Select Equity Group, L.P. Top Holdings and 13F Report (2024) About Select Equity Group, L.P.Investment ActivitySelect Equity Group, L.P. has $27.85 billion in total holdings as of September 30, 2024.Select Equity Group, L.P. owns shares of 147 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 14.96% of the portfolio was purchased this quarter.About 15.49% of the portfolio was sold this quarter.This quarter, Select Equity Group, L.P. has purchased 153 new stocks and bought additional shares in 46 stocks.Select Equity Group, L.P. sold shares of 80 stocks and completely divested from 27 stocks this quarter.Largest Holdings Live Nation Entertainment $1,376,696,493Tempur Sealy International $1,189,889,992CRH PLC $1,159,321,132CDW $1,084,450,646Westinghouse Air Brake Technologies $1,032,915,114 Largest New Holdings this Quarter Alcon $538,196,702 HoldingBrookfield $516,986,662 HoldingResMed $257,839,544 HoldingCanadian Pacific Kansas City $198,704,601 HoldingDaVita $154,700,741 Holding Largest Purchases this Quarter Alcon 5,384,201 shares (about $538.20M)Brookfield 9,723,279 shares (about $516.99M)VIKING HOLDINGS LTD 9,320,314 shares (about $325.19M)ResMed 1,056,200 shares (about $257.84M)Fortune Brands Innovations 2,232,609 shares (about $199.89M) Largest Sales this Quarter Brown & Brown 3,560,516 shares (about $368.87M)Revvity 2,196,873 shares (about $280.65M)Vail Resorts 1,268,117 shares (about $221.02M)Morningstar 675,017 shares (about $215.41M)Taiwan Semiconductor Manufacturing 1,177,771 shares (about $204.54M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSelect Equity Group, L.P. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorLYVLive Nation Entertainment$1,376,696,493$40,171,224 ▼-2.8%12,573,7194.9%Consumer DiscretionaryTPXTempur Sealy International$1,189,889,992$38,011,100 ▼-3.1%21,792,8574.3%Retail/WholesaleCRH PLC$1,159,321,132$195,769,596 ▼-14.4%12,500,7674.2%ORDCDWCDW$1,084,450,646$13,925,144 ▼-1.3%4,792,0933.9%Computer and TechnologyWABWestinghouse Air Brake Technologies$1,032,915,114$3,653,213 ▲0.4%5,682,5393.7%TransportationBROBrown & Brown$991,791,808$368,869,458 ▼-27.1%9,573,2803.6%FinanceMLMMartin Marietta Materials$941,758,801$186,714,081 ▼-16.5%1,749,6683.4%ConstructionMIDDMiddleby$912,832,069$27,925,200 ▲3.2%6,561,0013.3%Industrial ProductsCDAYCeridian HCM$866,482,680$24,248,079 ▼-2.7%14,146,6563.1%Computer and TechnologyFBINFortune Brands Innovations$766,328,991$199,885,484 ▲35.3%8,559,4662.8%Retail/WholesaleSIGSignet Jewelers$729,304,075$12,503,250 ▲1.7%7,071,0112.6%Retail/WholesaleCNMCore & Main$727,050,977$42,102,078 ▲6.1%16,375,0222.6%Industrial ProductsSCIService Co. International$720,118,802$148,682,730 ▲26.0%9,123,5122.6%Consumer StaplesRVTYRevvity$661,007,116$280,650,526 ▼-29.8%5,174,2242.4%MedicalITTITT$633,620,240$134,198,232 ▲26.9%4,237,9792.3%Multi-Sector ConglomeratesMORNMorningstar$561,434,517$215,411,425 ▼-27.7%1,759,3212.0%Business ServicesALCAlcon$538,196,702$538,196,702 ▲New Holding5,384,2011.9%MedicalBNBrookfield$516,986,662$516,986,662 ▲New Holding9,723,2791.9%FinanceTRMBTrimble$515,149,802$25,399,777 ▼-4.7%8,296,8241.8%Industrial ProductsVIKING HOLDINGS LTD$475,260,625$325,185,756 ▲216.7%13,621,6861.7%ORD SHSTTCToro$467,875,479$10,822,690 ▼-2.3%5,394,6211.7%Consumer DiscretionaryENTGEntegris$460,099,498$12,588,731 ▼-2.7%4,088,6831.7%Computer and TechnologyEMEEMCOR Group$450,954,343$51,534,441 ▼-10.3%1,047,4401.6%ConstructionTSCOTractor Supply$441,309,099$12,566,721 ▼-2.8%1,516,8911.6%Retail/WholesaleCLHClean Harbors$403,907,562$37,059,944 ▼-8.4%1,671,0421.5%Business ServicesPWRQuanta Services$403,608,040$8,903,653 ▲2.3%1,353,7081.4%ConstructionAOSA. O. Smith$379,153,296$33,086,186 ▲9.6%4,220,7871.4%Industrial ProductsVVisa$331,319,974$46,417,334 ▲16.3%1,205,0191.2%Business ServicesAPOApollo Global Management$292,660,633$32,914,909 ▼-10.1%2,342,9721.1%FinanceFTVFortive$282,358,104$73,879,190 ▲35.4%3,577,3231.0%Computer and TechnologyGRMNGarmin$268,248,244$84,967,040 ▼-24.1%1,523,8781.0%Computer and TechnologyRMDResMed$257,839,544$257,839,544 ▲New Holding1,056,2000.9%MedicalMHKMohawk Industries$249,581,994$23,966,065 ▼-8.8%1,553,2860.9%Consumer DiscretionaryJLLJones Lang LaSalle$246,689,172$174,200,668 ▲240.3%914,3070.9%FinanceTDYTeledyne Technologies$243,651,449$185,158,628 ▼-43.2%556,7140.9%AerospaceSTESTERIS$237,673,192$59,928,238 ▲33.7%979,9340.9%MedicalBIOBio-Rad Laboratories$237,033,870$19,716,799 ▲9.1%708,4520.9%MedicalTSMTaiwan Semiconductor Manufacturing$229,296,154$204,543,490 ▼-47.1%1,320,2980.8%Computer and TechnologySHOPShopify$226,965,937$140,454,086 ▲162.4%2,832,1180.8%Computer and TechnologyNEOGNeogen$222,584,522$38,482,158 ▼-14.7%13,241,1970.8%MedicalONONON$219,821,141$152,182,081 ▼-40.9%4,383,2730.8%Consumer DiscretionaryPAYXPaychex$218,138,056$17,058,904 ▲8.5%1,625,5910.8%Business ServicesCRMSalesforce$214,669,384$61,686,570 ▲40.3%784,2950.8%Computer and TechnologyCPCanadian Pacific Kansas City$198,704,601$198,704,601 ▲New Holding2,320,7850.7%TransportationBIPBrookfield Infrastructure Partners$190,209,945$42,942,361 ▲29.2%5,428,3660.7%FinanceCACICACI International$166,844,873$93,627,667 ▲127.9%330,6740.6%Computer and TechnologyPIIPolaris$165,488,528$129,522,189 ▲360.1%1,988,0890.6%Auto/Tires/TrucksTMOThermo Fisher Scientific$158,592,069$44,858,078 ▼-22.0%256,3850.6%MedicalDVADaVita$154,700,741$154,700,741 ▲New Holding943,7000.6%MedicalCINFCincinnati Financial$152,365,378$8,531,185 ▲5.9%1,119,3460.5%FinanceTECHBio-Techne$147,067,603$54,038,914 ▼-26.9%1,839,9550.5%MedicalPTCPTC$143,473,849$25,121,134 ▲21.2%794,1650.5%Computer and TechnologyLABCORP HOLDINGS INC$142,127,916$60,945,454 ▲75.1%635,9760.5%COM SHSAPGAPi Group$127,537,174$46,156,181 ▲56.7%3,862,4220.5%Business ServicesKEXKirby$120,529,642$53,114,664 ▲78.8%984,4780.4%TransportationMTNVail Resorts$107,424,513$221,020,112 ▼-67.3%616,3550.4%Consumer DiscretionaryWDAYWorkday$97,931,421$62,512,257 ▲176.5%400,6850.4%Computer and TechnologyCRCrane$95,356,261$72,256,403 ▲312.8%602,4530.3%IndustrialsPYPLPayPal$92,328,217$30,085,637 ▼-24.6%1,183,2400.3%Computer and TechnologyGMEDGlobus Medical$91,775,375$4,019,690 ▼-4.2%1,282,8540.3%MedicalAMZNAmazon.com$89,475,107$8,302,306 ▼-8.5%480,1970.3%Retail/WholesaleILMNIllumina$88,695,232$35,970,208 ▼-28.9%680,1260.3%MedicalHHyatt Hotels$88,445,703$64,766,884 ▼-42.3%581,1150.3%Consumer DiscretionaryHUBGHub Group$88,219,359$4,757,070 ▲5.7%1,941,0200.3%TransportationOSWOneSpaWorld$85,276,841$27,176,847 ▼-24.2%5,165,1630.3%Consumer DiscretionaryDHRDanaher$83,651,770$28,116,997 ▼-25.2%300,8840.3%Multi-Sector ConglomeratesGOOGAlphabet$78,126,048$26,344,630 ▼-25.2%467,2890.3%Computer and TechnologyMSFTMicrosoft$78,040,069$6,706,656 ▼-7.9%181,3620.3%Computer and TechnologyBEPBrookfield Renewable Partners$76,496,611$63,800,394 ▼-45.5%2,714,5710.3%UtilitiesELEstée Lauder Companies$76,216,993$76,216,993 ▲New Holding764,5400.3%Consumer StaplesCOHRCoherent$68,636,475$2,381,632 ▼-3.4%771,9770.2%Business ServicesTRUTransUnion$67,140,655$67,140,655 ▲New Holding641,2670.2%Business ServicesADSKAutodesk$66,116,577$17,092,707 ▲34.9%240,0050.2%Computer and TechnologySPGIS&P Global$64,115,125$58,582,125 ▼-47.7%124,1050.2%Business ServicesWTMWhite Mountains Insurance Group$58,795,381$41,892,748 ▼-41.6%34,6630.2%FinanceMETAMeta Platforms$55,594,228$10,068,647 ▼-15.3%97,1180.2%Computer and TechnologyCWCurtiss-Wright$55,361,257$60,918,748 ▼-52.4%168,4300.2%AerospaceBWXTBWX Technologies$53,823,675$24,244,448 ▼-31.1%495,1580.2%Computer and TechnologyAPHAmphenol$49,054,729$155,523,759 ▼-76.0%752,8350.2%Computer and TechnologyRHRH$48,480,979$48,480,979 ▲New Holding144,9660.2%Consumer StaplesMIRMirion Technologies$47,796,983$16,230,657 ▼-25.3%4,317,7040.2%Business ServicesWSMWilliams-Sonoma$46,596,063$23,433,354 ▲101.2%300,7750.2%Retail/WholesaleHLNEHamilton Lane$44,141,755$44,141,755 ▲New Holding262,1400.2%FinanceADBEAdobe$43,815,061$878,673 ▲2.0%84,6210.2%Computer and TechnologyBURLBurlington Stores$43,548,765$13,574,226 ▼-23.8%165,2830.2%Retail/WholesaleLAMRLamar Advertising$42,182,463$50,452,303 ▼-54.5%315,7370.2%FinanceSPOTSpotify Technology$39,110,246$12,737,871 ▼-24.6%106,1250.1%Business ServicesCARGCarGurus$34,450,026$44,895 ▲0.1%1,147,1870.1%Auto/Tires/TrucksMSCIMSCI$32,564,219$8,776,594 ▼-21.2%55,8630.1%Computer and TechnologyMCOMoody's$30,582,580$24,745,123 ▼-44.7%64,4400.1%FinanceIRDMIridium Communications$29,795,142$8,844,172 ▼-22.9%978,4940.1%Computer and TechnologyCAECAE$24,038,868$24,038,868 ▲New Holding1,279,0590.1%AerospaceDOCUDocuSign$23,760,850$17,183,284 ▼-42.0%382,6840.1%Computer and TechnologyUSLMUnited States Lime & Minerals$21,915,490$21,915,490 ▲New Holding224,4060.1%ConstructionCOOPER COS INC$18,574,967$18,574,967 ▲New Holding168,3430.1%COMCMPCompass Minerals International$17,975,597$17,080,215 ▼-48.7%1,495,4740.1%Basic MaterialsZTSZoetis$16,069,614$831,733 ▼-4.9%82,2480.1%MedicalFXIiShares China Large-Cap ETF$15,762,880$15,381,520 ▼-49.4%496,0000.1%ETFWOLFWolfspeed$15,655,839$5,920,056 ▲60.8%1,614,0040.1%Computer and TechnologyADEAAdeia$8,598,365$816,073 ▲10.5%721,9450.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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