Select Equity Group, L.P.
- SEC CIK
- 0001592643
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 144
- +1 vs. Q1 2025
- Portfolio value
- $23.5B
- +$1.10B (+4.9%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| INTUIntuit Inc. | Stock | 172,885 | $136.2M | 0.6% | −57,783−25.1% | Reduced | History |
| CRCrane Co | COMMON STOCK | 736,943 | $139.9M | 0.6% | +8,151+1.1% | Added | History |
| ADBEAdobe Inc. | Stock | 363,838 | $140.8M | 0.6% | −150,505−29.3% | Reduced | History |
| DAYDayforce, Inc. | COM | 2,547,880 | $141.1M | 0.6% | −2,885,686−53.1% | Reduced | History |
| TECHBIO-TECHNE Corp | COM | 2,919,495 | $150.2M | 0.6% | −2,446,508−45.6% | Reduced | History |
| WDAYWorkday, Inc. | CL A | 669,007 | $160.6M | 0.7% | +158,888+31.1% | Added | History |
| NVDANVIDIA Corp | Stock | 1,093,914 | $172.8M | 0.7% | +1,093,914 | New | History |
| VVisa Inc. | Stock | 540,316 | $191.8M | 0.8% | −228,344−29.7% | Reduced | History |
| TDYTeledyne Technologies Inc | COM | 426,837 | $218.7M | 0.9% | +28,368+7.1% | Added | History |
| CLHClean Harbors Inc | COM | 946,958 | $218.9M | 0.9% | −145,201−13.3% | Reduced | History |
| CAECae Inc | COM | 7,909,738 | $231.4M | 1.0% | +45,754+0.6% | Added | History |
| ENTGEntegris Inc | COM | 2,919,435 | $235.5M | 1.0% | −1,154,797−28.3% | Reduced | History |
| JLLJones Lang Lasalle Inc | COM | 933,490 | $238.8M | 1.0% | −128,579−12.1% | Reduced | History |
| KEXKirby Corp | COM | 2,165,929 | $245.6M | 1.0% | +211,231+10.8% | Added | History |
| SHOPShopify Inc. | Stock | 2,246,473 | $259.1M | 1.1% | +1,079,494+92.5% | Added | History |
| BJBJ's Wholesale Club Holdings, Inc. | COM | 2,411,459 | $260.0M | 1.1% | +672,122+38.6% | Added | History |
| FBINFortune Brands Innovations, Inc. | COM | 5,194,296 | $267.4M | 1.1% | −3,264,838−38.6% | Reduced | History |
| CPCanadian Pacific Kansas City Ltd | COM | 3,381,006 | $268.1M | 1.1% | −450,091−11.7% | Reduced | History |
| IDXXIDEXX Laboratories Inc | COM | 573,713 | $307.7M | 1.3% | +109,767+23.7% | Added | History |
| SIGSignet Jewelers Ltd | SHS | 3,915,353 | $311.5M | 1.3% | −113,503−2.8% | Reduced | History |
| MORNMorningstar, Inc. | COM | 1,113,301 | $349.5M | 1.5% | −59,266−5.1% | Reduced | History |
| CPAYCorpay, Inc. | COM SHS | 1,125,916 | $373.6M | 1.6% | −92,982−7.6% | Reduced | History |
| PWRQuanta Services, Inc. | COM | 1,017,123 | $384.6M | 1.6% | +416,395+69.3% | Added | History |
| EMEEMCOR Group, Inc. | Stock | 906,855 | $485.1M | 2.1% | −126,158−12.2% | Reduced | History |
| STESTERIS plc | SHS USD | 2,052,433 | $493.0M | 2.1% | −162,757−7.3% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,259,985 | $511.9M | 2.2% | +406,347+21.9% | Added | History |
| LHLabcorp Holdings Inc. | Stock | 2,132,792 | $559.9M | 2.4% | −87,264−3.9% | Reduced | History |
| SCIService Corp International | COM | 6,924,741 | $563.7M | 2.4% | −90,307−1.3% | Reduced | History |
| PAYXPaychex Inc | Stock | 4,051,413 | $589.3M | 2.5% | +557,101+15.9% | Added | History |
| ALCAlcon Inc | Stock | 6,762,406 | $596.4M | 2.5% | +1,283,978+23.4% | Added | History |
| BROBrown & Brown, Inc. | Stock | 5,745,705 | $637.0M | 2.7% | −528,667−8.4% | Reduced | History |
| MLMMartin Marietta Materials Inc | COM | 1,183,267 | $649.6M | 2.8% | −8,133−0.7% | Reduced | History |
| TRMBTrimble Inc. | COM | 8,644,586 | $656.8M | 2.8% | −585,230−6.3% | Reduced | History |
| ITTItt Inc. | COM | 4,227,752 | $663.0M | 2.8% | −537,850−11.3% | Reduced | History |
| TSCOTractor Supply Co | COM | 12,713,409 | $670.9M | 2.9% | +3,753,414+41.9% | Added | History |
| MKLMarkel Group Inc. | COM | 336,369 | $671.8M | 2.9% | +145,146+75.9% | Added | History |
| MIDDMIDDLEBY Corp | COM | 4,727,504 | $680.8M | 2.9% | −786,559−14.3% | Reduced | History |
| CNMCore & Main, Inc. | CL A | 11,465,694 | $692.0M | 2.9% | −1,416,225−11.0% | Reduced | History |
| CDWCDW Corp | COM | 4,052,710 | $723.8M | 3.1% | +356,773+9.7% | Added | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 4,059,498 | $849.9M | 3.6% | −515,644−11.3% | Reduced | History |
| CRHCRH Public Ltd Co | ORD | 9,697,157 | $890.2M | 3.8% | −671,813−6.5% | Reduced | History |
| SGISomnigroup International Inc. | COM | 13,836,763 | $941.6M | 4.0% | −1,286,417−8.5% | Reduced | History |
| VIKViking Holdings Ltd | ORD SHS | 17,880,920 | $952.9M | 4.1% | −775,890−4.2% | Reduced | History |
| LYVLive Nation Entertainment, Inc. | COM | 6,851,369 | $1.04B | 4.4% | −236,565−3.3% | 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 |
|---|---|---|---|
| NEMNEWMONT Corp | Stock | – | $239.0M |
| NETCloudflare, Inc. | CL A COM | – | $44.8M |
| iShares Tr464287184 | CHINA LG-CAP ETF | – | $33.6M |
| FMCFMC Corp | COM NEW | – | $24.8M |
| LLYEli Lilly & Co | Stock | $13.6M | – |
| ELEstee Lauder Companies Inc | CL A | – | $3.87M |
| PIIPolaris Inc. | Stock | – | $3.11M |
| VFCV F Corp | Stock | – | $2.70M |
Sold out since Q1 2025 (22)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| TTCToro Co | COM | 2,327,264 | $169.3M | 0.8% | History |
| SAIASaia Inc | COM | 480,498 | $167.9M | 0.7% | History |
| MKCMcCormick & Co Inc | Stock | 1,560,869 | $128.5M | 0.6% | History |
| AOSSmith A O Corp | COM | 809,461 | $52.9M | 0.2% | History |
| HHyatt Hotels Corp | COM CL A | 303,831 | $37.2M | 0.2% | History |
| SSBSouthState Bank Corp | COM | 368,860 | $34.2M | 0.2% | History |
| SSNCSS&C Technologies Holdings Inc | COM | 340,655 | $28.5M | 0.1% | History |
| SPOTSpotify Technology S.A. | Stock | 36,688 | $20.2M | 0.1% | History |
| TYLTyler Technologies Inc | COM | 32,687 | $19.0M | 0.1% | History |
| NKENIKE, Inc. | Stock | 234,133 | $14.9M | 0.1% | History |
| CACICACI International Inc | CL A | 37,603 | $13.8M | 0.1% | History |
| POOLPool Corp | COM | 37,230 | $11.9M | 0.1% | History |
| LNTHLantheus Holdings, Inc. | Stock | 100,843 | $9.84M | <0.1% | History |
| NEOGNeogen Corp | COM | 1,120,196 | $9.71M | <0.1% | History |
| NCNOnCino, Inc. | COM | 265,211 | $7.29M | <0.1% | History |
| ATSATS Corp | COM | 242,640 | $6.05M | <0.1% | History |
| MRVLMarvell Technology, Inc. | COM | 65,686 | $4.04M | <0.1% | History |
| CIGIColliers International Group Inc. | SUB VTG SHS | 31,062 | $3.76M | <0.1% | History |
| AEISAdvanced Energy Industries Inc | COM | 35,917 | $3.42M | <0.1% | History |
| BEBloom Energy Corp | COM CL A | 111,296 | $2.19M | <0.1% | History |
| AMDAdvanced Micro Devices Inc | Stock | 15,763 | $1.62M | <0.1% | History |
| iShares Russell Midcap ETF464287499 | ETF | 11,749 | $999.5K | <0.1% | – |