Select Equity Group 13F, Q1 2026
Select Equity Group · quarter ending 31 March 2026 · filed 15 May 2026 · SEC CIK 1592643
Common stock only: shares the fund reported owning at the quarter end, valued as filed. The filing also lists 20 put and call lines, reported at the value of the underlying shares; they are not ownership and are not in these totals.
Largest positions, Q1 2026
The 25 largest of 159 positions. Weights are against the whole filed book. Changes are in shares held, against the Q4 2025 filing.
| Company | Ticker | Value | % of book | vs Q4 2025 |
|---|---|---|---|---|
| LIVE NATION ENTERTAINMENT IN | LYV | $815.08M | 4.3% | -4% shares |
| VIKING HOLDINGS LTD | $793.75M | 4.2% | -22% shares | |
| ITT INC | ITT | $745.64M | 4.0% | +8% shares |
| WABTEC | WAB | $730.65M | 3.9% | -18% shares |
| MARKEL GROUP INC | MKL | $722.84M | 3.9% | -12% shares |
| SOMNIGROUP INTERNATIONAL INC | SGI | $685.53M | 3.6% | -11% shares |
| MARTIN MARIETTA MATLS INC | MLM | $608.35M | 3.2% | -3% shares |
| TRACTOR SUPPLY CO | TSCO | $602.33M | 3.2% | +6% shares |
| LABCORP HOLDINGS INC | LH | $580.25M | 3.1% | +3% shares |
| BROWN & BROWN INC | BRO | $523.12M | 2.8% | -15% shares |
| CRH PLC | $510.62M | 2.7% | -28% shares | |
| SERVICE CORP INTL | SCI | $504.45M | 2.7% | -5% shares |
| STERIS PLC | $473.97M | 2.5% | +11% shares | |
| NASDAQ INC | NDAQ | $472.25M | 2.5% | +48% shares |
| ALCON AG | $418.61M | 2.2% | -9% shares | |
| EMCOR GROUP INC | EME | $410.39M | 2.2% | +20% shares |
| CANADIAN PACIFIC KANSAS CITY | CP | $388.76M | 2.1% | +12% shares |
| TRIMBLE INC | TRMB | $365.67M | 1.9% | -23% shares |
| CORE & MAIN INC | CNM | $358.36M | 1.9% | -7% shares |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | $347.39M | 1.9% | unchanged |
| PAYCHEX INC | PAYX | $338.09M | 1.8% | -36% shares |
| C H ROBINSON WORLDWIDE IN | CHRW | $325.92M | 1.7% | +74% shares |
| CLEAN HARBORS INC | CLH | $324.46M | 1.7% | +33% shares |
| CORPAY INC | CPAY | $309.60M | 1.6% | -5% shares |
| SIGNET JEWELERS LIMITED | $277.18M | 1.5% | -8% shares |
What changed since Q4 2025
Against the Q4 2025 filing, Select Equity Group opened 29 new positions, added to 61, trimmed 60, left 9 unchanged and exited 33. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
New positions
and 21 more
Exited
- JLLwas $306.77M
- BJwas $242.37M
- PTCwas $99.05M
- ADBEwas $97.68M
- AIZwas $83.96M
- ACWXwas $40.30M
- SPDWwas $40.29M
- VXUSwas $40.25M
and 25 more
Other quarters
Source: SEC Form 13F-HR, accession 0001592643-26-000007, filed by Select Equity Group, L.P.. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.