Stock Taper 
SELECT EQUITY GROUP, L.P.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Cadre Holdings, Inc. | CDRE | 1.18M | $33.7M |
 Fortive Corporation | FTV | 1.22M | $74.28M |
 Amphenol Corporation | APH | 1.25M | $220.39M |
 The Descartes Systems Group Inc. | DSGX | 1.29M | $89.39M |
 Workday, Inc. | WDAY | 1.33M | $163.06M |
 The St. Joe Company | JOE | 1.34M | $83.99M |
 NVIDIA Corporation | NVDA | 1.4M | $279.51M |
 Alkami Technology, Inc. | ALKT | 1.45M | $26.27M |
 Lindblad Expeditions Holdings, Inc. | LIND | 1.45M | $41.03M |
 Intel Corp. | INTC | 1.5M | $209.87M |
 Mirion Technologies, Inc. | MIR | 1.58M | $28.26M |
 Liberty Media Corporation | FWONK | 1.6M | $152.04M |
 BWX Technologies, Inc. | BWXT | 1.7M | $331.69M |
 Life Time Group Holdings, Inc. | LTH | 1.73M | $70.62M |
 NIQ Global Intelligence Plc | NIQ | 1.78M | $16.67M |
 STERIS plc | STE | 1.89M | $398.96M |
 Labcorp Holdings Inc. | LH | 1.98M | $554.95M |
 OneSpaWorld Holdings Ltd | OSW | 2.15M | $60.84M |
 Paychex, Inc. | PAYX | 2.32M | $228.15M |
 Westinghouse Air Brake Technologies Corporation | WAB | 2.42M | $652.85M |