Δ
PIIPOLARIS INC$16,9503110.00%-100%
IWRISHARES TR$73,2147530.00%-94%
CASYCASEYS GEN STORES INC$5.1M6,9560.03%-90%
IDXXIDEXX LABS INC$9.6M17,1260.05%-87%
CIENCIENA CORP$1.0M2,6080.01%-83%
COHRCOHERENT CORP$1.5M6,4840.01%-78%
TECHBIO-TECHNE CORP$37.1M709,8270.20%-75%
NKENIKE INC$23.8M449,8620.13%-64%
FBINFORTUNE BRANDS INNOVATIONS I$34.9M894,3940.19%-62%
GOOGALPHABET INC$52.6M183,3860.28%-62%
SHOPSHOPIFY INC$28.0M235,7140.15%-61%
METAMETA PLATFORMS INC$16.5M28,8030.09%-59%
BLBLACKLINE INC$4.2M112,2520.02%-59%
CERTCERTARA INC$3.5M613,9350.02%-59%
MTDMETTLER TOLEDO INTERNATIONAL$12.8M10,1660.07%-59%
The book

Largest 150 of 159 holdings

TickerIssuerValueShares% of bookShares Δ
LYVLIVE NATION ENTERTAINMENT IN$815.1M5,344,4554.34%
VIKVIKING HOLDINGS LTD$793.7M10,802,2034.23%
ITTITT INC$745.6M3,913,4863.97%
WABWABTEC$730.6M2,923,6433.89%
MKLMARKEL GROUP INC$722.8M377,6433.85%
SGISOMNIGROUP INTERNATIONAL INC$685.5M9,273,9083.65%
MLMMARTIN MARIETTA MATLS INC$608.4M1,033,4203.24%
TSCOTRACTOR SUPPLY CO$602.3M13,296,4643.21%
LHLABCORP HOLDINGS INC$580.3M2,174,7853.09%
BROBROWN & BROWN INC$523.1M8,022,1232.79%
CRHCRH PLC$510.6M4,857,4882.72%
SCISERVICE CORP INTL$504.4M6,113,7512.69%
STESTERIS PLC$474.0M2,143,3792.52%
NDAQNASDAQ INC$472.3M5,563,1262.52%
ALCALCON AG$418.6M5,676,3042.23%
EMEEMCOR GROUP INC$410.4M555,8492.19%
CPCANADIAN PACIFIC KANSAS CITY$388.8M4,956,0242.07%
TRMBTRIMBLE INC$365.7M5,605,8681.95%
CNMCORE & MAIN INC$358.4M7,254,2071.91%
TSMTAIWAN SEMICONDUCTOR MANUFAC$347.4M1,027,9261.85%
PAYXPAYCHEX INC$338.1M3,670,0731.80%
CHRWC H ROBINSON WORLDWIDE IN$325.9M1,962,5441.74%
CLHCLEAN HARBORS INC$324.5M1,131,6021.73%
CPAYCORPAY INC$309.6M1,063,9461.65%
SIGSIGNET JEWELERS LIMITED$277.2M3,274,8161.48%
ROLROLLINS INC$254.6M4,767,1221.36%
VVISA INC$230.8M763,6401.23%
PKGPACKAGING CORP AMER$217.1M1,023,0411.16%
CAECAE INC$214.2M8,251,6911.14%
MIDDMIDDLEBY CORP$198.9M1,500,4671.06%
HUBBHUBBELL INC$183.7M374,3370.98%
SPOTSPOTIFY TECHNOLOGY S A$177.4M365,8760.95%
NETCLOUDFLARE INC$176.4M854,9240.94%
NVDANVIDIA CORPORATION$157.6M903,4900.84%
APHAMPHENOL CORP$151.6M1,199,9430.81%
BWXTBWX TECHNOLOGIES INC$148.5M726,4240.79%
TMOTHERMO FISHER SCIENTIFIC INC$147.2M299,5000.78%
PWRQUANTA SVCS INC$144.8M263,8230.77%
CDWCDW CORP$144.7M1,195,7630.77%
TDYTELEDYNE TECHNOLOGIES INC$120.4M198,9560.64%
ENTGENTEGRIS INC$119.7M1,020,8700.64%
DKSDICKS SPORTING GOODS INC$110.4M556,9130.59%
MORNMORNINGSTAR INC$107.8M637,7230.57%
FWONKLIBERTY MEDIA CORP DEL$107.4M1,262,6950.57%
CRCRANE COMPANY$105.3M615,8210.56%
FNVFRANCO NEV CORP$102.6M415,5240.55%
APOAPOLLO GLOBAL MGMT INC$101.8M913,9850.54%
FTVFORTIVE CORP$94.7M1,712,8530.50%
CRMSALESFORCE INC$93.7M501,7900.50%
WDAYWORKDAY INC$84.8M652,9980.45%
ONONON HLDG AG$83.9M2,466,2910.45%
GRMNGARMIN LTD$83.9M361,6100.45%
JOEST JOE CO$80.1M1,274,9880.43%
VRSKVERISK ANALYTICS INC$79.9M420,8680.43%
MSFTMICROSOFT CORP$77.6M209,5750.41%
DSGXDESCARTES SYS GROUP INC$77.1M1,080,1550.41%
AMZNAMAZON COM INC$67.9M326,2410.36%
INTCINTEL CORP$63.5M1,439,2240.34%
AVGOBROADCOM INC$62.4M201,4840.33%
INTUINTUIT$60.8M140,6710.32%
LAMRLAMAR ADVERTISING CO$59.7M471,5790.32%
TDGTRANSDIGM GROUP INC$55.6M47,9430.30%
USLMUNITED STS LIME & MINERALS I$53.0M405,6810.28%
GOOGALPHABET INC$52.6M183,3860.28%
QXOQXO INC$50.4M2,596,9860.27%
KEXKIRBY CORP$49.9M375,8970.27%
DHRDANAHER CORP DEL$47.7M251,5780.25%
SPGIS&P GLOBAL INC$44.9M105,5620.24%
WSMWILLIAMS SONOMA INC$42.5M233,0630.23%
ONESPAWORLD HOLDINGS LIMONESPAWORLD HOLDINGS LIMITED$38.2M1,664,2660.20%
TECHBIO-TECHNE CORP$37.1M709,8270.20%
FBINFORTUNE BRANDS INNOVATIONS I$34.9M894,3940.19%
CHEFCHEFS WHSE INC$32.8M551,6860.17%
CWSTCASELLA WASTE SYS INC$31.1M391,9740.17%
BNBROOKFIELD CORP$30.9M765,8410.16%
UNPUNION PAC CORP$30.2M124,4270.16%
CSWCSW INDUSTRIALS INC$29.6M113,4510.16%
APGAPI GROUP CORP$29.5M728,0250.16%
MOG/AMOOG INC$29.5M100,7740.16%
SHOPSHOPIFY INC$28.0M235,7140.15%
NIQNIQ GLOBAL INTELLIGENCE PLC$27.2M2,392,0940.14%
CTASCINTAS CORP$26.6M157,4610.14%
IRDMIRIDIUM COMMUNICATIONS INC$26.1M942,5190.14%
KAIKADANT INC$25.9M88,6120.14%
FORMFORMFACTOR INC$25.0M257,4140.13%
AAGILENT TECHNOLOGIES INC$23.9M209,2940.13%
NKENIKE INC$23.8M449,8620.13%
NOWSERVICENOW INC$23.6M225,4220.13%
WTMWHITE MTNS INS GROUP LTD$23.2M10,5600.12%
CDRECADRE HLDGS INC$23.0M748,4980.12%
WAYWAYSTAR HLDG CORP$22.3M923,2410.12%
MCOMOODYS CORP$21.6M49,5580.12%
MSCIMSCI INC$21.2M39,2500.11%
SSDSIMPSON MFG INC$21.0M122,4680.11%
MLABMESA LABS INC$20.9M235,8850.11%
CINFCINCINNATI FINL CORP$19.8M125,8750.11%
MIRMIRION TECHNOLOGIES INC$19.6M1,055,4680.10%
FELEFRANKLIN ELEC INC$19.5M211,2270.10%
ZWSZURN ELKAY WATER SOLNS CORP$19.2M429,1850.10%
LINDLINDBLAD EXPEDITIONS HLDGS I$18.3M1,058,0550.10%
ALRMALARM COM HLDGS INC$16.9M392,3570.09%
METAMETA PLATFORMS INC$16.5M28,8030.09%
ARESARES MANAGEMENT CORPORATION$16.1M147,1300.09%
CARGCARGURUS INC$15.6M459,2660.08%
ACAARCOSA INC$15.5M146,3810.08%
ALKTALKAMI TECHNOLOGY INC$15.4M983,9500.08%
MYRGMYR GROUP INC$14.4M51,1620.08%
LQDTLIQUIDITY SVCS INC$14.1M462,2670.08%
BMIBADGER METER INC$14.0M91,8240.07%
VRRMVERRA MOBILITY CORP$13.6M951,1590.07%
BOOTBOOT BARN HLDGS INC$13.5M92,3260.07%
BIOBIO RAD LABS INC$13.5M48,4360.07%
ECGEVERUS CONSTR GROUP$13.4M113,9060.07%
ESEESCO TECHNOLOGIES INC$13.3M47,2550.07%
WINAWINMARK CORP$13.0M30,4090.07%
MTDMETTLER TOLEDO INTERNATIONAL$12.8M10,1660.07%
ADEAADEIA INC$12.3M513,4250.07%
OUTOUTFRONT MEDIA INC$12.2M460,7660.07%
ALHALLIANCE LAUNDRY HLDGS INC$11.7M566,1850.06%
LOARLOAR HOLDINGS INC$11.7M203,6370.06%
GFLGFL ENVIRONMENTAL INC$11.3M270,6890.06%
GEGE AEROSPACE$11.1M39,2650.06%
CLBTCELLEBRITE DI LTD$11.1M804,3930.06%
LMATLEMAITRE VASCULAR INC$11.0M100,4700.06%
FPSFORGENT POWER SOLUTIONS INC$10.8M368,3270.06%
IDXXIDEXX LABS INC$9.6M17,1260.05%
TRUTRANSUNION$8.7M126,1740.05%
CNHCNH INDL N V$8.7M787,0750.05%
GFSGLOBALFOUNDRIES INC$8.5M191,9790.05%
UBERUBER TECHNOLOGIES INC$8.3M115,2560.04%
PTONPELOTON INTERACTIVE INC$7.8M1,808,4740.04%
NPNEPTUNE INS HLDGS INC$6.3M258,7240.03%
PTLOPORTILLOS INC$6.1M1,153,4000.03%
MRCYMERCURY SYS INC$6.1M83,4660.03%
CASYCASEYS GEN STORES INC$5.1M6,9560.03%
BLBLACKLINE INC$4.2M112,2520.02%
ERIIENERGY RECOVERY INC$4.0M394,2080.02%
CERTCERTARA INC$3.5M613,9350.02%
KRMNKARMAN HLDGS INC$2.9M36,3050.02%
SAPSAP SE$2.6M15,3930.01%
KKRKKR & CO INC$2.5M26,5880.01%
SPSCSPS COMM INC$2.3M41,9230.01%
BIPBROOKFIELD INFRASTRUCTURE PA$2.3M62,9510.01%
CRDOCREDO TECHNOLOGY GROUP HOLDI$1.9M19,9700.01%
QCOMQUALCOMM INC$1.7M13,3250.01%
VEEVVEEVA SYS INC$1.6M8,9430.01%
TFXTELEFLEX INCORPORATED$1.6M13,0090.01%
COHRCOHERENT CORP$1.5M6,4840.01%
LSCCLATTICE SEMICONDUCTOR CORP$1.0M11,2810.01%
CIENCIENA CORP$1.0M2,6080.01%

This table is the 150 largest positions by value, out of 159 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.

This manager also disclosed 20 options positions with a combined notional of $761.7M. Notional is not ownership, so it is excluded from the book value above rather than folded in to make the fund look bigger.

Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.

Read the original

This page was built from one document: the 2026-03-31 Form 13F info table filed by Select Equity Group, L.P. (CIK 1592643, accession 0001592643-26-000007). Every other 13F site is reading the same file.

If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager

What a 13F cannot show you

A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:

  • No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
  • No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
  • No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
  • Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
  • Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.

Tested and published by IndicatorEdge · backtest grid generated 2026-06-25 · base rates recomputed 2026-07-31 · how we test

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