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Livermore
Livermore
ZHEN

Select Equity Group, L.P.

SEC CIK
0001592643
Latest filing
Aug 14, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
152
+8 vs. Q2 2025
Portfolio value
$23.4B
−$122.1M (−0.5%) vs. Q2 2025
Filed
Nov 14, 2025
SEC
Holdings of Select Equity Group, L.P. in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
METAMeta Platforms, Inc.Stock145,095$106.6M0.5%+41,339+39.8%AddedHistory
AVGOBroadcom Inc.Stock339,334$111.9M0.5%−20,940−5.8%ReducedHistory
ADBEAdobe Inc.Stock318,624$112.4M0.5%−45,214−12.4%ReducedHistory
APHAmphenol CorpCL A930,118$115.1M0.5%+253,232+37.4%AddedHistory
GRMNGarmin LtdSHS468,244$115.3M0.5%+33,827+7.8%AddedHistory
NEMNEWMONT CorpStock1,376,978$116.1M0.5%−542,662−28.3%ReducedHistory
MSFTMicrosoft CorpStock239,171$123.9M0.5%−4,684−1.9%ReducedHistory
TECHBIO-TECHNE CorpCOM2,251,593$125.3M0.5%−667,902−22.9%ReducedHistory
ENTGEntegris IncCOM1,392,575$128.8M0.6%−1,526,860−52.3%ReducedHistory
FTVFortive CorpStock2,656,362$130.1M0.6%+1,088,851+69.5%AddedHistory
BWXTBWX Technologies, Inc.COM707,115$130.4M0.6%+228,825+47.8%AddedHistory
GOOGAlphabet Inc.Stock658,921$160.5M0.7%−27,859−4.1%ReducedHistory
WDAYWorkday, Inc.CL A728,298$175.3M0.8%+59,291+8.9%AddedHistory
VVisa Inc.Stock518,983$177.2M0.8%−21,333−3.9%ReducedHistory
CLHClean Harbors IncCOM773,380$179.6M0.8%−173,578−18.3%ReducedHistory
IDXXIDEXX Laboratories IncCOM282,018$180.2M0.8%−291,695−50.8%ReducedHistory
NVDANVIDIA CorpStock1,072,941$200.2M0.9%−20,973−1.9%ReducedHistory
CAECae IncCOM6,931,545$205.3M0.9%−978,193−12.4%ReducedHistory
PKGPackaging Corp of AmericaStock997,334$217.3M0.9%+575,088+136.2%AddedHistory
TDYTeledyne Technologies IncCOM390,876$229.1M1.0%−35,961−8.4%ReducedHistory
FBINFortune Brands Innovations, Inc.COM4,357,853$232.7M1.0%−836,443−16.1%ReducedHistory
PTCPTC Inc.Stock1,148,097$233.1M1.0%+373,020+48.1%AddedHistory
NDAQNasdaq, Inc.COM2,970,652$262.8M1.1%+1,737,608+140.9%AddedHistory
BJBJ's Wholesale Club Holdings, Inc.COM2,928,120$273.0M1.2%+516,661+21.4%AddedHistory
CPCanadian Pacific Kansas City LtdCOM3,963,928$295.3M1.3%+582,922+17.2%AddedHistory
PWRQuanta Services, Inc.COM745,180$308.8M1.3%−271,943−26.7%ReducedHistory
SHOPShopify Inc.Stock2,210,771$328.5M1.4%−35,702−1.6%ReducedHistory
CPAYCorpay, Inc.COM SHS1,157,534$333.4M1.4%+31,618+2.8%AddedHistory
JLLJones Lang Lasalle IncCOM1,142,066$340.7M1.5%+208,576+22.3%AddedHistory
SIGSignet Jewelers LtdSHS3,845,496$368.9M1.6%−69,857−1.8%ReducedHistory
EMEEMCOR Group, Inc.Stock735,769$477.9M2.0%−171,086−18.9%ReducedHistory
MORNMorningstar, Inc.COM2,103,702$488.1M2.1%+990,401+89.0%AddedHistory
STESTERIS plcSHS USD1,976,784$489.1M2.1%−75,649−3.7%ReducedHistory
ALCAlcon IncStock6,727,682$501.1M2.1%−34,724−0.5%ReducedHistory
CNMCore & Main, Inc.CL A9,691,396$521.7M2.2%−1,774,298−15.5%ReducedHistory
LHLabcorp Holdings Inc.Stock1,837,035$527.3M2.3%−295,757−13.9%ReducedHistory
SCIService Corp InternationalCOM6,609,399$550.0M2.4%−315,342−4.6%ReducedHistory
PAYXPaychex IncStock4,357,641$552.4M2.4%+306,228+7.6%AddedHistory
MIDDMIDDLEBY CorpCOM4,196,399$557.8M2.4%−531,105−11.2%ReducedHistory
BROBrown & Brown, Inc.Stock6,076,399$569.9M2.4%+330,694+5.8%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR2,218,165$619.5M2.7%−41,820−1.9%ReducedHistory
TRMBTrimble Inc.COM7,644,739$624.2M2.7%−999,847−11.6%ReducedHistory
MLMMartin Marietta Materials IncCOM1,036,563$653.3M2.8%−146,704−12.4%ReducedHistory
CDWCDW CorpCOM4,155,629$661.9M2.8%+102,919+2.5%AddedHistory
TSCOTractor Supply CoCOM12,134,768$690.1M3.0%−578,641−4.6%ReducedHistory
ITTItt Inc.COM3,940,989$704.5M3.0%−286,763−6.8%ReducedHistory
MKLMarkel Group Inc.COM382,732$731.5M3.1%+46,363+13.8%AddedHistory
WABWestinghouse Air Brake Technologies CorpStock3,688,625$739.5M3.2%−370,873−9.1%ReducedHistory
LYVLive Nation Entertainment, Inc.COM5,571,318$910.4M3.9%−1,280,051−18.7%ReducedHistory
VIKViking Holdings LtdORD SHS15,319,071$952.2M4.1%−2,561,849−14.3%ReducedHistory
SGISomnigroup International Inc.COM11,712,040$987.7M4.2%−2,124,723−15.4%ReducedHistory
CRHCRH Public Ltd CoORD8,620,046$1.03B4.4%−1,077,111−11.1%ReducedHistory

Options (13)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Select Equity Group, L.P. in Q3 2025
SecurityClassPutsCalls
iShares Russell 2000 ETF464287655ETF$215.3M$93.8M
NEMNEWMONT CorpStock–$181.9M
CSXCSX CorpStock–$135.7M
NVDANVIDIA CorpStock$89.8M–
TERTeradyne, IncStock–$46.8M
ONONOn Holding AGStock–$45.1M
NETCloudflare, Inc.CL A COM–$33.1M
FMCFMC CorpCOM NEW–$27.3M
iShares Tr464287184CHINA LG-CAP ETF–$16.3M
VFCV F CorpStock–$3.70M
PIIPolaris Inc.Stock–$3.06M
LLYEli Lilly & CoStock$2.82M–
ELEstee Lauder Companies IncCL A–$2.19M

Sold out since Q2 2025 (7)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of Select Equity Group, L.P. sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
DAYDayforce, Inc.COM2,547,880$141.1M0.6%History
BIOBio-Rad Laboratories, Inc.CL A255,989$61.8M0.3%History
KKRKKR & Co. Inc.COM346,427$46.1M0.2%History
RALRalliant CorpStock488,046$23.7M0.1%History
FASTFastenal CoStock471,918$19.8M0.1%History
AONAon plcCL A28,041$10.0M<0.1%History
AINAlbany International CorpCL A49,071$3.44M<0.1%History