Select Equity Group, L.P. Top Holdings and 13F Report (2025)

About Select Equity Group, L.P.

Investment Activity

Select Equity Group, L.P. has $25.18 billion in total holdings as of December 31, 2024.
Select Equity Group, L.P. owns shares of 149 different stocks, but just 38 companies or ETFs make up 80% of its holdings.
Approximately 11.68% of the portfolio was purchased this quarter.
About 20.79% of the portfolio was sold this quarter.
This quarter, Select Equity Group, L.P. has purchased 147 new stocks and bought additional shares in 43 stocks.
Select Equity Group, L.P. sold shares of 84 stocks and completely divested from 18 stocks this quarter.

Largest Holdings

Live Nation Entertainment: $1,093,298,052
Tempur Sealy International: $1,064,086,833
CRH PLC: $1,019,331,976
Westinghouse Air Brake Technologies: $974,247,271
Middleby: $851,908,441

Largest New Holdings this Quarter

Saia: $137,199,339 Holding
QUALCOMM: $130,239,036 Holding
McCormick & Company, Incorporated: $104,862,936 Holding
Raymond James: $81,611,003 Holding
Packaging Co. of America: $72,338,772 Holding

Largest Purchases this Quarter

STERIS: 1,619,796 shares (about $332.97M)
Tractor Supply: 6,152,333 shares (about $326.44M)
DaVita: 1,626,900 shares (about $243.30M)
LABCORP HOLDINGS INC: 959,981 shares (about $220.14M)
VIKING HOLDINGS LTD: 3,658,225 shares (about $161.18M)

Largest Sales this Quarter

Live Nation Entertainment: 4,131,263 shares (about $535.00M)
Revvity: 2,789,757 shares (about $311.36M)
Apollo Global Management: 1,398,847 shares (about $231.03M)
CDW: 1,291,667 shares (about $224.80M)
Ceridian HCM: 2,745,916 shares (about $199.46M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
LYV Live Nation Entertainment	$1,093,298,052	$534,998,559 ▼	-32.9%	8,442,456	4.3%	Consumer Discretionary
TPX Tempur Sealy International	$1,064,086,833	$171,350,230 ▼	-13.9%	18,770,274	4.2%	Retail/Wholesale
CRH PLC	$1,019,331,976	$137,238,987 ▼	-11.9%	11,017,423	4.0%	ORD
WAB Westinghouse Air Brake Technologies	$974,247,271	$103,105,299 ▼	-9.6%	5,138,706	3.9%	Transportation
MIDD Middleby	$851,908,441	$36,779,145 ▼	-4.1%	6,289,468	3.4%	Industrials
CDAY Ceridian HCM	$828,149,754	$199,463,338 ▼	-19.4%	11,400,740	3.3%	Computer and Technology
BRO Brown & Brown	$814,008,092	$162,657,933 ▼	-16.7%	7,978,907	3.2%	Finance
VIKING HOLDINGS LTD	$761,352,879	$161,181,394 ▲	26.9%	17,279,911	3.0%	ORD SHS
MLM Martin Marietta Materials	$727,615,759	$176,087,762 ▼	-19.5%	1,408,743	2.9%	Construction
TRMB Trimble	$717,505,735	$131,252,151 ▲	22.4%	10,154,341	2.9%	Industrials
CNM Core & Main	$671,135,279	$162,517,091 ▼	-19.5%	13,182,779	2.7%	Industrials
SCI Service Co. International	$662,657,498	$65,581,229 ▼	-9.0%	8,301,898	2.6%	Consumer Staples
ITT ITT	$652,236,627	$46,714,187 ▲	7.7%	4,564,926	2.6%	Multi-Sector Conglomerates
CDW CDW	$609,214,141	$224,801,725 ▼	-27.0%	3,500,426	2.4%	Computer and Technology
FBIN Fortune Brands Innovations	$583,664,201	$1,204,111 ▼	-0.2%	8,541,844	2.3%	Retail/Wholesale
ALC Alcon	$553,125,217	$96,247,913 ▲	21.1%	6,518,462	2.2%	Medical
STE STERIS	$534,400,499	$332,965,266 ▲	165.3%	2,599,730	2.1%	Medical
EME EMCOR Group	$482,950,962	$7,517,946 ▲	1.6%	1,064,003	1.9%	Construction
BN Brookfield	$465,164,904	$93,406,443 ▼	-16.7%	8,097,315	1.8%	Finance
MORN Morningstar	$462,854,731	$129,614,209 ▼	-21.9%	1,374,435	1.8%	Business Services
SIG Signet Jewelers	$448,821,450	$121,879,848 ▼	-21.4%	5,560,915	1.8%	Retail/Wholesale
TSCO Tractor Supply	$406,929,025	$326,442,789 ▲	405.6%	7,669,224	1.6%	Retail/Wholesale
CLH Clean Harbors	$403,085,147	$18,511,541 ▲	4.8%	1,751,478	1.6%	Business Services
TTC Toro	$392,968,598	$39,140,545 ▼	-9.1%	4,905,975	1.6%	Consumer Discretionary
DVA DaVita	$384,433,230	$243,302,895 ▲	172.4%	2,570,600	1.5%	Medical
SHOP Shopify	$378,054,933	$76,915,826 ▲	25.5%	3,555,487	1.5%	Computer and Technology
ENTG Entegris	$377,524,000	$27,500,938 ▼	-6.8%	3,811,064	1.5%	Computer and Technology
LABCORP HOLDINGS INC	$365,984,859	$220,142,843 ▲	150.9%	1,595,957	1.5%	COM SHS
V Visa	$343,317,412	$37,516,792 ▼	-9.9%	1,086,310	1.4%	Business Services
FTV Fortive	$322,317,975	$54,018,750 ▲	20.1%	4,297,573	1.3%	Computer and Technology
RVTY Revvity	$266,130,362	$311,364,779 ▼	-53.9%	2,384,467	1.1%	Medical
PAYX Paychex	$246,217,907	$18,277,537 ▲	8.0%	1,755,940	1.0%	Business Services
TSM Taiwan Semiconductor Manufacturing	$238,570,092	$22,175,560 ▼	-8.5%	1,208,011	0.9%	Computer and Technology
TDY Teledyne Technologies	$234,559,699	$23,827,970 ▼	-9.2%	505,375	0.9%	Aerospace
PWR Quanta Services	$230,519,285	$197,320,129 ▼	-46.1%	729,376	0.9%	Construction
AOS A. O. Smith	$228,013,616	$59,886,266 ▼	-20.8%	3,342,818	0.9%	Industrials
CP Canadian Pacific Kansas City	$222,899,818	$54,948,697 ▲	32.7%	3,080,078	0.9%	Transportation
GRMN Garmin	$208,121,290	$106,193,786 ▼	-33.8%	1,009,024	0.8%	Computer and Technology
MHK Mohawk Industries	$178,387,525	$6,655,436 ▼	-3.6%	1,497,419	0.7%	Consumer Discretionary
JLL Jones Lang LaSalle	$178,362,444	$53,085,230 ▼	-22.9%	704,600	0.7%	Finance
PTC PTC	$176,806,082	$30,782,964 ▲	21.1%	961,582	0.7%	Computer and Technology
CAE CAE	$171,092,519	$138,631,350 ▲	427.1%	6,741,514	0.7%	Aerospace
TECH Bio-Techne	$168,215,909	$35,683,950 ▲	26.9%	2,335,359	0.7%	Medical
KEX Kirby	$165,650,319	$61,492,547 ▲	59.0%	1,565,693	0.7%	Transportation
BIP Brookfield Infrastructure Partners	$162,901,211	$9,666,544 ▼	-5.6%	5,124,291	0.6%	Finance
CRM Salesforce	$160,379,104	$101,834,243 ▼	-38.8%	479,703	0.6%	Computer and Technology
APO Apollo Global Management	$155,931,685	$231,033,571 ▼	-59.7%	944,125	0.6%	Finance
BIO Bio-Rad Laboratories	$151,330,760	$81,402,807 ▼	-35.0%	460,658	0.6%	Medical
SAIA Saia	$137,199,339	$137,199,339 ▲	New Holding	301,054	0.5%	Transportation
QCOM QUALCOMM	$130,239,036	$130,239,036 ▲	New Holding	847,800	0.5%	Computer and Technology
WDAY Workday	$127,632,733	$24,243,983 ▲	23.4%	494,643	0.5%	Computer and Technology
APG APi Group	$118,837,614	$20,093,705 ▼	-14.5%	3,303,798	0.5%	Business Services
CR Crane	$114,445,298	$23,023,055 ▲	25.2%	754,170	0.5%	Industrials
NEOG Neogen	$114,069,261	$46,678,871 ▼	-29.0%	9,396,150	0.5%	Medical
AMZN Amazon.com	$111,517,473	$6,167,053 ▲	5.9%	508,307	0.4%	Retail/Wholesale
GOOG Alphabet	$111,307,990	$22,317,473 ▲	25.1%	584,478	0.4%	Computer and Technology
RMD ResMed	$110,159,973	$131,382,405 ▼	-54.4%	481,700	0.4%	Medical
MKC McCormick & Company, Incorporated	$104,862,936	$104,862,936 ▲	New Holding	1,375,432	0.4%	Consumer Staples
TMO Thermo Fisher Scientific	$104,576,114	$28,803,054 ▼	-21.6%	201,019	0.4%	Medical
ADBE Adobe	$104,530,038	$66,900,772 ▲	177.8%	235,068	0.4%	Computer and Technology
CACI CACI International	$103,067,221	$30,544,916 ▼	-22.9%	255,079	0.4%	Computer and Technology
CINF Cincinnati Financial	$99,886,445	$60,963,576 ▼	-37.9%	695,104	0.4%	Finance
ONON ON	$81,670,669	$158,401,194 ▼	-66.0%	1,491,157	0.3%	Retail/Wholesale
RJF Raymond James	$81,611,003	$81,611,003 ▲	New Holding	525,404	0.3%	Finance
HUBG Hub Group	$75,815,186	$10,676,665 ▼	-12.3%	1,701,418	0.3%	Transportation
MSFT Microsoft	$74,994,544	$1,449,538 ▼	-1.9%	177,923	0.3%	Computer and Technology
PKG Packaging Co. of America	$72,338,772	$72,338,772 ▲	New Holding	321,320	0.3%	Industrials
PYPL PayPal	$64,258,223	$36,731,312 ▼	-36.4%	752,879	0.3%	Computer and Technology
BWXT BWX Technologies	$61,473,690	$6,318,041 ▲	11.5%	551,878	0.2%	Computer and Technology
H Hyatt Hotels	$58,239,580	$32,983,853 ▼	-36.2%	371,000	0.2%	Consumer Discretionary
RGLD Royal Gold	$55,824,894	$55,824,894 ▲	New Holding	423,397	0.2%	Basic Materials
WSM Williams-Sonoma	$54,946,980	$750,535 ▼	-1.3%	296,722	0.2%	Retail/Wholesale
WTM White Mountains Insurance Group	$53,681,711	$13,739,904 ▼	-20.4%	27,599	0.2%	Finance
GMED Globus Medical	$51,829,394	$54,275,460 ▼	-51.2%	626,640	0.2%	Medical
APH Amphenol	$51,533,636	$750,754 ▼	-1.4%	742,025	0.2%	Computer and Technology
META Meta Platforms	$50,756,691	$6,106,869 ▼	-10.7%	86,688	0.2%	Computer and Technology
SPGI S&P Global	$48,594,779	$13,213,234 ▼	-21.4%	97,574	0.2%	Business Services
OSW OneSpaWorld	$44,288,823	$58,497,920 ▼	-56.9%	2,225,569	0.2%	Consumer Discretionary
USLM United States Lime & Minerals	$43,585,710	$13,798,058 ▲	46.3%	328,354	0.2%	Construction
MIR Mirion Technologies	$40,369,162	$34,974,774 ▼	-46.4%	2,313,419	0.2%	Business Services
PII Polaris	$38,569,099	$75,984,588 ▼	-66.3%	669,370	0.2%	Auto/Tires/Trucks
ADSK Autodesk	$36,879,451	$34,058,827 ▼	-48.0%	124,774	0.1%	Computer and Technology
LAMR Lamar Advertising	$36,382,364	$2,055,458 ▼	-5.3%	298,853	0.1%	Finance
DHR Danaher	$35,415,204	$33,652,719 ▼	-48.7%	154,281	0.1%	Medical
ZTS Zoetis	$30,908,310	$17,507,643 ▲	130.6%	189,703	0.1%	Medical
DOCU DocuSign	$29,741,179	$4,677,420 ▼	-13.6%	330,678	0.1%	Computer and Technology
CORPAY INC	$29,416,482	$29,416,482 ▲	New Holding	86,923	0.1%	COM SHS
CW Curtiss-Wright	$28,521,257	$31,249,498 ▼	-52.3%	80,371	0.1%	Aerospace
MSCI MSCI	$25,606,027	$7,912,332 ▼	-23.6%	42,676	0.1%	Finance
COOPER COS INC	$24,160,031	$8,684,259 ▲	56.1%	262,809	0.1%	COM
MCO Moody's	$23,121,758	$7,382,205 ▼	-24.2%	48,845	0.1%	Finance
IRDM Iridium Communications	$21,799,476	$6,596,420 ▼	-23.2%	751,188	0.1%	Computer and Technology
SPOT Spotify Technology	$20,934,700	$26,543,503 ▼	-55.9%	46,794	0.1%	Business Services
LEN Lennar	$20,125,894	$20,125,894 ▲	New Holding	147,583	0.1%	Construction
ILMN Illumina	$18,419,426	$72,465,814 ▼	-79.7%	137,839	0.1%	Medical
FXI iShares China Large-Cap ETF	$18,257,912	$3,159,672 ▲	20.9%	599,800	0.1%	ETF
CARG CarGurus	$16,161,057	$25,757,155 ▼	-61.4%	442,284	0.1%	Auto/Tires/Trucks
CSGP CoStar Group	$14,887,212	$14,887,212 ▲	New Holding	207,951	0.1%	Computer and Technology
COHR Coherent	$14,522,962	$58,606,421 ▼	-80.1%	153,309	0.1%	Business Services
CASY Casey's General Stores	$11,943,957	$11,943,957 ▲	New Holding	30,144	0.0%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

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Select Equity Group, L.P. Top Holdings and 13F Report (2025)

About Select Equity Group, L.P.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Select Equity Group, L.P. Top Holdings and 13F Report (2025)

About Select Equity Group, L.P.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSelect Equity Group, L.P.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools