Stock Taper 
SELECT EQUITY GROUP, L.P.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Union Pacific Corporation | UNP | 79.1K | $21.52M |
 Allegion plc | ALLE | 97.2K | $13.66M |
 Moog Inc. | MOG-A | 100.31K | $42.52M |
 Kadant Inc. | KAI | 101.55K | $31.91M |
 TransUnion | TRU | 110.47K | $7.97M |
 Karman Holdings Inc. | KRMN | 128.54K | $6.42M |
 Ares Management Corporation | ARES | 128.74K | $14.33M |
 Teleflex Incorporated | TFX | 136.8K | $17.34M |
 ESCO Technologies Inc. | ESE | 137.04K | $47.97M |
 Portillo's Inc. | PTLO | 140.03K | $663.77K |
 Lamar Advertising Company | LAMR | 140.36K | $21.89M |
 Boot Barn Holdings, Inc. | BOOT | 144.49K | $23.74M |
 Teledyne Technologies Incorporated | TDY | 146.63K | $97.79M |
 Uber Technologies, Inc. | UBER | 158.07K | $11.41M |
 Pool Corporation | POOL | 159.8K | $34.34M |
 Williams-Sonoma, Inc. | WSM | 161.83K | $37.72M |
 Mercury Systems, Inc. | MRCY | 165.26K | $20.22M |
 Everus Construction Group, Inc. | ECG | 168.22K | $27.92M |
 First American Financial Corporation | FAF | 168.24K | $11.54M |
 Cardinal Infrastructure Group Inc. | CDNL | 174.68K | $16.46M |