Select Equity Group, L.P.

Name: Select Equity Group, L.P. 13F holdings, Q1 2024
Creator: Select Equity Group, L.P.
Published: 2024-05-15

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Select Equity Group, L.P. reported 144 stock positions worth $27.7 billion. Its top holding was Martin Marietta Materials (MLM) at 5.0% of the portfolio, followed by CDW (CDW, 4.7%) and Somnigroup International (SGI, 4.7%). Compared with Q4 2023, it opened 12 new positions, sold out of 19, added to 42 and reduced 89. The biggest buy was Core & Main Class A (CNM, shares +68%) and the biggest sale Revvity (RVTY, shares −28%).

Most Recent 13F: Q2 2026
Location: NEW YORK, NY
CIK: 0001592643
Portfolio Value: $27.7B (Q1 2024)
SEC Filing: 0001592643-24-000004 ↗ filed May 15, 2024

Holdings Value

Holdings 144 stocks · $27.7B


MLM Martin Marietta Materials	5.02%	2,265,279	$1.4B	Reduce -6.9%
CDW CDW Corp.	4.67%	5,052,512	$1.3B	Reduce -3.0%
SGI Somnigroup International Inc. filed as TEMPUR SEALY INTL INC	4.66%	22,738,481	$1.3B	Add +0.2%
CRH CRH PLC	4.60%	14,757,942	$1.3B	Reduce -9.4%
LYV Live Nation Entertainment Inc.	4.40%	11,525,440	$1.2B	Add +10.2%
BRO Brown & Brown Inc.	4.30%	13,606,390	$1.2B	Reduce -4.9%
DAY Dayforce Inc.	3.65%	15,275,849	$1.0B	Add +1.8%
MIDD Middleby Corp.	3.20%	5,513,404	$886.5M	Add +11.3%
CNM Core & Main Inc. Class A	3.18%	15,387,302	$880.9M	Add +68.0%
WAB Wabtec Corp.	3.15%	5,981,609	$871.4M	Reduce -1.3%
RVTY Revvity Inc.	3.06%	8,075,033	$847.9M	Reduce -28.4%
MORN Morningstar Inc.	2.89%	2,594,894	$800.2M	Reduce -13.0%
SIG Signet Jewelers Ltd.	2.44%	6,755,808	$676.1M	Reduce -9.3%
ENTG Entegris Inc.	2.33%	4,591,433	$645.3M	Reduce -29.9%
TRMB Trimble Inc.	2.05%	8,832,694	$568.5M	Add +41.5%
TDY Teledyne Technologies Inc.	1.90%	1,227,579	$527.0M	Reduce -4.7%
TSCO Tractor Supply Company	1.81%	1,912,944	$500.7M	Add +5.5%
TTC Toro Co.	1.80%	5,430,871	$497.6M	Reduce -2.3%
PWR Quanta Services Inc.	1.74%	1,854,335	$481.8M	Add +22.1%
EME Emcor Group Inc.	1.72%	1,362,139	$477.0M	Add +374.8%
MTN Vail Resorts Inc.	1.62%	2,008,158	$447.5M	Reduce -26.3%
ITT Itt Inc.	1.47%	2,989,186	$406.6M	Reduce -12.9%
CLH Clean Harbors Inc.	1.41%	1,945,494	$391.6M	Reduce -34.2%
ONON On Holding AG Class A filed as ON HLDG AG	1.38%	10,768,271	$381.0M	Add +18.2%
FBIN Fortune Brands Innovations I	1.30%	4,251,184	$359.9M	Add +58.2%
TSM Taiwan Semiconductor-SP ADR	1.29%	2,636,022	$358.6M	Reduce -0.0%
SCI Service Corp. International	1.26%	4,714,988	$349.9M	Reduce -4.0%
AOS Smith (a.o.) Corp.	1.11%	3,452,163	$308.8M	Add +546.0%
V Visa Inc. Class A	1.10%	1,089,100	$303.9M	Reduce -4.6%
APO Apollo Global Management Inc.	1.10%	2,699,734	$303.6M	Reduce -23.2%
APH Amphenol Corp. Class A	1.08%	2,593,257	$299.1M	Reduce -37.6%
GRMN Garmin Ltd.	1.07%	1,994,897	$297.0M	Reduce -9.8%
POOL Pool Corp.	0.94%	647,246	$261.2M	Reduce -7.7%
H Hyatt Hotels Corp. Class A	0.78%	1,355,167	$216.3M	Reduce -38.1%
FTV Fortive Corp.	0.77%	2,472,946	$212.7M	Add +41.7%
TECH Bio-Techne Corp.	0.77%	3,010,743	$211.9M	Reduce -34.0%
ROL Rollins Inc.	0.74%	4,450,996	$205.9M	Reduce -49.0%
MHK Mohawk Industries Inc.	0.74%	1,569,561	$205.4M	Add +11.8%
NEOG Neogen Corp.	0.72%	12,615,546	$199.1M	Add +50.8%
PAYX Paychex Inc.	0.70%	1,581,676	$194.2M	Reduce -33.1%
TMO Thermo Fisher Scientific Inc.	0.65%	310,797	$180.6M	Reduce -47.9%
BIO Bio-Rad Laboratories-A	0.64%	514,666	$178.0M	Add +167.5%
STE Steris PLC	0.58%	716,356	$161.1M	Add +60.9%
CRM Salesforce Inc.	0.56%	515,283	$155.2M	Add +0.3%
ILMN Illumina Inc.	0.55%	1,105,170	$151.8M	Reduce -25.8%
SHOP Shopify Inc. Class A	0.52%	1,848,581	$142.7M	Reduce -56.0%
PTC PTC Inc.	0.50%	733,204	$138.5M	Reduce -60.9%
CINF Cincinnati Financial Corp.	0.49%	1,087,627	$135.1M	Reduce -0.7%
LAMR Lamar Advertising Co. Class A	0.48%	1,108,197	$132.3M	Reduce -26.3%
BEP Brookfield Renewable Partner	0.47%	5,648,503	$131.2M	Reduce -8.8%
ENOV Enovis Corp.	0.46%	2,048,387	$127.9M	Reduce -16.5%
OSW Onespaworld Holdings Ltd.	0.38%	8,005,945	$105.9M	Reduce -5.2%
CW Curtiss-Wright Corp.	0.38%	412,445	$105.6M	Reduce -16.0%
MKC McCormick & Co.-Non VTG SHRS	0.37%	1,337,045	$102.7M	Add +140.0%
BIP Brookfield Infrastructure Pa	0.37%	3,242,722	$101.2M	Add +46.3%
CBZ Cbiz Inc.	0.36%	1,261,671	$99.0M	Add +376.1%
DHR Danaher Corp.	0.34%	380,994	$95.1M	Reduce -50.6%
GOOG Alphabet Inc. Class C	0.34%	616,055	$93.8M	Reduce -36.2%
AMZN Amazon.com Inc.	0.34%	514,519	$92.8M	Add +0.4%
PYPL PayPal Holdings Inc.	0.33%	1,376,305	$92.2M	Reduce -33.8%
APG Api Group Corp.	0.32%	2,291,053	$90.0M	Reduce -2.2%
WTM White Mountains Insurance GP	0.32%	49,931	$89.6M	Add +66.0%
MSFT Microsoft Corp.	0.32%	211,520	$89.0M	Add +56.1%
MKL Markel Group Inc.	0.29%	52,788	$80.3M	New
CTAS Cintas Corp.	0.29%	115,000	$79.0M	Reduce -44.0%
NAPA The Duckhorn Portfolio Inc.	0.28%	8,249,088	$76.8M	Reduce -1.9%
SPGI S&P Global Inc.	0.25%	165,580	$70.4M	Reduce -42.9%
MIR Mirion Technologies Inc.	0.24%	5,960,533	$67.8M	Add +168.5%
WSM Williams-Sonoma Inc.	0.24%	211,759	$67.2M	Reduce -12.3%
HUBG Hub Group Inc. Class A	0.24%	1,537,964	$66.5M	Add +71.8%
COHR Coherent Corp.	0.23%	1,062,915	$64.4M	Reduce -36.4%
IDXX Idexx Laboratories Inc.	0.23%	117,543	$63.5M	Reduce -71.4%
VLTO Veralto Corp.	0.22%	680,369	$60.3M	Reduce -6.7%
META Meta Platforms Inc. Class A	0.21%	121,973	$59.2M	New
BWXT BWX Technologies Inc.	0.21%	559,368	$57.4M	Add +3.6%
CMP Compass Minerals Internation	0.17%	2,944,721	$46.3M	Add +73.4%
SPOT Spotify Technology SA	0.16%	171,275	$45.2M	Reduce -45.8%
PNR Pentair PLC	0.16%	526,069	$44.9M	Reduce -72.2%
BURL Burlington Stores Inc.	0.16%	191,995	$44.6M	Add +28.6%
DOCU Docusign Inc.	0.15%	690,262	$41.1M	Reduce -42.3%
LEN Lennar Corp. Class A	0.15%	234,584	$40.3M	Reduce -42.7%
SSB Southstate Bank Corp.	0.14%	472,201	$40.2M	Reduce -6.4%
WDAY Workday Inc. Class A	0.14%	146,835	$40.0M	Reduce -36.5%
IRDM Iridium Communications Inc.	0.13%	1,425,823	$37.3M	Add +25.7%
ZD Ziff Davis Inc.	0.12%	522,897	$33.0M	New
ITRI Itron Inc.	0.11%	324,248	$30.0M	New
WOLF Wolfspeed Inc.	0.11%	996,783	$29.4M	Add +120.0%
MATW Matthews Intl Corp. Class A	0.10%	934,901	$29.1M	Add +1.5%
MTX Minerals Technologies Inc.	0.09%	349,363	$26.3M	Reduce -37.4%
CARG Cargurus Inc.	0.09%	1,114,261	$25.7M	Add +22.6%
WWW Wolverine World Wide Inc.	0.09%	2,254,707	$25.3M	Add +18.5%
BARNES GROUP INC	0.08%	623,367	$23.2M	New
KKR KKR & Co. Inc.	0.08%	215,782	$21.7M	New
MTD Mettler-Toledo International	0.07%	15,165	$20.2M	Reduce -9.2%
INTC Intel Corp.	0.07%	454,994	$20.1M	Reduce -47.2%
ADSK Autodesk Inc.	0.07%	74,027	$19.3M	Reduce -10.1%
VNT Vontier Corp.	0.07%	413,131	$18.7M	Reduce -22.5%
ADBE Adobe Inc.	0.06%	32,603	$16.5M	Reduce -52.9%
HOLX Hologic Inc.	0.05%	180,185	$14.0M	New
AVNW Aviat Networks Inc.	0.05%	349,602	$13.4M	Reduce -19.4%
A Agilent Technologies Inc.	0.04%	77,254	$11.2M	Reduce -1.7%
ESE Esco Technologies Inc.	0.04%	104,749	$11.2M	New
ADEA Adeia Inc.	0.02%	580,221	$6.3M	Add +30.7%
VFC VF Corp.	0.02%	319,777	$4.9M	Reduce -89.5%
KAI Kadant Inc.	0.02%	13,434	$4.4M	Reduce -19.3%
MBLY Mobileye Global Inc. Class A	0.02%	135,787	$4.4M	Reduce -71.7%
LITE Lumentum Holdings Inc.	0.01%	83,884	$4.0M	Reduce -37.7%
GFS Globalfoundries Inc.	0.01%	60,972	$3.2M	Reduce -30.4%
CHEF The Chefs' Warehouse Inc.	0.01%	84,347	$3.2M	Reduce -13.1%
CWST Casella Waste Systems Inc. Class A	0.01%	27,343	$2.7M	Reduce -0.9%
TENB Tenable Holdings Inc.	0.01%	52,481	$2.6M	Reduce -13.8%
MODN Model N Inc.	0.01%	89,943	$2.6M	Add +28.9%
SUM Summit Materials Inc. Class A	0.01%	54,897	$2.4M	Add +5.2%
CERT Certara Inc.	0.01%	132,913	$2.4M	Reduce -3.2%
BE Bloom Energy Corp. Class A	0.01%	205,743	$2.3M	New
AIN Albany Intl Corp. Class A	0.01%	23,851	$2.2M	Reduce -0.6%
VRRM Verra Mobility Corp.	0.01%	86,859	$2.2M	Reduce -9.9%
BMI Badger Meter Inc.	0.01%	13,190	$2.1M	Reduce -24.3%
ALRM Alarm.com Holdings Inc.	0.01%	28,905	$2.1M	Add +1.5%
ALKT Alkami Technology Inc.	0.01%	80,267	$2.0M	Reduce -19.6%
MYRG MYR Group Inc./Delaware	0.01%	10,565	$1.9M	Reduce -17.8%
ALTR Altair Engineering Inc. Class A	0.01%	21,294	$1.8M	Reduce -47.0%
BOOT Boot Barn Holdings Inc.	0.01%	16,593	$1.6M	Reduce -37.2%
PTLO Portillo's Inc. Class A	0.01%	109,527	$1.6M	Reduce -78.1%
SPSC SPS Commerce Inc.	0.01%	8,077	$1.5M	Reduce -15.3%
IIIV I3 Verticals Inc. Class A	0.01%	64,583	$1.5M	Add +13.5%
NRC NRC Health filed as NATIONAL RESH CORP	0.00%	33,129	$1.3M	Reduce -16.4%
VSTS Vestis Corp.	0.00%	65,962	$1.3M	Reduce -7.7%
EVRI Everi Holdings Inc.	0.00%	121,100	$1.2M	Reduce -22.9%
PRFT Perficient Inc.	0.00%	21,490	$1.2M	Add +8.9%
CSW CSW Industrials Inc.	0.00%	4,957	$1.2M	Reduce -0.4%
PRM Perimeter Solutions SA	0.00%	155,000	$1.2M	New
GSHD Goosehead Insurance Inc. Class A	0.00%	17,148	$1.1M	Reduce -39.1%
ERII Energy Recovery Inc.	0.00%	67,390	$1.1M	Reduce -10.6%
OUT Outfront Media Inc.	0.00%	61,492	$1.0M	Reduce -10.7%
MLAB Mesa Laboratories Inc.	0.00%	9,371	$1.0M	No change
UFPT Ufp Technologies Inc.	0.00%	3,816	$962K	Add +42.3%
FORM Formfactor Inc.	0.00%	20,884	$953K	Reduce -52.2%
KNSL Kinsale Capital Group Inc.	0.00%	1,605	$842K	Reduce -16.1%
ENV Envestnet Inc.	0.00%	12,320	$713K	Add +32.1%
SSTI Soundthinking Inc.	0.00%	31,897	$507K	Reduce -41.6%
NCNO Ncino Inc.	0.00%	9,020	$337K	New
PHR Phreesia Inc.	0.00%	13,830	$331K	New
CYRX Cryoport Inc.	0.00%	11,759	$208K	Reduce -38.8%

Options reported separately and not counted above: IWM calls ($162.9M), MMM calls ($143.2M), INTC calls ($137.5M), COHR calls ($43.2M), EBAY calls ($24.8M), IRDM calls ($17.5M), BE calls ($16.7M), WOLF calls ($15.3M), LLY puts ($7.4M), PINS calls ($5.7M), VFC calls ($2.1M), PYPL calls ($1.4M), and 1 more.

Portfolio Sells Q4 2023 → Q1 2024


RVTY Revvity Inc.	Reduce -28.4%	3.06%	−1.48
J Jacobs Solutions Inc.	Sold out	0.00%	−0.88
PTC PTC Inc.	Reduce -60.9%	0.50%	−0.71
SHOP Shopify Inc. Class A	Reduce -56.0%	0.52%	−0.69
ROL Rollins Inc.	Reduce -49.0%	0.74%	−0.66
IDXX Idexx Laboratories Inc.	Reduce -71.4%	0.23%	−0.61
MSA Msa Safety Inc.	Sold out	0.00%	−0.60
ENTG Entegris Inc.	Reduce -29.9%	2.33%	−0.57
TECH Bio-Techne Corp.	Reduce -34.0%	0.77%	−0.53
MTN Vail Resorts Inc.	Reduce -26.3%	1.62%	−0.53
TMO Thermo Fisher Scientific Inc.	Reduce -47.9%	0.65%	−0.51
SIG Signet Jewelers Ltd.	Reduce -9.3%	2.44%	−0.50
CLH Clean Harbors Inc.	Reduce -34.2%	1.41%	−0.49
ST Sensata Technologies Holdplc	Sold out	0.00%	−0.47
APH Amphenol Corp. Class A	Reduce -37.6%	1.08%	−0.44
PNR Pentair PLC	Reduce -72.2%	0.16%	−0.35
PAYX Paychex Inc.	Reduce -33.1%	0.70%	−0.34
DHR Danaher Corp.	Reduce -50.6%	0.34%	−0.31
H Hyatt Hotels Corp. Class A	Reduce -38.1%	0.78%	−0.27
MORN Morningstar Inc.	Reduce -13.0%	2.89%	−0.26
ILMN Illumina Inc.	Reduce -25.8%	0.55%	−0.22
SPGI S&P Global Inc.	Reduce -42.9%	0.25%	−0.22
TDY Teledyne Technologies Inc.	Reduce -4.7%	1.90%	−0.22
VFC VF Corp.	Reduce -89.5%	0.02%	−0.19
TYL Tyler Technologies Inc.	Sold out	0.00%	−0.18
CTAS Cintas Corp.	Reduce -44.0%	0.29%	−0.17
TTC Toro Co.	Reduce -2.3%	1.80%	−0.17
SWKS Skyworks Solutions Inc.	Sold out	0.00%	−0.16
GOOG Alphabet Inc. Class C	Reduce -36.2%	0.34%	−0.16
PYPL PayPal Holdings Inc.	Reduce -33.8%	0.33%	−0.14
QCOM Qualcomm Inc.	Sold out	0.00%	−0.14
BEP Brookfield Renewable Partner	Reduce -8.8%	0.47%	−0.13
DOCU Docusign Inc.	Reduce -42.3%	0.15%	−0.11
LAMR Lamar Advertising Co. Class A	Reduce -26.3%	0.48%	−0.11
APO Apollo Global Management Inc.	Reduce -23.2%	1.10%	−0.11
ADBE Adobe Inc.	Reduce -52.9%	0.06%	−0.09
WDAY Workday Inc. Class A	Reduce -36.5%	0.14%	−0.09
POOL Pool Corp.	Reduce -7.7%	0.94%	−0.09
INTU Intuit Inc.	Sold out	0.00%	−0.09
INTC Intel Corp.	Reduce -47.2%	0.07%	−0.09
LEN Lennar Corp. Class A	Reduce -42.7%	0.15%	−0.08
NOW ServiceNow Inc.	Sold out	0.00%	−0.08
IBKR Interactive Brokers Gro Class A	Sold out	0.00%	−0.07
MBLY Mobileye Global Inc. Class A	Reduce -71.7%	0.02%	−0.06
OSW Onespaworld Holdings Ltd.	Reduce -5.2%	0.38%	−0.06
SPOT Spotify Technology SA	Reduce -45.8%	0.16%	−0.06
MTX Minerals Technologies Inc.	Reduce -37.4%	0.09%	−0.05
ENOV Enovis Corp.	Reduce -16.5%	0.46%	−0.04
ITT Itt Inc.	Reduce -12.9%	1.47%	−0.04
ROVR Rover Group Inc.	Sold out	0.00%	−0.04

Portfolio Buys Q4 2023 → Q1 2024


CNM Core & Main Inc. Class A	Add +68.0%	3.18%	+1.82
EME Emcor Group Inc.	Add +374.8%	1.72%	+1.49
AOS Smith (a.o.) Corp.	Add +546.0%	1.11%	+0.95
TRMB Trimble Inc.	Add +41.5%	2.05%	+0.83
LYV Live Nation Entertainment Inc.	Add +10.2%	4.40%	+0.79
FBIN Fortune Brands Innovations I	Add +58.2%	1.30%	+0.55
PWR Quanta Services Inc.	Add +22.1%	1.74%	+0.53
MIDD Middleby Corp.	Add +11.3%	3.20%	+0.51
ONON On Holding AG Class A	Add +18.2%	1.38%	+0.47
BIO Bio-Rad Laboratories-A	Add +167.5%	0.64%	+0.41
SGI Somnigroup International Inc.	Add +0.2%	4.66%	+0.40
TSCO Tractor Supply Company	Add +5.5%	1.81%	+0.37
CBZ Cbiz Inc.	Add +376.1%	0.36%	+0.30
FTV Fortive Corp.	Add +41.7%	0.77%	+0.29
MKL Markel Group Inc.	New	0.29%	+0.29
MKC McCormick & Co.-Non VTG SHRS	Add +140.0%	0.37%	+0.23
STE Steris PLC	Add +60.9%	0.58%	+0.22
META Meta Platforms Inc. Class A	New	0.21%	+0.21
MHK Mohawk Industries Inc.	Add +11.8%	0.74%	+0.21
MIR Mirion Technologies Inc.	Add +168.5%	0.24%	+0.16
WTM White Mountains Insurance GP	Add +66.0%	0.32%	+0.16
MSFT Microsoft Corp.	Add +56.1%	0.32%	+0.13
ZD Ziff Davis Inc.	New	0.12%	+0.12
ITRI Itron Inc.	New	0.11%	+0.11
BIP Brookfield Infrastructure Pa	Add +46.3%	0.37%	+0.11
NEOG Neogen Corp.	Add +50.8%	0.72%	+0.10
HUBG Hub Group Inc. Class A	Add +71.8%	0.24%	+0.09
BARNES GROUP INC	New	0.08%	+0.08
KKR KKR & Co. Inc.	New	0.08%	+0.08
CRM Salesforce Inc.	Add +0.3%	0.56%	+0.06
BWXT BWX Technologies Inc.	Add +3.6%	0.21%	+0.05
BURL Burlington Stores Inc.	Add +28.6%	0.16%	+0.05
HOLX Hologic Inc.	New	0.05%	+0.05
AMZN Amazon.com Inc.	Add +0.4%	0.34%	+0.05
ESE Esco Technologies Inc.	New	0.04%	+0.04
WOLF Wolfspeed Inc.	Add +120.0%	0.11%	+0.03
WWW Wolverine World Wide Inc.	Add +18.5%	0.09%	+0.03
CARG Cargurus Inc.	Add +22.6%	0.09%	+0.01
CMP Compass Minerals Internation	Add +73.4%	0.17%	+0.01
BE Bloom Energy Corp. Class A	New	0.01%	+0.01
PRM Perimeter Solutions SA	New	0.00%	+0.00
ADEA Adeia Inc.	Add +30.7%	0.02%	+0.00
MODN Model N Inc.	Add +28.9%	0.01%	+0.00
UFPT Ufp Technologies Inc.	Add +42.3%	0.00%	+0.00
SUM Summit Materials Inc. Class A	Add +5.2%	0.01%	+0.00
NCNO Ncino Inc.	New	0.00%	+0.00
PHR Phreesia Inc.	New	0.00%	+0.00
ENV Envestnet Inc.	Add +32.1%	0.00%	+0.00
IIIV I3 Verticals Inc. Class A	Add +13.5%	0.01%	+0.00
ALRM Alarm.com Holdings Inc.	Add +1.5%	0.01%	+0.00

Options Activity Q4 2023 → Q1 2024


IWM iShares Russell 2000 ETF	call	Reduce -81.5%	774,800	$162.9M
MMM 3M Co.	call	New	1,350,100	$143.2M
INTC Intel Corp.	call	Add +2195.3%	3,112,500	$137.5M
JPM JPMorgan Chase & Co.	call	Sold out	398,700	$67.8Mbefore exit
COHR Coherent Corp.	call	Reduce -13.1%	712,100	$43.2M
EBAY eBay Inc.	call	New	470,000	$24.8M
IRDM Iridium Communications Inc.	call	New	670,000	$17.5M
BE Bloom Energy Corp. Class A	call	New	1,490,000	$16.7M
WOLF Wolfspeed Inc.	call	New	520,000	$15.3M
LLY Eli Lilly & Co.	put	New	9,500	$7.4M
BURL Burlington Stores Inc.	call	Sold out	36,200	$7.0Mbefore exit
PINS Pinterest Inc. Class A	call	Add +127.2%	164,500	$5.7M
LEN Lennar Corp. Class A	call	Sold out	17,000	$2.5Mbefore exit
VFC VF Corp.	call	Add +8.7%	136,600	$2.1M
PYPL PayPal Holdings Inc.	call	Add +19.9%	21,100	$1.4M
CFG Citizens Financial Group	call	New	32,600	$1.2M

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	143	$18.9B	VIK, LYV, SGI, ITT, WAB
Q1 2026	159	$18.8B	LYV, VIK, ITT, WAB, MKL
Q4 2025	163	$21.5B	VIK, SGI, MKL, CRH, LYV
Q3 2025	152	$23.4B	CRH, SGI, VIK, LYV, WAB
Q2 2025	144	$23.5B	LYV, VIK, SGI, CRH, WAB
Q1 2025	143	$22.4B	LYV, CRH, SGI, MIDD, WAB
Q4 2024	142	$24.5B	LYV, SGI, CRH, WAB, MIDD
Q3 2024	140	$27.4B	LYV, SGI, CRH, CDW, WAB
Q2 2024	145	$25.2B	LYV, BRO, MLM, CRH, CDW
Q1 2024	144	$27.7B	MLM, CDW, SGI, CRH, LYV