Stock Taper 
SELECT EQUITY GROUP, L.P.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Markel Corporation | MKL | 331.68K | $647.77M |
 CDW Corporation | CDW | 314.46K | $44.23M |
 Kirby Corporation | KEX | 304.1K | $41.35M |
 Franklin Electric Co., Inc. | FELE | 302.67K | $32.44M |
 Shopify Inc. | SHOP | 291.83K | $33.32M |
 FormFactor, Inc. | FORM | 285.69K | $45.69M |
 Alphabet Inc. | GOOG | 279.02K | $98.59M |
 Ecolab Inc. | ECL | 276K | $76.9M |
 Danaher Corporation | DHR | 267.15K | $50.89M |
 Broadcom Inc. | AVGO | 257.15K | $97.14M |
 S&P Global Inc. | SPGI | 244.6K | $99.61M |
 GLOBALFOUNDRIES Inc. | GFS | 231.78K | $19.1M |
 Arxis, Inc. Class A Common Stock | ARXS | 216.69K | $10M |
 Brookfield Corporation | BN | 206.89K | $8.82M |
 Arcosa, Inc. | ACA | 201.45K | $29.27M |
 Badger Meter, Inc. | BMI | 199.28K | $29.57M |
 Archrock, Inc. | AROC | 184.34K | $7.5M |
 LeMaitre Vascular, Inc. | LMAT | 181.01K | $17.37M |
 Cardinal Infrastructure Group Inc. | CDNL | 174.68K | $16.46M |
 First American Financial Corporation | FAF | 168.24K | $11.54M |