Select Equity Group,
$18.8B 13F equity value
192 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| LYV | LIVE NATION ENTERTAINMENT IN | 5,344,455 | $815M | 4.3% |
| VIK | VIKING HOLDINGS LTD | 10,802,203 | $794M | 4.2% |
| ITT | ITT INC | 3,913,486 | $746M | 4.0% |
| WAB | WABTEC | 2,923,643 | $731M | 3.9% |
| MKL | MARKEL GROUP INC | 377,643 | $723M | 3.9% |
| SGI | SOMNIGROUP INTERNATIONAL INC | 9,273,908 | $686M | 3.7% |
| MLM | MARTIN MARIETTA MATLS INC | 1,033,420 | $608M | 3.2% |
| TSCO | TRACTOR SUPPLY CO | 13,296,464 | $602M | 3.2% |
| LH | LABCORP HOLDINGS INC | 2,174,785 | $580M | 3.1% |
| BRO | BROWN & BROWN INC | 8,022,123 | $523M | 2.8% |
Track Select Equity Group,'s 13F portfolio: $18.8B in reported holdings, 192 positions. Top holdings and quarterly changes on SentiSense.