Select Equity Group, L.P. Portfolio

Name: Select Equity Group, L.P. Portfolio Holdings Dataset
Creator: Billiver
License: https://www.sec.gov/privacy#publicinfo

Investment ManagerAUM: $24.27B166 holdings

About Select Equity Group, L.P.

Select Equity Group, L.P. is a Investment Manager managing $24.27B in 13F-reportable assets. The portfolio below reflects the Q3 2025 SEC Form 13F filing.

The information on this page is for informational purposes only and does not constitute investment advice, financial advice, or any recommendation. Billiver does not recommend buying, selling, or holding any security. Past performance is not indicative of future results.

Data may be delayed and accuracy is not guaranteed. All investment decisions are solely your responsibility. Verify information independently and consult a qualified financial advisor before investing. About · Methodology

Data as of: Q3 2025

Filed: Nov 14, 2025

Source: SEC EDGAR Form 13F. Data may be 45+ days delayed from actual trading activity. 13F filings only cover long positions in US-listed equities and do not include short positions, derivatives, non-US securities, or fixed income holdings.

Portfolio

New Buys

Total AUM

$24.27B

Holdings

101

New Positions

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Sector Distribution

Industrials

19.8%

27 stocks

Information Technology

13.9%

30 stocks

Consumer Discretionary

12.5%

15 stocks

Financials

10.9%

9 stocks

Materials

5.7%

4 stocks

Health Care

5.6%

7 stocks

Real Estate

1.6%

3 stocks

Communication Services

1.4%

5 stocks

Health Care

0.2%

1 stock

Other / Unclassified

28.5%

Portfolio Holdings

69 of 101 linked to profiles

Showing top 101 of 166 total holdings, sorted by value.

#	Company	Value	Shares	% Port	Change	Rev Growth	D/E
1	CRHCRH PLC	$1.03B	8.62M	4.26%	-	+5.3%	0.73
2	SGISOMNIGROUP INTERNATIONAL INC	$987.7M	11.71M	4.07%	-	+51.6%	1.48
3	WABWABTEC	$739.5M	3.69M	3.05%	-	+7.5%	0.50
4	MKLMARKEL GROUP INC	$731.5M	383K	3.01%	-	+4.7%	-
5	ITTITT INC	$704.5M	3.94M	2.90%	-	+8.5%	0.13
6	TSCOTRACTOR SUPPLY CO	$690.1M	12.13M	2.84%	-	+4.3%	0.06
7	CDWCDW CORP	$661.9M	4.16M	2.73%	-	+6.8%	1.77
8	TRMBTRIMBLE INC	$624.2M	7.64M	2.57%	-	-2.6%	0.24
9	BROBROWN & BROWN INC	$569.9M	6.08M	2.35%	-	+22.8%	-
10	MIDDMIDDLEBY CORP	$557.8M	4.20M	2.30%	-	-76.8%	-
11	PAYXPAYCHEX INC	$552.4M	4.36M	2.28%	-	+5.6%	0.21
12	SCISERVICE CORP INTL	$550.0M	6.61M	2.27%	-	+2.9%	3.14
13	LHLABCORP HOLDINGS INC	$527.3M	1.84M	2.17%	-	+7.2%	0.59
14	CNMCORE & MAIN INC	$521.7M	9.69M	2.15%	-	+2.8%	1.26
15	STESTERIS PLC	$489.1M	1.98M	2.02%	-	+13.3%	-
16	MORNMORNINGSTAR INC	$488.1M	2.10M	2.01%	-	+7.5%	-
17	EMEEMCOR GROUP INC	$477.9M	736K	1.97%	-	+16.6%	-
18	SIGSIGNET JEWELERS LIMITED	$368.9M	3.85M	1.52%	-	+5.2%	-
19	JLLJONES LANG LASALLE INC	$340.7M	1.14M	1.40%	-	+11.4%	-
20	CPAYCORPAY INC	$333.4M	1.16M	1.37%	-	+13.9%	-
21	SHOPSHOPIFY INC	$328.5M	2.21M	1.35%	-	+30.1%	-
22	NEMNEWMONT CORP	$298.0M	3.53M	1.23%	-	+21.3%	0.15
23	NEMCLNEWMONT CORP	$298.0M	3.53M	1.23%	-	+21.3%	0.15
24	NVDANVIDIA CORPORATION	$290.0M	1.55M	1.19%	-	+65.5%	0.11
25	NDAQNASDAQ INC	$262.8M	2.97M	1.08%	-	+11.6%	-
26	TDYTELEDYNE TECHNOLOGIES INC	$229.1M	391K	0.94%	-	+7.9%	0.24
27	CAECAE INC	$205.3M	6.93M	0.85%	-	-	-
28	CLHCLEAN HARBORS INC	$179.6M	773K	0.74%	-	+2.4%	1.01
29	VVISA INC	$177.2M	519K	0.73%	-	+11.3%	-
30	WDAYWORKDAY INC	$175.3M	728K	0.72%	-	+13.1%	0.33
31	GOOGLALPHABET INC	$160.5M	659K	0.66%	-	+15.1%	0.12
32	CSXCSX CORP	$135.7M	3.82M	0.56%	-	-3.1%	-
33	BWXTBWX TECHNOLOGIES INC	$130.4M	707K	0.54%	-	+18.3%	1.64
34	FTVFORTIVE CORP	$130.1M	2.66M	0.54%	-	-75.7%	0.50
35	ENTGENTEGRIS INC	$128.8M	1.39M	0.53%	-	-1.4%	0.94
36	TECHBIO-TECHNE CORP	$125.3M	2.25M	0.52%	-	+5.2%	-
37	MSFTMICROSOFT CORP	$123.9M	239K	0.51%	-	+14.9%	0.13
38	GRMNGARMIN LTD	$115.3M	468K	0.48%	-	+15.1%	-
39	ADBEADOBE INC	$112.4M	319K	0.46%	-	+10.5%	0.53
40	AVGOBROADCOM INC	$111.9M	339K	0.46%	-	+23.9%	-
41	METAMETA PLATFORMS INC	$106.6M	145K	0.44%	-	+22.2%	0.27
42	CRCRANE COMPANY	$105.5M	573K	0.43%	-	+8.2%	0.56
43	NETCLOUDFLARE INC	$102.6M	478K	0.42%	-	+29.8%	-
44	INTUINTUIT	$102.3M	150K	0.42%	-	+15.6%	0.30
45	AMZNAMAZON COM INC	$98.4M	448K	0.41%	-	+12.4%	0.17
46	DHRDANAHER CORPORATION	$85.4M	431K	0.35%	-	+2.9%	0.35
47	APGAPI GROUP CORP	$84.5M	2.46M	0.35%	-	+12.7%	0.81
48	TMOTHERMO FISHER SCIENTIFIC INC	$78.3M	161K	0.32%	-	+3.9%	0.73
49	CRMSALESFORCE INC	$77.9M	329K	0.32%	-	+9.6%	0.14
50	ROLROLLINS INC	$69.8M	1.19M	0.29%	-	+11.0%	0.35
51	QXOQXO INC	$69.1M	3.62M	0.28%	-	+11925.0%	0.31
52	DKSDICKS SPORTING GOODS INC	$64.4M	290K	0.27%	-	+28.1%	-
53	JOEST JOE CO	$50.6M	1.02M	0.21%	-	+27.4%	0.51
54	WSMWILLIAMS SONOMA INC	$49.5M	253K	0.20%	-	+1.2%	-
55	MTDMETTLER TOLEDO INTERNATIONAL	$47.0M	38K	0.19%	-	+4.0%	-
56	TERTERADYNE INC	$46.8M	340K	0.19%	-	+13.1%	-
57	CARGCARGURUS INC	$44.8M	1.20M	0.18%	-	+13.7%	0.00
58	ZTSZOETIS INC	$41.3M	282K	0.17%	-	+2.3%	2.71
59	PIIPOLARIS INC	$34.8M	598K	0.14%	-	-0.3%	1.82
60	OSWONESPAWORLD HOLDINGS LIMITED	$34.7M	1.64M	0.14%	-	+7.4%	0.15
61	NOWSERVICENOW INC	$32.5M	35K	0.13%	-	+20.9%	-
62	DOCUDOCUSIGN INC	$32.1M	445K	0.13%	-	-14.2%	-
63	FMCFMC CORP	$27.3M	813K	0.11%	-	-18.3%	1.62
64	MIRMIRION TECHNOLOGIES INC	$26.5M	1.14M	0.11%	-	+7.5%	0.24
65	NIQNIQ GLOBAL INTELLIGENCE PLC	$26.5M	1.69M	0.11%	-	+5.7%	3.54
66	MCOMOODYS CORP	$25.0M	52K	0.10%	-	+8.9%	-
67	FORMFORMFACTOR INC	$24.3M	667K	0.10%	-	+2.8%	0.01
68	SPGIS&P GLOBAL INC	$24.3M	50K	0.10%	-	+7.9%	-
69	MSCIMSCI INC	$23.7M	42K	0.10%	-	+9.7%	-

Other Assets (32)Click to expand

These holdings could not be matched to company profiles. They may include non-US stocks, bonds, options, or other asset types not in our database.

Name	Value	Shares
VIKING HOLDINGS LTD	$952.2M	15.32M
LIVE NATION ENTERTAINMENT IN	$910.4M	5.57M
MARTIN MARIETTA MATLS INC	$653.3M	1.04M
TAIWAN SEMICONDUCTOR MFG LTD	$619.5M	2.22M
ALCON AG	$501.1M	6.73M
ISHARES TR	$309.2M	1.28M
QUANTA SVCS INC	$308.8M	745K
CANADIAN PACIFIC KANSAS CITY	$295.3M	3.96M
BJS WHSL CLUB HLDGS INC	$273.0M	2.93M
PTC INC	$233.1M	1.15M
FORTUNE BRANDS INNOVATIONS I	$232.7M	4.36M
PACKAGING CORP AMER	$217.3M	997K
IDEXX LABS INC	$180.2M	282K
AMPHENOL CORP NEW	$115.1M	930K
APOLLO GLOBAL MGMT INC	$92.9M	697K
COOPER COS INC	$86.7M	1.27M
OWENS CORNING NEW	$66.8M	472K
BLUE OWL CAPITAL INC	$63.3M	3.74M
UNITED STS LIME & MINERALS I	$55.1M	419K
BROOKFIELD CORP	$54.3M	792K
SOUTHSTATE BK CORP	$49.8M	503K
PAYPAL HLDGS INC	$48.4M	722K
ON HLDG AG	$45.1M	1.07M
MOHAWK INDS INC	$41.8M	324K
VICTORY CAP HLDGS INC	$39.9M	617K
WISDOMTREE INC	$32.1M	2.31M
CASEYS GEN STORES INC	$31.5M	56K
CASELLA WASTE SYS INC	$29.7M	313K
WHITE MTNS INS GROUP LTD	$28.3M	17K
CADRE HLDGS INC	$26.8M	734K
CHEFS WHSE INC	$25.3M	434K
LAMAR ADVERTISING CO NEW	$22.8M	187K

Frequently Asked Questions

What is in Select Equity Group, L.P.'s 13F portfolio?

As of September 2025, Select Equity Group, L.P. holds 166 positions in their SEC 13F portfolio. Their largest holdings include CRH, SGI, WAB, MKL, ITT. This data is sourced from SEC EDGAR Form 13F filings, which are required for institutional investment managers with over $100 million in assets.

How many stocks does Select Equity Group, L.P. hold?

Select Equity Group, L.P. holds 166 positions as reported in their September 2025 SEC 13F filing. Note that 13F filings only include long equity positions and may not reflect short positions, non-US holdings, or other asset classes.

When was Select Equity Group, L.P.'s latest 13F filing?

Select Equity Group, L.P.'s most recent 13F filing covers the period ending September 2025. Institutional investors are required to file Form 13F with the SEC within 45 days after the end of each calendar quarter. This means the data may be 45+ days delayed from actual trading activity.

What is Select Equity Group, L.P.'s portfolio value?

Select Equity Group, L.P.'s 13F portfolio is valued at approximately $24.3 billion as of September 2025. This reflects the total market value of all reported long equity positions. The actual assets under management may differ as 13F filings do not include all asset types.

What is a 13F filing?

A 13F filing is a quarterly report required by the SEC from institutional investment managers who manage $100 million or more in qualifying assets. Filed within 45 days of each quarter end, it discloses long positions in US-listed equities and certain other securities. 13F filings are public records available through SEC EDGAR.

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