Investor
Select Equity Group, L.P.
CIK 0001592643 · filed 2026-02-17 · SEC filing
13F book
$23.2B
Positions
163
Largest name
4.3%
Viking Holdings Ltd · VIK
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Viking Holdings Ltd | VIK | 13.9M | $993.1M | 4.3% | — | Held |
| Somnigroup International Inc. | SGI | 10.4M | $931.1M | 4.0% | — | Held |
| Markel Group Inc. | MKL | 427.9K | $919.8M | 4.0% | — | Held |
| Crh Plc | — | 6.78M | $846.1M | 3.6% | — | Held |
| Live Nation Entertainment In | — | 5.59M | $796M | 3.4% | — | Held |
| Wabtec | — | 3.56M | $759.8M | 3.3% | — | Held |
| Brown & Brown, Inc. | BRO | 9.43M | $752M | 3.2% | — | Held |
| Martin Marietta Matls Inc | — | 1.07M | $664.7M | 2.9% | — | Held |
| Paychex Inc | PAYX | 5.72M | $641.2M | 2.8% | — | Held |
| Itt Inc. | ITT | 3.63M | $629M | 2.7% | — | Held |
| Tractor Supply Co | — | 12.5M | $627.4M | 2.7% | — | Held |
| Trimble Inc. | TRMB | 7.3M | $571.8M | 2.5% | — | Held |
| Labcorp Holdings Inc. | LH | 2.11M | $529.6M | 2.3% | — | Held |
| Service Corp Intl | — | 6.43M | $501.1M | 2.2% | — | Held |
| Alcon Inc | ALC | 6.22M | $496.7M | 2.1% | — | Held |
| STERIS plc | STE | 1.93M | $488.8M | 2.1% | — | Held |
| Middleby Corp | MIDD | 3.03M | $450.2M | 1.9% | — | Held |
| Core & Main, Inc. | CNM | 7.78M | $404.2M | 1.7% | — | Held |
| Nasdaq, Inc. | NDAQ | 3.75M | $364.5M | 1.6% | — | Held |
| Corpay, Inc. | CPAY | 1.12M | $337.6M | 1.5% | — | Held |
| Morningstar, Inc. | MORN | 1.52M | $330.9M | 1.4% | — | Held |
| Canadian Pacific Kansas City | — | 4.44M | $327.6M | 1.4% | — | Held |
| CDW Corp | CDW | 2.28M | $310.2M | 1.3% | — | Held |
| Taiwan Semiconductor Mfg Ltd | — | 1.01M | $308.1M | 1.3% | — | Held |
| Jones Lang Lasalle Inc | JLL | 911.7K | $306.8M | 1.3% | — | Held |
| Signet Jewelers Limited | — | 3.56M | $294.8M | 1.3% | — | Held |
| EMCOR Group, Inc. | EME | 462.5K | $283M | 1.2% | — | Held |
| Visa Inc. | V | 745.4K | $261.4M | 1.1% | — | Held |
| Bjs Whsl Club Hldgs Inc | — | 2.69M | $242.4M | 1.0% | — | Held |
| CAE Inc | CAE | 7.59M | $231M | 1.0% | — | Held |
| Fortive Corp | FTV | 3.86M | $213.2M | 0.9% | — | Held |
| Clean Harbors Inc | CLH | 849.5K | $199.2M | 0.9% | — | Held |
| Thermo Fisher Scientific Inc. | TMO | 315K | $182.5M | 0.8% | — | Held |
| C. H. Robinson Worldwide, Inc. | CHRW | 1.13M | $181.3M | 0.8% | — | Held |
| Bio-Techne Corp | TECH | 2.84M | $166.9M | 0.7% | — | Held |
| Workday, Inc. | WDAY | 727.7K | $156.3M | 0.7% | — | Held |
| Alphabet Inc | — | 476.9K | $149.6M | 0.6% | — | Held |
| Intuit Inc. | INTU | 208K | $137.8M | 0.6% | — | Held |
| Nvidia Corp | NVDA | 700.9K | $130.7M | 0.6% | — | Held |
| Amazon Com Inc | AMZN | 565.3K | $130.5M | 0.6% | — | Held |
| Quanta Svcs Inc | — | 304.4K | $128.5M | 0.6% | — | Held |
| Fortune Brands Innovations I | — | 2.35M | $117.4M | 0.5% | — | Held |
| Garmin Ltd | GRMN | 534.1K | $108.3M | 0.5% | — | Held |
| Apollo Global Mgmt Inc | — | 727.6K | $105.3M | 0.5% | — | Held |
| Dicks Sporting Goods Inc | — | 529.8K | $104.9M | 0.5% | — | Held |
| Entegris Inc | ENTG | 1.24M | $104.7M | 0.5% | — | Held |
| Microsoft Corp | MSFT | 212.4K | $102.7M | 0.4% | — | Held |
| Crane Company | — | 551.2K | $101.7M | 0.4% | — | Held |
| Teledyne Technologies Inc | TDY | 198.2K | $101.2M | 0.4% | — | Held |
| Packaging Corp Amer | — | 487.1K | $100.5M | 0.4% | — | Held |
| Ptc Inc. | PTC | 568.6K | $99.1M | 0.4% | — | Held |
| Salesforce, Inc. | CRM | 370.8K | $98.2M | 0.4% | — | Held |
| Adobe Inc. | ADBE | 279.1K | $97.7M | 0.4% | — | Held |
| Spotify Technology S.A. | SPOT | 167.4K | $97.2M | 0.4% | — | Held |
| Shopify Inc. | SHOP | 598.6K | $96.4M | 0.4% | — | Held |
| Amphenol Corp New | — | 665.3K | $89.9M | 0.4% | — | Held |
| Rollins Inc | ROL | 1.49M | $89.7M | 0.4% | — | Held |
| Idexx Labs Inc | — | 131.4K | $88.9M | 0.4% | — | Held |
| On Hldg Ag | — | 1.87M | $87.1M | 0.4% | — | Held |
| Assurant Inc | — | 348.6K | $84M | 0.4% | — | Held |
| NIKE, Inc. | NKE | 1.24M | $78.8M | 0.3% | — | Held |
| Danaher Corporation | — | 342.9K | $78.5M | 0.3% | — | Held |
| BWX Technologies, Inc. | BWXT | 430.1K | $74.3M | 0.3% | — | Held |
| St Joe Co | JOE | 1.18M | $70.1M | 0.3% | — | Held |
| Qxo Inc | — | 3.46M | $66.8M | 0.3% | — | Held |
| Api Group Corp | APG | 1.73M | $66.1M | 0.3% | — | Held |
| Meta Platforms, Inc. | META | 71.1K | $46.9M | 0.2% | — | Held |
| Brookfield Corp | — | 996.1K | $45.8M | 0.2% | — | Held |
| Lamar Advertising Co/New | LAMR | 354.6K | $44.9M | 0.2% | — | Held |
| United Sts Lime & Minerals I | — | 367.3K | $44M | 0.2% | — | Held |
| Williams Sonoma Inc | WSM | 232.3K | $41.5M | 0.2% | — | Held |
| Union Pac Corp | — | 179.3K | $41.5M | 0.2% | — | Held |
| White Mtns Ins Group Ltd | — | 19.7K | $41M | 0.2% | — | Held |
| Ishares Tr | — | 600.3K | $40.3M | 0.2% | — | Held |
| Spdr Index Shs Fds | — | 907.2K | $40.3M | 0.2% | — | Held |
| Vanguard Star Fds | — | 533.5K | $40.2M | 0.2% | — | Held |
| Vanguard Intl Equity Index F | — | 546.6K | $40.2M | 0.2% | — | Held |
| Ishares Tr | — | 474.8K | $40.2M | 0.2% | — | Held |
| Caseys Gen Stores Inc | — | 71.7K | $39.7M | 0.2% | — | Held |
| S&P Global Inc. | SPGI | 74.9K | $39.2M | 0.2% | — | Held |
| Casella Waste Sys Inc | — | 374.2K | $36.7M | 0.2% | — | Held |
| Newmont Corp | — | 354.1K | $35.4M | 0.2% | — | Held |
| CarGurus, Inc. | CARG | 919.2K | $35.3M | 0.2% | — | Held |
| Mettler Toledo International Inc/ | MTD | 24.7K | $34.4M | 0.1% | — | Held |
| Descartes Sys Group Inc | — | 382.4K | $33.6M | 0.1% | — | Held |
| Onespaworld Holdings Limited | — | 1.6M | $33.2M | 0.1% | — | Held |
| Csw Industrials, Inc. | CSW | 108.2K | $31.8M | 0.1% | — | Held |
| Polaris Inc. | PII | 500K | $31.6M | 0.1% | — | Held |
| Niq Global Intelligence Plc | NIQ | 1.9M | $31.4M | 0.1% | — | Held |
| Mccormick & Co Inc | — | 460.1K | $31.3M | 0.1% | — | Held |
| Chefs Whse Inc | — | 502.2K | $31.3M | 0.1% | — | Held |
| Southstate Bk Corp | — | 323.1K | $30.4M | 0.1% | — | Held |
| Hamilton Lane Inc | HLNE | 219.3K | $29.5M | 0.1% | — | Held |
| Cadre Hldgs Inc | — | 719K | $29.4M | 0.1% | — | Held |
| Broadcom Inc. | AVGO | 82.4K | $28.5M | 0.1% | — | Held |
| ServiceNow, Inc. | NOW | 171.1K | $26.2M | 0.1% | — | Held |
| Moodys Corp | — | 51.3K | $26.2M | 0.1% | — | Held |
| Cloudflare, Inc. | NET | 130.8K | $25.8M | 0.1% | — | Held |
| Simpson Mfg Inc | — | 159.5K | $25.8M | 0.1% | — | Held |
| Cincinnati Finl Corp | — | 151.9K | $24.8M | 0.1% | — | Held |
| Ishares Tr | — | 270.4K | $24.2M | 0.1% | — | Held |
| Formfactor Inc | FORM | 426.8K | $23.8M | 0.1% | — | Held |
| MSCI Inc. | MSCI | 40.6K | $23.3M | 0.1% | — | Held |
| Kadant Inc | KAI | 76.2K | $21.7M | 0.1% | — | Held |
| Waystar Hldg Corp | — | 634.6K | $20.8M | 0.1% | — | Held |
| Alkami Technology, Inc. | ALKT | 892.3K | $20.6M | 0.1% | — | Held |
| Zurn Elkay Water Solns Corp | — | 404.8K | $18.8M | 0.1% | — | Held |
| Badger Meter Inc | BMI | 107.9K | $18.8M | 0.1% | — | Held |
| Kirby Corp | KEX | 163.7K | $18M | 0.1% | — | Held |
| Mirion Technologies, Inc. | MIR | 769K | $18M | 0.1% | — | Held |
| Alarm Com Hldgs Inc | — | 344K | $17.6M | 0.1% | — | Held |
| Franklin Elec Inc | — | 180.8K | $17.3M | 0.1% | — | Held |
| Liquidity Svcs Inc | — | 567.4K | $17.2M | 0.1% | — | Held |
| Boot Barn Hldgs Inc | — | 95K | $16.8M | 0.1% | — | Held |
| Verra Mobility Corp | VRRM | 729.5K | $16.3M | 0.1% | — | Held |
| Mesa Labs Inc | — | 206.4K | $16.2M | 0.1% | — | Held |
| Blackline, Inc. | BL | 274.5K | $15.2M | 0.1% | — | Held |
| Amrize Ltd | AMRZ | 273.4K | $15M | 0.1% | — | Held |
| Iridium Communications Inc. | IRDM | 835.9K | $14.5M | 0.1% | — | Held |
| Certara, Inc. | CERT | 1.49M | $13.1M | 0.1% | — | Held |
| Arcosa, Inc. | ACA | 118.1K | $12.6M | 0.1% | — | Held |
| Loar Holdings Inc. | LOAR | 182.5K | $12.4M | 0.1% | — | Held |
| Winmark Corp | WINA | 30.4K | $12.3M | 0.1% | — | Held |
| Ge Aerospace | — | 39.2K | $12.1M | 0.1% | — | Held |
| Ross Stores, Inc. | ROST | 64.8K | $11.7M | 0.1% | — | Held |
| Everus Constr Group | — | 133.9K | $11.5M | 0.0% | — | Held |
| Cellebrite DI Ltd. | CLBT | 620.1K | $11.2M | 0.0% | — | Held |
| OUTFRONT Media Inc. | OUT | 452.8K | $10.9M | 0.0% | — | Held |
| Myr Group Inc Del | MYRG | 48.9K | $10.7M | 0.0% | — | Held |
| Energy Recovery, Inc. | ERII | 773.6K | $10.4M | 0.0% | — | Held |
| Alliance Laundry Hldgs Inc | — | 481.9K | $9.81M | 0.0% | — | Held |
| Franco Nev Corp | — | 42.4K | $8.8M | 0.0% | — | Held |
| Vanguard Index Fds | — | 29.7K | $8.63M | 0.0% | — | Held |
| Goosehead Ins Inc | — | 112.8K | $8.31M | 0.0% | — | Held |
| Adeia Inc. | ADEA | 475.2K | $8.2M | 0.0% | — | Held |
| Lyondellbasell Industries N | — | 187.7K | $8.13M | 0.0% | — | Held |
| Huntsman Corp | HUN | 772.7K | $7.73M | 0.0% | — | Held |
| Peloton Interactive, Inc. | PTON | 1.25M | $7.7M | 0.0% | — | Held |
| Dow Inc. | DOW | 324.1K | $7.58M | 0.0% | — | Held |
| Medline Inc. | MDLN | 170K | $7.14M | 0.0% | — | Held |
| American Centy Etf Tr | — | 96.5K | $6.29M | 0.0% | — | Held |
| Intel Corp | INTC | 167.8K | $6.19M | 0.0% | — | Held |
| Sps Comm Inc | — | 67K | $5.97M | 0.0% | — | Held |
| Esco Technologies Inc | ESE | 29.6K | $5.79M | 0.0% | — | Held |
| Mercury Sys Inc | — | 77.8K | $5.68M | 0.0% | — | Held |
| Westlake Corp | WLK | 75K | $5.55M | 0.0% | — | Held |
| Coherent Corp. | COHR | 29.6K | $5.46M | 0.0% | — | Held |
| Portillos Inc | — | 1.14M | $5.18M | 0.0% | — | Held |
| Karman Hldgs Inc | — | 65.1K | $4.76M | 0.0% | — | Held |
| Uber Technologies, Inc | UBER | 51.7K | $4.23M | 0.0% | — | Held |
| Owens Corning New | — | 37.4K | $4.18M | 0.0% | — | Held |
| GLOBALFOUNDRIES Inc. | GFS | 119K | $4.16M | 0.0% | — | Held |
| Neptune Ins Hldgs Inc | — | 141K | $4.11M | 0.0% | — | Held |
| The Baldwin Insurance Grp In | — | 153.2K | $3.68M | 0.0% | — | Held |
| Ciena Corp | CIEN | 15.1K | $3.53M | 0.0% | — | Held |
| BRP Inc. | DOO | 48.4K | $3.43M | 0.0% | — | Held |
| Clearfield, Inc. | CLFD | 106.4K | $3.1M | 0.0% | — | Held |
| Perimeter Solutions, Inc. | PRM | 102.1K | $2.81M | 0.0% | — | Held |
| Brookfield Infrast Partners | — | 63K | $2.19M | 0.0% | — | Held |
| Gogo Inc. | GOGO | 297.7K | $1.39M | 0.0% | — | Held |
| Ishares Tr | — | 11.6K | $1.12M | 0.0% | — | Held |
| Proto Labs Inc | PRLB | 11.9K | $603K | 0.0% | — | Held |
| Ishares Tr | — | 1.25K | $307.9K | 0.0% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.