Stock Taper 
SELECT EQUITY GROUP, L.P.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Somnigroup International Inc | SGI | 8.89M | $697.19M |
 Viking Holdings Ltd | VIK | 8.6M | $900.31M |
 CAE Inc. | CAE | 7.02M | $175.67M |
 Core & Main, Inc. | CNM | 5.84M | $281.79M |
 Alcon Inc. | ALC | 5.77M | $390.26M |
 Nasdaq, Inc. | NDAQ | 5.65M | $445.04M |
 Trimble Inc. | TRMB | 5.08M | $260.01M |
 Brown & Brown, Inc. | BRO | 4.89M | $313.85M |
 CRH plc | CRH | 4.58M | $489.75M |
 Live Nation Entertainment, Inc. | LYV | 4.52M | $828.36M |
 Canadian Pacific Kansas City Ltd. | CP | 4.35M | $376.77M |
 Tractor Supply Company | TSCO | 4.34M | $137.09M |
 Rollins, Inc. | ROL | 4.28M | $178.81M |
 QXO, Inc. | QXO | 3.86M | $66.71M |
 ITT Inc. | ITT | 3.47M | $685.51M |
 Service Corporation International | SCI | 3.33M | $252.69M |
 Entegris, Inc. | ENTG | 2.49M | $448.56M |
 Signet Jewelers Limited | SIG | 2.44M | $210.06M |
 Westinghouse Air Brake Technologies Corporation | WAB | 2.42M | $652.85M |
 Paychex, Inc. | PAYX | 2.32M | $228.15M |