Select Equity Group, L.P. ALC — ALCON AG

Ownership history in Select Equity Group, L.P.  ·  6 quarters on record

AI Ownership Summary

Select Equity Group, L.P. reported ALCON AG (ALC) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 2.5% in 2025 Q2. The latest visible filing shows ALC at 2.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ALC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Select Equity Group, L.P.'s position in ALCON AG, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ALC was reported at 2.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.5% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ALC stock page Select Equity Group, L.P. fund profile Select Equity Group, L.P. full holdings
How Select Equity Group, L.P. held ALC — position size vs. price
% of Fund (quarterly)    ALC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 7.6% -4.4% ✅ 6,218,304 -509,378 -7.6% 2.14% $496.7M 2026-02-14 (Est.) $78.81
2025 Q3 REDUCED — — — 6,727,682 -34,724 -0.5% 2.06% $501.1M 2025-11-14 $77.27
2025 Q2 ADDED — — — 6,762,406 +1,283,978 +23.4% 2.50% $596.4M 2025-08-14 $86.37
2025 Q1 REDUCED 16.0% -6.7% ✅ 5,478,428 -1,040,034 -16.0% 2.22% $515.3M 2025-05-15 $87.24
2024 Q4 ADDED — — — 6,518,462 +1,134,261 +21.1% 2.20% $553.1M 2025-02-14 $89.30
2024 Q3 INITIATED — — — 5,384,201 — — 1.93% $538.2M 2024-11-14 $84.46

🏢 Other funds also holding ALC

As of 2026 Q1 — sorted by position size

Troy Asset Management Ltd 3Y 7Y 5.28% WORMSER FRERES GESTION 5.21% Banque Cantonale Vaudoise 3Y 3.12% Pictet North America Advisors SA 3Y 7Y 3.04% CAISSE DES DEPOTS ET CONSIGNATIONS 2.89% LATHROP INVESTMENT MANAGEMENT CO 3Y 7Y 2.49% Ninety One North America, Inc. 3Y 7Y 2.48% FIRETRAIL INVESTMENTS PTY LTD 2.14% SYCOMORE ASSET MANAGEMENT 3Y 7Y 2.0% Walter Public Investments Inc. 3Y 1.89%

FAQ About Select Equity Group, L.P. and ALC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Select Equity Group, L.P. reported owning ALC?

Select Equity Group, L.P. reported ALC across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported ALC position in Select Equity Group, L.P.'s portfolio?

The largest reported portfolio weight for ALC was 2.50% in 2025 Q2.

What is the latest reported ALC position on this page?

The most recent filing on this page is 2025 Q4, when Select Equity Group, L.P. reported 6,218,304 shares, equal to 2.14% of portfolio, with an estimated market value of $496.7M.

What does the chart on this ALC ownership page compare?

The chart compares Select Equity Group, L.P.'s quarterly ALC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Select Equity Group, L.P. time their ALC position?

Based on 13F filing dates vs. subsequent ALC price moves, Select Equity Group, L.P. correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on ALC relative to SPY over the holding period was -16.3%.

← Back to Select Equity Group, L.P. Holdings