Portfolio (Quarterly) Guide ↗

Select Equity Group, L.P.

· CIK 0001592643

13F Portfolio $23.2B AUM 182 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 42 New 57 Added 80 Reduced 26 Exited

Page 2 of 2 · 26 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	—	MERIDIANLINK INC	—	168,583	$3.4M	0.01%	SOLD
22	EL CALL	LAUDER ESTEE COS INC	Consumer Defensive	24,900	$2.2M	0.01%	SOLD
23	HGV	HILTON GRAND VACATIONS INC	Consumer Cyclical	51,904	$2.2M	0.01%	SOLD
24	TENB	TENABLE HLDGS INC	Technology	52,349	$1.5M	0.01%	SOLD
25	—	THOMSON REUTERS CORP	—	2,093	$325K	0.00%	SOLD
26	EL	LAUDER ESTEE COS INC	Consumer Defensive	436	$38K	—	SOLD

Page 2 of 2 · 26 positions

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Sector Allocation

Industrials 26.2%

Technology 17.2%

Financial Services 17.2%

Consumer Cyclical 12.9%

Healthcare 11.8%

Communication Services 6.2%

Basic Materials 4.4%

Real Estate 2.4%

Consumer Defensive 1.7%

Utilities 0.0%