Select Equity Group, L.P.
Net seller this quarter
$20.2B
143
-$1.26B
32.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 VIK | $900M | 4.45% | Not reported | -20.4% | Q2 2024 |
 LYV | $828M | 4.10% | 1.92% | -15.4% | Q4 2021 |
 SGI | $697M | 3.45% | 4.23% | -4.1% | Q4 2013 |
 ITT | $686M | 3.39% | 3.88% | -11.4% | Q4 2022 |
 WAB | $653M | 3.23% | 1.43% | -17.2% | Q4 2021 |
 MKL | $648M | 3.20% | 2.65% | -12.2% | Q4 2013 |
 MLM | $583M | 2.88% | 1.68% | -2.1% | Q4 2021 |
 LH | $555M | 2.74% | 2.45% | -8.9% | Q2 2024 |
 CRH | $490M | 2.42% | 0.69% | -5.8% | Q4 2023 |
 TSM | $489M | 2.42% | 0.00% | -0.4% | Q4 2021 |
 TDG | $471M | 2.33% | 0.63% | +636.8% | Q4 2013 |
 ENTG | $449M | 2.22% | 1.63% | +144.3% | Q4 2021 |
 NDAQ | $445M | 2.20% | 1.00% | +1.5% | Q2 2025 |
 HUBB | $437M | 2.16% | 1.58% | +123.1% | Q2 2023 |
 STE | $399M | 1.97% | 1.94% | -11.6% | Q4 2021 |
 ALC | $390M | 1.93% | 1.18% | +1.6% | Q3 2024 |
 CP | $377M | 1.86% | 0.49% | -12.3% | Q3 2024 |
 V | $356M | 1.76% | 0.06% | +35.8% | Q4 2013 |
 EME | $348M | 1.72% | 0.95% | -24.5% | Q3 2023 |
 BWXT | $332M | 1.64% | 1.86% | +134.6% | Q1 2023 |
 BRO | $314M | 1.55% | 1.48% | -39.0% | Q4 2021 |
 CNM | $282M | 1.39% | Not reported | -19.5% | Q4 2021 |
 NVDA | $280M | 1.38% | 0.01% | +54.6% | Q2 2025 |
 PKG | $267M | 1.32% | 1.26% | +9.5% | Q4 2024 |
 TRMB | $260M | 1.29% | 2.18% | -9.4% | Q4 2021 |
 SCI | $253M | 1.25% | 2.44% | -45.6% | Q4 2021 |
 SPOT | $246M | 1.22% | 0.26% | +46.7% | Q4 2021 |
 CPAY | $239M | 1.18% | 1.09% | -32.6% | Q4 2024 |
 PAYX | $228M | 1.13% | 0.65% | -36.8% | Q4 2013 |
 AMZN | $222M | 1.10% | 0.01% | +185.8% | Q4 2021 |
 APH | $220M | 1.09% | 0.10% | +4.2% | Q4 2013 |
 CLH | $218M | 1.08% | 1.38% | -35.6% | Q1 2023 |
 CHRW | $216M | 1.07% | 0.98% | -41.6% | Q4 2013 |
 SIG | $210M | 1.04% | 6.20% | -25.6% | Q4 2013 |
 INTC | $210M | 1.04% | 0.03% | +4.4% | Q4 2021 |
 ROL | $179M | 0.88% | 0.89% | -10.1% | Q4 2013 |
 TMO | $177M | 0.87% | 0.10% | +17.8% | Q4 2013 |
 CAE | $176M | 0.87% | 2.18% | -15.0% | Q3 2024 |
 WDAY | $163M | 0.81% | 0.61% | +104.0% | Q4 2022 |
 VRSK | $158M | 0.78% | 0.68% | +109.1% | Q4 2013 |
 FWONK | $152M | 0.75% | Not reported | +26.6% | Q1 2026 |
 TSCO | $137M | 0.68% | 0.83% | -67.4% | Q4 2021 |
 APO | $137M | 0.68% | 0.20% | +26.3% | Q4 2021 |
 CRM | $130M | 0.64% | 0.10% | +65.1% | Q1 2022 |
 MSFT | $129M | 0.64% | 0.00% | +64.7% | Q4 2021 |
 CR | $127M | 0.63% | 0.99% | -7.2% | Q2 2024 |
 SPGI | $99.6M | 0.49% | 0.08% | +131.7% | Q4 2021 |
 GOOG | $98.6M | 0.49% | Not reported | +52.2% | Q4 2021 |
 MIDD | $97.8M | 0.48% | 1.26% | -62.1% | Q4 2021 |
 TDY | $97.8M | 0.48% | 0.32% | -26.3% | Q4 2021 |
| Q1 2026 | |||||
| LYV | $815M | 4.17% | 2.28% | -4.3% | Q4 2021 |
| VIK | $794M | 4.06% | Not reported | -22.3% | Q2 2024 |
| ITT | $746M | 3.82% | 4.55% | +8.0% | Q4 2022 |
| WAB | $731M | 3.74% | 1.72% | -17.9% | Q4 2021 |
| MKL | $723M | 3.70% | 3.00% | -11.7% | Q4 2013 |
| SGI | $686M | 3.51% | 4.41% | -11.1% | Q4 2013 |
| MLM | $608M | 3.11% | 1.72% | -3.2% | Q4 2021 |
| TSCO | $602M | 3.08% | 2.53% | +6.0% | Q4 2021 |
| LH | $580M | 2.97% | 2.64% | +3.0% | Q2 2024 |
| BRO | $523M | 2.68% | 2.39% | -15.0% | Q4 2021 |
| CRH | $511M | 2.61% | 0.69% | -28.4% | Q4 2023 |
| SCI | $504M | 2.58% | 4.43% | -4.9% | Q4 2021 |
| STE | $474M | 2.43% | 2.19% | +11.2% | Q4 2021 |
| NDAQ | $472M | 2.42% | 0.99% | +48.2% | Q2 2025 |
| ALC | $419M | 2.14% | 1.16% | -8.7% | Q3 2024 |
| EME | $410M | 2.10% | 1.25% | +20.2% | Q3 2023 |
| CP | $389M | 1.99% | 0.55% | +11.5% | Q3 2024 |
| TRMB | $366M | 1.87% | 2.40% | -23.2% | Q4 2021 |
| CNM | $358M | 1.83% | Not reported | -6.7% | Q4 2021 |
| TSM | $347M | 1.78% | 0.00% | +1.4% | Q4 2021 |
| PAYX | $338M | 1.73% | 1.02% | -35.8% | Q4 2013 |
| CHRW | $326M | 1.67% | 1.66% | +74.0% | Q4 2013 |
| CLH | $324M | 1.66% | 2.14% | +33.2% | Q1 2023 |
| CPAY | $310M | 1.58% | 1.61% | -5.2% | Q4 2024 |
| SIG | $277M | 1.42% | 8.17% | -7.9% | Q4 2013 |
| ROL | $255M | 1.30% | 0.99% | +218.9% | Q4 2013 |
| V | $231M | 1.18% | 0.04% | +2.4% | Q4 2013 |
| PKG | $217M | 1.11% | 0.00% | +110.0% | Q4 2024 |
| CAE | $214M | 1.10% | 2.56% | +8.8% | Q3 2024 |
| MIDD | $199M | 1.02% | 3.18% | -50.5% | Q4 2021 |
| HUBB | $184M | 0.94% | 0.70% | Not reported | Q2 2023 |
| SPOT | $177M | 0.91% | 0.18% | +118.6% | Q4 2021 |
 NET | $176M | 0.90% | Not reported | +553.8% | Q1 2025 |
| NVDA | $158M | 0.81% | 0.00% | +28.9% | Q2 2025 |
| APH | $152M | 0.78% | 0.10% | +80.4% | Q4 2013 |
| BWXT | $149M | 0.76% | 0.79% | +68.9% | Q1 2023 |
| TMO | $147M | 0.75% | 0.08% | -4.9% | Q4 2013 |
 PWR | $145M | 0.74% | 0.18% | -13.3% | Q2 2023 |
 CDW | $145M | 0.74% | 0.93% | -47.5% | Q4 2021 |
| TDY | $120M | 0.62% | 0.43% | +0.4% | Q4 2021 |
| ENTG | $120M | 0.61% | 0.67% | -17.8% | Q4 2021 |
 DKS | $110M | 0.57% | 0.59% | +5.1% | Q2 2025 |
 MORN | $108M | 0.55% | 1.68% | -58.1% | Q4 2021 |
| FWONK | $107M | 0.55% | Not reported | New | Q1 2026 |
| CR | $105M | 0.54% | 1.07% | +11.7% | Q2 2024 |
 FNV | $103M | 0.53% | 0.22% | +880.5% | Q2 2025 |
| APO | $102M | 0.52% | 0.16% | +25.6% | Q4 2021 |
 FTV | $94.7M | 0.48% | 0.56% | -55.7% | Q4 2021 |
| CRM | $93.7M | 0.48% | 0.05% | +35.3% | Q1 2022 |
| WDAY | $84.8M | 0.43% | 0.30% | -10.3% | Q4 2022 |
| Q4 2025 | |||||
| VIK | $993M | 4.28% | Not reported | -9.2% | Q2 2024 |
| SGI | $931M | 4.01% | 4.97% | -11.0% | Q4 2013 |
| MKL | $920M | 3.96% | 3.39% | +11.8% | Q4 2013 |
| CRH | $846M | 3.65% | 1.01% | -21.4% | Q4 2023 |
| LYV | $796M | 3.43% | 2.37% | +0.3% | Q4 2021 |
| WAB | $760M | 3.28% | 2.09% | -3.5% | Q4 2021 |
| BRO | $752M | 3.24% | 2.81% | +55.3% | Q4 2021 |
| MLM | $665M | 2.87% | 1.77% | +3.0% | Q4 2021 |
| PAYX | $641M | 2.76% | 1.59% | +31.2% | Q4 2013 |
| ITT | $629M | 2.71% | 4.65% | -8.0% | Q4 2022 |
| TSCO | $627M | 2.70% | 2.38% | +3.4% | Q4 2021 |
| TRMB | $572M | 2.46% | 3.07% | -4.5% | Q4 2021 |
| LH | $530M | 2.28% | 2.57% | +14.9% | Q2 2024 |
| SCI | $501M | 2.16% | 4.60% | -2.8% | Q4 2021 |
| ALC | $497M | 2.14% | 1.28% | -7.6% | Q3 2024 |
| STE | $489M | 2.11% | 1.97% | -2.5% | Q4 2021 |
| MIDD | $450M | 1.94% | 6.01% | -27.8% | Q4 2021 |
| CNM | $404M | 1.74% | Not reported | -19.7% | Q4 2021 |
| NDAQ | $365M | 1.57% | 0.66% | +26.3% | Q2 2025 |
| CPAY | $338M | 1.46% | 1.64% | -3.1% | Q4 2024 |
| MORN | $331M | 1.43% | 3.83% | -27.6% | Q4 2021 |
| CP | $328M | 1.41% | 0.50% | +12.1% | Q3 2024 |
| CDW | $310M | 1.34% | 1.76% | -45.2% | Q4 2021 |
| TSM | $308M | 1.33% | 0.00% | -54.3% | Q4 2021 |
 JLL | $307M | 1.32% | 1.94% | -20.2% | Q2 2024 |
| SIG | $295M | 1.27% | 8.74% | -7.5% | Q4 2013 |
| EME | $283M | 1.22% | 1.04% | -37.1% | Q3 2023 |
| V | $261M | 1.13% | 0.04% | +43.6% | Q4 2013 |
 BJ | $242M | 1.04% | 2.06% | -8.1% | Q4 2024 |
| CAE | $231M | 1.00% | 2.37% | +9.5% | Q3 2024 |
| FTV | $213M | 0.92% | 1.23% | +45.4% | Q4 2021 |
| CLH | $199M | 0.86% | 1.61% | +9.8% | Q1 2023 |
| TMO | $183M | 0.79% | 0.08% | +95.1% | Q4 2013 |
| CHRW | $181M | 0.78% | 0.95% | Not reported | Q4 2013 |
 TECH | $167M | 0.72% | 1.82% | +26.0% | Q1 2022 |
| WDAY | $156M | 0.67% | 0.33% | -0.1% | Q4 2022 |
| GOOG | $150M | 0.65% | Not reported | -27.6% | Q4 2021 |
 INTU | $138M | 0.59% | 0.07% | +38.9% | Q4 2013 |
| NVDA | $131M | 0.56% | 0.00% | -34.7% | Q2 2025 |
| AMZN | $130M | 0.56% | 0.01% | +26.1% | Q4 2021 |
| PWR | $128M | 0.55% | 0.20% | -59.2% | Q2 2023 |
 FBIN | $117M | 0.51% | 1.96% | -46.1% | Q3 2022 |
 GRMN | $108M | 0.47% | 0.28% | +14.1% | Q4 2013 |
| APO | $105M | 0.45% | 0.13% | +4.3% | Q4 2021 |
| DKS | $105M | 0.45% | 0.57% | +82.8% | Q2 2025 |
| ENTG | $105M | 0.45% | 0.82% | -10.8% | Q4 2021 |
| MSFT | $103M | 0.44% | 0.00% | -11.2% | Q4 2021 |
| CR | $102M | 0.44% | 0.96% | -3.8% | Q2 2024 |
| TDY | $101M | 0.44% | 0.43% | -49.3% | Q4 2021 |
| PKG | $100M | 0.43% | 0.54% | -51.2% | Q4 2024 |
| Q3 2025 | |||||
| CRH | $1.03B | 4.26% | 1.22% | -11.1% | Q4 2023 |
| SGI | $988M | 4.07% | 5.58% | -15.4% | Q4 2013 |
| VIK | $952M | 3.92% | Not reported | -14.3% | Q2 2024 |
| LYV | $910M | 3.75% | 2.38% | -18.7% | Q4 2021 |
| WAB | $739M | 3.05% | 2.16% | -9.1% | Q4 2021 |
| MKL | $732M | 3.01% | 3.03% | +13.8% | Q4 2013 |
| ITT | $704M | 2.90% | 5.05% | -6.8% | Q4 2022 |
| TSCO | $690M | 2.84% | 2.29% | -4.6% | Q4 2021 |
| CDW | $662M | 2.73% | 3.19% | +2.5% | Q4 2021 |
| MLM | $653M | 2.69% | 1.72% | -12.4% | Q4 2021 |
| TRMB | $624M | 2.57% | 3.21% | -11.6% | Q4 2021 |
| TSM | $620M | 2.55% | 0.01% | -1.9% | Q4 2021 |
| BRO | $570M | 2.35% | 1.80% | +5.8% | Q4 2021 |
| MIDD | $558M | 2.30% | 8.28% | -11.2% | Q4 2021 |
| PAYX | $552M | 2.28% | 1.21% | +7.6% | Q4 2013 |
| SCI | $550M | 2.27% | 4.71% | -4.6% | Q4 2021 |
| LH | $527M | 2.17% | 2.21% | -13.9% | Q2 2024 |
| CNM | $522M | 2.15% | Not reported | -15.5% | Q4 2021 |
| ALC | $501M | 2.06% | 1.36% | -0.5% | Q3 2024 |
| STE | $489M | 2.02% | 2.02% | -3.7% | Q4 2021 |
| MORN | $488M | 2.01% | 5.07% | +89.0% | Q4 2021 |
| EME | $478M | 1.97% | 1.64% | -18.9% | Q3 2023 |
| SIG | $369M | 1.52% | 9.39% | -1.8% | Q4 2013 |
| JLL | $341M | 1.40% | 2.42% | +22.3% | Q2 2024 |
| CPAY | $333M | 1.37% | 1.65% | +2.8% | Q4 2024 |
 SHOP | $329M | 1.35% | 0.56% | -1.6% | Q1 2022 |
| PWR | $309M | 1.27% | 0.50% | -26.7% | Q2 2023 |
| CP | $295M | 1.22% | 0.43% | +17.2% | Q3 2024 |
| BJ | $273M | 1.12% | 2.22% | +21.4% | Q4 2024 |
| NDAQ | $263M | 1.08% | 0.52% | +140.9% | Q2 2025 |
 PTC | $233M | 0.96% | 0.96% | +48.1% | Q1 2022 |
| FBIN | $233M | 0.96% | 3.63% | -16.1% | Q3 2022 |
| TDY | $229M | 0.94% | 0.83% | -8.4% | Q4 2021 |
| PKG | $217M | 0.90% | 1.11% | +136.2% | Q4 2024 |
| CAE | $205M | 0.85% | 2.16% | -12.4% | Q3 2024 |
| NVDA | $200M | 0.82% | 0.00% | -1.9% | Q2 2025 |
 IDXX | $180M | 0.74% | 0.35% | -50.8% | Q4 2021 |
| CLH | $180M | 0.74% | 1.45% | -18.3% | Q1 2023 |
| V | $177M | 0.73% | 0.03% | -4.0% | Q4 2013 |
| WDAY | $175M | 0.72% | 0.33% | +8.9% | Q4 2022 |
| GOOG | $160M | 0.66% | Not reported | -4.1% | Q4 2021 |
| BWXT | $130M | 0.54% | 0.77% | +47.8% | Q1 2023 |
| FTV | $130M | 0.54% | 0.84% | +69.5% | Q4 2021 |
| ENTG | $129M | 0.53% | 0.92% | -52.3% | Q4 2021 |
| TECH | $125M | 0.52% | 1.45% | -22.9% | Q1 2022 |
| MSFT | $124M | 0.51% | 0.00% | -1.9% | Q4 2021 |
 NEM | $116M | 0.48% | 0.13% | -28.3% | Q2 2025 |
| GRMN | $115M | 0.47% | 0.24% | +7.8% | Q4 2013 |
| APH | $115M | 0.47% | 0.08% | +37.4% | Q4 2013 |
 ADBE | $112M | 0.46% | 0.08% | -12.4% | Q1 2022 |