Select Equity Group, L.P.

Q1 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
179
Total value ($000)
$19,533,466
Net value change ($000)
-3,665,189 (-15.8%)
New positions
29
Sold out positions
33
Turnover %
10.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
HUBB 183,702 NEW
ROL 164,901 183.8%
NET 150,623 584.2%
CHRW 144,609 79.8%
EME 127,433 45.0%
CLH 125,273 62.9%
PKG 116,656 116.1%
ITT 116,615 18.5%
NDAQ 107,749 29.6%
FWONA 107,354 NEW
Top Reduces (Value $000, Stocks/ETFs)
CRH -335,454 -39.6%
JLL -306,767 -100.0%
PAYX -303,160 -47.3%
MIDD -251,284 -55.8%
SGI -245,578 -26.4%
BJ -242,368 -100.0%
BRO -228,831 -30.4%
MORN -223,046 -67.4%
TRMB -206,149 -36.1%
VIK -199,344 -20.1%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 761,698 (3.9% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type