Select Equity Group, L.P.: 13F holdings
CIK 15926432026Q2
| Positions | 148 |
|---|
| Reported value | $20.2bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 148 (-19 vs prior quarter) |
|---|
| Reported value | $20.2bn (+3.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VIKING HOLDINGS LTD | 8,601,393 | $900.3m | 4.5% |
| LYV LIVE NATION ENTERTAINMENT IN | 4,523,826 | $828.4m | 4.1% |
| SGI SOMNIGROUP INTERNATIONAL INC | 8,892,691 | $697.2m | 3.4% |
| ITT ITT INC | 3,466,371 | $685.5m | 3.4% |
| WAB WABTEC | 2,421,552 | $652.9m | 3.2% |
| MKL MARKEL GROUP INC | 331,679 | $647.8m | 3.2% |
| MLM MARTIN MARIETTA MATLS INC | 1,011,255 | $583.2m | 2.9% |
| LH LABCORP HOLDINGS INC | 1,981,948 | $554.9m | 2.7% |
| CRH PLC | 4,577,115 | $489.8m | 2.4% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 1,024,189 | $489.1m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1592643")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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