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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 10 of 10  ·  182 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PRLB PROTO LABS INC Industrials 11,919.0 $603K 0.00% -41K -77.3% $50.59 +41.1%
182 IWM ISHARES TR 1,251.0 $308K 0.00% NEW $246.16 +15.8%
Page 10 of 10  ·  182 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%