Basic Stats
Insider Profile Select Equity Group, L.P.
Portfolio Value $ 23,862,889,621
Current Positions 152
Latest Holdings, Performance, AUM (from 13F, 13D)

Select Equity Group, L.P. has disclosed 152 total holdings in their latest SEC filings. Most recent portfolio value is calculated to be $ 23,862,889,621 USD. Actual Assets Under Management (AUM) is this value plus cash (which is not disclosed). Select Equity Group, L.P.’s top holdings are Live Nation Entertainment, Inc. (US:LYV) , Viking Holdings Ltd (US:VIK) , Somnigroup International Inc. (US:SGI) , CRH plc (US:CRH) , and Westinghouse Air Brake Technologies Corporation (US:WAB) . Select Equity Group, L.P.’s new positions include Newmont Corporation (US:NEM) , NVIDIA Corporation (US:NVDA) , Newmont Corporation (US:NEM) , Nasdaq, Inc. (US:NDAQ) , and QXO, Inc. (US:QXO) . Select Equity Group, L.P.’s top industries are "Apparel And Other Finished Products Made From Fabrics And Similar Materials" (sic 23) , "Food And Kindred Products" (sic 20) , and "Hotels, Rooming Houses, Camps, And Other Lodging Places" (sic 70) .

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Top Increases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
0.34 671.85 2.8155 1.2728
4.10 239.05 1.0018 1.0018
1.02 384.55 1.6115 0.9527
2.26 511.86 2.1450 0.8173
17.88 952.87 3.9931 0.7931
1.09 172.83 0.7243 0.7243
12.71 670.89 2.8114 0.6812
2.25 259.12 1.0859 0.6051
4.05 723.77 3.0331 0.4773
1.92 111.84 0.4687 0.4687
Top Decreases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
5.19 267.40 1.1206 -1.1016
1.57 81.71 0.3424 -1.0815
2.55 141.13 0.5914 -0.7762
4.73 680.76 2.8528 -0.7632
2.92 150.21 0.6295 -0.7281
5.75 637.03 2.6695 -0.6984
2.92 235.45 0.9867 -0.5512
0.55 57.44 0.2407 -0.5218
1.47 91.05 0.3816 -0.4855
0.54 191.84 0.8039 -0.3585
13D/G Filings

This is a list of 13D and 13G filings made in the last year (if any). Click the link icon to see the full transaction history. Green rows indicate new positions. Red rows indicate closed positions.

File Date Form Security Prev
Shares 		Current
Shares 		ΔShares % % Ownership
 % ΔOwnership
2025-08-14 13G/A FBIN / Fortune Brands Innovations, Inc. 8,559,466 5,194,296 -39.32 4.30 -37.68
2025-05-15 13G/A MIDD / The Middleby Corporation 6,561,001 5,517,126 -15.91 10.30 -15.57
2025-05-15 13G/A SCI / Service Corporation International 9,123,512 7,019,395 -23.06 4.90 -22.22
2025-05-15 13G/A DAY / Dayforce Inc. 11,400,740 5,436,576 -52.31 3.40 -52.78
2025-05-15 13G/A SGI / Somnigroup International Inc. 18,770,274 15,130,546 -19.39 7.30 -32.41
2025-02-27 13D SIG / Signet Jewelers Limited 4,306,370 4,217,695 -2.06 9.70 -2.02
2025-02-14 13G VIK / Viking Holdings Ltd 17,279,911 5.70
2025-02-14 13G/A TTC / The Toro Company 5,557,179 4,905,975 -11.72 4.80 -11.11
2025-02-14 13G/A LYV / Live Nation Entertainment, Inc. 12,573,719 8,442,456 -32.86 3.60 -33.33
2025-02-14 13G/A CNM / Core & Main, Inc. 16,375,022 13,182,779 -19.49 6.90 -18.82
2025-02-14 13G/A NEOG / Neogen Corporation 13,241,197 9,396,150 -29.04 4.30 -29.51
2024-11-14 13G/A MTN / Vail Resorts, Inc. 2,722,916 616,355 -77.36 1.60 -77.78
2024-11-14 13G/A RVTY / Revvity, Inc. 11,272,550 5,174,224 -54.10 4.30 -52.75
2024-11-14 13G/A MORN / Morningstar, Inc. 2,984,115 1,759,321 -41.04 4.10 -41.43
2024-11-14 13G/A OSW / OneSpaWorld Holdings Limited 8,448,600 5,165,163 -38.86 4.97 -41.53
2024-11-14 13G/A NAPA / The Duckhorn Portfolio, Inc. 8,406,702 176,255 -97.90 0.10 -98.63
2024-11-14 13G/A BRO / Brown & Brown, Inc. 14,310,766 9,573,280 -33.10 3.30 -34.00
2024-11-14 13G/A CLH / Clean Harbors, Inc. 2,957,014 1,671,042 -43.49 3.10 -43.64
2024-11-14 13G ITT / ITT Inc. 4,237,979 5.20
13F and Fund Filings

This form was filed on 2025-08-14 for the reporting period 2025-06-30. Click the link icon to see the full transaction history.

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2022-07-28: Important Note - We have changed the treatment of the Δ Portfolio % column in this table. Previously, we were reporting it as the percent change in the portfolio allocation. We are now reporting it as the raw change in the portfolio allocation (still reported as a percent). In formula terms, we were previously reporting it as 100 * (current allocation - prior allocation ) / prior allocation. We are now reporting it as (current allocation - prior allocation).
Security Type Avg Share Price Shares
(MM)		 ΔShares
(%)		 ΔShares
(%)		 Value
($MM)		 Portfolio
(%)		 ΔPortfolio
(%)
LYV / Live Nation Entertainment, Inc. 6.85 -3.34 1,036.48 11.99 4.3435 0.3498
VIK / Viking Holdings Ltd 17.88 -4.16 952.87 28.49 3.9931 0.7931
SGI / Somnigroup International Inc. 13.84 -8.51 941.59 3.98 3.9458 0.0383
CRH / CRH plc 9.70 -6.48 890.20 -2.41 3.7305 -0.2054
WAB / Westinghouse Air Brake Technologies Corporation 4.06 -11.27 849.86 2.43 3.5614 -0.0187
CDW / CDW Corporation 4.05 9.65 723.77 22.19 3.0331 0.4773
CNM / Core & Main, Inc. 11.47 -10.99 691.95 11.19 2.8997 0.2144
MIDD / The Middleby Corporation 4.73 -14.26 680.76 -18.77 2.8528 -0.7632
MKL / Markel Group Inc. 0.34 75.90 671.85 87.92 2.8155 1.2728
TSCO / Tractor Supply Company 12.71 41.89 670.89 35.89 2.8114 0.6812
ITT / ITT Inc. 4.23 -11.29 663.04 7.72 2.7785 0.1226
TRMB / Trimble Inc. 8.64 -6.34 656.82 8.40 2.7525 0.1379
MLM / Martin Marietta Materials, Inc. 1.18 -0.68 649.57 14.03 2.7221 0.2641
BRO / Brown & Brown, Inc. 5.75 -8.43 637.03 -18.39 2.6695 -0.6984
ALC / Alcon Inc. 6.76 23.44 596.38 15.73 2.4992 0.2757
PAYX / Paychex, Inc. 4.05 15.94 589.32 9.31 2.4696 0.1434
SCI / Service Corporation International 6.92 -1.29 563.67 0.19 2.3621 -0.0655
LH / Labcorp Holdings Inc. 2.13 -3.93 559.88 8.36 2.3462 0.1167
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock) 2.26 21.92 511.86 66.35 2.1450 0.8173
STE / STERIS plc 2.05 -7.35 493.04 -1.80 2.0661 -0.1003
EME / EMCOR Group, Inc. 0.91 -12.21 485.07 27.04 2.0327 0.3851
PWR / Quanta Services, Inc. 1.02 69.32 384.55 151.85 1.6115 0.9527
CPAY / Corpay, Inc. 1.13 -7.63 373.60 -12.11 1.5656 -0.2685
MORN / Morningstar, Inc. 1.11 -5.05 349.50 -0.60 1.4646 -0.0526
SIG / Signet Jewelers Limited 3.92 -2.82 311.47 33.15 1.3052 0.2959
IDXX / IDEXX Laboratories, Inc. 0.57 23.66 307.71 57.93 1.2895 0.4488
CP / Canadian Pacific Kansas City Limited 3.38 -11.75 268.05 -0.29 1.1233 -0.0366
FBIN / Fortune Brands Innovations, Inc. 5.19 -38.60 267.40 -48.08 1.1206 -1.1016
BJ / BJ's Wholesale Club Holdings, Inc. 2.41 38.64 260.03 31.02 1.0897 0.2333
SHOP / Shopify Inc. 2.25 92.50 259.12 132.56 1.0859 0.6051
KEX / Kirby Corporation 2.17 10.81 245.64 24.41 1.0294 0.1774
NEM / Newmont Corporation Call 4.10 239.05 1.0018 1.0018
JLL / Jones Lang LaSalle Incorporated 0.93 -12.11 238.77 -9.32 1.0006 -0.1355
ENTG / Entegris, Inc. 2.92 -28.34 235.45 -33.94 0.9867 -0.5512
CAE / CAE Inc. 7.91 0.58 231.35 19.68 0.9695 0.1354
CLH / Clean Harbors, Inc. 0.95 -13.29 218.92 1.70 0.9174 -0.0115
TDY / Teledyne Technologies Incorporated 0.43 7.12 218.67 10.26 0.9164 0.0606
V / Visa Inc. 0.54 -29.71 191.84 -28.79 0.8039 -0.3585
NVDA / NVIDIA Corporation 1.09 172.83 0.7243 0.7243
WDAY / Workday, Inc. 0.67 31.15 160.56 34.78 0.6729 0.1588
TECH / Bio-Techne Corporation 2.92 -45.59 150.21 -52.26 0.6295 -0.7281
DAY / Dayforce Inc. 2.55 -53.11 141.13 -55.47 0.5914 -0.7762
ADBE / Adobe Inc. 0.36 -29.26 140.76 -28.64 0.5899 -0.2613
CR / Crane Company 0.74 1.12 139.94 25.35 0.5864 0.1047
INTU / Intuit Inc. 0.17 -25.05 136.17 -3.85 0.5706 -0.0405
PTC / PTC Inc. 0.78 26.66 133.58 40.88 0.5598 0.1506
GOOG / Alphabet Inc. 0.69 66.95 121.83 89.57 0.5105 0.2332
MSFT / Microsoft Corporation 0.24 53.46 121.30 103.34 0.5083 0.2509
NEM / Newmont Corporation 1.92 111.84 0.4687 0.4687
CRM / Salesforce, Inc. 0.41 7.26 110.46 8.99 0.4629 0.0256
NDAQ / Nasdaq, Inc. 1.23 110.26 0.4621 0.4621
ZTS / Zoetis Inc. 0.69 95.25 108.19 84.93 0.4534 0.2010
COO / The Cooper Companies, Inc. 1.44 92.49 102.60 62.39 0.4300 0.1573
AVGO / Broadcom Inc. 0.36 1,445.11 99.31 2,444.43 0.4162 0.3993
APO / Apollo Global Management, Inc. 0.69 52.86 97.78 58.36 0.4098 0.1433
AMZN / Amazon.com, Inc. 0.43 7.65 95.22 24.13 0.3990 0.0680
APG / APi Group Corporation 1.86 -58.77 95.16 -41.14 0.3988 -0.2989
BN / Brookfield Corporation 1.47 -61.61 91.05 -54.69 0.3816 -0.4855
GRMN / Garmin Ltd. 0.43 -23.75 90.67 -26.70 0.3800 -0.1538
DHR / Danaher Corporation 0.42 96.18 82.45 89.04 0.3455 0.1573
FTV / Fortive Corporation 1.57 -65.24 81.71 -75.24 0.3424 -1.0815
PKG / Packaging Corporation of America 0.42 -38.74 79.57 -41.70 0.3335 -0.2555
META / Meta Platforms, Inc. 0.10 75.46 76.58 124.70 0.3209 0.1739
ROL / Rollins, Inc. 1.27 149.57 71.40 160.62 0.2992 0.1810
QXO / QXO, Inc. 3.25 70.01 0.2934 0.2934
BWXT / BWX Technologies, Inc. 0.48 68.90 0.2887 0.2887
APH / Amphenol Corporation 0.68 -26.56 66.84 10.57 0.2801 0.0193
BIO / Bio-Rad Laboratories, Inc. 0.26 -3.47 61.78 -4.35 0.2589 -0.0198
NET / Cloudflare, Inc. 0.30 -52.85 59.39 -18.06 0.2489 -0.0639
TMO / Thermo Fisher Scientific Inc. 0.15 7.78 59.38 -12.18 0.2489 -0.0429
PYPL / PayPal Holdings, Inc. 0.78 -15.72 57.82 -4.00 0.2423 -0.0176
MHK / Mohawk Industries, Inc. 0.55 -64.60 57.44 -67.50 0.2407 -0.5218
OWL / Blue Owl Capital Inc. 2.76 42.28 52.93 36.39 0.2218 0.0544
MTD / Mettler-Toledo International Inc. 0.04 46.33 0.1942 0.1942
KKR / KKR & Co. Inc. 0.35 46.09 0.1931 0.1931
NET / Cloudflare, Inc. Call 0.23 1,208.57 44.85 2,174.09 0.1879 0.1794
MIR / Mirion Technologies, Inc. 2.03 -11.55 43.65 31.34 0.1829 0.0395
WSM / Williams-Sonoma, Inc. 0.27 -6.25 43.58 -3.13 0.1826 -0.0115
NOW / ServiceNow, Inc. 0.04 37.18 0.1558 0.1558
USLM / United States Lime & Minerals, Inc. 0.36 4.83 35.55 18.37 0.1490 0.0194
DOCU / DocuSign, Inc. 0.46 -6.96 35.48 -10.97 0.1487 -0.0233
CARG / CarGurus, Inc. 1.05 14.91 35.15 32.03 0.1473 0.0324
FXI / iShares Trust - iShares China Large-Cap ETF Call 0.92 2.68 33.64 5.32 0.1410 0.0031
WTM / White Mountains Insurance Group, Ltd. 0.02 -36.17 32.09 -40.48 0.1345 -0.0982
IRDM / Iridium Communications Inc. 1.00 12.87 30.21 24.64 0.1266 0.0220
CASY / Casey's General Stores, Inc. 0.06 -40.26 30.20 -29.77 0.1265 -0.0590
OSW / OneSpaWorld Holdings Limited 1.42 4.40 28.93 26.78 0.1212 0.0228
SPGI / S&P Global Inc. 0.05 -33.38 27.15 -30.86 0.1138 -0.0557
MCO / Moody's Corporation 0.05 24.25 26.87 33.83 0.1126 0.0260
CWST / Casella Waste Systems, Inc. 0.23 12.73 26.77 16.64 0.1122 0.0132
CINF / Cincinnati Financial Corporation 0.18 -44.19 26.20 -43.73 0.1098 -0.0911
GDDY / GoDaddy Inc. 0.14 25.77 0.1080 0.1080
CHEF / The Chefs' Warehouse, Inc. 0.39 -13.15 25.10 1.76 0.1052 -0.0012
FMC / FMC Corporation Call 0.59 2.26 24.76 1.19 0.1038 -0.0018
MSCI / MSCI Inc. 0.04 10.34 24.56 12.53 0.1029 0.0088
RAL / Ralliant Corporation 0.49 23.67 0.0992 0.0992
FORM / FormFactor, Inc. 0.62 78.59 21.25 117.23 0.0890 0.0468
PII / Polaris Inc. 0.52 -67.89 21.15 -68.12 0.0886 -0.1976
FAST / Fastenal Company 0.47 -38.50 19.82 -66.69 0.0831 -0.1737
ALKT / Alkami Technology, Inc. 0.58 9.55 17.37 25.78 0.0728 0.0132
AMRZ / Amrize AG 0.35 17.18 0.0720 0.0720
DKS / DICK'S Sporting Goods, Inc. 0.08 16.73 0.0701 0.0701
CDRE / Cadre Holdings, Inc. 0.49 8.50 15.46 16.71 0.0648 0.0076
KAI / Kadant Inc. 0.04 -44.66 14.17 -47.86 0.0594 -0.0579
LLY / Eli Lilly and Company Put 0.02 114.81 13.56 102.77 0.0568 0.0280
CSW / CSW Industrials, Inc. 0.04 14.83 12.57 12.97 0.0527 0.0047
ALRM / Alarm.com Holdings, Inc. 0.22 9.08 12.37 10.88 0.0518 0.0037
PTLO / Portillo's Inc. 1.03 -3.44 12.07 -5.22 0.0506 -0.0044
BMI / Badger Meter, Inc. 0.05 30.86 12.03 68.49 0.0504 0.0196
ROST / Ross Stores, Inc. 0.09 11.88 0.0498 0.0498
BL / BlackLine, Inc. 0.21 112.89 11.87 148.96 0.0498 0.0292
FELE / Franklin Electric Co., Inc. 0.13 40.51 11.68 34.31 0.0489 0.0114
KRMN / Karman Holdings Inc. 0.23 15.88 11.44 74.66 0.0479 0.0197
WAY / Waystar Holding Corp. 0.28 11.25 0.0471 0.0471
GE / General Electric Company 0.04 10.87 0.0456 0.0456
LAMR / Lamar Advertising Company 0.09 -69.68 10.69 -67.66 0.0448 -0.0978
BWIN / The Baldwin Insurance Group, Inc. 0.24 50.66 10.40 44.32 0.0436 0.0125
VRRM / Verra Mobility Corporation 0.41 -23.14 10.40 -13.31 0.0436 -0.0082
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership 0.31 -88.31 10.38 -86.85 0.0435 -0.2971
MYRG / MYR Group Inc. 0.06 34.78 10.34 116.25 0.0433 0.0227
WINA / Winmark Corporation 0.03 16.01 10.27 37.81 0.0430 0.0109
AON / Aon plc 0.03 10.00 0.0419 0.0419
ERII / Energy Recovery, Inc. 0.77 15.37 9.84 -7.22 0.0412 -0.0045
OUT / OUTFRONT Media Inc. 0.60 22.57 9.73 23.93 0.0408 0.0069
CERT / Certara, Inc. 0.83 -24.47 9.67 -10.74 0.0405 -0.0062
BOOT / Boot Barn Holdings, Inc. 0.06 -38.16 9.64 -12.50 0.0404 -0.0071
MLAB / Mesa Laboratories, Inc. 0.10 38.30 9.63 9.82 0.0404 0.0025
COHR / Coherent Corp. 0.11 -41.38 9.44 -19.47 0.0395 -0.0110
ADEA / Adeia Inc. 0.54 6.37 7.66 13.76 0.0321 0.0030
FNV N / Franco-Nevada Corporation 0.05 7.66 0.0321 0.0321
SPSC / SPS Commerce, Inc. 0.06 15.28 7.53 18.20 0.0315 0.0041
CLFD / Clearfield, Inc. 0.17 -3.13 7.41 41.50 0.0311 0.0085
GOGO / Gogo Inc. 0.50 24.08 7.34 111.34 0.0308 0.0158
ACA / Arcosa, Inc. 0.08 54.87 7.26 74.15 0.0304 0.0124
JOE / The St. Joe Company 0.13 6.35 0.0266 0.0266
CIEN / Ciena Corporation 0.07 -2.88 5.68 30.71 0.0238 0.0051
CLBT / Cellebrite DI Ltd. 0.35 5.56 0.0233 0.0233
LOAR / Loar Holdings Inc. 0.06 191.83 5.46 256.07 0.0229 0.0162
UBER / Uber Technologies, Inc. 0.06 -54.36 5.43 -41.57 0.0228 -0.0174
MLNK / MeridianLink, Inc. 0.32 3.77 5.18 -9.10 0.0217 -0.0029
GSHD / Goosehead Insurance, Inc 0.04 342.34 4.57 295.42 0.0192 0.0142
MRCY / Mercury Systems, Inc. 0.08 351.57 4.51 464.58 0.0189 0.0155
EL / The Estée Lauder Companies Inc. Call 0.05 -38.11 3.87 -24.24 0.0162 -0.0058
PTON / Peloton Interactive, Inc. 0.51 3.56 0.0149 0.0149
AIN / Albany International Corp. 0.05 -61.14 3.44 -60.53 0.0144 -0.0232
PII / Polaris Inc. Call 0.08 3.11 0.0130 0.0130
VFC / V.F. Corporation Call 0.23 104.90 2.70 55.17 0.0113 0.0038
TENB / Tenable Holdings, Inc. 0.07 32.72 2.28 28.20 0.0096 0.0019
DOO / BRP Inc. 0.04 1.79 0.0075 0.0075
INTC / Intel Corporation 0.03 0.58 0.0024 0.0024
GFS / GLOBALFOUNDRIES Inc. 0.01 0.57 0.0024 0.0024
TRI / Thomson Reuters Corporation 0.00 0.00 0.42 16.34 0.0018 0.0002
CIGI / Colliers International Group Inc. 0.00 -100.00 0.00 0.0000
LNTH / Lantheus Holdings, Inc. 0.00 -100.00 0.00 0.0000
H / Hyatt Hotels Corporation 0.00 -100.00 0.00 0.0000
POOL / Pool Corporation 0.00 -100.00 0.00 0.0000
MRVL / Marvell Technology, Inc. 0.00 -100.00 0.00 0.0000
RMD / ResMed Inc. Put 0.00 -100.00 0.00 0.0000
ATS / ATS Corporation 0.00 -100.00 0.00 0.0000
TYL / Tyler Technologies, Inc. 0.00 -100.00 0.00 0.0000
SSB / SouthState Corporation 0.00 -100.00 0.00 0.0000
BE / Bloom Energy Corporation 0.00 -100.00 0.00 0.0000
MKC / McCormick & Company, Incorporated 0.00 -100.00 0.00 0.0000
AMD / Advanced Micro Devices, Inc. 0.00 -100.00 0.00 0.0000
CACI / CACI International Inc 0.00 -100.00 0.00 0.0000
AEIS / Advanced Energy Industries, Inc. 0.00 -100.00 0.00 0.0000
NEOG / Neogen Corporation 0.00 -100.00 0.00 0.0000
SAIA / Saia, Inc. 0.00 -100.00 0.00 0.0000
NKE / NIKE, Inc. 0.00 -100.00 0.00 0.0000
NCNO / nCino, Inc. 0.00 -100.00 0.00 0.0000
TTC / The Toro Company 0.00 -100.00 0.00 0.0000
AOS / A. O. Smith Corporation 0.00 -100.00 0.00 0.0000
IWR / iShares Trust - iShares Russell Mid-Cap ETF 0.00 -100.00 0.00 0.0000
SPOT / Spotify Technology S.A. 0.00 -100.00 0.00 0.0000
IWM / iShares Trust - iShares Russell 2000 ETF Put 0.00 -100.00 0.00 0.0000
SSNC / SS&C Technologies Holdings, Inc. 0.00 -100.00 0.00 0.0000