Select Equity Group, L.P.

FundNew York · 2 holdings reports on file, from 2026 · Not one of the 16 funds we watch

$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 it

New positions

17, biggest 4

ECL ECOLAB INC 276K shares0.4% of this fund's holdings

LTH LIFE TIME GROUP HOLDINGS INC 1.7M shares0.3% of this fund's holdings

MKC MCCORMICK & CO INC 736K shares0.2% of this fund's holdings

POOL POOL CORP 160K shares0.2% of this fund's holdings

Sold out

36, biggest 4

PWR QUANTA SVCS INC All 264K shares

MORN MORNINGSTAR INC All 638K shares

GRMN GARMIN LTD All 362K shares

INTU INTUIT All 141K shares

Added to

71, biggest 4

IWM ISHARES TR +1.4M shares+400%

TDG TRANSDIGM GROUP INC +305K shares+637%

ENTG ENTEGRIS INC +1.4M shares+130%

HUBB HUBBELL INC +461K shares+123%

Trimmed

53, biggest 4

VIK VIKING HOLDINGS LTD −2.2M shares−20%

LYV LIVE NATION ENTERTAINMENT IN −821K shares−15%

SGI SOMNIGROUP INTERNATIONAL INC −381K shares−4%

ITT ITT INC −447K shares−11%

Top holdings

Reference, not news

Top holdings · 148 positionsSwipe →

#TickerCompanyShares Share of this fund's holdingsvs last quarter

1 VIK 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.

Stakes filed by this fund

Schedules 13D and 13G · 8 on file

StakeStake reportAug 14

6.2% of the shares SIG SIGNET JEWELERS LTD

Schedule 13G: passive

Amendment

StakeStake reportMay 15

3.3% of the shares MIDD MIDDLEBY CORP

Schedule 13G: passive

Amendment

StakeStake reportApr 3

8.1% of the shares SIG SIGNET JEWELERS LTD

Schedule 13G: passive

First filing

StakeStake reportFeb 17

4.2% of the shares ITT ITT INC.

Schedule 13G: passive

Amendment

StakeStake reportFeb 17

5% of the shares SGI SOMNIGROUP INTERNATIONAL INC.

Schedule 13G: passive

Amendment

StakeStake reportFeb 17

6% of the shares MIDD MIDDLEBY CORP

Schedule 13G: passive

Amendment

StakeStake reportFeb 17

4.1% of the shares CNM Core & Main, Inc.

Schedule 13G: passive

Amendment

StakeStake reportJan 6

8.7% of the shares SIG SIGNET JEWELERS LTD

Schedule 13D: may seek changes

Amendment