Select Equity Group as of March 31, 2026
Portfolio Holdings for Select Equity Group
Select Equity Group holds 167 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Live Nation Entertainment (LYV) | 4.2 | $815M | 5.3M | 152.51 | |
| Viking Holdings Ord Shs (VIK) | 4.1 | $794M | 11M | 73.48 | |
| Itt (ITT) | 3.8 | $746M | 3.9M | 190.53 | |
| Wabtec Corporation (WAB) | 3.7 | $731M | 2.9M | 249.91 | |
| Markel Corporation (MKL) | 3.7 | $723M | 378k | 1914.07 | |
| Tempur-Pedic International (SGI) | 3.5 | $686M | 9.3M | 73.92 | |
| Martin Marietta Materials (MLM) | 3.1 | $608M | 1.0M | 588.68 | |
| Tractor Supply Company (TSCO) | 3.1 | $602M | 13M | 45.30 | |
| Labcorp Holdings Com Shs (LH) | 3.0 | $580M | 2.2M | 266.81 | |
| Brown & Brown (BRO) | 2.7 | $523M | 8.0M | 65.21 | |
| CRH Ord (CRH) | 2.6 | $511M | 4.9M | 105.12 | |
| Service Corporation International (SCI) | 2.6 | $504M | 6.1M | 82.51 | |
| Steris Shs Usd (STE) | 2.4 | $474M | 2.1M | 221.13 | |
| Nasdaq Omx (NDAQ) | 2.4 | $472M | 5.6M | 84.89 | |
| Alcon Ord Shs (ALC) | 2.1 | $419M | 5.7M | 73.75 | |
| Emcor (EME) | 2.1 | $410M | 556k | 738.31 | |
| Canadian Pacific Kansas City (CP) | 2.0 | $389M | 5.0M | 78.44 | |
| Trimble Navigation (TRMB) | 1.9 | $366M | 5.6M | 65.23 | |
| Core & Main Cl A (CNM) | 1.8 | $358M | 7.3M | 49.40 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.8 | $347M | 1.0M | 337.95 | |
| Paychex (PAYX) | 1.7 | $338M | 3.7M | 92.12 | |
| C H Robinson Worldwide In Com New (CHRW) | 1.7 | $326M | 2.0M | 166.07 | |
| Clean Harbors (CLH) | 1.7 | $325M | 1.1M | 286.73 | |
| Corpay Com Shs (CPAY) | 1.6 | $310M | 1.1M | 290.99 | |
| Signet Jewelers SHS (SIG) | 1.4 | $277M | 3.3M | 84.64 | |
| Rollins (ROL) | 1.3 | $255M | 4.8M | 53.41 | |
| Cloudflare Cl A Com Call Option (NET) | 1.2 | $241M | 1.2M | 206.34 | |
| Visa Com Cl A (V) | 1.2 | $231M | 764k | 302.24 | |
| Packaging Corporation of America (PKG) | 1.1 | $217M | 1.0M | 212.22 | |
| Cae (CAE) | 1.1 | $214M | 8.3M | 25.95 | |
| Middleby Corporation (MIDD) | 1.0 | $199M | 1.5M | 132.58 | |
| Hubbell (HUBB) | 0.9 | $184M | 374k | 490.74 | |
| Iron Mountain Put Option (IRM) | 0.9 | $182M | 1.8M | 102.14 | |
| Spotify Technology S A SHS (SPOT) | 0.9 | $177M | 366k | 484.91 | |
| NVIDIA Corporation (NVDA) | 0.8 | $158M | 904k | 174.40 | |
| Amphenol Corp Cl A (APH) | 0.8 | $152M | 1.2M | 126.35 | |
| Bwx Technologies (BWXT) | 0.8 | $149M | 726k | 204.49 | |
| Thermo Fisher Scientific (TMO) | 0.8 | $147M | 300k | 491.53 | |
| Quanta Services (PWR) | 0.7 | $145M | 264k | 549.02 | |
| Cdw (CDW) | 0.7 | $145M | 1.2M | 121.02 | |
| Entegris Call Option (ENTG) | 0.7 | $127M | 1.1M | 117.24 | |
| salesforce Put Option (CRM) | 0.6 | $122M | 652k | 186.67 | |
| Teledyne Technologies Incorporated (TDY) | 0.6 | $120M | 199k | 605.01 | |
| Dick's Sporting Goods (DKS) | 0.6 | $110M | 557k | 198.29 | |
| Morningstar (MORN) | 0.6 | $108M | 638k | 169.05 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.5 | $107M | 1.3M | 85.02 | |
| Crane Company Common Stock (CR) | 0.5 | $105M | 616k | 171.00 | |
| Franco-Nevada Corporation (FNV) | 0.5 | $103M | 416k | 246.82 | |
| Alphabet Cap Stk Cl C Call Option (GOOG) | 0.5 | $103M | 357k | 286.86 | |
| Apollo Global Mgmt (APO) | 0.5 | $102M | 914k | 111.42 | |
| On Hldg Namen Akt A Call Option (ONON) | 0.5 | $97M | 2.9M | 34.02 | |
| Fortive (FTV) | 0.5 | $95M | 1.7M | 55.28 | |
| Ishares Tr Russell 2000 Etf Put Option (IWM) | 0.5 | $89M | 360k | 248.00 | |
| Workday Cl A (WDAY) | 0.4 | $85M | 653k | 129.92 | |
| Garmin SHS (GRMN) | 0.4 | $84M | 362k | 232.01 | |
| St. Joe Company (JOE) | 0.4 | $80M | 1.3M | 62.80 | |
| Verisk Analytics (VRSK) | 0.4 | $80M | 421k | 189.75 | |
| Microsoft Corporation (MSFT) | 0.4 | $78M | 210k | 370.17 | |
| Descartes Sys Grp (DSGX) | 0.4 | $77M | 1.1M | 71.40 | |
| Bloom Energy Corp Com Cl A Put Option (BE) | 0.4 | $71M | 526k | 135.49 | |
| Amazon (AMZN) | 0.3 | $68M | 326k | 208.27 | |
| Intel Corporation (INTC) | 0.3 | $64M | 1.4M | 44.13 | |
| Broadcom (AVGO) | 0.3 | $62M | 202k | 309.51 | |
| Fortune Brands Call Option (FBIN) | 0.3 | $61M | 1.6M | 38.97 | |
| Intuit (INTU) | 0.3 | $61M | 141k | 432.38 | |
| Lamar Advertising Cl A (LAMR) | 0.3 | $60M | 472k | 126.66 | |
| TransDigm Group Incorporated (TDG) | 0.3 | $56M | 48k | 1158.96 | |
| Coreweave Com Cl A Put Option (CRWV) | 0.3 | $54M | 696k | 77.47 | |
| U.S. Lime & Minerals (USLM) | 0.3 | $53M | 406k | 130.61 | |
| Qxo Com New (QXO) | 0.3 | $50M | 2.6M | 19.42 | |
| Kirby Corporation (KEX) | 0.3 | $50M | 376k | 132.88 | |
| Danaher Corporation (DHR) | 0.2 | $48M | 252k | 189.60 | |
| S&p Global (SPGI) | 0.2 | $45M | 106k | 425.34 | |
| Robinhood Mkts Com Cl A Put Option (HOOD) | 0.2 | $44M | 641k | 69.30 | |
| Williams-Sonoma (WSM) | 0.2 | $43M | 233k | 182.33 | |
| Onespaworld Holdings Ltd onespaworld hold (OSW) | 0.2 | $38M | 1.7M | 22.95 | |
| Roblox Corp Cl A Put Option (RBLX) | 0.2 | $38M | 668k | 56.56 | |
| Bio-techne Corporation (TECH) | 0.2 | $37M | 710k | 52.26 | |
| Chefs Whse (CHEF) | 0.2 | $33M | 552k | 59.45 | |
| Oklo Com Cl A Put Option (OKLO) | 0.2 | $32M | 647k | 49.59 | |
| Newmont Mining Corporation Call Option (NEM) | 0.2 | $32M | 291k | 108.25 | |
| Casella Waste Sys Cl A (CWST) | 0.2 | $31M | 392k | 79.34 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.2 | $31M | 766k | 40.39 | |
| Union Pacific Corporation (UNP) | 0.2 | $30M | 124k | 242.62 | |
| Csw Industrials (CSW) | 0.2 | $30M | 114k | 260.58 | |
| Api Group Corp Com Stk (APG) | 0.2 | $30M | 728k | 40.52 | |
| Moog Cl A (MOG.A) | 0.2 | $30M | 101k | 292.64 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $28M | 236k | 118.62 | |
| Niq Global Intelligence Ordinary Shares (NIQ) | 0.1 | $27M | 2.4M | 11.37 | |
| Cintas Corporation (CTAS) | 0.1 | $27M | 158k | 169.14 | |
| Iridium Communications (IRDM) | 0.1 | $26M | 943k | 27.74 | |
| Kadant (KAI) | 0.1 | $26M | 89k | 292.35 | |
| FormFactor (FORM) | 0.1 | $25M | 257k | 96.99 | |
| Agilent Technologies Inc C ommon (A) | 0.1 | $24M | 209k | 113.98 | |
| Nike CL B (NKE) | 0.1 | $24M | 450k | 52.82 | |
| Servicenow (NOW) | 0.1 | $24M | 225k | 104.55 | |
| White Mountains Insurance Gp (WTM) | 0.1 | $23M | 11k | 2196.96 | |
| Cadre Hldgs (CDRE) | 0.1 | $23M | 749k | 30.68 | |
| Waystar Holding Corp (WAY) | 0.1 | $22M | 923k | 24.11 | |
| Moody's Corporation (MCO) | 0.1 | $22M | 50k | 436.25 | |
| Msci (MSCI) | 0.1 | $21M | 39k | 539.01 | |
| Simpson Manufacturing (SSD) | 0.1 | $21M | 123k | 171.62 | |
| Mesa Laboratories (MLAB) | 0.1 | $21M | 236k | 88.42 | |
| Cincinnati Financial Corporation (CINF) | 0.1 | $20M | 126k | 157.35 | |
| Mirion Technologies Com Cl A (MIR) | 0.1 | $20M | 1.1M | 18.59 | |
| Franklin Electric (FELE) | 0.1 | $20M | 211k | 92.17 | |
| Zurn Water Solutions Corp Zws (ZWS) | 0.1 | $19M | 429k | 44.84 | |
| Lindblad Expeditions Hldgs I (LIND) | 0.1 | $18M | 1.1M | 17.30 | |
| Alarm Com Hldgs (ALRM) | 0.1 | $17M | 392k | 43.19 | |
| Meta Platforms Cl A (META) | 0.1 | $17M | 29k | 572.13 | |
| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $16M | 147k | 109.10 | |
| Cargurus Com Cl A (CARG) | 0.1 | $16M | 459k | 34.05 | |
| Arcosa (ACA) | 0.1 | $16M | 146k | 106.14 | |
| Alkami Technology (ALKT) | 0.1 | $15M | 984k | 15.67 | |
| Myr (MYRG) | 0.1 | $14M | 51k | 282.32 | |
| Liquidity Services (LQDT) | 0.1 | $14M | 462k | 30.57 | |
| Badger Meter (BMI) | 0.1 | $14M | 92k | 152.35 | |
| Verra Mobility Corp Cl A Com Stk (VRRM) | 0.1 | $14M | 951k | 14.29 | |
| Boot Barn Hldgs (BOOT) | 0.1 | $14M | 92k | 146.36 | |
| Bio Rad Labs Cl A (BIO) | 0.1 | $14M | 48k | 278.75 | |
| Everus Constr Group (ECG) | 0.1 | $13M | 114k | 118.06 | |
| ESCO Technologies (ESE) | 0.1 | $13M | 47k | 281.37 | |
| CoStar Call Option (CSGP) | 0.1 | $13M | 326k | 40.34 | |
| Winmark Corporation (WINA) | 0.1 | $13M | 30k | 427.55 | |
| Mettler-Toledo International (MTD) | 0.1 | $13M | 10k | 1261.20 | |
| Adeia (ADEA) | 0.1 | $12M | 513k | 24.03 | |
| Outfront Media Com New (OUT) | 0.1 | $12M | 461k | 26.50 | |
| Alliance Laundry Hldgs (ALH) | 0.1 | $12M | 566k | 20.74 | |
| Loar Holdings Com Shs (LOAR) | 0.1 | $12M | 204k | 57.29 | |
| Gfl Environmental Sub Vtg Shs (GFL) | 0.1 | $11M | 271k | 41.72 | |
| Ge Aerospace Com New (GE) | 0.1 | $11M | 39k | 283.77 | |
| Cellebrite Di Ordinary Shares (CLBT) | 0.1 | $11M | 804k | 13.78 | |
| LeMaitre Vascular (LMAT) | 0.1 | $11M | 101k | 109.17 | |
| Forgent Power Solutions Com Shs Cl A (FPS) | 0.1 | $11M | 368k | 29.27 | |
| IDEXX Laboratories (IDXX) | 0.0 | $9.6M | 17k | 561.89 | |
| Transunion (TRU) | 0.0 | $8.7M | 126k | 69.19 | |
| Cnh Indl N V SHS (CNH) | 0.0 | $8.7M | 787k | 11.00 | |
| Globalfoundries Ordinary Shares (GFS) | 0.0 | $8.5M | 192k | 44.48 | |
| Uber Technologies (UBER) | 0.0 | $8.3M | 115k | 71.93 | |
| Peloton Interactive Cl A Com (PTON) | 0.0 | $7.8M | 1.8M | 4.29 | |
| Builders FirstSource Call Option (BLDR) | 0.0 | $7.1M | 86k | 82.33 | |
| Neptune Ins Hldgs Cl A (NP) | 0.0 | $6.3M | 259k | 24.19 | |
| Portillos Com Cl A (PTLO) | 0.0 | $6.1M | 1.2M | 5.29 | |
| Mercury Computer Systems (MRCY) | 0.0 | $6.1M | 84k | 72.91 | |
| Casey's General Stores (CASY) | 0.0 | $5.1M | 7.0k | 727.86 | |
| Blackline (BL) | 0.0 | $4.2M | 112k | 37.00 | |
| Energy Recovery (ERII) | 0.0 | $4.0M | 394k | 10.07 | |
| Certara Ord (CERT) | 0.0 | $3.5M | 614k | 5.70 | |
| Eli Lilly & Co. Put Option (LLY) | 0.0 | $3.0M | 3.3k | 919.77 | |
| V.F. Corporation Call Option (VFC) | 0.0 | $3.0M | 174k | 16.99 | |
| Strategy Cl A New Put Option (MSTR) | 0.0 | $2.9M | 23k | 124.80 | |
| Karman Hldgs Common Stock (KRMN) | 0.0 | $2.9M | 36k | 80.05 | |
| Sap Se Spon Adr (SAP) | 0.0 | $2.6M | 15k | 171.21 | |
| Kkr & Co (KKR) | 0.0 | $2.5M | 27k | 92.50 | |
| SPS Commerce (SPSC) | 0.0 | $2.3M | 42k | 55.67 | |
| Brookfield Infrastructure Pa Lp Int Unit (BIP) | 0.0 | $2.3M | 63k | 36.12 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.0 | $1.9M | 20k | 93.87 | |
| Qualcomm (QCOM) | 0.0 | $1.7M | 13k | 128.78 | |
| Veeva Sys Cl A Com (VEEV) | 0.0 | $1.6M | 8.9k | 175.66 | |
| Teleflex Incorporated (TFX) | 0.0 | $1.6M | 13k | 119.61 | |
| Coherent Corp (COHR) | 0.0 | $1.5M | 6.5k | 238.21 | |
| Polaris Industries Call Option (PII) | 0.0 | $1.3M | 23k | 54.50 | |
| Lattice Semiconductor (LSCC) | 0.0 | $1.0M | 11k | 92.76 | |
| Ciena Corp Com New (CIEN) | 0.0 | $1.0M | 2.6k | 388.23 | |
| Skyworks Solutions (SWKS) | 0.0 | $822k | 15k | 53.55 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $73k | 753.00 | 97.23 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $7.5k | 26.00 | 287.58 |
