SELECT EQUITY GROUP, L.P.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VIK | 13.91M | $993.09M |
 | TSCO | 12.54M | $627.35M |
 | SGI | 10.43M | $931.10M |
 | BRO | 9.43M | $751.95M |
 | CNM | 7.78M | $404.24M |
 | CAE | 7.59M | $231.02M |
 | TRMB | 7.30M | $571.82M |
 | CRH | 6.78M | $846.07M |
 | SCI | 6.43M | $501.08M |
 | ALC | 6.22M | $496.68M |
 | PAYX | 5.72M | $641.25M |
 | LYV | 5.59M | $796.03M |
 | CP | 4.44M | $327.62M |
 | FTV | 3.86M | $213.25M |
 | NDAQ | 3.75M | $364.51M |
 | ITT | 3.63M | $629.02M |
 | WAB | 3.56M | $759.76M |
 | SIG | 3.56M | $294.77M |
 | QXO | 3.46M | $66.80M |
 | MIDD | 3.03M | $450.22M |
Viking Holdings Ltd
VIK
Shares Held
13.91M
Value
$993.09M
Tractor Supply Company
TSCO
Shares Held
12.54M
Value
$627.35M
Somnigroup International Inc
SGI
Shares Held
10.43M
Value
$931.10M
Brown & Brown, Inc.
BRO
Shares Held
9.43M
Value
$751.95M
Core & Main, Inc.
CNM
Shares Held
7.78M
Value
$404.24M
CAE Inc.
CAE
Shares Held
7.59M
Value
$231.02M
Trimble Inc.
TRMB
Shares Held
7.30M
Value
$571.82M
CRH plc
CRH
Shares Held
6.78M
Value
$846.07M
Service Corporation International
SCI
Shares Held
6.43M
Value
$501.08M
Alcon Inc.
ALC
Shares Held
6.22M
Value
$496.68M
Paychex, Inc.
PAYX
Shares Held
5.72M
Value
$641.25M
Live Nation Entertainment, Inc.
LYV
Shares Held
5.59M
Value
$796.03M
Canadian Pacific Kansas City Ltd.
CP
Shares Held
4.44M
Value
$327.62M
Fortive Corporation
FTV
Shares Held
3.86M
Value
$213.25M
Nasdaq, Inc.
NDAQ
Shares Held
3.75M
Value
$364.51M
ITT Inc.
ITT
Shares Held
3.63M
Value
$629.02M
Westinghouse Air Brake Technologies Corporation
WAB
Shares Held
3.56M
Value
$759.76M
Signet Jewelers Limited
SIG
Shares Held
3.56M
Value
$294.77M
QXO, Inc.
QXO
Shares Held
3.46M
Value
$66.80M
The Middleby Corporation
MIDD
Shares Held
3.03M
Value
$450.22M