Select Equity Group, L.P. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SE Select Equity Group, L.P. | Institutional Filer | ▼ 10.71% | $18.21B | 147 |
Current Portfolio Holdings
Showing all 147 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | LYV | Live Nation Entertainment, Inc. | Communication Services | 5.3M | $815.1M | 4.48% |
| 2 | VIK | Viking Holdings Ltd | Consumer Cyclical | 10.8M | $793.7M | 4.36% |
| 3 | ITT | ITT Inc. | Industrials | 3.9M | $745.6M | 4.09% |
| 4 | WAB | Westinghouse Air Brake Technologies Corporation | Industrials | 2.9M | $730.6M | 4.01% |
| 5 | MKL | Markel Corporation | Financial Services | 378K | $722.8M | 3.97% |
| 6 | SGI | Somnigroup International Inc | Consumer Defensive | 9.3M | $685.5M | 3.76% |
| 7 | MLM | Martin Marietta Materials, Inc. | Basic Materials | 1.0M | $608.4M | 3.34% |
| 8 | TSCO | Tractor Supply Company | Consumer Cyclical | 13.3M | $602.3M | 3.31% |
| 9 | LH | Labcorp Holdings Inc. | Healthcare | 2.2M | $580.3M | 3.19% |
| 10 | BRO | Brown & Brown, Inc. | Financial Services | 8.0M | $523.1M | 2.87% |
| 11 | CRH | CRH plc | Basic Materials | 4.9M | $510.6M | 2.80% |
| 12 | SCI | Service Corporation International | Consumer Cyclical | 6.1M | $504.4M | 2.77% |
| 13 | STE | STERIS plc | Healthcare | 2.1M | $474.0M | 2.60% |
| 14 | NDAQ | Nasdaq, Inc. | Financial Services | 5.6M | $472.3M | 2.59% |
| 15 | ALC | Alcon Inc. | Healthcare | 5.7M | $418.6M | 2.30% |
Showing 1 to 15 of 147 holdings