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.
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.
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| HUBB | HUBBELL INC | $183.7M | 374,337 | 0.98% |
| FWONK | LIBERTY MEDIA CORP DEL | $107.4M | 1,262,695 | 0.57% |
| VRSK | VERISK ANALYTICS INC | $79.9M | 420,868 | 0.43% |
| TDG | TRANSDIGM GROUP INC | $55.6M | 47,943 | 0.30% |
| MOG/A | MOOG INC | $29.5M | 100,774 | 0.16% |
| CTAS | CINTAS CORP | $26.6M | 157,461 | 0.14% |
| A | AGILENT TECHNOLOGIES INC | $23.9M | 209,294 | 0.13% |
| LIND | LINDBLAD EXPEDITIONS HLDGS I | $18.3M | 1,058,055 | 0.10% |
| ARES | ARES MANAGEMENT CORPORATION | $16.1M | 147,130 | 0.09% |
| BIO | BIO RAD LABS INC | $13.5M | 48,436 | 0.07% |
| GFL | GFL ENVIRONMENTAL INC | $11.3M | 270,689 | 0.06% |
| LMAT | LEMAITRE VASCULAR INC | $11.0M | 100,470 | 0.06% |
| FPS | FORGENT POWER SOLUTIONS INC | $10.8M | 368,327 | 0.06% |
| TRU | TRANSUNION | $8.7M | 126,174 | 0.05% |
| CNH | CNH INDL N V | $8.7M | 787,075 | 0.05% |
| SAP | SAP SE | $2.6M | 15,393 | 0.01% |
| KKR | KKR & CO INC | $2.5M | 26,588 | 0.01% |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $1.9M | 19,970 | 0.01% |
| QCOM | QUALCOMM INC | $1.7M | 13,325 | 0.01% |
| VEEV | VEEVA SYS INC | $1.6M | 8,943 | 0.01% |
| TFX | TELEFLEX INCORPORATED | $1.6M | 13,009 | 0.01% |
| LSCC | LATTICE SEMICONDUCTOR CORP | $1.0M | 11,281 | 0.01% |
| SWKS | SKYWORKS SOLUTIONS INC | $822,046 | 15,351 | 0.00% |
| CSGP | COSTAR GROUP INC | $30,941 | 767 | 0.00% |
| LLY | ELI LILLY & CO | $12,877 | 14 | 0.00% |
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| JLL | JONES LANG LASALLE INC | $306.8M | 911,723 | 0.00% |
| BJ | BJS WHSL CLUB HLDGS INC | $242.4M | 2,692,084 | 0.00% |
| PTC | PTC INC | $99.1M | 568,572 | 0.00% |
| ADBE | ADOBE INC | $97.7M | 279,098 | 0.00% |
| AIZ | ASSURANT INC | $84.0M | 348,607 | 0.00% |
| ACWX | ISHARES TR | $40.3M | 600,269 | 0.00% |
| SPDW | SPDR INDEX SHS FDS | $40.3M | 907,211 | 0.00% |
| VXUS | VANGUARD STAR FDS | $40.2M | 533,471 | 0.00% |
| VEU | VANGUARD INTL EQUITY INDEX F | $40.2M | 546,590 | 0.00% |
| IXUS | ISHARES TR | $40.2M | 474,760 | 0.00% |
| NEM | NEWMONT CORP | $35.4M | 354,102 | 0.00% |
| MKC | MCCORMICK & CO INC | $31.3M | 460,106 | 0.00% |
| SSB | SOUTHSTATE BK CORP | $30.4M | 323,140 | 0.00% |
| HLNE | HAMILTON LANE INC | $29.5M | 219,322 | 0.00% |
| IEFA | ISHARES TR | $24.2M | 270,412 | 0.00% |
| AMRZ | AMRIZE LTD | $15.0M | 273,393 | 0.00% |
| ROST | ROSS STORES INC | $11.7M | 64,807 | 0.00% |
| VO | VANGUARD INDEX FDS | $8.6M | 29,726 | 0.00% |
| GSHD | GOOSEHEAD INS INC | $8.3M | 112,809 | 0.00% |
| LYB | LYONDELLBASELL INDUSTRIES N | $8.1M | 187,677 | 0.00% |
| HUN | HUNTSMAN CORP | $7.7M | 772,685 | 0.00% |
| DOW | DOW INC | $7.6M | 324,082 | 0.00% |
| MDLN | MEDLINE INC | $7.1M | 170,000 | 0.00% |
| MID | AMERICAN CENTY ETF TR | $6.3M | 96,535 | 0.00% |
| WLK | WESTLAKE CORPORATION | $5.5M | 74,997 | 0.00% |
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| ITT | ITT INC | $745.6M | 3,913,486 | 3.97% | +8% |
| TSCO | TRACTOR SUPPLY CO | $602.3M | 13,296,464 | 3.21% | +6% |
| LH | LABCORP HOLDINGS INC | $580.3M | 2,174,785 | 3.09% | +3% |
| STE | STERIS PLC | $474.0M | 2,143,379 | 2.52% | +11% |
| NDAQ | NASDAQ INC | $472.3M | 5,563,126 | 2.52% | +48% |
| EME | EMCOR GROUP INC | $410.4M | 555,849 | 2.19% | +20% |
| CP | CANADIAN PACIFIC KANSAS CITY | $388.8M | 4,956,024 | 2.07% | +12% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $347.4M | 1,027,926 | 1.85% | +1% |
| CHRW | C H ROBINSON WORLDWIDE IN | $325.9M | 1,962,544 | 1.74% | +74% |
| CLH | CLEAN HARBORS INC | $324.5M | 1,131,602 | 1.73% | +33% |
| ROL | ROLLINS INC | $254.6M | 4,767,122 | 1.36% | +219% |
| V | VISA INC | $230.8M | 763,640 | 1.23% | +2% |
| PKG | PACKAGING CORP AMER | $217.1M | 1,023,041 | 1.16% | +110% |
| CAE | CAE INC | $214.2M | 8,251,691 | 1.14% | +9% |
| SPOT | SPOTIFY TECHNOLOGY S A | $177.4M | 365,876 | 0.95% | +119% |
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| PII | POLARIS INC | $16,950 | 311 | 0.00% | -100% |
| IWR | ISHARES TR | $73,214 | 753 | 0.00% | -94% |
| CASY | CASEYS GEN STORES INC | $5.1M | 6,956 | 0.03% | -90% |
| IDXX | IDEXX LABS INC | $9.6M | 17,126 | 0.05% | -87% |
| CIEN | CIENA CORP | $1.0M | 2,608 | 0.01% | -83% |
| COHR | COHERENT CORP | $1.5M | 6,484 | 0.01% | -78% |
| TECH | BIO-TECHNE CORP | $37.1M | 709,827 | 0.20% | -75% |
| NKE | NIKE INC | $23.8M | 449,862 | 0.13% | -64% |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $34.9M | 894,394 | 0.19% | -62% |
| GOOG | ALPHABET INC | $52.6M | 183,386 | 0.28% | -62% |
| SHOP | SHOPIFY INC | $28.0M | 235,714 | 0.15% | -61% |
| META | META PLATFORMS INC | $16.5M | 28,803 | 0.09% | -59% |
| BL | BLACKLINE INC | $4.2M | 112,252 | 0.02% | -59% |
| CERT | CERTARA INC | $3.5M | 613,935 | 0.02% | -59% |
| MTD | METTLER TOLEDO INTERNATIONAL | $12.8M | 10,166 | 0.07% | -59% |
Largest 150 of 159 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| LYV | LIVE NATION ENTERTAINMENT IN | $815.1M | 5,344,455 | 4.34% | — |
| VIK | VIKING HOLDINGS LTD | $793.7M | 10,802,203 | 4.23% | — |
| ITT | ITT INC | $745.6M | 3,913,486 | 3.97% | — |
| WAB | WABTEC | $730.6M | 2,923,643 | 3.89% | — |
| MKL | MARKEL GROUP INC | $722.8M | 377,643 | 3.85% | — |
| SGI | SOMNIGROUP INTERNATIONAL INC | $685.5M | 9,273,908 | 3.65% | — |
| MLM | MARTIN MARIETTA MATLS INC | $608.4M | 1,033,420 | 3.24% | — |
| TSCO | TRACTOR SUPPLY CO | $602.3M | 13,296,464 | 3.21% | — |
| LH | LABCORP HOLDINGS INC | $580.3M | 2,174,785 | 3.09% | — |
| BRO | BROWN & BROWN INC | $523.1M | 8,022,123 | 2.79% | — |
| CRH | CRH PLC | $510.6M | 4,857,488 | 2.72% | — |
| SCI | SERVICE CORP INTL | $504.4M | 6,113,751 | 2.69% | — |
| STE | STERIS PLC | $474.0M | 2,143,379 | 2.52% | — |
| NDAQ | NASDAQ INC | $472.3M | 5,563,126 | 2.52% | — |
| ALC | ALCON AG | $418.6M | 5,676,304 | 2.23% | — |
| EME | EMCOR GROUP INC | $410.4M | 555,849 | 2.19% | — |
| CP | CANADIAN PACIFIC KANSAS CITY | $388.8M | 4,956,024 | 2.07% | — |
| TRMB | TRIMBLE INC | $365.7M | 5,605,868 | 1.95% | — |
| CNM | CORE & MAIN INC | $358.4M | 7,254,207 | 1.91% | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $347.4M | 1,027,926 | 1.85% | — |
| PAYX | PAYCHEX INC | $338.1M | 3,670,073 | 1.80% | — |
| CHRW | C H ROBINSON WORLDWIDE IN | $325.9M | 1,962,544 | 1.74% | — |
| CLH | CLEAN HARBORS INC | $324.5M | 1,131,602 | 1.73% | — |
| CPAY | CORPAY INC | $309.6M | 1,063,946 | 1.65% | — |
| SIG | SIGNET JEWELERS LIMITED | $277.2M | 3,274,816 | 1.48% | — |
| ROL | ROLLINS INC | $254.6M | 4,767,122 | 1.36% | — |
| V | VISA INC | $230.8M | 763,640 | 1.23% | — |
| PKG | PACKAGING CORP AMER | $217.1M | 1,023,041 | 1.16% | — |
| CAE | CAE INC | $214.2M | 8,251,691 | 1.14% | — |
| MIDD | MIDDLEBY CORP | $198.9M | 1,500,467 | 1.06% | — |
| HUBB | HUBBELL INC | $183.7M | 374,337 | 0.98% | — |
| SPOT | SPOTIFY TECHNOLOGY S A | $177.4M | 365,876 | 0.95% | — |
| NET | CLOUDFLARE INC | $176.4M | 854,924 | 0.94% | — |
| NVDA | NVIDIA CORPORATION | $157.6M | 903,490 | 0.84% | — |
| APH | AMPHENOL CORP | $151.6M | 1,199,943 | 0.81% | — |
| BWXT | BWX TECHNOLOGIES INC | $148.5M | 726,424 | 0.79% | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $147.2M | 299,500 | 0.78% | — |
| PWR | QUANTA SVCS INC | $144.8M | 263,823 | 0.77% | — |
| CDW | CDW CORP | $144.7M | 1,195,763 | 0.77% | — |
| TDY | TELEDYNE TECHNOLOGIES INC | $120.4M | 198,956 | 0.64% | — |
| ENTG | ENTEGRIS INC | $119.7M | 1,020,870 | 0.64% | — |
| DKS | DICKS SPORTING GOODS INC | $110.4M | 556,913 | 0.59% | — |
| MORN | MORNINGSTAR INC | $107.8M | 637,723 | 0.57% | — |
| FWONK | LIBERTY MEDIA CORP DEL | $107.4M | 1,262,695 | 0.57% | — |
| CR | CRANE COMPANY | $105.3M | 615,821 | 0.56% | — |
| FNV | FRANCO NEV CORP | $102.6M | 415,524 | 0.55% | — |
| APO | APOLLO GLOBAL MGMT INC | $101.8M | 913,985 | 0.54% | — |
| FTV | FORTIVE CORP | $94.7M | 1,712,853 | 0.50% | — |
| CRM | SALESFORCE INC | $93.7M | 501,790 | 0.50% | — |
| WDAY | WORKDAY INC | $84.8M | 652,998 | 0.45% | — |
| ONON | ON HLDG AG | $83.9M | 2,466,291 | 0.45% | — |
| GRMN | GARMIN LTD | $83.9M | 361,610 | 0.45% | — |
| JOE | ST JOE CO | $80.1M | 1,274,988 | 0.43% | — |
| VRSK | VERISK ANALYTICS INC | $79.9M | 420,868 | 0.43% | — |
| MSFT | MICROSOFT CORP | $77.6M | 209,575 | 0.41% | — |
| DSGX | DESCARTES SYS GROUP INC | $77.1M | 1,080,155 | 0.41% | — |
| AMZN | AMAZON COM INC | $67.9M | 326,241 | 0.36% | — |
| INTC | INTEL CORP | $63.5M | 1,439,224 | 0.34% | — |
| AVGO | BROADCOM INC | $62.4M | 201,484 | 0.33% | — |
| INTU | INTUIT | $60.8M | 140,671 | 0.32% | — |
| LAMR | LAMAR ADVERTISING CO | $59.7M | 471,579 | 0.32% | — |
| TDG | TRANSDIGM GROUP INC | $55.6M | 47,943 | 0.30% | — |
| USLM | UNITED STS LIME & MINERALS I | $53.0M | 405,681 | 0.28% | — |
| GOOG | ALPHABET INC | $52.6M | 183,386 | 0.28% | — |
| QXO | QXO INC | $50.4M | 2,596,986 | 0.27% | — |
| KEX | KIRBY CORP | $49.9M | 375,897 | 0.27% | — |
| DHR | DANAHER CORP DEL | $47.7M | 251,578 | 0.25% | — |
| SPGI | S&P GLOBAL INC | $44.9M | 105,562 | 0.24% | — |
| WSM | WILLIAMS SONOMA INC | $42.5M | 233,063 | 0.23% | — |
| ONESPAWORLD HOLDINGS LIM | ONESPAWORLD HOLDINGS LIMITED | $38.2M | 1,664,266 | 0.20% | — |
| TECH | BIO-TECHNE CORP | $37.1M | 709,827 | 0.20% | — |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $34.9M | 894,394 | 0.19% | — |
| CHEF | CHEFS WHSE INC | $32.8M | 551,686 | 0.17% | — |
| CWST | CASELLA WASTE SYS INC | $31.1M | 391,974 | 0.17% | — |
| BN | BROOKFIELD CORP | $30.9M | 765,841 | 0.16% | — |
| UNP | UNION PAC CORP | $30.2M | 124,427 | 0.16% | — |
| CSW | CSW INDUSTRIALS INC | $29.6M | 113,451 | 0.16% | — |
| APG | API GROUP CORP | $29.5M | 728,025 | 0.16% | — |
| MOG/A | MOOG INC | $29.5M | 100,774 | 0.16% | — |
| SHOP | SHOPIFY INC | $28.0M | 235,714 | 0.15% | — |
| NIQ | NIQ GLOBAL INTELLIGENCE PLC | $27.2M | 2,392,094 | 0.14% | — |
| CTAS | CINTAS CORP | $26.6M | 157,461 | 0.14% | — |
| IRDM | IRIDIUM COMMUNICATIONS INC | $26.1M | 942,519 | 0.14% | — |
| KAI | KADANT INC | $25.9M | 88,612 | 0.14% | — |
| FORM | FORMFACTOR INC | $25.0M | 257,414 | 0.13% | — |
| A | AGILENT TECHNOLOGIES INC | $23.9M | 209,294 | 0.13% | — |
| NKE | NIKE INC | $23.8M | 449,862 | 0.13% | — |
| NOW | SERVICENOW INC | $23.6M | 225,422 | 0.13% | — |
| WTM | WHITE MTNS INS GROUP LTD | $23.2M | 10,560 | 0.12% | — |
| CDRE | CADRE HLDGS INC | $23.0M | 748,498 | 0.12% | — |
| WAY | WAYSTAR HLDG CORP | $22.3M | 923,241 | 0.12% | — |
| MCO | MOODYS CORP | $21.6M | 49,558 | 0.12% | — |
| MSCI | MSCI INC | $21.2M | 39,250 | 0.11% | — |
| SSD | SIMPSON MFG INC | $21.0M | 122,468 | 0.11% | — |
| MLAB | MESA LABS INC | $20.9M | 235,885 | 0.11% | — |
| CINF | CINCINNATI FINL CORP | $19.8M | 125,875 | 0.11% | — |
| MIR | MIRION TECHNOLOGIES INC | $19.6M | 1,055,468 | 0.10% | — |
| FELE | FRANKLIN ELEC INC | $19.5M | 211,227 | 0.10% | — |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $19.2M | 429,185 | 0.10% | — |
| LIND | LINDBLAD EXPEDITIONS HLDGS I | $18.3M | 1,058,055 | 0.10% | — |
| ALRM | ALARM COM HLDGS INC | $16.9M | 392,357 | 0.09% | — |
| META | META PLATFORMS INC | $16.5M | 28,803 | 0.09% | — |
| ARES | ARES MANAGEMENT CORPORATION | $16.1M | 147,130 | 0.09% | — |
| CARG | CARGURUS INC | $15.6M | 459,266 | 0.08% | — |
| ACA | ARCOSA INC | $15.5M | 146,381 | 0.08% | — |
| ALKT | ALKAMI TECHNOLOGY INC | $15.4M | 983,950 | 0.08% | — |
| MYRG | MYR GROUP INC | $14.4M | 51,162 | 0.08% | — |
| LQDT | LIQUIDITY SVCS INC | $14.1M | 462,267 | 0.08% | — |
| BMI | BADGER METER INC | $14.0M | 91,824 | 0.07% | — |
| VRRM | VERRA MOBILITY CORP | $13.6M | 951,159 | 0.07% | — |
| BOOT | BOOT BARN HLDGS INC | $13.5M | 92,326 | 0.07% | — |
| BIO | BIO RAD LABS INC | $13.5M | 48,436 | 0.07% | — |
| ECG | EVERUS CONSTR GROUP | $13.4M | 113,906 | 0.07% | — |
| ESE | ESCO TECHNOLOGIES INC | $13.3M | 47,255 | 0.07% | — |
| WINA | WINMARK CORP | $13.0M | 30,409 | 0.07% | — |
| MTD | METTLER TOLEDO INTERNATIONAL | $12.8M | 10,166 | 0.07% | — |
| ADEA | ADEIA INC | $12.3M | 513,425 | 0.07% | — |
| OUT | OUTFRONT MEDIA INC | $12.2M | 460,766 | 0.07% | — |
| ALH | ALLIANCE LAUNDRY HLDGS INC | $11.7M | 566,185 | 0.06% | — |
| LOAR | LOAR HOLDINGS INC | $11.7M | 203,637 | 0.06% | — |
| GFL | GFL ENVIRONMENTAL INC | $11.3M | 270,689 | 0.06% | — |
| GE | GE AEROSPACE | $11.1M | 39,265 | 0.06% | — |
| CLBT | CELLEBRITE DI LTD | $11.1M | 804,393 | 0.06% | — |
| LMAT | LEMAITRE VASCULAR INC | $11.0M | 100,470 | 0.06% | — |
| FPS | FORGENT POWER SOLUTIONS INC | $10.8M | 368,327 | 0.06% | — |
| IDXX | IDEXX LABS INC | $9.6M | 17,126 | 0.05% | — |
| TRU | TRANSUNION | $8.7M | 126,174 | 0.05% | — |
| CNH | CNH INDL N V | $8.7M | 787,075 | 0.05% | — |
| GFS | GLOBALFOUNDRIES INC | $8.5M | 191,979 | 0.05% | — |
| UBER | UBER TECHNOLOGIES INC | $8.3M | 115,256 | 0.04% | — |
| PTON | PELOTON INTERACTIVE INC | $7.8M | 1,808,474 | 0.04% | — |
| NP | NEPTUNE INS HLDGS INC | $6.3M | 258,724 | 0.03% | — |
| PTLO | PORTILLOS INC | $6.1M | 1,153,400 | 0.03% | — |
| MRCY | MERCURY SYS INC | $6.1M | 83,466 | 0.03% | — |
| CASY | CASEYS GEN STORES INC | $5.1M | 6,956 | 0.03% | — |
| BL | BLACKLINE INC | $4.2M | 112,252 | 0.02% | — |
| ERII | ENERGY RECOVERY INC | $4.0M | 394,208 | 0.02% | — |
| CERT | CERTARA INC | $3.5M | 613,935 | 0.02% | — |
| KRMN | KARMAN HLDGS INC | $2.9M | 36,305 | 0.02% | — |
| SAP | SAP SE | $2.6M | 15,393 | 0.01% | — |
| KKR | KKR & CO INC | $2.5M | 26,588 | 0.01% | — |
| SPSC | SPS COMM INC | $2.3M | 41,923 | 0.01% | — |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $2.3M | 62,951 | 0.01% | — |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $1.9M | 19,970 | 0.01% | — |
| QCOM | QUALCOMM INC | $1.7M | 13,325 | 0.01% | — |
| VEEV | VEEVA SYS INC | $1.6M | 8,943 | 0.01% | — |
| TFX | TELEFLEX INCORPORATED | $1.6M | 13,009 | 0.01% | — |
| COHR | COHERENT CORP | $1.5M | 6,484 | 0.01% | — |
| LSCC | LATTICE SEMICONDUCTOR CORP | $1.0M | 11,281 | 0.01% | — |
| CIEN | CIENA CORP | $1.0M | 2,608 | 0.01% | — |
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.
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
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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