StockDriftsStockDriftsTop 50 Select Equity Group L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LYV | LIVE NATION ENTERTAINMENT IN | 4.34% | 5.34M | $815.1M | -4.33%(-241.72K) | $6944.82(-97.57%) | 2026-03-31 | |
| VIK | VIKING HOLDINGS LTD | 4.23% | 10.80M | $793.7M | -22.32%(-3.10M) | $35.85(+133.47%) | 2026-03-31 | |
| ITT | ITT INC | 3.97% | 3.91M | $745.6M | +7.95%(+288.21K) | $113.79(+71.00%) | 2026-03-31 | |
| WAB | WABTEC | 3.89% | 2.92M | $730.6M | -17.86%(-635.78K) | $88.28(+198.94%) | 2026-03-31 | |
| MKL | MARKEL GROUP INC | 3.85% | 377.6K | $722.8M | -11.74%(-50.24K) | $1873.31(-1.56%) | 2026-03-31 | |
| SGI | SOMNIGROUP INTERNATIONAL INC | 3.65% | 9.27M | $685.5M | -11.08%(-1.16M) | $34.32(+82.61%) | 2026-03-31 | |
| MLM | MARTIN MARIETTA MATLS INC | 3.24% | 1.03M | $608.4M | -3.20%(-34.11K) | $257.06(+117.33%) | 2026-03-31 | |
| TSCO | TRACTOR SUPPLY CO | 3.21% | 13.30M | $602.3M | +5.99%(+751.87K) | $42.84(-28.64%) | 2026-03-31 | |
| LH | LABCORP HOLDINGS INC | 3.09% | 2.17M | $580.3M | +3.03%(+64.01K) | $230.34(+8.71%) | 2026-03-31 | |
| BRO | BROWN & BROWN INC | 2.79% | 8.02M | $523.1M | -14.97%(-1.41M) | $56.50(-0.39%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.35% | +30.76% |
| Top 20 Holdings Unweighted | +8.89% | +29.10% |
Sign up free to track Select Equity Group L P, compare funds side by side, and get alerts the moment positions change.