Select Equity Group, L.P.
- SEC CIK
- 0001592643
- Latest filing
- Aug 14, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 142
- +2 vs. Q3 2024
- Portfolio value
- $24.5B
- −$2.88B (−10.5%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TECHBIO-TECHNE Corp | COM | 2,335,359 | $168.2M | 0.7% | +495,404+26.9% | Added | History |
| CAECae Inc | COM | 6,741,514 | $171.1M | 0.7% | +5,462,455+427.1% | Added | History |
| PTCPTC Inc. | Stock | 961,582 | $176.8M | 0.7% | +167,417+21.1% | Added | History |
| JLLJones Lang Lasalle Inc | COM | 704,600 | $178.4M | 0.7% | −209,707−22.9% | Reduced | History |
| MHKMohawk Industries Inc | COM | 1,497,419 | $178.4M | 0.7% | −55,867−3.6% | Reduced | History |
| GRMNGarmin Ltd | SHS | 1,009,024 | $208.1M | 0.8% | −514,854−33.8% | Reduced | History |
| CPCanadian Pacific Kansas City Ltd | COM | 3,080,078 | $222.9M | 0.9% | +759,293+32.7% | Added | History |
| AOSSmith A O Corp | COM | 3,342,818 | $228.0M | 0.9% | −877,969−20.8% | Reduced | History |
| PWRQuanta Services, Inc. | COM | 729,376 | $230.5M | 0.9% | −624,332−46.1% | Reduced | History |
| TDYTeledyne Technologies Inc | COM | 505,375 | $234.6M | 1.0% | −51,339−9.2% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,208,011 | $238.6M | 1.0% | −112,287−8.5% | Reduced | History |
| PAYXPaychex Inc | Stock | 1,755,940 | $246.2M | 1.0% | +130,349+8.0% | Added | History |
| RVTYRevvity, Inc. | COM | 2,384,467 | $266.1M | 1.1% | −2,789,757−53.9% | Reduced | History |
| FTVFortive Corp | Stock | 4,297,573 | $322.3M | 1.3% | +720,250+20.1% | Added | History |
| VVisa Inc. | Stock | 1,086,310 | $343.3M | 1.4% | −118,709−9.9% | Reduced | History |
| LHLabcorp Holdings Inc. | Stock | 1,595,957 | $366.0M | 1.5% | +959,981+150.9% | Added | History |
| ENTGEntegris Inc | COM | 3,811,064 | $377.5M | 1.5% | −277,619−6.8% | Reduced | History |
| SHOPShopify Inc. | Stock | 3,555,487 | $378.1M | 1.5% | +723,369+25.5% | Added | History |
| TTCToro Co | COM | 4,905,975 | $393.0M | 1.6% | −488,646−9.1% | Reduced | History |
| CLHClean Harbors Inc | COM | 1,751,478 | $403.1M | 1.6% | +80,436+4.8% | Added | History |
| TSCOTractor Supply Co | COM | 7,669,224 | $406.9M | 1.7% | +84,769+1.1% | AddedConverted for a 5-for-1 split | History |
| SIGSignet Jewelers Ltd | SHS | 5,560,915 | $448.8M | 1.8% | −1,510,096−21.4% | Reduced | History |
| MORNMorningstar, Inc. | COM | 1,374,435 | $462.9M | 1.9% | −384,886−21.9% | Reduced | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 8,097,315 | $465.2M | 1.9% | −1,625,964−16.7% | Reduced | History |
| EMEEMCOR Group, Inc. | Stock | 1,064,003 | $483.0M | 2.0% | +16,563+1.6% | Added | History |
| STESTERIS plc | SHS USD | 2,599,730 | $534.4M | 2.2% | +1,619,796+165.3% | Added | History |
| ALCAlcon Inc | Stock | 6,518,462 | $553.1M | 2.3% | +1,134,261+21.1% | Added | History |
| FBINFortune Brands Innovations, Inc. | COM | 8,541,844 | $583.7M | 2.4% | −17,622−0.2% | Reduced | History |
| CDWCDW Corp | COM | 3,497,926 | $608.8M | 2.5% | −1,294,167−27.0% | Reduced | History |
| ITTItt Inc. | COM | 4,564,926 | $652.2M | 2.7% | +326,947+7.7% | Added | History |
| SCIService Corp International | COM | 8,301,898 | $662.7M | 2.7% | −821,614−9.0% | Reduced | History |
| CNMCore & Main, Inc. | CL A | 13,182,779 | $671.1M | 2.7% | −3,192,243−19.5% | Reduced | History |
| TRMBTrimble Inc. | COM | 10,154,341 | $717.5M | 2.9% | +1,857,517+22.4% | Added | History |
| MLMMartin Marietta Materials Inc | COM | 1,408,743 | $727.6M | 3.0% | −340,925−19.5% | Reduced | History |
| VIKViking Holdings Ltd | ORD SHS | 17,279,911 | $761.4M | 3.1% | +3,658,225+26.9% | Added | History |
| BROBrown & Brown, Inc. | Stock | 7,978,907 | $814.0M | 3.3% | −1,594,373−16.7% | Reduced | History |
| DAYDayforce, Inc. | COM | 11,400,740 | $828.1M | 3.4% | −2,745,916−19.4% | Reduced | History |
| MIDDMIDDLEBY Corp | COM | 6,289,468 | $851.9M | 3.5% | −271,533−4.1% | Reduced | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 5,138,706 | $974.2M | 4.0% | −543,833−9.6% | Reduced | History |
| CRHCRH Public Ltd Co | ORD | 11,017,423 | $1.02B | 4.2% | −1,483,344−11.9% | Reduced | History |
| SGISomnigroup International Inc. | COM | 18,770,274 | $1.06B | 4.3% | −3,022,583−13.9% | Reduced | History |
| LYVLive Nation Entertainment, Inc. | COM | 8,442,456 | $1.09B | 4.5% | −4,131,263−32.9% | Reduced | History |
Options (8)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| DVADavita Inc. | COM | $384.4M | – |
| QCOMQualcomm Inc | Stock | – | $130.2M |
| RMDResmed Inc | COM | $110.2M | – |
| iShares Tr464287184 | CHINA LG-CAP ETF | – | $18.3M |
| LLYEli Lilly & Co | Stock | $6.18M | – |
| ELEstee Lauder Companies Inc | CL A | – | $4.91M |
| VFCV F Corp | Stock | – | $2.63M |
| CDWCDW Corp | COM | – | $435.1K |
Sold out since Q3 2024 (17)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| MTNVail Resorts Inc | COM | 616,355 | $107.4M | 0.4% | History |
| ELEstee Lauder Companies Inc | CL A | 728,540 | $72.6M | 0.3% | History |
| TRUTransUnion | COM | 641,267 | $67.1M | 0.2% | History |
| RHRH | COM | 144,966 | $48.5M | 0.2% | History |
| HLNEHamilton Lane INC | CL A | 262,140 | $44.1M | 0.2% | History |
| BURLBurlington Stores, Inc. | COM | 165,283 | $43.5M | 0.2% | History |
| CMPCompass Minerals International Inc | Stock | 1,495,474 | $18.0M | 0.1% | History |
| WOLFWolfspeed, Inc. | Stock | 1,614,004 | $15.7M | 0.1% | History |
| INTCIntel Corp | Stock | 103,754 | $2.43M | <0.1% | History |
| AMDAdvanced Micro Devices Inc | Stock | 14,697 | $2.41M | <0.1% | History |
| AVNWAviat Networks, Inc. | COM NEW | 100,659 | $2.18M | <0.1% | History |
| LITELumentum Holdings Inc. | COM | 25,730 | $1.63M | <0.1% | History |
| NAPADuckhorn Portfolio, Inc. | COM | 176,255 | $1.02M | <0.1% | History |
| MATWMatthews International Corp | CL A | 39,597 | $918.6K | <0.1% | History |
| ENOVEnovis CORP | COM | 14,073 | $605.8K | <0.1% | History |
| PTONPeloton Interactive, Inc. | CL A COM | 41,733 | $195.3K | <0.1% | History |
| GTNGray Media, Inc | COM | 19,566 | $104.9K | <0.1% | History |