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Jennifer Vinsonhaler

Select Equity Group, L.p.

Assets Managed
$19.533B
Holdings
167
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
-15.79%(2Q avg: -10.11%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Select Equity Group, L.p.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 167 positions.

Assets under management

The assets under management (AUM) of Select Equity Group, L.p. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 19.533B in assets, with a quarterly growth rate of -15.79% and a 2-quarter average growth rate of -10.11%. The portfolio is managed by Jennifer Vinsonhaler, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
LYV
Live Nation Entertainment In
Recent Activity
Decreased -4.32%
4.18%
$815.083M
5.344M shares@ $152.51 avg price
VIK
Viking Holdings Ltd
Recent Activity
Decreased -22.32%
4.07%
$793.746M
10.802M shares@ $73.48 avg price
ITT
Itt Inc
Recent Activity
Increased 7.96%
3.82%
$745.636M
3.913M shares@ $190.54 avg price
WAB
Wabtec Corp
Recent Activity
Decreased -17.86%
3.75%
$730.648M
2.924M shares@ $249.91 avg price
MKL
Markel Group Inc
Recent Activity
Decreased -11.74%
3.71%
$722.835M
377,643 shares@ $1914.07 avg price
TPX
Tempur Sealy International I
Recent Activity
Decreased -11.07%
3.51%
$685.527M
9.274M shares@ $73.92 avg price
MLM
Martin Marietta Materials
Recent Activity
Decreased -3.19%
3.12%
$608.354M
1.033M shares@ $588.69 avg price
TSCO
Tractor Supply Company
Recent Activity
Increased 6%
3.09%
$602.33M
13.296M shares@ $45.3 avg price
LH
Labcorp Holdings Inc
Recent Activity
Increased 3.04%
2.98%
$580.254M
2.175M shares@ $266.82 avg price
BRO
Brown & Brown Inc
Recent Activity
Decreased -14.97%
2.68%
$523.123M
8.022M shares@ $65.22 avg price

1-10 of 167