Select Equity Group, L.P.
NEW YORK NY · SEC CIK 0001592643
$195.33亿2026Q1 申报市值
179持仓数
34.9%前十大占比 · 第一大 4.2%
34 / 38新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
HUBB 新建仓+$1.84亿
ROL 加仓+$1.75亿
NDAQ 加仓+$1.54亿
NET 加仓+$1.49亿
CHRW 加仓+$1.39亿
2026Q1 卖出最多 按季末市值估算
JLL 清仓-$3.07亿
BJ 清仓-$2.42亿
VIK 减仓-$2.28亿
MIDD 减仓-$2.03亿
CRH 减仓-$2.02亿
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TRMB | TRIMBLE INC | $3.66亿 | 1.87% | 5,605,868 | -1,692,403 | -23.2% | -$1.10亿 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $3.89亿 | 1.99% | 4,956,024 | 511,805 | 11.5% | $4,014.71万 | 加仓 |
| EME | EMCOR GROUP INC | $4.10亿 | 2.10% | 555,849 | 93,344 | 20.2% | $6,891.68万 | 加仓 |
| ALC | ALCON AG | $4.19亿 | 2.14% | 5,676,304 | -542,000 | -8.7% | -$3,997.13万 | 减仓 |
| NDAQ | NASDAQ INC | $4.72亿 | 2.42% | 5,563,126 | 1,810,369 | 48.2% | $1.54亿 | 加仓 |
| STE | STERIS PLC | $4.74亿 | 2.43% | 2,143,379 | 215,346 | 11.2% | $4,761.95万 | 加仓 |
| SCI | SERVICE CORP INTL | $5.04亿 | 2.58% | 6,113,751 | -312,834 | -4.9% | -$2,581.19万 | 减仓 |
| CRH | CRH PLC | $5.11亿 | 2.61% | 4,857,488 | -1,921,940 | -28.3% | -$2.02亿 | 减仓 |
| BRO | BROWN & BROWN INC | $5.23亿 | 2.68% | 8,022,123 | -1,412,679 | -15.0% | -$9,212.08万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $5.80亿 | 2.97% | 2,174,785 | 64,006 | 3.0% | $1,707.74万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $6.02亿 | 3.08% | 13,296,464 | 751,873 | 6.0% | $3,405.98万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $6.08亿 | 3.11% | 1,033,420 | -34,110 | -3.2% | -$2,007.99万 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $6.86亿 | 3.51% | 9,273,908 | -1,155,135 | -11.1% | -$8,538.76万 | 减仓 |
| MKL | MARKEL GROUP INC | $7.23亿 | 3.70% | 377,643 | -50,239 | -11.7% | -$9,616.10万 | 减仓 |
| WAB | WABTEC | $7.31亿 | 3.74% | 2,923,643 | -635,776 | -17.9% | -$1.59亿 | 减仓 |
| ITT | ITT INC | $7.46亿 | 3.82% | 3,913,486 | 288,215 | 8.0% | $5,491.36万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $7.94亿 | 4.06% | 10,802,203 | -3,104,674 | -22.3% | -$2.28亿 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $8.15亿 | 4.17% | 5,344,455 | -241,717 | -4.3% | -$3,686.43万 | 减仓 |