Select Equity Group
Select Equity Group, L.P. · CIK 0001592643 · NEW YORK, NY · Dönem sonu: 2026-06-30 · Dosyalama tarihi: 2026-08-14 · SEC kaynağını aç ↗Büyüme Yatırımcısı
Portföy BüyüklüğüFonun SEC’e bildirdiği ABD hisse portföyünün toplam değeri.
$20.22B
2026 Q2
Pozisyon
157
İlk 10 Hissenin AğırlığıPortföyün ne kadarının en büyük 10 hissede toplandığı. Yüksekse fon az sayıda hisseye odaklanıyor.
32.5%
Para Girişi/Çıkışı (Tahmini)
—
2026 Q2
Portföy Büyüklüğü Geçmişi
Çeyreklik Geçmiş · 40 Çeyrek
| Çeyrek | Bildirim | Pozisyon | Toplam Değer | Devir % | İlk 10 |
|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-14 | 143 | $20.22B | 5.3% | G93A5A101, LYV, SGI, ITT, WAB, MKL, MLM, LH, G25508105, TSM |
| 2026 Q1 | 2026-05-15 | 159 | $19.53B | 8.9% | LYV, G93A5A101, ITT, WAB, MKL, SGI, MLM, TSCO, LH, BRO |
| 2025 Q4 | 2026-02-17 | 163 | $23.20B | 5.9% | G93A5A101, SGI, MKL, G25508105, LYV, WAB, BRO, MLM, PAYX, ITT |
| 2025 Q3 | 2025-11-14 | 152 | $24.27B | 2.5% | G25508105, SGI, G93A5A101, LYV, WAB, MKL, ITT, TSCO, CDW, MLM |
| 2025 Q2 | 2025-08-14 | 144 | $23.86B | 6.7% | LYV, G93A5A101, SGI, G25508105, WAB, CDW, CNM, MIDD, MKL, TSCO |
| 2025 Q1 | 2025-05-15 | 143 | $23.18B | 7.8% | LYV, G25508105, SGI, MIDD, WAB, BRO, G93A5A101, CNM, ITT, TRMB |
| 2024 Q4 | 2025-02-14 | 142 | $25.18B | 3.7% | LYV, SGI, G25508105, WAB, MIDD, 15677J108, BRO, G93A5A101, MLM, TRMB |
| 2024 Q3 | 2024-11-14 | 140 | $27.85B | 8.5% | LYV, SGI, G25508105, CDW, WAB, BRO, MLM, MIDD, 15677J108, FBIN |
| 2024 Q2 | 2024-08-14 | 145 | $25.41B | 4.7% | LYV, BRO, MLM, G25508105, CDW, SGI, WAB, MIDD, RVTY, CNM |
| 2024 Q1 | 2024-05-15 | 144 | $28.28B | 3.7% | MLM, CDW, SGI, G25508105, LYV, BRO, 15677J108, MIDD, CNM, WAB |
| 2023 Q4 | 2024-02-14 | 151 | $28.10B | 8.6% | RVTY, MLM, CDW, SGI, G25508105, BRO, 15677J108, LYV, MORN, G81276100 |
| 2023 Q3 | 2023-11-14 | 163 | $24.41B | 4.0% | RVTY, CDW, 15677J108, BRO, MLM, SGI, LYV, MORN, ENTG, MTN |
| 2023 Q2 | 2023-08-14 | 156 | $26.87B | 4.1% | RVTY, MLM, BRO, LYV, CDW, 15677J108, TDY, SGI, MIDD, MTN |
| 2023 Q1 | 2023-05-15 | 158 | $28.10B | 7.2% | RVTY, 15677J108, MLM, CDW, TDY, BRO, LYV, MORN, WAB, MTN |
| 2022 Q4 | 2023-02-14 | 164 | $26.59B | 5.1% | RVTY, MLM, CDW, 15677J108, BRO, TDY, MORN, LYV, WAB, G81276100 |
| 2022 Q3 | 2022-11-14 | 164 | $28.68B | 6.8% | MLM, 15677J108, BRO, CDW, RVTY, MORN, ENTG, TDY, LYV, FRCB |
| 2022 Q2 | 2022-08-15 | 148 | $31.23B | 4.4% | MLM, CDW, BRO, RVTY, MORN, 15677J108, TDY, ENTG, FIS, LYV |
| 2022 Q1 | 2022-05-16 | 160 | $30.88B | 10.4% | MLM, BRO, CDW, TDY, MORN, SSNC, ENTG, 15677J108, RVTY, FIS |
| 2021 Q4 | 2022-02-14 | 159 | $36.68B | 3.0% | MORN, MLM, CDW, SSNC, BRO, 15677J108, RVTY, TDY, ENTG, FIS |
| 2021 Q3 | 2021-11-15 | 150 | $29.77T | 5.0% | RVTY, CDW, 15677J108, MLM, G21810109, FIS, MORN, BRO, ENTG, SSNC |
| 2021 Q2 | 2021-08-16 | 151 | $29.23T | 4.8% | G21810109, RVTY, CDW, MLM, GDDY, 15677J108, MORN, FIS, BRO, ENTG |
| 2021 Q1 | 2021-05-17 | 151 | $27.51T | 8.6% | CDW, G21810109, RVTY, MLM, FIS, GDDY, CINF, SSNC, ENTG, ULTA |
| 2020 Q4 | 2021-02-16 | 136 | $24.35T | 7.3% | RVTY, G21810109, MLM, CDW, GDDY, SSNC, CINF, FIS, FRCB, 15677J108 |
| 2020 Q3 | 2020-11-16 | 150 | $20.34T | 3.0% | RVTY, CDW, G21810109, MLM, GDDY, 15677J108, SSNC, CINF, FIS, 469814107 |
| 2020 Q2 | 2020-08-14 | 145 | $17.41T | 16.8% | RVTY, 15677J108, CDW, GDDY, MLM, 469814107, SSNC, FRCB, CINF, G21810109 |
| 2020 Q1 | 2020-05-15 | 103 | $14.50T | 11.1% | MLM, CDW, 469814107, 15677J108, GDDY, RVTY, FRCB, BRO, 431475102, G47567105 |
| 2019 Q4 | 2020-02-14 | 93 | $15.85T | 4.8% | 15677J108, MLM, LYV, RVTY, 469814107, CDW, FRCB, H, APH, CSGP |
| 2019 Q3 | 2019-11-14 | 96 | $14.77T | 10.5% | MLM, RVTY, LYV, 469814107, 81761R109, CDW, CINF, BABA, 15677J108, FRCB |
| 2019 Q2 | 2019-08-14 | 91 | $14.69T | 4.6% | MLM, RVTY, XRAY, HSIC, CDW, 469814107, GDDY, CINF, 81761R109, BABA |
| 2019 Q1 | 2019-05-15 | 85 | $14.77T | 4.8% | RVTY, IT, MLM, WP, BABA, CINF, CDW, XRAY, GDDY, PAYX |
| 2018 Q4 | 2019-02-14 | 90 | $13.24T | 8.2% | RVTY, IT, MLM, CINF, SCI, HSIC, BABA, WP, PAYX, GDDY |
| 2018 Q3 | 2018-11-14 | 91 | $13.52T | 7.8% | RVTY, IT, HSIC, PAYX, SCI, CINF, MLM, TFX, BABA, G47567105 |
| 2018 Q2 | 2018-08-14 | 87 | $12.45T | 5.6% | IT, RVTY, PAYX, HSIC, TFX, WP, MLM, MHK, CINF, SCI |
| 2018 Q1 | 2018-05-15 | 84 | $12.20T | 17.6% | WP, RVTY, IT, PAYX, HSIC, TFX, SCI, MHK, MLM, BFAM |
| 2017 Q4 | 2018-02-14 | 88 | $12.56T | 1.7% | IT, RVTY, PAYX, G81276100, MHK, SSNC, TFX, XRAY, MLM, BFAM |
| 2017 Q3 | 2017-11-14 | 80 | $13.18T | 16.4% | G81276100, IT, SSNC, MHK, PAYX, RVTY, TFX, XRAY, MLM, G47567105 |
| 2017 Q2 | 2017-08-14 | 98 | $14.04T | 16.2% | G81276100, VGK, XRAY, EWJ, MHK, SSNC, IT, G47567105, PAYX, TFX |
| 2017 Q1 | 2017-05-15 | 90 | $13.42T | 5.0% | G81276100, XRAY, MHK, TFX, PAYX, G47567105, SSNC, IT, TMO, WSM |
| 2016 Q4 | 2017-02-14 | 85 | $12.22T | 6.0% | G81276100, XRAY, PAYX, MHK, TFX, TMO, MTD, WSM, 966837106, FRCB |
| 2016 Q3 | 2016-11-14 | 95 | $11.58T | — | XRAY, G81276100, MHK, PAYX, MTD, TFX, TMO, WSM, TDG, AYI |
Adetler bölünme düzeltmeli (split-adjusted). Elde tutma süresi, en son çeyrekle biten kesintisiz çeyrek sayısından hesaplanır; 10 yıl üstü ">10 Yıl" olarak gösterilir.
Benzer portföyler
Son çeyrekte tutulan hisselerin Jaccard benzerliğine göre en yakın beş usta yatırımcı (gece hesaplanır).
| Fon | Örtüşme | Ortak hisseler |
|---|---|---|
| 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 |
2026-Q2 çeyrek raporunu oku · 13F Bildirim Takvimi
13F verisi çeyrek sonu pozisyonlarını gösterir, 45 güne kadar gecikmelidir ve yalnızca ABD borsalarındaki uzun (long) pozisyonları kapsar; açığa satışlar, türevler ve ABD dışı varlıklar bildirilmez.