Select Equity Group, L.P.

SOMNIGROUP INTERNATIONAL INC.

SC 13G/A · Nov 14, 2025

5.6%

11.7M shares

MIDDLEBY CORP

SC 13G/A · Nov 14, 2025

8.3%

4.2M shares

Core & Main, Inc.

SC 13G/A · Nov 14, 2025

5.1%

9.7M shares

FBIN

Fortune Brands Innovations, Inc.

SC 13G/A · Aug 14, 2025

4.3%

5.2M shares

MIDDLEBY CORP

SC 13G/A · May 15, 2025

10.3%

5.5M shares

SCI

Service Corp International

SC 13G/A · May 15, 2025

4.9%

7.0M shares

SOMNIGROUP INTERNATIONAL INC.

SC 13G/A · May 15, 2025

7.3%

15.1M shares

CDAY

Dayforce, Inc.

SC 13G/A · May 15, 2025

3.4%

5.4M shares

MIDDLEBY CORP

SC 13G/A · May 15, 2025

10.3%

5.5M shares

VIK

Viking Holdings Ltd

SC 13G · Feb 14, 2025

5.7%

17.3M shares

TTC

Toro Co

SC 13G/A · Feb 14, 2025

4.8%

4.9M shares

Tempur Sealy International, Inc.

SC 13G/A · Feb 14, 2025

10.8%

18.8M shares

NEOG

Neogen Corp

SC 13G/A · Feb 14, 2025

4.3%

9.4M shares

LYV

Live Nation Entertainment, Inc.

SC 13G/A · Feb 14, 2025

3.6%

8.4M shares

CDAY

Dayforce, Inc.

SC 13G/A · Feb 14, 2025

7.2%

11.4M shares

Core & Main, Inc.

SC 13G/A · Feb 14, 2025

6.9%

13.2M shares

SIG

SIGNET JEWELERS LTD

SC 13G/A · Feb 7, 2025

9.9%

4.3M shares

SCI

Service Corporation International

SC 13G · Nov 14, 2024

6.3%

9.1M shares

MTN

Vail Resorts, Inc.

SC 13G/A · Nov 14, 2024

1.6%

616K shares

PKI

(Amendment No. 2)* Revvity, Inc.

SC 13G/A · Nov 14, 2024

4.3%

5.2M shares

OSW

(Amendment No. 3)* OneSpaWorld Holdings Limited

SC 13G/A · Nov 14, 2024

5.0%

5.2M shares

NEOG

Neogen Corporation

SC 13G · Nov 14, 2024

6.1%

13.2M shares

MORN

(Amendment No. 5)* Morningstar, Inc.

SC 13G/A · Nov 14, 2024

4.1%

1.8M shares

(Amendment No. 3)* The Middleby Corporation

SC 13G/A · Nov 14, 2024

12.2%

6.6M shares

LYV

Live Nation Entertainment, Inc.

SC 13G · Nov 14, 2024

5.4%

12.6M shares

ITT

ITT Inc.

SC 13G · Nov 14, 2024

5.2%

4.2M shares

FBIN

Fortune Brands Innovations, Inc.

SC 13G · Nov 14, 2024

6.9%

8.6M shares

NAPA

(Amendment No. 3)* The Duckhorn Portfolio, Inc.

SC 13G/A · Nov 14, 2024

0.1%

176K shares

(Amendment No. 3)* Core & Main, Inc.

SC 13G/A · Nov 14, 2024

8.5%

16.4M shares

CLH

Clean Harbors, Inc.

SC 13G/A · Nov 14, 2024

3.1%

1.7M shares

BRO

(Amendment No. 3)* Brown & Brown, Inc.

SC 13G/A · Nov 14, 2024

3.3%

9.6M shares

(Amendment No. 2)* The Middleby Corporation

SC 13G/A · Apr 10, 2024

10.3%

5.5M shares

MORN

(Amendment No. 4)* Morningstar, Inc.

SC 13G/A · Feb 14, 2024

7.0%

3.0M shares

BRO

(Amendment No. 2)* Brown & Brown, Inc.

SC 13G/A · Feb 14, 2024

5.0%

14.3M shares

CDW

(Amendment No. 3)* CDW Corporation

SC 13G/A · Feb 14, 2024

3.9%

5.2M shares

CDAY

(Amendment No. 3)* Ceridian HCM Holding Inc.

SC 13G/A · Feb 14, 2024

9.6%

15.0M shares

CLH

Clean Harbors, Inc.

SC 13G/A · Feb 14, 2024

5.5%

3.0M shares

(Amendment No. 2)* Core & Main, Inc.

SC 13G/A · Feb 14, 2024

5.1%

9.2M shares

NAPA

(Amendment No. 2)* The Duckhorn Portfolio, Inc.

SC 13G/A · Feb 14, 2024

7.3%

8.4M shares

ENTG

(Amendment No. 2)* Entegris, Inc.

SC 13G/A · Feb 14, 2024

4.4%

6.6M shares

MLM

(Amendment No. 3)* Martin Marietta Materials, Inc.

SC 13G/A · Feb 14, 2024

3.9%

2.4M shares

(Amendment No. 1)* The Middleby Corporation

SC 13G/A · Feb 14, 2024

9.2%

5.0M shares

OSW

(Amendment No. 2)* OneSpaWorld Holdings Limited

SC 13G/A · Feb 14, 2024

8.5%

8.4M shares

PKI

(Amendment No. 1)* Revvity, Inc.

SC 13G/A · Feb 14, 2024

9.1%

11.3M shares

(Amendment No. 2)* Sensata Technologies Holdings PLC

SC 13G/A · Feb 14, 2024

2.3%

3.4M shares

SCI

(Amendment No. 1)* Service Corporation International

SC 13G/A · Feb 14, 2024

3.3%

4.9M shares

SIG

(Amendment No. 9)* Signet Jewelers Limited

SC 13G/A · Feb 14, 2024

16.8%

7.4M shares