Institutions / Select Equity Group, L.P.
Select Equity Group, L.P.
CIK 1592643 · Institutionalso an insider · as of Dec 31, 2025
Portfolio value
$21.54B
Positions
163
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 163 →
| Company | Value | % of portfolio |
|---|---|---|
| Viking Holdings Ltd | $993.09M | 4.6% |
| Somnigroup International Inc | $931.10M | 4.3% |
| Markel Group Inc | $919.80M | 4.3% |
| Crh Public Ltd Co | $846.07M | 3.9% |
| Live Nation Entertainment Inc | $796.03M | 3.7% |
| Westinghouse Air Brake Technologies Corp | $759.76M | 3.5% |
| Brown & Brown, Inc. | $751.95M | 3.5% |
| Martin Marietta Materials Inc | $664.71M | 3.1% |
| Paychex Inc | $641.25M | 3.0% |
| Itt Inc. | $629.02M | 2.9% |
| Tractor Supply Co /De | $627.35M | 2.9% |
| Trimble Inc. | $571.82M | 2.7% |
| Labcorp Holdings Inc. | $529.55M | 2.5% |
| Service Corp International | $501.08M | 2.3% |
| Alcon AG | $496.68M | 2.3% |
| STERIS plc | $488.79M | 2.3% |
| Middleby Corp | $450.22M | 2.1% |
| Core & Main, Inc. | $404.24M | 1.9% |
| NASDAQ, Inc. | $364.51M | 1.7% |
| Corpay Inc | $337.62M | 1.6% |
| Morningstar, Inc. | $330.85M | 1.5% |
| Canadian Pacific Kansas City | $327.62M | 1.5% |
| CDW Corp | $310.19M | 1.4% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $308.07M | 1.4% |
| Jones Lang LaSalle Inc | $306.77M | 1.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.
Insider transactions
Also files Forms 3 / 4 / 5
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Dec 31, 2025 | Other | SEG Partners Long/Short Equity Fund Class I Shares | $103.8K | -4K -100.00% | 0 | low |