Select Equity Group, L.P.
CIK 1592643 · Holdings on Jun 30, 2025 · First reported Aug 14, 2025
Top ten holdings
Q2 2025- LYV4.41%
- VIK4.06%
- SGI4.01%
- CRH3.79%
- WAB3.62%
- CDW3.08%
- CNM2.94%
- MIDD2.90%
- MKL2.86%
- TSCO2.86%
Share classes counted separately34.53%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- MKLWeight increased · +1.26 pp1.60% → 2.86%Shares +145.15K (+75.90%)
- PWRWeight increased · +0.96 pp0.68% → 1.64%Shares +416.39K (+69.32%)
- MIDDWeight decreased · -0.84 pp3.74% → 2.90%Shares -786.56K (-14.26%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 25
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | LYVLIVE NATION ENTERTAINMENT IN View history and evidence | $1.04B | 4.41% | 6.85M shares | 4.13% → 4.41%+0.28 pp -236.56K (-3.34%) | Reduced | ↗▾ |
| 02 | VIKVIKING HOLDINGS LTDORD SHS View history and evidence | $952.87M | 4.06% | 17.88M shares | 3.31% → 4.06%+0.75 pp -775.89K (-4.16%) | Reduced | ↗▾ |
| 03 | SGISOMNIGROUP INTERNATIONAL INC View history and evidence | $941.59M | 4.01% | 13.84M shares | 4.04% → 4.01%-0.03 pp -1.29M (-8.51%) | Reduced | ↗▾ |
| 04 | CRHCRH PLCORD View history and evidence | $890.20M | 3.79% | 9.70M shares | 4.07% → 3.79%-0.28 pp -671.81K (-6.48%) | Reduced | ↗▾ |
| 05 | WABWABTEC CORP View history and evidence | $849.86M | 3.62% | 4.06M shares | 3.70% → 3.62%-0.08 pp -515.64K (-11.27%) | Reduced | ↗▾ |
| 06 | CDWCDW CORP/DE View history and evidence | $723.77M | 3.08% | 4.05M shares | 2.64% → 3.08%+0.44 pp +356.77K (+9.65%) | Added | ↗▾ |
| 07 | CNMCORE & MAIN INC-CLASS ACL A View history and evidence | $691.95M | 2.94% | 11.47M shares | 2.78% → 2.94%+0.16 pp -1.42M (-10.99%) | Reduced | ↗▾ |
| 08 | MIDDMIDDLEBY CORP View history and evidence | $680.76M | 2.90% | 4.73M shares | 3.74% → 2.90%-0.84 pp -786.56K (-14.26%) | Reduced | ↗▾ |
| 09 | MKLMARKEL GROUP INC View history and evidence | $671.85M | 2.86% | 336.37K shares | 1.60% → 2.86%+1.26 pp +145.15K (+75.90%) | Added | ↗▾ |
| 10 | TSCOTRACTOR SUPPLY COMPANY View history and evidence | $670.89M | 2.86% | 12.71M shares | 2.20% → 2.86%+0.66 pp +3.75M (+41.89%) | Added | ↗▾ |
Options overlay 8
$365.54M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
NEMNEWMONT CORP View history and evidence | Call | 4.10M | $239.05M | +4.10M | ▾ |
NETCLOUDFLARE INC - CLASS ACL A COM View history and evidence | Call | 229.00K | $44.85M | +211.50K (+1208.57%) | ▾ |
FXIISHARES CHINA LARGE-CAP ETFCHINA LG-CAP ETF View history and evidence | Call | 915.00K | $33.64M | +23.90K (+2.68%) | ▾ |
3 / 8 options · preview only
Exited positions 24
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| IWM ISHARES RUSSELL 2000 ETF | Put | -3,029,100 | -$604.28M | SEC filing ↗ | SEC filing ↗ |
| TTC TORO CO | Non-derivative | -2,327,264 | -$169.31M | SEC filing ↗ | SEC filing ↗ |
| SAIA SAIA INC | Non-derivative | -480,498 | -$167.90M | SEC filing ↗ | SEC filing ↗ |
3 / 24 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1592643 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 23862889621
}Research all 152 reported holdings.
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