Select Equity Group, L.P.
- SEC CIK
- 0001592643
- Latest filing
- Aug 14, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 143
- +1 vs. Q4 2024
- Portfolio value
- $22.4B
- −$2.12B (−8.6%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TRIThomson Reuters Corp | COM NO PAR | 2,093 | $361.1K | <0.1% | 00.0% | Unchanged | History |
| MRCYMercury Systems Inc | COM | 18,551 | $799.4K | <0.1% | +18,551 | New | History |
| iShares Russell Midcap ETF464287499 | ETF | 11,749 | $999.5K | <0.1% | +1,641+16.2% | Added | – |
| GSHDGoosehead Insurance, Inc. | COM CL A | 9,796 | $1.16M | <0.1% | +9,796 | New | History |
| LOARLoar Holdings Inc. | COM SHS | 21,693 | $1.53M | <0.1% | +15,979+279.6% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 15,763 | $1.62M | <0.1% | +15,763 | New | History |
| TENBTenable Holdings, Inc. | COM | 50,909 | $1.78M | <0.1% | +40,945+410.9% | Added | History |
| BEBloom Energy Corp | COM CL A | 111,296 | $2.19M | <0.1% | −167,219−60.0% | Reduced | History |
| AEISAdvanced Energy Industries Inc | COM | 35,917 | $3.42M | <0.1% | +35,917 | New | History |
| GOGOGogo Inc. | COM | 402,987 | $3.47M | <0.1% | +164,257+68.8% | Added | History |
| CIGIColliers International Group Inc. | SUB VTG SHS | 31,062 | $3.76M | <0.1% | +31,062 | New | History |
| AVGOBroadcom Inc. | Stock | 23,317 | $3.90M | <0.1% | +13,249+131.6% | Added | History |
| MRVLMarvell Technology, Inc. | COM | 65,686 | $4.04M | <0.1% | +37,818+135.7% | Added | History |
| ACAArcosa, Inc. | COM | 54,045 | $4.17M | <0.1% | +54,045 | New | History |
| CIENCiena Corp | COM NEW | 71,942 | $4.35M | <0.1% | +71,942 | New | History |
| BLBlackline, Inc. | COM | 98,506 | $4.77M | <0.1% | +76,644+350.6% | Added | History |
| MYRGMyr Group Inc. | COM | 42,296 | $4.78M | <0.1% | +35,100+487.8% | Added | History |
| CLFDClearfield, Inc. | COM | 176,304 | $5.24M | <0.1% | +156,044+770.2% | Added | History |
| MLNKMeridianLink, Inc. | COMMON STOCK | 307,322 | $5.69M | <0.1% | +259,400+541.3% | Added | History |
| ATSATS Corp | COM | 242,640 | $6.05M | <0.1% | +242,640 | New | History |
| SPSCSPS Commerce Inc | COM | 47,985 | $6.37M | <0.1% | +40,135+511.3% | Added | History |
| KRMNKarman Holdings Inc. | COMMON STOCK | 196,000 | $6.55M | <0.1% | +196,000 | New | History |
| ADEAAdeia Inc. | COM | 509,458 | $6.74M | <0.1% | −178,606−26.0% | Reduced | History |
| BMIBadger Meter Inc | COM | 37,539 | $7.14M | <0.1% | +32,763+686.0% | Added | History |
| BWINBaldwin Insurance Group, Inc. | COM CL A | 161,226 | $7.21M | <0.1% | +127,485+377.8% | Added | History |
| NCNOnCino, Inc. | COM | 265,211 | $7.29M | <0.1% | +211,665+395.3% | Added | History |
| WINAWinmark Corp | COM | 23,450 | $7.45M | <0.1% | +20,742+766.0% | Added | History |
| OUTOUTFRONT Media Inc. | REIT | 486,506 | $7.85M | <0.1% | +486,506 | New | History |
| FELEFranklin Electric Co Inc | COM | 92,631 | $8.70M | <0.1% | +92,631 | New | History |
| AINAlbany International Corp | CL A | 126,262 | $8.72M | <0.1% | +111,983+784.2% | Added | History |
| MLABMesa Laboratories Inc | COM | 73,897 | $8.77M | <0.1% | +60,186+439.0% | Added | History |
| UBERUber Technologies, Inc | Stock | 127,622 | $9.30M | <0.1% | +127,622 | New | History |
| NEOGNeogen Corp | COM | 1,120,196 | $9.71M | <0.1% | −8,275,954−88.1% | Reduced | History |
| FORMFormfactor Inc | COM | 345,782 | $9.78M | <0.1% | +283,983+459.5% | Added | History |
| LNTHLantheus Holdings, Inc. | Stock | 100,843 | $9.84M | <0.1% | +90,751+899.2% | Added | History |
| ERIIEnergy Recovery, Inc. | COM | 667,157 | $10.6M | <0.1% | +534,662+403.5% | Added | History |
| CERTCertara, Inc. | COM | 1,094,495 | $10.8M | <0.1% | +922,007+534.5% | Added | History |
| BOOTBoot Barn Holdings, Inc. | COM | 102,536 | $11.0M | <0.1% | +90,539+754.7% | Added | History |
| CSWCSW Industrials, Inc. | COM | 38,180 | $11.1M | <0.1% | +32,882+620.6% | Added | History |
| ALRMAlarm.com Holdings, Inc. | COM | 200,434 | $11.2M | <0.1% | +171,274+587.4% | Added | History |
| COHRCoherent Corp. | COM | 180,456 | $11.7M | 0.1% | +27,147+17.7% | Added | History |
| POOLPool Corp | COM | 37,230 | $11.9M | 0.1% | +37,230 | New | History |
| VRRMVerra Mobility Corp | CL A COM STK | 532,704 | $12.0M | 0.1% | +446,441+517.5% | Added | History |
| PTLOPortillo's Inc. | COM CL A | 1,070,774 | $12.7M | 0.1% | +932,624+675.1% | Added | History |
| CDRECadre Holdings, Inc. | COM | 447,337 | $13.2M | 0.1% | +393,218+726.6% | Added | History |
| CACICACI International Inc | CL A | 37,603 | $13.8M | 0.1% | −217,476−85.3% | Reduced | History |
| ALKTAlkami Technology, Inc. | Stock | 526,026 | $13.8M | 0.1% | +460,827+706.8% | Added | History |
| NKENIKE, Inc. | Stock | 234,133 | $14.9M | 0.1% | +234,133 | New | History |
| TYLTyler Technologies Inc | COM | 32,687 | $19.0M | 0.1% | +32,687 | New | History |
| MCOMoodys Corp | Stock | 43,117 | $20.1M | 0.1% | −5,728−11.7% | Reduced | History |
| SPOTSpotify Technology S.A. | Stock | 36,688 | $20.2M | 0.1% | −10,106−21.6% | Reduced | History |
| MSCIMSCI Inc. | Stock | 38,591 | $21.8M | 0.1% | −4,085−9.6% | Reduced | History |
| OSWOnespaworld Holdings Ltd | COM | 1,358,971 | $22.8M | 0.1% | −866,598−38.9% | Reduced | History |
| CWSTCasella Waste Systems Inc | CL A | 205,795 | $22.9M | 0.1% | +177,093+617.0% | Added | History |
| IRDMIridium Communications Inc. | COM | 887,168 | $24.2M | 0.1% | +135,980+18.1% | Added | History |
| CHEFChefs' Warehouse, Inc. | COM | 452,843 | $24.7M | 0.1% | +380,356+524.7% | Added | History |
| CARGCarGurus, Inc. | COM CL A | 913,975 | $26.6M | 0.1% | +471,691+106.6% | Added | History |
| KAIKadant Inc | COM | 80,677 | $27.2M | 0.1% | +67,648+519.2% | Added | History |
| ROLRollins Inc | COM | 507,081 | $27.4M | 0.1% | +507,081 | New | History |
| SSNCSS&C Technologies Holdings Inc | COM | 340,655 | $28.5M | 0.1% | +340,655 | New | History |
| USLMUnited States Lime & Minerals Inc | COM | 339,786 | $30.0M | 0.1% | +11,432+3.5% | Added | History |
| LAMRLamar Advertising Co | REIT | 290,524 | $33.1M | 0.1% | −8,329−2.8% | Reduced | History |
| MIRMirion Technologies, Inc. | COM CL A | 2,292,236 | $33.2M | 0.1% | −21,183−0.9% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 59,134 | $34.1M | 0.2% | −27,554−31.8% | Reduced | History |
| SSBSouthState Bank Corp | COM | 368,860 | $34.2M | 0.2% | +368,860 | New | History |
| HHyatt Hotels Corp | COM CL A | 303,831 | $37.2M | 0.2% | −67,169−18.1% | Reduced | History |
| OWLBlue Owl Capital Inc. | COM CL A | 1,936,610 | $38.8M | 0.2% | +1,936,610 | New | History |
| SPGIS&P Global Inc. | Stock | 77,279 | $39.3M | 0.2% | −20,295−20.8% | Reduced | History |
| DOCUDocuSign, Inc. | Stock | 489,555 | $39.8M | 0.2% | +158,877+48.0% | Added | History |
| CASYCaseys General Stores Inc | COM | 99,056 | $43.0M | 0.2% | +68,912+228.6% | Added | History |
| DHRDanaher Corp | Stock | 212,766 | $43.6M | 0.2% | +58,485+37.9% | Added | History |
| WSMWilliams Sonoma Inc | COM | 284,524 | $45.0M | 0.2% | −12,198−4.1% | Reduced | History |
| CINFCincinnati Financial Corp | COM | 315,196 | $46.6M | 0.2% | −379,908−54.7% | Reduced | History |
| AOSSmith A O Corp | COM | 809,461 | $52.9M | 0.2% | −2,533,357−75.8% | Reduced | History |
| WTMWhite Mountains Insurance Group Ltd | COM | 27,999 | $53.9M | 0.2% | +400+1.4% | Added | History |
| ZTSZoetis Inc. | Stock | 355,331 | $58.5M | 0.3% | +165,628+87.3% | Added | History |
| FASTFastenal Co | Stock | 767,347 | $59.5M | 0.3% | +767,347 | New | History |
| MSFTMicrosoft Corp | Stock | 158,907 | $59.7M | 0.3% | −19,016−10.7% | Reduced | History |
| PYPLPayPal Holdings, Inc. | Stock | 923,050 | $60.2M | 0.3% | +170,171+22.6% | Added | History |
| APHAmphenol Corp | CL A | 921,645 | $60.5M | 0.3% | +179,620+24.2% | Added | History |
| APOApollo Global Management, Inc. | COM | 450,885 | $61.7M | 0.3% | −493,240−52.2% | Reduced | History |
| COOCooper Companies, Inc. | COM | 749,050 | $63.2M | 0.3% | +486,241+185.0% | Added | History |
| GOOGAlphabet Inc. | Stock | 411,359 | $64.3M | 0.3% | −173,119−29.6% | Reduced | History |
| BIOBio-Rad Laboratories, Inc. | CL A | 265,180 | $64.6M | 0.3% | −195,478−42.4% | Reduced | History |
| PIIPolaris Inc. | Stock | 1,620,565 | $66.3M | 0.3% | +951,195+142.1% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 135,894 | $67.6M | 0.3% | −65,125−32.4% | Reduced | History |
| NETCloudflare, Inc. | CL A COM | 643,143 | $72.5M | 0.3% | +643,143 | New | History |
| AMZNAmazon Com Inc | Stock | 403,186 | $76.7M | 0.3% | −105,121−20.7% | Reduced | History |
| BIPBrookfield Infrastructure Partners L.P. | LP INT UNIT | 2,649,491 | $78.9M | 0.4% | −2,474,800−48.3% | Reduced | History |
| PTCPTC Inc. | Stock | 611,925 | $94.8M | 0.4% | −349,657−36.4% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 377,686 | $101.4M | 0.5% | −102,017−21.3% | Reduced | History |
| SHOPShopify Inc. | Stock | 1,166,979 | $111.4M | 0.5% | −2,388,508−67.2% | Reduced | History |
| CRCrane Co | COMMON STOCK | 728,792 | $111.6M | 0.5% | −25,378−3.4% | Reduced | History |
| WDAYWorkday, Inc. | CL A | 510,119 | $119.1M | 0.5% | +15,476+3.1% | Added | History |
| GRMNGarmin Ltd | SHS | 569,725 | $123.7M | 0.6% | −439,299−43.5% | Reduced | History |
| MKCMcCormick & Co Inc | Stock | 1,560,869 | $128.5M | 0.6% | +185,437+13.5% | Added | History |
| PKGPackaging Corp of America | Stock | 689,253 | $136.5M | 0.6% | +367,933+114.5% | Added | History |
| INTUIntuit Inc. | Stock | 230,668 | $141.6M | 0.6% | +230,668 | New | History |
| PWRQuanta Services, Inc. | COM | 600,728 | $152.7M | 0.7% | −128,648−17.6% | Reduced | History |
| APGAPi Group Corp | COM STK | 4,521,352 | $161.7M | 0.7% | +1,217,554+36.9% | Added | 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 |
|---|---|---|---|
| iShares Russell 2000 ETF464287655 | ETF | $604.3M | – |
| RMDResmed Inc | COM | $97.2M | – |
| iShares Tr464287184 | CHINA LG-CAP ETF | – | $31.9M |
| FMCFMC Corp | COM NEW | – | $24.5M |
| LLYEli Lilly & Co | Stock | $6.69M | – |
| ELEstee Lauder Companies Inc | CL A | – | $5.11M |
| NETCloudflare, Inc. | CL A COM | – | $1.97M |
| VFCV F Corp | Stock | – | $1.74M |
Sold out since Q4 2024 (23)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| RVTYRevvity, Inc. | COM | 2,384,467 | $266.1M | 1.1% | History |
| ONONOn Holding AG | Stock | 1,491,157 | $81.7M | 0.3% | History |
| RJFRaymond James Financial Inc | COM | 525,404 | $81.6M | 0.3% | History |
| HUBGHub Group, Inc. | CL A | 1,701,418 | $75.8M | 0.3% | History |
| BWXTBWX Technologies, Inc. | COM | 551,878 | $61.5M | 0.3% | History |
| RGLDRoyal Gold Inc | Stock | 423,397 | $55.8M | 0.2% | History |
| GMEDGlobus Medical Inc | Stock | 626,640 | $51.8M | 0.2% | History |
| ADSKAutodesk, Inc. | COM | 124,774 | $36.9M | 0.2% | History |
| CWCurtiss Wright Corp | Stock | 80,371 | $28.5M | 0.1% | History |
| LENLennar Corp | CL A | 147,583 | $20.1M | 0.1% | History |
| ILMNIllumina, Inc. | COM | 137,839 | $18.4M | 0.1% | History |
| CSGPCostar Group, Inc. | COM | 207,951 | $14.9M | 0.1% | History |
| BEPBrookfield Renewable Partners L.P. | PARTNERSHIP UNIT | 523,114 | $11.9M | <0.1% | History |
| SUMSummit Materials, Inc. | CL A | 91,439 | $4.63M | <0.1% | History |
| PRMPerimeter Solutions, Inc. | COMMON STOCK | 269,041 | $3.44M | <0.1% | History |
| EFXEquifax Inc | COM | 13,410 | $3.42M | <0.1% | History |
| ALTRAltair Engineering Inc. | COM CL A | 14,140 | $1.54M | <0.1% | History |
| OUTOUTFRONT Media Inc. | COM | 72,161 | $1.28M | <0.1% | History |
| STRLSterling Infrastructure, Inc. | COM | 6,630 | $1.12M | <0.1% | History |
| GFSGLOBALFOUNDRIES Inc. | Stock | 24,904 | $1.07M | <0.1% | History |
| NRCNRC Health | COM NEW | 33,175 | $585.2K | <0.1% | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,641 | $226.9K | <0.1% | – |
| LINDLindblad Expeditions Holdings, Inc. | Stock | 15,313 | $181.6K | <0.1% | History |