Select Equity Group, L.P.
$20.2B
Reported value of US stock holdings on Jun 30, the filing's own figure
148 positions · filed Aug 14, 45 days after the quarter ended
Not watched
Aeon posts holdings changes on the feed for the 16 watched managers; this fund's holdings are shown here each quarter.
Why no record
A holdings report says nothing about how a manager has done, because it gives no prices. That is why managers are never ranked.
What changed last quarter
Quarter ended Jun 30 · filed Aug 14 · against the report before itNew positions
17, biggest 4Sold out
36, biggest 4
no ticker
GARMIN LTD
All 362K shares
Added to
71, biggest 4Top holdings
Reference, not newsTop holdings · 148 positionsSwipe →
#TickerCompanyShares
Share of this fund's holdingsvs last quarter
1
VIKING HOLDINGS LTD
8.6M
4.5%
−20%
2
LYV
LIVE NATION ENTERTAINMENT IN
4.5M
4.1%
−15%
3
SGI
SOMNIGROUP INTERNATIONAL INC
8.9M
3.4%
−4%
4
ITT
ITT INC
3.5M
3.4%
−11%
5
WAB
WABTEC
2.4M
3.2%
−17%
6
MKL
MARKEL GROUP INC
332K
3.2%
−12%
7
MLM
MARTIN MARIETTA MATLS INC
1.0M
2.9%
−2%
8
LH
LABCORP HOLDINGS INC
2.0M
2.7%
−9%
Ranked by value in the report. Share of this fund's holdings means the position's value as a share of the fund's reported total. It is not a share of any company; that is what a stake percent means.