Select Equity Group, L.P. 13F Holdings & Latest Moves
Select Equity Group, L.P. reported a 13F portfolio worth $19.53B as of Q1 2026. Latest 13F moves (filed May 15, 2026): 1 new position, 25 added, 25 reduced. Largest change by value: reduced $VIK ($1.13B held).
- 13F value (Q1 2026)
- $19.53B
- New positions
- 1
- Added / reduced
- 25 / 25
- Sold out
- 0
Top buys and sells in the latest 13F
Biggest new and added positions
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $ITT | Added | +288.21K (+7.95%) | 3.91M | $773.93M | +0.2% | +0.5% | Read | ||
| $ITT | Added | +288.21K (+7.95%) | 3.91M | $740.16M | +0.2% | +0.5% | — | ||
| $LH | Added | +64.01K (+3.03%) | 2.17M | $608.94M | +3.8% | +6.1% | — | ||
| $TSM | Added | +14.19K (+1.40%) | 1.03M | $490.91M | 0.0% | +9.4% | — | ||
| $EME | Added | +93.34K (+20.18%) | 555.85K | $461.29M | -7.0% | -7.8% | — |
Biggest reduced and exited positions
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $VIK | Reduced | -3.10M (-22.32%) | 10.80M | $1.13B | +0.6% | +13.3% | — | ||
| $LYV | Reduced | -241.72K (-4.33%) | 5.34M | $978.62M | -2.0% | +4.1% | — | ||
| $WAB | Reduced | -635.78K (-17.86%) | 2.92M | $788.21M | -2.7% | +2.0% | Read | ||
| $WAB | Reduced | -635.78K (-17.86%) | 2.92M | $775.35M | -2.7% | +2.0% | — | ||
| $MKL | Reduced | -50.24K (-11.74%) | 377.64K | $737.54M | +0.8% | +0.5% | Read |
New position in the latest 13F
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $HUBB | New | +374.34K | 374.34K | $196.03M | -1.0% | +2.3% | — |
Added positions in the latest 13F
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $ITT | Added | +288.21K (+7.95%) | 3.91M | $773.93M | +0.2% | +0.5% | Read | ||
| $ITT | Added | +288.21K (+7.95%) | 3.91M | $740.16M | +0.2% | +0.5% | — | ||
| $LH | Added | +64.01K (+3.03%) | 2.17M | $608.94M | +3.8% | +6.1% | — | ||
| $TSM | Added | +14.19K (+1.40%) | 1.03M | $490.91M | 0.0% | +9.4% | — | ||
| $EME | Added | +93.34K (+20.18%) | 555.85K | $461.29M | -7.0% | -7.8% | — | ||
| $STE | Added | +215.35K (+11.17%) | 2.14M | $451.33M | +2.1% | -2.6% | Read | ||
| $STE | Added | +215.35K (+11.17%) | 2.14M | $444.88M | +2.1% | -2.6% | — | ||
| $NDAQ | Added | +1.81M (+48.24%) | 5.56M | $438.49M | -0.1% | +0.3% | — | ||
| $CP | Added | +511.81K (+11.52%) | 4.96M | $429.44M | +1.4% | +4.9% | — | ||
| $TSCO | Added | +751.87K (+5.99%) | 13.30M | $418.51M | +3.4% | +1.8% | — | ||
| $CHRW | Added | +834.71K (+74.01%) | 1.96M | $370.11M | +6.5% | +16.7% | — | ||
| $CLH | Added | +282.10K (+33.21%) | 1.13M | $338.07M | -5.5% | -6.5% | — | ||
| $V | Added | +18.22K (+2.44%) | 763.64K | $262M | +1.0% | -0.6% | — | ||
| $PKG | Added | +535.94K (+110.03%) | 1.02M | $243.77M | +1.8% | +9.1% | Read | ||
| $PKG | Added | +535.94K (+110.03%) | 1.02M | $233.85M | +1.8% | +9.1% | — | ||
| $ROL | Added | +3.27M (+218.94%) | 4.77M | $224.96M | +0.1% | -12.2% | — | ||
| $APH | Added | +534.69K (+80.37%) | 1.20M | $211.57M | +5.6% | +26.9% | — | ||
| $NET | Added | +724.15K (+553.75%) | 854.92K | $209.70M | +9.4% | +19.3% | — | ||
| $CAE | Added | +665.01K (+8.77%) | 8.25M | $206.79M | -9.1% | -0.9% | — | ||
| $INTC | Added | +1.27M (+757.62%) | 1.44M | $202.46M | +10.2% | +17.6% | — | ||
| $ROL | Added | +3.27M (+218.94%) | 4.77M | $198.98M | +0.1% | -12.2% | Read | ||
| $NVDA | Added | +202.62K (+28.91%) | 903.49K | $178.97M | -4.4% | -5.6% | — | ||
| $SPOT | Added | +198.51K (+118.61%) | 365.88K | $176.35M | +19.0% | +9.8% | — | ||
| $SPOT | Added | +198.51K (+118.61%) | 365.88K | $167.98M | +19.0% | +9.8% | Read | ||
| $BWXT | Added | +296.31K (+68.89%) | 726.42K | $152.40M | -0.7% | -5.1% | Read |
Reduced positions in the latest 13F
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $VIK | Reduced | -3.10M (-22.32%) | 10.80M | $1.13B | +0.6% | +13.3% | — | ||
| $LYV | Reduced | -241.72K (-4.33%) | 5.34M | $978.62M | -2.0% | +4.1% | — | ||
| $WAB | Reduced | -635.78K (-17.86%) | 2.92M | $788.21M | -2.7% | +2.0% | Read | ||
| $WAB | Reduced | -635.78K (-17.86%) | 2.92M | $775.35M | -2.7% | +2.0% | — | ||
| $MKL | Reduced | -50.24K (-11.74%) | 377.64K | $737.54M | +0.8% | +0.5% | Read | ||
| $SGI | Reduced | -1.16M (-11.08%) | 9.27M | $727.07M | +7.0% | +18.8% | Read | ||
| $MKL | Reduced | -50.24K (-11.74%) | 377.64K | $697.13M | +0.8% | +0.5% | — | ||
| $SGI | Reduced | -1.16M (-11.08%) | 9.27M | $670.04M | +7.0% | +18.8% | — | ||
| $MLM | Reduced | -34.11K (-3.20%) | 1.03M | $596.99M | -4.0% | +5.6% | — | ||
| $CRH | Reduced | -1.92M (-28.35%) | 4.86M | $519.75M | -2.8% | +6.2% | — | ||
| $BRO | Reduced | -1.41M (-14.97%) | 8.02M | $514.62M | +2.7% | +5.3% | — | ||
| $SCI | Reduced | -312.83K (-4.87%) | 6.11M | $464.40M | -0.4% | -4.4% | — | ||
| $ALC | Reduced | -542K (-8.72%) | 5.68M | $380.88M | +6.5% | +4.2% | — | ||
| $PAYX | Reduced | -2.05M (-35.80%) | 3.67M | $360.88M | +6.0% | +10.2% | — | ||
| $CPAY | Reduced | -57.98K (-5.17%) | 1.06M | $354.58M | +6.0% | +7.7% | — | ||
| $CNM | Reduced | -524.17K (-6.74%) | 7.25M | $350.02M | +1.1% | +1.8% | — | ||
| $SIG | Reduced | -281.80K (-7.92%) | 3.27M | $295.55M | +7.4% | +16.8% | — | ||
| $TRMB | Reduced | -1.69M (-23.19%) | 5.61M | $286.91M | +2.2% | -8.9% | — | ||
| $SIG | Reduced | -281.80K (-7.92%) | 3.27M | $282.29M | +7.4% | +16.8% | Read | ||
| $MIDD | Reduced | -1.53M (-50.45%) | 1.50M | $258.10M | +3.1% | +13.9% | Read | ||
| $MIDD | Reduced | -1.53M (-50.45%) | 1.50M | $237.82M | +3.1% | +13.9% | — | ||
| $PWR | Reduced | -40.53K (-13.32%) | 263.82K | $189.96M | -6.0% | -5.9% | — | ||
| $ENTG | Reduced | -221.47K (-17.83%) | 1.02M | $182.04M | +1.7% | +22.4% | — | ||
| $CDW | Reduced | -1.08M (-47.50%) | 1.20M | $168.17M | +9.2% | +29.4% | — | ||
| $TMO | Reduced | -15.53K (-4.93%) | 299.50K | $149.92M | +2.3% | +8.2% | — |
All tracked 13F moves by Select Equity Group, L.P.
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $TMO | Reduced | -15.53K (-4.93%) | 299.50K | $149.92M | +2.3% | +8.2% | — | ||
| $SIG | Reduced | -281.80K (-7.92%) | 3.27M | $282.29M | +7.4% | +16.8% | Read | ||
| $SIG | Reduced | -281.80K (-7.92%) | 3.27M | $295.55M | +7.4% | +16.8% | — | ||
| $SCI | Reduced | -312.83K (-4.87%) | 6.11M | $464.40M | -0.4% | -4.4% | — | ||
| $MLM | Reduced | -34.11K (-3.20%) | 1.03M | $596.99M | -4.0% | +5.6% | — | ||
| $LYV | Reduced | -241.72K (-4.33%) | 5.34M | $978.62M | -2.0% | +4.1% | — | ||
| $CPAY | Reduced | -57.98K (-5.17%) | 1.06M | $354.58M | +6.0% | +7.7% | — | ||
| $CNM | Reduced | -524.17K (-6.74%) | 7.25M | $350.02M | +1.1% | +1.8% | — | ||
| $ALC | Reduced | -542K (-8.72%) | 5.68M | $380.88M | +6.5% | +4.2% | — | ||
| $HUBB | New | +374.34K | 374.34K | $196.03M | -1.0% | +2.3% | — | ||
| $WAB | Reduced | -635.78K (-17.86%) | 2.92M | $788.21M | -2.7% | +2.0% | Read | ||
| $WAB | Reduced | -635.78K (-17.86%) | 2.92M | $775.35M | -2.7% | +2.0% | — | ||
| $VIK | Reduced | -3.10M (-22.32%) | 10.80M | $1.13B | +0.6% | +13.3% | — | ||
| $TRMB | Reduced | -1.69M (-23.19%) | 5.61M | $286.91M | +2.2% | -8.9% | — | ||
| $MIDD | Reduced | -1.53M (-50.45%) | 1.50M | $258.10M | +3.1% | +13.9% | Read | ||
| $SGI | Reduced | -1.16M (-11.08%) | 9.27M | $727.07M | +7.0% | +18.8% | Read | ||
| $SGI | Reduced | -1.16M (-11.08%) | 9.27M | $670.04M | +7.0% | +18.8% | — | ||
| $PWR | Reduced | -40.53K (-13.32%) | 263.82K | $189.96M | -6.0% | -5.9% | — | ||
| $PAYX | Reduced | -2.05M (-35.80%) | 3.67M | $360.88M | +6.0% | +10.2% | — | ||
| $MKL | Reduced | -50.24K (-11.74%) | 377.64K | $697.13M | +0.8% | +0.5% | — | ||
| $MIDD | Reduced | -1.53M (-50.45%) | 1.50M | $237.82M | +3.1% | +13.9% | — | ||
| $MKL | Reduced | -50.24K (-11.74%) | 377.64K | $737.54M | +0.8% | +0.5% | Read | ||
| $ENTG | Reduced | -221.47K (-17.83%) | 1.02M | $182.04M | +1.7% | +22.4% | — | ||
| $CRH | Reduced | -1.92M (-28.35%) | 4.86M | $519.75M | -2.8% | +6.2% | — | ||
| $CDW | Reduced | -1.08M (-47.50%) | 1.20M | $168.17M | +9.2% | +29.4% | — | ||
| $BRO | Reduced | -1.41M (-14.97%) | 8.02M | $514.62M | +2.7% | +5.3% | — | ||
| $V | Added | +18.22K (+2.44%) | 763.64K | $262M | +1.0% | -0.6% | — | ||
| $TSCO | Added | +751.87K (+5.99%) | 13.30M | $418.51M | +3.4% | +1.8% | — | ||
| $TSM | Added | +14.19K (+1.40%) | 1.03M | $490.91M | 0.0% | +9.4% | — | ||
| $STE | Added | +215.35K (+11.17%) | 2.14M | $451.33M | +2.1% | -2.6% | Read | ||
| $STE | Added | +215.35K (+11.17%) | 2.14M | $444.88M | +2.1% | -2.6% | — | ||
| $SPOT | Added | +198.51K (+118.61%) | 365.88K | $167.98M | +19.0% | +9.8% | Read | ||
| $SPOT | Added | +198.51K (+118.61%) | 365.88K | $176.35M | +19.0% | +9.8% | — | ||
| $ROL | Added | +3.27M (+218.94%) | 4.77M | $198.98M | +0.1% | -12.2% | Read | ||
| $ROL | Added | +3.27M (+218.94%) | 4.77M | $224.96M | +0.1% | -12.2% | — | ||
| $PKG | Added | +535.94K (+110.03%) | 1.02M | $233.85M | +1.8% | +9.1% | — | ||
| $PKG | Added | +535.94K (+110.03%) | 1.02M | $243.77M | +1.8% | +9.1% | Read | ||
| $NVDA | Added | +202.62K (+28.91%) | 903.49K | $178.97M | -4.4% | -5.6% | — | ||
| $NDAQ | Added | +1.81M (+48.24%) | 5.56M | $438.49M | -0.1% | +0.3% | — | ||
| $LH | Added | +64.01K (+3.03%) | 2.17M | $608.94M | +3.8% | +6.1% | — | ||
| $ITT | Added | +288.21K (+7.95%) | 3.91M | $740.16M | +0.2% | +0.5% | — | ||
| $ITT | Added | +288.21K (+7.95%) | 3.91M | $773.93M | +0.2% | +0.5% | Read | ||
| $INTC | Added | +1.27M (+757.62%) | 1.44M | $202.46M | +10.2% | +17.6% | — | ||
| $EME | Added | +93.34K (+20.18%) | 555.85K | $461.29M | -7.0% | -7.8% | — | ||
| $NET | Added | +724.15K (+553.75%) | 854.92K | $209.70M | +9.4% | +19.3% | — | ||
| $CLH | Added | +282.10K (+33.21%) | 1.13M | $338.07M | -5.5% | -6.5% | — | ||
| $CP | Added | +511.81K (+11.52%) | 4.96M | $429.44M | +1.4% | +4.9% | — | ||
| $CAE | Added | +665.01K (+8.77%) | 8.25M | $206.79M | -9.1% | -0.9% | — | ||
| $CHRW | Added | +834.71K (+74.01%) | 1.96M | $370.11M | +6.5% | +16.7% | — | ||
| $BWXT | Added | +296.31K (+68.89%) | 726.42K | $152.40M | -0.7% | -5.1% | Read | ||
| $APH | Added | +534.69K (+80.37%) | 1.20M | $211.57M | +5.6% | +26.9% | — |
13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.
Stocks Select Equity Group, L.P. holds or traded
Frequently asked questions
What did Select Equity Group, L.P. buy and sell in its latest 13F?
It opened or added to $ITT, $ITT, $LH, $TSM and $EME; it cut or exited $VIK, $LYV, $WAB, $WAB and $MKL.
Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.
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