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 |
|---|---|---|---|---|---|---|---|---|
| AMRZ | AMRIZE LTD | $0 | 0.00% | 0 | -273,393 | -100.0% | -$1,503.53万 | 清仓 |
| ROST | ROSS STORES INC | $0 | 0.00% | 0 | -64,807 | -100.0% | -$1,167.43万 | 清仓 |
| VO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -29,726 | -100.0% | -$862.71万 | 清仓 |
| GSHD | GOOSEHEAD INS INC | $0 | 0.00% | 0 | -112,809 | -100.0% | -$830.84万 | 清仓 |
| LYB | LYONDELLBASELL INDUSTRIES N | $0 | 0.00% | 0 | -187,677 | -100.0% | -$812.64万 | 清仓 |
| HUN | HUNTSMAN CORP | $0 | 0.00% | 0 | -772,685 | -100.0% | -$772.68万 | 清仓 |
| DOW | DOW INC | $0 | 0.00% | 0 | -324,082 | -100.0% | -$757.70万 | 清仓 |
| MDLN | MEDLINE INC | $0 | 0.00% | 0 | -170,000 | -100.0% | -$714.00万 | 清仓 |
| — | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -96,535 | -100.0% | -$629.02万 | 清仓 |
| WLK | WESTLAKE CORPORATION | $0 | 0.00% | 0 | -74,997 | -100.0% | -$554.53万 | 清仓 |
| OC | OWENS CORNING NEW | $0 | 0.00% | 0 | -37,357 | -100.0% | -$418.06万 | 清仓 |
| BWIN | THE BALDWIN INSURANCE GRP IN | $0 | 0.00% | 0 | -153,228 | -100.0% | -$368.21万 | 清仓 |
| DOO | BRP INC | $0 | 0.00% | 0 | -48,397 | -100.0% | -$342.65万 | 清仓 |
| CLFD | CLEARFIELD INC | $0 | 0.00% | 0 | -106,407 | -100.0% | -$310.18万 | 清仓 |
| PRM | PERIMETER SOLUTIONS INC | $0 | 0.00% | 0 | -102,072 | -100.0% | -$281.00万 | 清仓 |
| GOGO | GOGO INC | $0 | 0.00% | 0 | -297,731 | -100.0% | -$138.74万 | 清仓 |
| PRLB | PROTO LABS INC | $0 | 0.00% | 0 | -11,919 | -100.0% | -$60.30万 | 清仓 |
| IWM | ISHARES TR | $0 | 0.00% | 0 | -1,251 | -100.0% | -$30.79万 | 清仓 |