Titelia

Holdings of Select Equity Group, L.P.

136 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 43.5 % of the equity sleeve

Sector breakdown

  • Industrials 30.6 %
  • Technology 10.5 %
  • Financials 8.3 %
  • Communication 5.9 %
  • Materials 5.5 %
  • Consumer discretionary 5.0 %
  • Health care 1.6 %
  • Unattributed 32.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 97.7 %
  • TW 2.3 %
  • DE 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US13414.6B $97.66 %
2TW1347.4M $2.32 %
3DE12.6M $0.02 %

Positions

RankCompanySharesValueWeight
1Live Nation Entertainment Inc 5,344,455815.1M $
2ITT Inc 3,913,486745.6M $
3Westinghouse Air Brake Technologies Corp 2,923,643730.6M $
4Markel Group Inc 377,643722.8M $
5Somnigroup International Inc 9,273,908685.5M $
6Martin Marietta Materials Inc 1,033,420608.4M $
7Tractor Supply Co 13,296,464602.3M $
8Labcorp Holdings Inc 2,174,785580.3M $
9Brown & Brown Inc 8,022,123523.1M $
10Service Corp International/US 6,113,751504.4M $
11Nasdaq Inc 5,563,126472.3M $
12EMCOR Group Inc 555,849410.4M $
13Trimble Inc 5,605,868365.7M $
14Core & Main Inc 7,254,207358.4M $
15Taiwan Semiconductor Manufacturing Co Ltd 1,027,926347.4M $
16Paychex Inc 3,670,073338.1M $
17CH Robinson Worldwide Inc 1,962,544325.9M $
18Clean Harbors Inc 1,131,602324.5M $
19Corpay Inc 1,063,946309.6M $
20Rollins Inc 4,767,122254.6M $
21Visa Inc 763,640230.8M $
22Packaging Corp of America 1,023,041217.1M $
23Middleby Corp/The 1,500,467198.9M $
24Hubbell Inc 374,337183.7M $
25Cloudflare Inc 854,924176.4M $
26NVIDIA Corp 903,490157.6M $
27Amphenol Corp 1,199,943151.6M $
28BWX Technologies Inc 726,424148.5M $
29Thermo Fisher Scientific Inc 299,500147.2M $
30Quanta Services Inc 263,823144.8M $
31CDW Corp/DE 1,195,763144.7M $
32Teledyne Technologies Inc 198,956120.4M $
33Entegris Inc 1,020,870119.7M $
34Dick's Sporting Goods Inc 556,913110.4M $
35Morningstar Inc 637,723107.8M $
36Liberty Media Corp-Liberty Formula One 1,262,695107.4M $
37Crane Co 615,821105.3M $
38Apollo Global Management Inc 913,985101.8M $
39Fortive Corp 1,712,85394.7M $
40Salesforce Inc 501,79093.7M $
41Workday Inc 652,99884.8M $
42St Joe Co/The 1,274,98880.1M $
43Verisk Analytics Inc 420,86879.9M $
44Microsoft Corp 209,57577.6M $
45Amazon.com Inc 326,24167.9M $
46Intel Corp 1,439,22463.5M $
47Broadcom Inc 201,48462.4M $
48Intuit Inc 140,67160.8M $
49Lamar Advertising Co 471,57959.7M $
50TransDigm Group Inc 47,94355.6M $
51United States Lime & Minerals Inc 405,68153M $
52Alphabet Inc 183,38652.6M $
53QXO Inc 2,596,98650.4M $
54Kirby Corp 375,89749.9M $
55Danaher Corp 251,57847.7M $
56S&P Global Inc 105,56244.9M $
57Williams-Sonoma Inc 233,06342.5M $
58Bio-Techne Corp 709,82737.1M $
59Fortune Brands Innovations Inc 894,39434.9M $
60Chefs' Warehouse Inc/The 551,68632.8M $
61Casella Waste Systems Inc 391,97431.1M $
62Union Pacific Corp 124,42730.2M $
63CSW Industrials Inc 113,45129.6M $
64API Group Corp 728,02529.5M $
65Moog Inc 100,77429.5M $
66Cintas Corp 157,46126.6M $
67Iridium Communications Inc 942,51926.1M $
68Kadant Inc 88,61225.9M $
69FormFactor Inc 257,41425M $
70Agilent Technologies Inc 209,29423.9M $
71NIKE Inc 449,86223.8M $
72ServiceNow Inc 225,42223.6M $
73Cadre Holdings Inc 748,49823M $
74Waystar Holding Corp 923,24122.3M $
75Moody's Corp 49,55821.6M $
76MSCI Inc 39,25021.2M $
77Simpson Manufacturing Co Inc 122,46821M $
78Mesa Laboratories Inc 235,88520.9M $
79Cincinnati Financial Corp 125,87519.8M $
80Mirion Technologies Inc 1,055,46819.6M $
81Franklin Electric Co Inc 211,22719.5M $
82Zurn Elkay Water Solutions Corp 429,18519.2M $
83Lindblad Expeditions Holdings Inc 1,058,05518.3M $
84Alarm.com Holdings Inc 392,35716.9M $
85Meta Platforms Inc 28,80316.5M $
86Ares Management Corp 147,13016.1M $
87Cargurus Inc 459,26615.6M $
88Arcosa Inc 146,38115.5M $
89Alkami Technology Inc 983,95015.4M $
90MYR Group Inc 51,16214.4M $
91Liquidity Services Inc 462,26714.1M $
92Badger Meter Inc 91,82414M $
93Verra Mobility Corp 951,15913.6M $
94Boot Barn Holdings Inc 92,32613.5M $
95Bio-Rad Laboratories Inc 48,43613.5M $
96Everus Construction Group Inc 113,90613.4M $
97ESCO Technologies Inc 47,25513.3M $
98Winmark Corp 30,40913M $
99Mettler-Toledo International Inc 10,16612.8M $
100Adeia Inc 513,42512.3M $