account_balance
Investment manager · 13F filer · SEC CIK 1592643
Select Equity Group, L.P.
Reported value$18.9Bas of Jun 30, 2026
Positions143 17 new, 33 sold out
Top 10 weight34.6%VIK alone is 5%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VIKViking Holdings Ltd
4.8%Trimmed −20%
LYVLive Nation Entertainment In
4.4%Trimmed −15%
SGISomnigroup International Inc
3.7%Trimmed −4%
ITTItt Inc
3.6%Trimmed −11%
WABWabtec
3.5%Trimmed −17%
MKLMarkel Group Inc
3.4%Trimmed −12%
MLMMartin Marietta Matls Inc
3.1%Trimmed −2%
LHLabcorp Holdings Inc
2.9%Trimmed −9%
CRHCRH PLC
2.6%Trimmed −6%
TSMTaiwan Semiconductor Manufac
2.6%
TDGTransdigm Group Inc
2.5%Added +637%
ENTGEntegris Inc
2.4%Added +144%
VIKViking Holdings Ltd
4.8%Trimmed −20%
LYV4.4%SGI3.7%ITTItt Inc
3.6%Trimmed −11%
WABWabtec
3.5%Trimmed −17%
MKLMarkel Group Inc
3.4%Trimmed −12%
MLM3.1%LH2.9%CRH2.6%TSM2.6%TDG2.5%ENTG2.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VIK Viking Holdings Ltd 4.8% Trimmed −20%LYV Live Nation Entertainment In 4.4% Trimmed −15%SGI Somnigroup International Inc 3.7% Trimmed −4%ITT Itt Inc 3.6% Trimmed −11%WAB Wabtec 3.5% Trimmed −17%MKL Markel Group Inc 3.4% Trimmed −12%MLM Martin Marietta Matls Inc 3.1% Trimmed −2%LH Labcorp Holdings Inc 2.9% Trimmed −9%CRH CRH PLC 2.6% Trimmed −6%TSM Taiwan Semiconductor Manufac 2.6% HeldTDG Transdigm Group Inc 2.5% Added +637%ENTG Entegris Inc 2.4% Added +144%
What changed