What is Select Equity Group, L.P.'s portfolio value?

As of Q4 2025, Select Equity Group, L.P. manages $23.2M across 172 reported positions in their SEC 13F filing.

What are Select Equity Group, L.P.'s top holdings?

Select Equity Group, L.P.'s largest 13F positions include VIK, TPD, RH, representing approximately 11941.5% of the reported portfolio.

How many stocks does Select Equity Group, L.P. hold?

Select Equity Group, L.P. holds 172 reported positions as of their Q4 2025 13F filing.

When did Select Equity Group, L.P. last file a 13F?

The most recent 13F filing from Select Equity Group, L.P. reports positions as of Q4 2025. 13F filings are required within 45 days of each calendar quarter end.

Select Equity Group, L.P.

CIK: 0001592643SEC EDGAR →

Portfolio Value

$23.2M

Holdings

172

As of

Q4 2025

New Positions

Closed Positions

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	VIK VIKING HOLDINGS LTD	13,906,877	$993.1M	4280.81%
2	TPD SOMNIGROUP INTERNATIONAL INC	10,429,043	$931.1M	4013.61%
3	RH CRH PLC	6,779,428	$846.1M	3647.07%
4	LYV LIVE NATION ENTERTAINMENT IN	5,586,172	$796.0M	3431.36%
5	WAB WABTEC	3,559,419	$759.8M	3275.00%
6	BRO BROWN & BROWN INC	9,434,802	$752.0M	3241.36%
7	PAYX PAYCHEX INC	5,716,237	$641.2M	2764.16%
8	ITT ITT INC	3,625,271	$629.0M	2711.45%
9	TSCO TRACTOR SUPPLY CO	12,544,591	$627.4M	2704.27%
10	TRMB TRIMBLE INC	7,298,271	$571.8M	2464.88%

Quarterly Changes

Top Buys

LYV↑ Increased

$795.1M

BRO↑ Increased

$751.4M

PAYX↑ Increased

$640.7M

TSCO↑ Increased

$626.7M

LH↑ Increased

$529.0M

Top Sells

VIK↓ Decreased

$992.1M

TPD↓ Decreased

$930.1M

RH↓ Decreased

$845.0M

WAB↓ Decreased

$759.0M

ITT↓ Decreased

$628.3M

New Positions (42)

MIDD

$475.7M · 3.2M shares

CHRW

$181.3M · 1.1M shares

FBIN

$142.9M · 2.9M shares

CRM

$140.6M · 531K shares

NVDA

$130.7M · 701K shares

NKE

$116.9M · 1.8M shares

HOOD

$116.7M · 1.0M shares

ENQ

$114.3M · 1.4M shares

AIZ

$84.0M · 349K shares

CRWV

$49.2M · 687K shares

OKLO

$46.0M · 641K shares

$43.2M · 386K shares

$41.5M · 179K shares

$40.3M · 600K shares

$40.3M · 907K shares

$40.2M · 533K shares

$40.2M · 547K shares

$40.2M · 475K shares

$38.4M · 442K shares

$33.6M · 382K shares

$31.3M · 460K shares

$29.5M · 219K shares

$25.8M · 131K shares

$25.8M · 160K shares

$24.2M · 270K shares

$13.7M · 90K shares

$12.4M · 120K shares

$9.8M · 482K shares

$8.6M · 30K shares

$8.1M · 188K shares

$7.7M · 773K shares

$7.6M · 324K shares

$7.1M · 170K shares

$6.3M · 97K shares

$5.8M · 30K shares

$5.5M · 75K shares

$4.1M · 141K shares

$2.8M · 102K shares

$1.1M · 1.7M shares

$307K · 1K shares

$166K · 250K shares

$97K · 167K shares

Closed Positions (30)

$558K · 4.2M shares

$309K · 1.3M shares

$290K · 1.6M shares

$233K · 4.4M shares

$136K · 3.8M shares

$129K · 1.4M shares

$103K · 478K shares

$87K · 1.3M shares

$78K · 329K shares

$67K · 472K shares

$63K · 3.7M shares

$48K · 722K shares

$47K · 340K shares

$42K · 324K shares

$41K · 282K shares

$40K · 617K shares

$32K · 2.3M shares

$32K · 445K shares

$27K · 813K shares

$16K · 397K shares

$10K · 69K shares

$7K · 24K shares

$7K · 53K shares

$5K · 35K shares

$3K · 169K shares

$2K · 25K shares

$2K · 52K shares

$2K · 52K shares

$325 · 2K shares

$102 · 150K shares

Sector Breakdown

Sector	# Holdings	Value	%
Industrials	38	$4.9B	25.1%
Consumer Cyclical	25	$4.2B	21.5%
Technology	39	$3.1B	16.0%
Financial Services	29	$2.4B	12.5%
Healthcare	11	$1.8B	9.2%
Unknown	7	$1.1B	5.8%
Communication Services	6	$961.7M	5.0%
Real Estate	4	$432.7M	2.2%
Consumer Defensive	2	$273.7M	1.4%
Basic Materials	9	$188.6M	1.0%
Utilities	2	$48.2M	0.2%