Institutions / Select Equity Group, L.P. / Holdings

Select Equity Group, L.P.

All holdings · as of Dec 31, 2025

Company	Class	Value ↓	Shares	% of portfolio
VIKING HOLDINGS LTD	—	$993.09M	13,906,877	4.6%
Somnigroup International Inc	—	$931.10M	10,429,043	4.3%
Markel Group Inc	—	$919.80M	427,882	4.3%
CRH PUBLIC LTD CO	—	$846.07M	6,779,428	3.9%
LIVE NATION ENTERTAINMENT INC	—	$796.03M	5,586,172	3.7%
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP	—	$759.76M	3,559,419	3.5%
BROWN & BROWN, INC.	—	$751.95M	9,434,802	3.5%
MARTIN MARIETTA MATERIALS INC	—	$664.71M	1,067,530	3.1%
PAYCHEX INC	—	$641.25M	5,716,237	3.0%
ITT INC.	—	$629.02M	3,625,271	2.9%
TRACTOR SUPPLY CO /DE	—	$627.35M	12,544,591	2.9%
TRIMBLE INC.	—	$571.82M	7,298,271	2.7%
LABCORP HOLDINGS INC.	—	$529.55M	2,110,779	2.5%
SERVICE CORP INTERNATIONAL	—	$501.08M	6,426,585	2.3%
ALCON AG	—	$496.68M	6,218,304	2.3%
STERIS plc	—	$488.79M	1,928,033	2.3%
MIDDLEBY CORP	—	$450.22M	3,028,289	2.1%
Core & Main, Inc.	—	$404.24M	7,778,376	1.9%
NASDAQ, Inc.	—	$364.51M	3,752,757	1.7%
Corpay Inc	—	$337.62M	1,121,925	1.6%
Morningstar, Inc.	—	$330.85M	1,522,492	1.5%
CANADIAN PACIFIC KANSAS CITY	—	$327.62M	4,444,219	1.5%
CDW Corp	—	$310.19M	2,277,495	1.4%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM	ADR	$308.07M	1,013,739	1.4%
Jones Lang LaSalle Inc	—	$306.77M	911,723	1.4%
SIGNET JEWELERS LTD	—	$294.77M	3,556,612	1.4%
EMCOR Group Inc	—	$282.96M	462,505	1.3%
Visa Inc	—	$261.43M	745,424	1.2%
BJ's Wholesale Club Holdings, Inc.	—	$242.37M	2,692,084	1.1%
CAE INC	—	$231.02M	7,586,679	1.1%
Fortive Corp	—	$213.25M	3,862,464	1.0%
CLEAN HARBORS INC	—	$199.19M	849,499	0.9%
THERMO FISHER SCIENTIFIC INC.	—	$182.55M	315,032	0.8%
CH Robinson Worldwide Inc	—	$181.31M	1,127,837	0.8%
BIO-TECHNE Corp	—	$166.85M	2,837,142	0.8%
Workday Inc	—	$156.30M	727,709	0.7%
Alphabet Inc.	—	$149.64M	476,878	0.7%
INTUIT INC.	—	$137.78M	207,997	0.6%
NVIDIA Corp	—	$130.71M	700,870	0.6%
Amazon.com Inc	—	$130.48M	565,297	0.6%
Quanta Services Inc	—	$128.46M	304,355	0.6%
Fortune Brands Innovations, Inc.	—	$117.42M	2,347,419	0.5%
Garmin Ltd	—	$108.33M	534,056	0.5%
Apollo Global Management, Inc.	—	$105.32M	727,557	0.5%
Dick's Sporting Goods Inc	—	$104.88M	529,756	0.5%
Entegris, Inc.	—	$104.67M	1,242,342	0.5%
MICROSOFT CORP	—	$102.71M	212,372	0.5%
Crane Co	—	$101.66M	551,194	0.5%
Teledyne Technologies Inc	—	$101.22M	198,189	0.5%
PACKAGING CORP OF AMERICA	—	$100.45M	487,098	0.5%