Select Equity Group
Select Equity Group, L.P. · CIK 0001592643 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗Growth Investor
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$20.22B
2026 Q2
Positions
157
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
32.5%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VIK
VIKING HOLDINGS LTD
4.5%
LYV
LIVE NATION ENTERTAINMENT IN
4.1%
SGI
SOMNIGROUP INTERNATIONAL INC
3.4%
ITT
ITT INC
3.4%
WAB
WABTEC
3.2%
MKL
MARKEL GROUP INC
3.2%
MLM
MARTIN MARIETTA MATLS INC
2.9%
LH
LABCORP HOLDINGS INC
2.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Related managers
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
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.