Select Equity Group, L.P.
- SEC CIK
- 0001592643
- Latest filing
- Aug 14, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 15, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 158
- −6 vs. Q4 2022
- Portfolio value
- $26.5B
- +$797.1M (+3.1%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GDDYGoDaddy Inc. | CL A | 1,427,784 | $111.0M | 0.4% | −594,587−29.4% | Reduced | History |
| CLHClean Harbors Inc | COM | 801,404 | $114.2M | 0.4% | +801,404 | New | History |
| TYLTyler Technologies Inc | COM | 327,305 | $116.1M | 0.4% | +164,478+101.0% | Added | History |
| CRMSalesforce, Inc. | Stock | 617,698 | $123.4M | 0.5% | +252,369+69.1% | Added | History |
| FBINFortune Brands Innovations, Inc. | COM | 2,174,442 | $127.7M | 0.5% | +19,772+0.9% | Added | History |
| PYPLPayPal Holdings, Inc. | Stock | 1,684,962 | $128.0M | 0.5% | +1,684,962 | New | History |
| PRMPerimeter Solutions, Inc. | COMMON STOCK | 15,843,400 | $128.0M | 0.5% | −196,216−1.2% | Reduced | History |
| CWCurtiss Wright Corp | Stock | 756,675 | $133.4M | 0.5% | +162,552+27.4% | Added | History |
| FASTFastenal Co | Stock | 2,481,822 | $133.9M | 0.5% | +933,068+60.2% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 232,872 | $134.2M | 0.5% | −62,243−21.1% | Reduced | History |
| FTVFortive Corp | Stock | 1,980,406 | $135.0M | 0.5% | −82,347−4.0% | Reduced | History |
| CNMCore & Main, Inc. | CL A | 5,887,637 | $136.0M | 0.5% | −3,432,829−36.8% | Reduced | History |
| DHRDanaher Corp | Stock | 542,403 | $136.7M | 0.5% | −106,823−16.5% | Reduced | History |
| NEOGNeogen Corp | COM | 7,983,217 | $147.8M | 0.6% | +1,215,762+18.0% | Added | History |
| LAMRLamar Advertising Co | REIT | 1,503,229 | $150.2M | 0.6% | −98,779−6.2% | Reduced | History |
| TRIPTripAdvisor, Inc. | COM | 7,822,394 | $155.4M | 0.6% | +1,498,893+23.7% | Added | History |
| TCOMTrip.com Group Ltd | ADS | 4,467,477 | $168.3M | 0.6% | +4,467,477 | New | History |
| IBKRInteractive Brokers Group, Inc. | Stock | 2,131,174 | $175.9M | 0.7% | −1,019,851−32.4% | Reduced | History |
| ITTItt Inc. | COM | 2,053,675 | $177.2M | 0.7% | +742,608+56.6% | Added | History |
| CLVTClarivate PLC | ORD SHS | 19,454,805 | $182.7M | 0.7% | +8,018,679+70.1% | Added | History |
| GRMNGarmin Ltd | SHS | 1,868,540 | $188.6M | 0.7% | +970,527+108.1% | Added | History |
| SSBSouthState Bank Corp | COM | 3,063,903 | $218.3M | 0.8% | −70,518−2.2% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,416,220 | $224.8M | 0.8% | −111,730−4.4% | Reduced | History |
| PAYXPaychex Inc | Stock | 2,130,610 | $244.1M | 0.9% | +505,812+31.1% | Added | History |
| HHyatt Hotels Corp | COM CL A | 2,206,791 | $246.7M | 0.9% | +1,461,693+196.2% | Added | History |
| STESTERIS plc | SHS USD | 1,339,724 | $256.3M | 1.0% | −188,700−12.3% | Reduced | History |
| CTASCintas Corp | Stock | 572,613 | $264.9M | 1.0% | +99,165+20.9% | Added | History |
| INTUIntuit Inc. | Stock | 624,576 | $278.5M | 1.0% | +132,932+27.0% | Added | History |
| TRMBTrimble Inc. | COM | 5,626,668 | $294.9M | 1.1% | −2,461,518−30.4% | Reduced | History |
| VVisa Inc. | Stock | 1,494,223 | $336.9M | 1.3% | −32,555−2.1% | Reduced | History |
| IDXXIDEXX Laboratories Inc | COM | 697,616 | $348.9M | 1.3% | −327,434−31.9% | Reduced | History |
| APOApollo Global Management, Inc. | COM | 5,690,737 | $359.4M | 1.4% | +34,853+0.6% | Added | History |
| ILMNIllumina, Inc. | COM | 1,604,709 | $373.2M | 1.4% | −308,005−16.1% | Reduced | History |
| TSCOTractor Supply Co | COM | 1,697,210 | $398.9M | 1.5% | −493,868−22.5% | Reduced | History |
| TECHBIO-TECHNE Corp | COM | 5,640,897 | $418.5M | 1.6% | −1,513,050−21.1% | Reduced | History |
| ANSSAnsys Inc | COM | 1,265,997 | $421.3M | 1.6% | +491,935+63.6% | Added | History |
| APHAmphenol Corp | CL A | 5,405,963 | $441.8M | 1.7% | −162,624−2.9% | Reduced | History |
| PTCPTC Inc. | Stock | 3,495,002 | $448.2M | 1.7% | −9,624−0.3% | Reduced | History |
| POOLPool Corp | COM | 1,352,120 | $463.0M | 1.7% | −150,039−10.0% | Reduced | History |
| STSensata Technologies Holding plc | SHS | 9,467,745 | $473.6M | 1.8% | −385,207−3.9% | Reduced | History |
| ROLRollins Inc | COM | 12,922,308 | $485.0M | 1.8% | +189,977+1.5% | Added | History |
| JJacobs Solutions Inc. | COM | 4,717,432 | $554.3M | 2.1% | +529,557+12.6% | Added | History |
| ENTGEntegris Inc | COM | 6,810,838 | $558.6M | 2.1% | −679,090−9.1% | Reduced | History |
| SGISomnigroup International Inc. | COM | 14,455,108 | $570.8M | 2.2% | +4,815,650+50.0% | Added | History |
| SCIService Corp International | COM | 8,314,434 | $571.9M | 2.2% | −65,335−0.8% | Reduced | History |
| TTCToro Co | COM | 5,565,209 | $618.6M | 2.3% | −274,261−4.7% | Reduced | History |
| SIGSignet Jewelers Ltd | SHS | 8,844,070 | $687.9M | 2.6% | −895,293−9.2% | Reduced | History |
| MIDDMIDDLEBY Corp | COM | 4,782,965 | $701.2M | 2.6% | +246,174+5.4% | Added | History |
| MTNVail Resorts Inc | COM | 3,165,296 | $739.7M | 2.8% | +553,248+21.2% | Added | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 7,459,190 | $753.8M | 2.8% | +124,493+1.7% | Added | History |
| MORNMorningstar, Inc. | COM | 3,900,090 | $791.8M | 3.0% | −45,691−1.2% | Reduced | History |
| LYVLive Nation Entertainment, Inc. | COM | 11,512,128 | $805.8M | 3.0% | +862,050+8.1% | Added | History |
| BROBrown & Brown, Inc. | Stock | 16,518,223 | $948.5M | 3.6% | −743,511−4.3% | Reduced | History |
| TDYTeledyne Technologies Inc | COM | 2,217,641 | $992.1M | 3.7% | −48,085−2.1% | Reduced | History |
| CDWCDW Corp | COM | 5,632,874 | $1.10B | 4.1% | −1,147,956−16.9% | Reduced | History |
| MLMMartin Marietta Materials Inc | COM | 3,387,174 | $1.20B | 4.5% | −223,719−6.2% | Reduced | History |
| DAYDayforce, Inc. | COM | 16,499,063 | $1.21B | 4.6% | −1,970,810−10.7% | Reduced | History |
| RVTYRevvity, Inc. | COM | 9,936,414 | $1.32B | 5.0% | +158,716+1.6% | Added | History |
Options (4)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q4 2022 (26)
Positions held at the end of Q4 2022 that are gone from this filing.
| Security | Class | Shares in Q4 2022 | Value in Q4 2022 | % of portfolio in Q4 2022 | History |
|---|---|---|---|---|---|
| First Rep BK San Francisco C33616C100 | COM | 5,004,541 | $610.0M | 2.4% | – |
| EXPDExpeditors International of Washington Inc | COM | 670,172 | $69.6M | 0.3% | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 2,185,328 | $68.8M | 0.3% | History |
| ALLEAllegion plc | ORD SHS | 462,787 | $48.7M | 0.2% | History |
| AMEAmetek Inc | COM | 320,910 | $44.8M | 0.2% | History |
| WSTWest Pharmaceutical Services Inc | COM | 189,548 | $44.6M | 0.2% | History |
| XRAYDentsply Sirona Inc. | Stock | 1,361,204 | $43.3M | 0.2% | History |
| MRVIMaravai Lifesciences Holdings, Inc. | COM CL A | 2,524,793 | $36.1M | 0.1% | History |
| SHWSherwin Williams Co | COM | 125,224 | $29.7M | 0.1% | History |
| TFXTeleflex Inc | COM | 111,887 | $27.9M | 0.1% | History |
| MBCMasterBrand, Inc. | COMMON STOCK | 2,154,670 | $16.3M | 0.1% | History |
| MCOMoodys Corp | Stock | 50,636 | $14.1M | 0.1% | History |
| FICOFair Isaac Corp | COM | 22,985 | $13.8M | 0.1% | History |
| iShares Core S&P 500 ETF464287200 | ETF | 21,492 | $8.26M | <0.1% | – |
| iShares Russell Midcap ETF464287499 | ETF | 67,863 | $4.58M | <0.1% | – |
| NKENIKE, Inc. | Stock | 20,274 | $2.37M | <0.1% | History |
| ELEstee Lauder Companies Inc | CL A | 6,476 | $1.61M | <0.1% | History |
| AAgilent Technologies, Inc. | COM | 10,656 | $1.59M | <0.1% | History |
| UDMYUdemy, Inc. | COM | 95,457 | $1.01M | <0.1% | History |
| DOCSDoximity, Inc. | CL A | 28,617 | $960.4K | <0.1% | History |
| CARGCarGurus, Inc. | COM CL A | 66,701 | $934.5K | <0.1% | History |
| JDJD.com, Inc. | SPON ADS CL A | 16,235 | $911.3K | <0.1% | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,105 | $422.6K | <0.1% | History |
| RPAYRepay Holdings Corp | COM CL A | 47,479 | $382.2K | <0.1% | History |
| iShares Russell 2000 ETF464287655 | ETF | 2,081 | $362.8K | <0.1% | – |
| AVIDAvid Technology, Inc. | COM | 12,673 | $337.0K | <0.1% | History |