Q2 2026 13F · SEC CIK 1592643

Select Equity Group, L.P.

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $18.9B
Reported positions: 143
Top holdings a year, 3 yrs: +10.0%
Assets under management: $36.4B

Select Equity Group, L.P. is a hedge fund that reported 143 positions worth $18.9B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Viking Hldgs Ltd (VIK, 4.8%), Live Nation Entertainment in (LYV, 4.4%), Somnigroup International Inc (TPX, 3.7%). A portfolio copying its top holdings returned 10.0% a year over the last 3 years, against 20.4% for the S&P 500.

Select Equity Group, L.P. holdings largest 50 of 143 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Select Equity Group, L.P. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VIKViking Hldgs Ltd	4.8%	4.2%	8,601,393	-20.4%	$900.3M
LYVLive Nation Entertainment in	4.4%	4.3%	4,523,826	-15.4%	$828.4M
TPXSomnigroup International Inc	3.7%	3.7%	8,892,691	-4.1%	$697.2M
ITTItt	3.6%	4.0%	3,466,371	-11.4%	$685.5M
WABWabtec	3.5%	3.9%	2,421,552	-17.2%	$652.9M
MKLMarkel Group Inc	3.4%	3.9%	331,679	-12.2%	$647.8M
MLMMartin Marietta Matls Inc	3.1%	3.2%	1,011,255	-2.1%	$583.2M
LHLabcorp Holdings Inc	2.9%	3.1%	1,981,948	-8.9%	$554.9M
CRHCrh PLC	2.6%	2.7%	4,577,115	-5.8%	$489.8M
TSMTaiwan Semiconductor Manufac	2.6%	1.9%	1,024,189	-0.4%	$489.1M
TDGTransdigm Group Inc	2.5%	—	353,230	—	$470.5M
ENTGEntegris Inc	2.4%	0.6%	2,493,913	+144.3%	$448.6M
NDAQNasdaq Inc	2.4%	2.5%	5,646,320	+1.5%	$445.0M
HUBBHubbell Inc	2.3%	1.0%	835,260	+123.1%	$437.0M
STESteris PLC	2.1%	2.5%	1,894,646	-11.6%	$399.0M
ALCAlcon Inc	2.1%	2.2%	5,766,342	+1.6%	$390.3M
CPCanadian Pacific Kansas City	2.0%	2.1%	4,346,986	-12.3%	$376.8M
VVisa Inc	1.9%	1.2%	1,037,159	+35.8%	$355.8M
EMEEmcor Group Inc	1.8%	2.2%	419,806	-24.5%	$348.4M
BWXTBwx Technologies Inc	1.8%	0.8%	1,704,008	+134.6%	$331.7M
BROBrown & Brown Inc Com	1.7%	2.8%	4,892,500	-39.0%	$313.9M
CNMCore & Main Inc	1.5%	1.9%	5,840,259	-19.5%	$281.8M
NVDANvidia Corporation	1.5%	0.8%	1,396,937	+54.6%	$279.5M
PKGPackaging Corp Amer	1.4%	1.2%	1,120,539	+9.5%	$267.0M
TRMBTrimble Inc	1.4%	1.9%	5,080,354	-9.4%	$260.0M
SCIService Corp Intl Com	1.3%	2.7%	3,326,683	-45.6%	$252.7M
SPOTSpotify Technology SA	1.3%	0.9%	536,831	+46.7%	$246.5M
CPAYCorpay Inc	1.3%	1.6%	717,626	-32.6%	$239.2M
PAYXPaychex Inc	1.2%	1.8%	2,320,215	-36.8%	$228.1M
AMZNAmazon Com Inc	1.2%	—	932,301	—	$222.2M
APHAmphenol Corp	1.2%	0.8%	1,249,958	+4.2%	$220.4M
CLHClean Harbors Inc	1.2%	1.7%	728,374	-35.6%	$217.6M
CHRWC H Robinson Worldwide in	1.1%	1.7%	1,145,388	-41.6%	$215.7M
SIGSignet Jewelers Ltd	1.1%	1.5%	2,436,873	-25.6%	$210.1M
INTCIntel Corp	1.1%	—	1,503,056	—	$209.9M
ROLRollins Inc	0.9%	1.4%	4,283,955	-10.1%	$178.8M
TMOThermo Fisher Scientific Inc	0.9%	0.8%	352,700	+17.8%	$176.8M
CAECae Inc	0.9%	1.1%	7,018,338	-14.9%	$175.7M
WDAYWorkday Inc Cl A	0.9%	0.5%	1,331,948	+104.0%	$163.1M
VRSKVerisk Analytics Inc	0.8%	—	879,881	—	$158.0M
FWONKLiberty Media Corp Del	0.8%	0.6%	1,598,060	+26.6%	$152.0M
TSCOTractor Supply Co	0.7%	3.2%	4,336,775	-67.4%	$137.1M
APOApollo Global Management Inc	0.7%	0.5%	1,154,448	+26.3%	$136.6M
CRMSalesforce Inc	0.7%	0.5%	828,563	+65.1%	$129.8M
MSFTMicrosoft Corp	0.7%	—	345,152	—	$128.7M
CRCrane Company	0.7%	0.6%	571,432	-7.2%	$127.5M
SPGIS&p Global Inc	0.5%	—	244,596	—	$99.6M
GOOGAlphabet Inc	0.5%	—	279,019	—	$98.6M
MIDDMiddleby Corp	0.5%	1.1%	568,621	-62.1%	$97.8M
TDYTeledyne Technologies Inc	0.5%	0.6%	146,635	-26.3%	$97.8M

What Select Equity Group, L.P. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

ENTG Entegris Inc+144.3% shares
BWXT Bwx Technologies Inc+134.6% shares
HUBB Hubbell Inc+123.1% shares
WDAY Workday Inc Cl A+104.0% shares
CRM Salesforce Inc+65.1% shares
NVDA Nvidia Corporation+54.6% shares
SPOT Spotify Technology SA+46.7% shares
V Visa Inc+35.8% shares

Reduced

TSCO Tractor Supply Co-67.4% shares
MIDD Middleby Corp-62.1% shares
SCI Service Corp Intl Com-45.6% shares
CHRW C H Robinson Worldwide in-41.6% shares
BRO Brown & Brown Inc Com-39.0% shares
PAYX Paychex Inc-36.8% shares
CLH Clean Harbors Inc-35.6% shares
CPAY Corpay Inc-32.6% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +1.6% /yr; S&P 500 +20.1%
3 years: +10.0% /yr; S&P 500 +20.4%
5 years: +1.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$18.9B	143
Q1 2026	$18.8B	159
Q4 2025	$21.5B	163
Q3 2025	$23.4B	152
Q2 2025	$23.5B	144
Q1 2025	$22.4B	143
Q4 2024	$24.5B	142
Q3 2024	$27.4B	140
Q2 2024	$25.2B	145
Q1 2024	$27.7B	144
Q4 2023	$27.1B	151
Q3 2023	$24.2B	163

Questions about Select Equity Group, L.P.'s portfolio

What stocks does Select Equity Group, L.P. own?

Select Equity Group, L.P.'s latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 143 positions worth $18.9B. The largest are Viking Hldgs Ltd (VIK) at 4.8%, Live Nation Entertainment in (LYV) at 4.4%, Somnigroup International Inc (TPX) at 3.7%, Itt (ITT) at 3.6% and Wabtec (WAB) at 3.5%.

What did Select Equity Group, L.P. buy last quarter?

In Q2 2026, Select Equity Group, L.P. added Entegris Inc (ENTG) (+144.3% shares), Bwx Technologies Inc (BWXT) (+134.6% shares) and Hubbell Inc (HUBB) (+123.1% shares), compared with its Q1 2026 filing.

What did Select Equity Group, L.P. sell last quarter?

In Q2 2026, Select Equity Group, L.P. cut from its top 50 Cloudflare Inc (NET), cut from its top 50 Quanta Svcs Inc (PWR), cut from its top 50 Cdw Corp/de (CDW), cut from its top 50 Dicks Sporting Goods Inc (DKS), cut from its top 50 Morningstar Inc (MORN), Tractor Supply Co (TSCO) (-67.4% shares), Middleby Corp (MIDD) (-62.1% shares) and Service Corp Intl Com (SCI) (-45.6% shares), compared with its Q1 2026 filing.

How has Select Equity Group, L.P.'s portfolio performed?

A portfolio copying Select Equity Group, L.P.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +10.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +1.6% against +20.1%. Over 5 years: +1.3% a year against +11.6%.

When is Select Equity Group, L.P.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Select Equity Group, L.P.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Select Equity Group, L.P. manage?

Select Equity Group, L.P. reported $36.4B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $18.9B.