SELECT EQUITY GROUP, L.P.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VIK | 15.32M | $952.23M |
 | TSCO | 12.13M | $690.10M |
 | CNM | 9.69M | $521.69M |
 | CRH | 8.62M | $1.03B |
 | TRMB | 7.64M | $624.19M |
 | CAE | 6.93M | $205.30M |
 | ALC | 6.73M | $501.08M |
 | SCI | 6.61M | $550.03M |
 | BRO | 6.08M | $569.91M |
 | LYV | 5.57M | $910.35M |
 | PAYX | 4.36M | $552.37M |
 | MIDD | 4.20M | $557.83M |
 | CDW | 4.16M | $661.91M |
 | CP | 3.96M | $295.29M |
 | ITT | 3.94M | $704.49M |
 | SIG | 3.85M | $368.86M |
 | OWL | 3.74M | $63.31M |
 | WAB | 3.69M | $739.46M |
 | QXO | 3.62M | $69.05M |
 | NDAQ | 2.97M | $262.75M |
Viking Holdings Ltd
VIK
Shares Held
15.32M
Value
$952.23M
Tractor Supply Company
TSCO
Shares Held
12.13M
Value
$690.10M
Core & Main, Inc.
CNM
Shares Held
9.69M
Value
$521.69M
CRH plc
CRH
Shares Held
8.62M
Value
$1.03B
Trimble Inc.
TRMB
Shares Held
7.64M
Value
$624.19M
CAE Inc.
CAE
Shares Held
6.93M
Value
$205.30M
Alcon Inc.
ALC
Shares Held
6.73M
Value
$501.08M
Service Corporation International
SCI
Shares Held
6.61M
Value
$550.03M
Brown & Brown, Inc.
BRO
Shares Held
6.08M
Value
$569.91M
Live Nation Entertainment, Inc.
LYV
Shares Held
5.57M
Value
$910.35M
Paychex, Inc.
PAYX
Shares Held
4.36M
Value
$552.37M
The Middleby Corporation
MIDD
Shares Held
4.20M
Value
$557.83M
CDW Corporation
CDW
Shares Held
4.16M
Value
$661.91M
Canadian Pacific Kansas City Ltd.
CP
Shares Held
3.96M
Value
$295.29M
ITT Inc.
ITT
Shares Held
3.94M
Value
$704.49M
Signet Jewelers Limited
SIG
Shares Held
3.85M
Value
$368.86M
Blue Owl Capital Inc.
OWL
Shares Held
3.74M
Value
$63.31M
Westinghouse Air Brake Technologies Corporation
WAB
Shares Held
3.69M
Value
$739.46M
QXO Inc
QXO
Shares Held
3.62M
Value
$69.05M
Nasdaq, Inc.
NDAQ
Shares Held
2.97M
Value
$262.75M