Stock Taper 
SELECT EQUITY GROUP, L.P.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 CarGurus, Inc. | CARG | 606.28K | $20.67M |
 Crane Company | CR | 571.43K | $127.47M |
 The Middleby Corporation | MIDD | 568.62K | $97.81M |
 Casella Waste Systems, Inc. | CWST | 563.03K | $54.6M |
 APi Group Corporation | APG | 560.84K | $23.75M |
 Forgent Power Solutions, Inc. | FPS | 544.26K | $30.4M |
 Spotify Technology S.A. | SPOT | 536.83K | $246.48M |
 Agilent Technologies, Inc. | A | 515.09K | $68.42M |
 Liquidity Services, Inc. | LQDT | 484.79K | $18.97M |
 NIKE, Inc. | NKE | 475.41K | $19.52M |
 Alarm.com Holdings, Inc. | ALRM | 462.01K | $21.59M |
 EMCOR Group, Inc. | EME | 419.81K | $348.39M |
 Franco-Nevada Corporation | FNV | 416.54K | $86.89M |
 Solstice Advanced Materials Inc. | SOLS | 384.35K | $34.05M |
 United States Lime & Minerals, Inc. | USLM | 380.57K | $39.83M |
 TransDigm Group Incorporated | TDG | 353.23K | $470.52M |
 Thermo Fisher Scientific Inc. | TMO | 352.7K | $176.83M |
 DICK'S Sporting Goods, Inc. | DKS | 351.35K | $79.69M |
 Microsoft Corporation | MSFT | 345.15K | $128.75M |
 Loar Holdings Inc. | LOAR | 339.98K | $27.41M |