Select Equity Group, L.P.
CIK 1592643
13F filing for Q2 2026・No. 372
- Holdings
- US$20.22B
- Quarter change
- +US$690.93M
- Entries
- 157
- Net bought (estimate)
- −US$1.2B
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 17
- Sold out 33
- Cut 52
- Added 74
- Corporate actions 0
- Unchanged 0
Largest holdings
143 stocks worth US$18.86B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VIKVIKING HOLDINGS LTDORD SHS | Cut | 8,601,393 | US$900.31M | 4.77% |
| LYVLIVE NATION ENTERTAINMENT INCOM | Cut | 4,523,826 | US$828.36M | 4.39% |
| SGISOMNIGROUP INTERNATIONAL INCCOM | Cut | 8,892,691 | US$697.19M | 3.70% |
| ITTITT INCCOM | Cut | 3,466,371 | US$685.51M | 3.63% |
| WABWABTECCOM | Cut | 2,421,552 | US$652.85M | 3.46% |
| MKLMARKEL GROUP INCCOM | Cut | 331,679 | US$647.77M | 3.43% |
| MLMMARTIN MARIETTA MATLS INCCOM | Cut | 1,011,255 | US$583.19M | 3.09% |
| LHLABCORP HOLDINGS INCCOM SHS | Cut | 1,981,948 | US$554.95M | 2.94% |
| CRHCRH PLCORD | Cut | 4,577,115 | US$489.75M | 2.60% |
| TSMTSMC ADRSPONSORED ADS | Cut | 1,024,189 | US$489.12M | 2.59% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.