Select Equity Group, L.P.
13F filer · CIK 1592643 · New York, NY
Summary
Select Equity Group, L.P. reported $20.22B across 157 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are VIK (4.5%), LYV (4.1%), SGI (3.4%). Versus 2026 Q1, leaving options aside, it opened 17 new positions, added to 73, trimmed 53 and sold out of 33.
Reported value$20.22B
Positions157incl. options
Report period2026 Q2
FiledAug 14, 2026
New positions17
Added73
Trimmed53
Sold out33
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 4.5%Value $900.31MPrice $79.30Shares 8.60M -20.37%Since Jun 30 -24.24%
Weight 4.1%Value $828.36MPrice $171.89Shares 4.52M -15.35%Since Jun 30 -6.13%
Weight 3.4%Value $697.19MPrice $62.28Shares 8.89M -4.11%Since Jun 30 -20.56%
Weight 3.4%Value $685.51MPrice $207.18Shares 3.47M -11.42%Since Jun 30 +4.76%
Weight 3.2%Value $652.85MPrice $292.37Shares 2.42M -17.17%Since Jun 30 +8.45%
Weight 3.2%Value $647.77MPrice $1740Shares 332K -12.17%Since Jun 30 -10.89%
Weight 2.9%Value $583.19MPrice $490.77Shares 1.01M -2.14%Since Jun 30 -14.90%
Weight 2.7%Value $554.95MPrice $309.57Shares 1.98M -8.87%Since Jun 30 +10.56%
Weight 2.4%Value $489.75MPrice $83.75Shares 4.58M -5.77%Since Jun 30 -21.73%
Weight 2.4%Value $489.12MPrice $452.88Shares 1.02M -0.36%Since Jun 30 -5.17%
Weight 2.3%Value $470.52MPrice $1109Shares 353K +636.77%Since Jun 30 -16.73%
Weight 2.2%Value $448.56MPrice $150.63Shares 2.49M +144.29%Since Jun 30 -16.25%
Weight 2.2%Value $445.04MPrice $92.62Shares 5.65M +1.50%Since Jun 30 +17.51%
Weight 2.2%Value $437.01MPrice $465.72Shares 835K +123.13%Since Jun 30 -10.99%
Weight 2.0%Value $398.96MPrice $211.00Shares 1.89M -11.60%Since Jun 30 +0.20%
Weight 1.9%Value $390.26MPrice $65.26Shares 5.77M +1.59%Since Jun 30 -3.57%
Weight 1.9%Value $376.77MPrice $86.56Shares 4.35M -12.29%Since Jun 30 -0.13%
Weight 1.8%Value $355.84MPrice $367.74Shares 1.04M +35.82%Since Jun 30 +7.18%
Weight 1.7%Value $348.39MPrice $765.52Shares 420K -24.47%Since Jun 30 -7.76%
Weight 1.6%Value $331.69MPrice $134.35Shares 1.70M +134.57%Since Jun 30 -30.98%
Weight 1.6%Value $313.85MPrice $60.24Shares 4.89M -39.01%Since Jun 30 -6.10%
Weight 1.4%Value $281.79MPrice $42.39Shares 5.84M -19.49%Since Jun 30 -12.15%
Weight 1.4%Value $279.51MPrice $228.86Shares 1.40M +54.62%Since Jun 30 +14.38%
Weight 1.3%Value $267.00MPrice $234.52Shares 1.12M +9.53%Since Jun 30 -1.58%
Weight 1.3%Value $260.01MPrice $57.51Shares 5.08M -9.37%Since Jun 30 +12.37%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 4.5% | $900.31M | -24.24% | -20.37% | Trim | |
| 4.1% | $828.36M | -6.13% | -15.35% | Trim | |
| 3.4% | $697.19M | -20.56% | -4.11% | Trim | |
| 3.4% | $685.51M | +4.76% | -11.42% | Trim | |
| 3.2% | $652.85M | +8.45% | -17.17% | Trim | |
| 3.2% | $647.77M | -10.89% | -12.17% | Trim | |
| 2.9% | $583.19M | -14.90% | -2.14% | Trim | |
| 2.7% | $554.95M | +10.56% | -8.87% | Trim | |
| 2.4% | $489.75M | -21.73% | -5.77% | Trim | |
| 2.4% | $489.12M | -5.17% | -0.36% | Trim | |
| 2.3% | $470.52M | -16.73% | +636.77% | Add | |
| 2.2% | $448.56M | -16.25% | +144.29% | Add | |
| 2.2% | $445.04M | +17.51% | +1.50% | Add | |
| 2.2% | $437.01M | -10.99% | +123.13% | Add | |
| 2.0% | $398.96M | +0.20% | -11.60% | Trim | |
| 1.9% | $390.26M | -3.57% | +1.59% | Add | |
| 1.9% | $376.77M | -0.13% | -12.29% | Trim | |
| 1.8% | $355.84M | +7.18% | +35.82% | Add | |
| 1.7% | $348.39M | -7.76% | -24.47% | Trim | |
| 1.6% | $331.69M | -30.98% | +134.57% | Add | |
| 1.6% | $313.85M | -6.10% | -39.01% | Trim | |
| 1.4% | $281.79M | -12.15% | -19.49% | Trim | |
| 1.4% | $279.51M | +14.38% | +54.62% | Add | |
| 1.3% | $267.00M | -1.58% | +9.53% | Add | |
| 1.3% | $260.01M | +12.37% | -9.37% | Trim |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Options
Notional value, listed apart from stocks · top 10 of 14
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.