StockDriftsStockDriftsTop 50 Select Equity Group L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VIK | VIKING HOLDINGS LTD | 4.77% | 8.60M | $900.3M | -20.37%(-2.20M) | $35.85(+173.33%) | 2026-06-30 | |
| LYV | LIVE NATION ENTERTAINMENT IN | 4.39% | 4.52M | $828.4M | -15.35%(-820.63K) | $91.32(+102.96%) | 2026-06-30 | |
| SGI | SOMNIGROUP INTERNATIONAL INC | 3.7% | 8.89M | $697.2M | -4.11%(-381.22K) | $34.32(+92.46%) | 2026-06-30 | |
| ITT | ITT INC | 3.63% | 3.47M | $685.5M | -11.42%(-447.12K) | $113.79(+93.18%) | 2026-06-30 | |
| WAB | WABTEC | 3.46% | 2.42M | $652.9M | -17.17%(-502.09K) | $88.28(+238.72%) | 2026-06-30 | |
| MKL | MARKEL GROUP INC | 3.43% | 331.7K | $647.8M | -12.17%(-45.96K) | $1873.31(-2.06%) | 2026-06-30 | |
| MLM | MARTIN MARIETTA MATLS INC | 3.09% | 1.01M | $583.2M | -2.14%(-22.16K) | $257.06(+112.25%) | 2026-06-30 | |
| LH | LABCORP HOLDINGS INC | 2.94% | 1.98M | $554.9M | -8.87%(-192.84K) | $230.34(+38.11%) | 2026-06-30 | |
| CRH | CRH PLC | 2.6% | 4.58M | $489.8M | -5.77%(-280.37K) | $61.95(+54.93%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 2.59% | 1.02M | $489.1M | -0.36%(-3.74K) | $133.19(+220.51%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.60% | +31.65% | +1.74% | +8.99% |
| Top 20 Holdings Unweighted | +7.90% | +25.62% | +0.88% | +4.48% |
Select Equity Group L P reports $20.22B in US-listed equity holdings across 143 positions in its most recent 13F filing. Its largest disclosed positions are VIK (4.8%), LYV (4.4%) and SGI (3.7%). The top 20 holdings account for 55.83% of reported assets. Its disclosed equity book has returned +31.65% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Select Equity Group L P’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1592643). View Select Equity Group L P’s 13F filings on SEC