Select Equity Group
Select Equity Group (Select Equity Group, L.P.) reported 157 positions worth $20.22B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: VIK (4.5%). Biggest move: add TDG ($406.7M).
| # | Symbol | Company | Type | Value ↓ | % Port. | Time Held | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VIK | SH | $900.3M | 4.45% | 2.3 Years | 8,601,393 | — | — | |
| ▸ 2 | LYV | SH | $828.4M | 4.10% | 8.3 Years | 4,523,826 | — | — | |
| ▸ 3 | SGI | SH | $697.2M | 3.45% | 4.5 Years | 8,892,691 | — | — | |
| ▸ 4 | ITT | SH | $685.5M | 3.39% | 3.8 Years | 3,466,371 | — | — | |
| ▸ 5 | WAB | SH | $652.9M | 3.23% | 5.3 Years | 2,421,552 | — | — | |
| ▸ 6 | MKL | SH | $647.8M | 3.20% | 1.5 Years | 331,679 | — | — | |
| ▸ 7 | MLM | SH | $583.2M | 2.88% | >10 Years | 1,011,255 | — | — | |
| ▸ 8 | LH | SH | $554.9M | 2.74% | 2.3 Years | 1,981,948 | — | — | |
| ▸ 9 | IWM | PUT | $540.8M | 2.67% | — | 1,800,000 | — | — | |
| ▸ 10 | CRH | SH | $489.8M | 2.42% | 2.8 Years | 4,577,115 | — | — |
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Five closest superinvestors by Jaccard overlap of tickers held in the latest quarter (computed nightly).
| Manager | Overlap | Shared holdings |
|---|---|---|
| Findlay Park Partners | 11.7% | DHR, ECL, FWONK, LYV, MLM, MSFT, TDY, A +10 |
| Weitz Investment Management | 10.9% | DHR, LH, MLM, MTD, MSFT, TSM, TMO, APH +9 |
| Markel Group (Tom Gayner) | 9.8% | ECL, FNV, LAMR, MSFT, MCO, NKE, PAYX, ROL +13 |
| Sands Capital Management | 9.0% | INTC, FWONK, MSFT, TSM, TDG, APH, V, META +8 |
| Baillie Gifford | 8.9% | ECL, MKL, MLM, MSFT, MCO, SCI, TSM, TMO +14 |
Read the 2026-Q2 quarterly report · 13F Filing Calendar
Frequently Asked Questions
What stocks does Select Equity Group hold as of Q2 2026?
Select Equity Group reported 157 positions worth $20.22B in its Q2 2026 13F filing. Largest positions: VIK (4.5%), LYV (4.1%), SGI (3.4%), ITT (3.4%) and WAB (3.2%).
What did Select Equity Group buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Select Equity Group sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.