Stock Taper 
SELECT EQUITY GROUP, L.P.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Corpay, Inc. | CPAY | 717.63K | $239.16M |
 Clean Harbors, Inc. | CLH | 728.37K | $217.6M |
 McCormick & Company, Incorporated | MKC | 735.63K | $37.09M |
 The Chefs' Warehouse, Inc. | CHEF | 765.43K | $73.56M |
 Octave Intelligence plc | OCTV | 784.92K | $12.79M |
 Adeia Inc. | ADEA | 803.2K | $26.45M |
 Salesforce, Inc. | CRM | 828.56K | $129.8M |
 Hubbell Incorporated | HUBB | 835.26K | $437.01M |
 Verisk Analytics, Inc. | VRSK | 879.88K | $157.97M |
 Alliance Laundry Holdings Inc. | ALH | 898.09K | $23.82M |
 Amazon.com, Inc. | AMZN | 932.3K | $222.2M |
 Peloton Interactive, Inc. | PTON | 998.07K | $5.9M |
 Waystar Holding Corp. | WAY | 1M | $20.6M |
 Martin Marietta Materials, Inc. | MLM | 1.01M | $583.19M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 1.02M | $489.12M |
 Visa Inc. | V | 1.04M | $355.84M |
 Cellebrite DI Ltd. | CLBT | 1.11M | $16.15M |
 Packaging Corporation of America | PKG | 1.12M | $267M |
 C.H. Robinson Worldwide, Inc. | CHRW | 1.15M | $215.72M |
 Apollo Global Management, Inc. | APO | 1.15M | $136.58M |