Select Equity Group, L.P.
- SEC CIK
- 0001592643
- Latest filing
- Aug 14, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 17, 2021. Long positions only.
- Positions
- 151
- No 13F data for Q4 2020
- Portfolio value
- $27.4B
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SWKSSkyworks Solutions, Inc. | Stock | 777,712 | $142.7M | 0.5% | – | – | History |
| FASTFastenal Co | Stock | 2,860,593 | $143.8M | 0.5% | – | – | History |
| MTBM&T Bank Corp | COM | 1,021,650 | $154.9M | 0.6% | – | – | History |
| LEVILevi Strauss & Co | CL A COM STK | 6,707,795 | $160.4M | 0.6% | – | – | History |
| SHAKShake Shack Inc. | CL A | 1,428,686 | $161.1M | 0.6% | – | – | History |
| QCOMQualcomm Inc | Stock | 1,226,722 | $162.7M | 0.6% | – | – | History |
| MRVIMaravai Lifesciences Holdings, Inc. | COM CL A | 4,602,349 | $164.0M | 0.6% | – | – | History |
| IBKRInteractive Brokers Group, Inc. | Stock | 2,369,842 | $173.1M | 0.6% | – | – | History |
| WATWaters Corp | COM | 617,670 | $175.5M | 0.6% | – | – | History |
| MSMorgan Stanley | Stock | 2,428,249 | $188.6M | 0.7% | – | – | History |
| FTVFortive Corp | Stock | 2,918,978 | $206.2M | 0.8% | – | – | History |
| SSBSouthState Bank Corp | COM | 2,635,660 | $206.9M | 0.8% | – | – | History |
| ROLRollins Inc | COM | 6,023,543 | $207.3M | 0.8% | – | – | History |
| STESTERIS plc | SHS USD | 1,141,468 | $217.4M | 0.8% | – | – | History |
| DHRDanaher Corp | Stock | 1,009,235 | $227.2M | 0.8% | – | – | History |
| TDYTeledyne Technologies Inc | COM | 557,589 | $230.6M | 0.8% | – | – | History |
| QRVOQorvo, Inc. | Stock | 1,266,503 | $231.4M | 0.8% | – | – | History |
| RGENRepligen Corp | COM | 1,251,604 | $243.3M | 0.9% | – | – | History |
| BLDRBuilders FirstSource, Inc. | Stock | 5,305,728 | $246.0M | 0.9% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 558,355 | $254.8M | 0.9% | – | – | History |
| SAIASaia Inc | COM | 1,264,143 | $291.5M | 1.1% | – | – | History |
| POOLPool Corp | COM | 871,981 | $301.0M | 1.1% | – | – | History |
| LYVLive Nation Entertainment, Inc. | COM | 3,771,942 | $319.3M | 1.2% | – | – | History |
| WMSAdvanced Drainage Systems, Inc. | COM | 3,472,669 | $359.0M | 1.3% | – | – | History |
| WSMWilliams Sonoma Inc | COM | 2,033,541 | $364.4M | 1.3% | – | – | History |
| MTNVail Resorts Inc | COM | 1,334,625 | $389.3M | 1.4% | – | – | History |
| TRUTransUnion | COM | 4,346,747 | $391.2M | 1.4% | – | – | History |
| SIGSignet Jewelers Ltd | SHS | 6,796,221 | $394.0M | 1.4% | – | – | History |
| EVBGEverbridge, Inc. | COM | 3,683,119 | $446.3M | 1.6% | – | – | History |
| STSensata Technologies Holding plc | SHS | 7,752,597 | $449.3M | 1.6% | – | – | History |
| TTCToro Co | COM | 5,400,739 | $557.0M | 2.0% | – | – | History |
| SCIService Corp International | COM | 11,384,446 | $581.2M | 2.1% | – | – | History |
| INFOIHS Markit Ltd. | SHS | 6,060,507 | $586.5M | 2.1% | – | – | History |
| APHAmphenol Corp | CL A | 9,140,006 | $603.0M | 2.2% | – | – | History |
| DAYDayforce, Inc. | COM | 7,216,175 | $608.1M | 2.2% | – | – | History |
| PAYXPaychex Inc | Stock | 6,408,374 | $628.1M | 2.3% | – | – | History |
| TSCOTractor Supply Co | COM | 3,559,706 | $630.4M | 2.3% | – | – | History |
| JJacobs Solutions Inc. | COM | 5,033,529 | $650.7M | 2.4% | – | – | History |
| First Rep BK San Francisco C33616C100 | COM | 3,933,876 | $656.0M | 2.4% | – | – | – |
| BROBrown & Brown, Inc. | Stock | 14,730,245 | $673.3M | 2.5% | – | – | History |
| MORNMorningstar, Inc. | COM | 3,069,099 | $690.7M | 2.5% | – | – | History |
| ULTAUlta Beauty, Inc. | Stock | 2,363,712 | $730.8M | 2.7% | – | – | History |
| ENTGEntegris Inc | COM | 6,680,173 | $746.8M | 2.7% | – | – | History |
| SSNCSS&C Technologies Holdings Inc | COM | 11,656,770 | $814.5M | 3.0% | – | – | History |
| CINFCincinnati Financial Corp | COM | 7,918,789 | $816.3M | 3.0% | – | – | History |
| GDDYGoDaddy Inc. | CL A | 11,774,597 | $913.9M | 3.3% | – | – | History |
| FISFidelity National Information Services, Inc. | Stock | 6,953,868 | $977.8M | 3.6% | – | – | History |
| MLMMartin Marietta Materials Inc | COM | 2,999,056 | $1.01B | 3.7% | – | – | History |
| RVTYRevvity, Inc. | COM | 9,329,205 | $1.20B | 4.4% | – | – | History |
| CLVTClarivate PLC | ORD SHS | 47,899,006 | $1.26B | 4.6% | – | – | History |
| CDWCDW Corp | COM | 8,298,003 | $1.38B | 5.0% | – | – | History |
Options (2)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.