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 weight35%VIK alone is 5%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VIK
Viking Holdings Ltd
4.8%Trimmed
LYV
Live Nation Entertainment In
4.4%Trimmed
SGI
Somnigroup International INC
3.7%Trimmed
ITT
Itt INC
3.6%Trimmed
WAB
Wabtec
3.5%Trimmed
MKL
Markel Group INC
3.4%Trimmed
MLM
Martin Marietta Matls INC
3.1%Trimmed
LH
Labcorp Holdings INC
2.9%Trimmed
CRH
Crh PLC
2.6%Trimmed
TSM
Taiwan Semiconductor Manufac
2.6%
133 others
65.4%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed