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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 $23.86 billion in total holdings as of June 30, 2025.
  • Select Equity Group, L.P. owns shares of 149 different stocks, but just 38 companies or ETFs make up 80% of its holdings.
  • Approximately 12.47% of the portfolio was purchased this quarter.
  • About 17.49% of the portfolio was sold this quarter.
  • This quarter, Select Equity Group, L.P. has purchased 150 new stocks and bought additional shares in 64 stocks.
  • Select Equity Group, L.P. sold shares of 61 stocks and completely divested from 24 stocks this quarter.

Largest Holdings

VIKING HOLDINGS LTD
$952,874,227
CRH PLC
$890,199,013
Wabtec
$849,855,906

Largest New Holdings this Quarter

651639106 - Newmont
$350,884,832 Holding
67066G104 - NVIDIA
$172,827,473 Holding
631103108 - Nasdaq
$110,258,794 Holding
82846H405 - QXO INC
$70,010,062 Holding
05605H100 - BWX Technologies
$68,902,457 Holding

Largest Purchases this Quarter

Newmont
6,022,740 shares (about $350.88M)
Markel Group
145,146 shares (about $289.91M)
Tractor Supply
3,753,414 shares (about $198.07M)
NVIDIA
1,093,914 shares (about $172.83M)
Quanta Services
416,395 shares (about $157.43M)

Largest Sales this Quarter

Fortune Brands Innovations
3,264,838 shares (about $168.07M)
Ceridian HCM
2,885,686 shares (about $159.84M)
Fortive
2,942,087 shares (about $153.37M)
Brookfield
2,366,260 shares (about $146.15M)
APi Group
2,657,240 shares (about $135.65M)

Sector Allocation Over Time

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

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Live Nation Entertainment, Inc. stock logo
LYV
Live Nation Entertainment
$1,036,475,102$35,787,553 -3.3%6,851,3694.3%Consumer Discretionary
VIKING HOLDINGS LTD
$952,874,227$41,347,178 -4.2%17,880,9204.0%ORD SHS
Tempur Sealy International, Inc. stock logo
TPX
Tempur Sealy International
$941,591,722$87,540,677 -8.5%13,836,7633.9%Retail/Wholesale
CRH PLC
$890,199,013$61,672,433 -6.5%9,697,1573.7%ORD
Wabtec stock logo
WAB
Wabtec
$849,855,906$107,950,071 -11.3%4,059,4983.6%Transportation
CDW Corporation stock logo
CDW
CDW
$723,773,479$63,716,090 9.7%4,052,7103.0%Computer and Technology
Core & Main, Inc. stock logo
CNM
Core & Main
$691,954,633$85,469,179 -11.0%11,465,6942.9%Industrials
The Middleby Corporation stock logo
MIDD
Middleby
$680,760,576$113,264,496 -14.3%4,727,5042.9%Industrials
Markel Group Inc. stock logo
MKL
Markel Group
$671,849,986$289,908,815 75.9%336,3692.8%Multi-Sector Conglomerates
Tractor Supply Company stock logo
TSCO
Tractor Supply
$670,886,593$198,067,657 41.9%12,713,4092.8%Retail/Wholesale
ITT Inc. stock logo
ITT
ITT
$663,038,346$84,351,015 -11.3%4,227,7522.8%Multi-Sector Conglomerates
Trimble Inc. stock logo
TRMB
Trimble
$656,815,644$44,465,775 -6.3%8,644,5862.8%Industrials
Martin Marietta Materials, Inc. stock logo
MLM
Martin Marietta Materials
$649,566,252$4,464,692 -0.7%1,183,2672.7%Construction
Brown & Brown, Inc. stock logo
BRO
Brown & Brown
$637,026,313$58,613,310 -8.4%5,745,7052.7%Finance
Alcon stock logo
ALC
Alcon
$596,383,041$113,235,246 23.4%6,762,4062.5%Medical
Paychex, Inc. stock logo
PAYX
Paychex
$589,318,535$81,035,911 15.9%4,051,4132.5%Computer and Technology
Service Corporation International stock logo
SCI
Service Corporation International
$563,673,917$7,350,990 -1.3%6,924,7412.4%Consumer Staples
LABCORP HOLDINGS INC
$559,879,228$22,907,673 -3.9%2,132,7922.3%COM SHS
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$511,864,003$92,033,532 21.9%2,259,9852.1%Computer and Technology
STERIS plc stock logo
STE
STERIS
$493,035,455$39,097,487 -7.3%2,052,4332.1%Medical
EMCOR Group, Inc. stock logo
EME
EMCOR Group
$485,067,671$67,480,653 -12.2%906,8552.0%Construction
Quanta Services, Inc. stock logo
PWR
Quanta Services
$384,553,864$157,430,622 69.3%1,017,1231.6%Construction
CORPAY INC
$373,601,447$30,853,287 -7.6%1,125,9161.6%COM SHS
Newmont Corporation stock logo
NEM
Newmont
$350,884,832$350,884,832 New Holding6,022,7401.5%Basic Materials
Morningstar, Inc. stock logo
MORN
Morningstar
$349,498,583$18,605,375 -5.1%1,113,3011.5%Business Services
Signet Jewelers Limited stock logo
SIG
Signet Jewelers
$311,466,331$9,029,164 -2.8%3,915,3531.3%Retail/Wholesale
IDEXX Laboratories, Inc. stock logo
IDXX
IDEXX Laboratories
$307,705,230$58,872,433 23.7%573,7131.3%Medical
Canadian Pacific Kansas City Limited stock logo
CP
Canadian Pacific Kansas City
$268,052,202$35,684,019 -11.7%3,381,0061.1%Transportation
Fortune Brands Innovations, Inc. stock logo
FBIN
Fortune Brands Innovations
$267,402,358$168,073,860 -38.6%5,194,2961.1%Retail/Wholesale
BJ's Wholesale Club Holdings, Inc. stock logo
BJ
BJ's Wholesale Club
$260,027,624$72,474,915 38.6%2,411,4591.1%Consumer Staples
Shopify Inc. stock logo
SHOP
Shopify
$259,123,686$124,516,281 92.5%2,246,4731.1%Computer and Technology
Kirby Corporation stock logo
KEX
Kirby
$245,638,008$23,955,708 10.8%2,165,9291.0%Transportation
Jones Lang LaSalle Incorporated stock logo
JLL
Jones Lang LaSalle
$238,768,072$32,887,937 -12.1%933,4901.0%Finance
Entegris, Inc. stock logo
ENTG
Entegris
$235,452,433$93,134,378 -28.3%2,919,4351.0%Computer and Technology
CAE Inc stock logo
CAE
CAE
$231,350,417$1,338,250 0.6%7,909,7381.0%Aerospace
Clean Harbors, Inc. stock logo
CLH
Clean Harbors
$218,917,750$33,567,567 -13.3%946,9580.9%Business Services
Teledyne Technologies Incorporated stock logo
TDY
Teledyne Technologies
$218,672,863$14,533,210 7.1%426,8370.9%Aerospace
Visa Inc. stock logo
V
Visa
$191,839,196$81,073,537 -29.7%540,3160.8%Business Services
NVIDIA Corporation stock logo
NVDA
NVIDIA
$172,827,473$172,827,473 New Holding1,093,9140.7%Computer and Technology
Workday, Inc. stock logo
WDAY
Workday
$160,561,680$38,133,120 31.1%669,0070.7%Computer and Technology
Bio-Techne Corp stock logo
TECH
Bio-Techne
$150,208,018$125,872,837 -45.6%2,919,4950.6%Medical
Ceridian HCM Holding Inc. stock logo
CDAY
Ceridian HCM
$141,127,073$159,838,147 -53.1%2,547,8800.6%Computer and Technology
Adobe Inc. stock logo
ADBE
Adobe
$140,761,645$58,227,374 -29.3%363,8380.6%Computer and Technology
Crane stock logo
CR
Crane
$139,938,106$1,547,793 1.1%736,9430.6%Industrials
Intuit Inc. stock logo
INTU
Intuit
$136,169,413$45,511,624 -25.1%172,8850.6%Computer and Technology
PTC Inc. stock logo
PTC
PTC
$133,576,770$28,117,616 26.7%775,0770.6%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$121,827,904$48,856,931 67.0%686,7800.5%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$121,295,916$42,253,985 53.5%243,8550.5%Computer and Technology
Salesforce Inc. stock logo
CRM
Salesforce
$110,464,810$7,473,615 7.3%405,0930.5%Computer and Technology
Nasdaq, Inc. stock logo
NDAQ
Nasdaq
$110,258,794$110,258,794 New Holding1,233,0440.5%Finance
Zoetis Inc. stock logo
ZTS
Zoetis
$108,194,367$52,780,498 95.2%693,7760.5%Medical
Cloudflare, Inc. stock logo
NET
Cloudflare
$104,230,518$25,143,201 -19.4%532,2500.4%Computer and Technology
COOPER COS INC
$102,601,334$49,298,936 92.5%1,441,8400.4%COM
Broadcom Inc. stock logo
AVGO
Broadcom
$99,309,528$92,882,197 1,445.1%360,2740.4%Computer and Technology
Apollo Global Management Inc. stock logo
APO
Apollo Global Management
$97,778,506$33,811,451 52.9%689,2120.4%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$95,217,673$6,762,697 7.6%434,0110.4%Retail/Wholesale
APi Group Corporation stock logo
APG
APi Group
$95,162,918$135,652,103 -58.8%1,864,1120.4%Business Services
Brookfield Corporation stock logo
BN
Brookfield
$91,052,913$146,154,924 -61.6%1,474,1540.4%Finance
Garmin Ltd. stock logo
GRMN
Garmin
$90,671,516$28,241,486 -23.7%434,4170.4%Computer and Technology
Danaher Corporation stock logo
DHR
Danaher
$82,454,579$40,424,783 96.2%417,4070.3%Medical
Fortive Corporation stock logo
FTV
Fortive
$81,714,348$153,370,995 -65.2%1,567,5110.3%Computer and Technology
Packaging Corporation of America stock logo
PKG
Packaging Corporation of America
$79,572,259$50,317,469 -38.7%422,2460.3%Industrials
Meta Platforms, Inc. stock logo
META
Meta Platforms
$76,581,266$32,935,052 75.5%103,7560.3%Computer and Technology
Rollins, Inc. stock logo
ROL
Rollins
$71,401,936$42,792,426 149.6%1,265,5430.3%Construction
QXO INC
$70,010,062$70,010,062 New Holding3,250,2350.3%COM NEW
BWX Technologies, Inc. stock logo
BWXT
BWX Technologies
$68,902,457$68,902,457 New Holding478,2900.3%Aerospace
Amphenol Corporation stock logo
APH
Amphenol
$66,842,493$24,169,951 -26.6%676,8860.3%Computer and Technology
Bio-Rad Laboratories, Inc. stock logo
BIO
Bio-Rad Laboratories
$61,775,265$2,217,972 -3.5%255,9890.3%Medical
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$59,384,483$4,284,901 7.8%146,4620.2%Medical
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$57,817,095$10,783,981 -15.7%777,9480.2%Business Services
Mohawk Industries, Inc. stock logo
MHK
Mohawk Industries
$57,436,070$104,819,661 -64.6%547,8450.2%Consumer Discretionary
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
$52,930,619$15,728,341 42.3%2,755,3680.2%Finance
Mettler-Toledo International, Inc. stock logo
MTD
Mettler-Toledo International
$46,332,132$46,332,132 New Holding39,4410.2%Medical
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
$46,085,184$46,085,184 New Holding346,4270.2%Finance
Mirion Technologies, Inc. stock logo
MIR
Mirion Technologies
$43,653,345$5,698,496 -11.5%2,027,5590.2%Business Services
Williams-Sonoma, Inc. stock logo
WSM
Williams-Sonoma
$43,577,314$2,905,372 -6.3%266,7400.2%Retail/Wholesale
ServiceNow, Inc. stock logo
NOW
ServiceNow
$37,176,401$37,176,401 New Holding36,1610.2%Computer and Technology
United States Lime & Minerals, Inc. stock logo
USLM
United States Lime & Minerals
$35,547,762$1,637,119 4.8%356,1900.1%Construction
Docusign Inc. stock logo
DOCU
Docusign
$35,476,636$2,654,803 -7.0%455,4710.1%Computer and Technology
CarGurus, Inc. stock logo
CARG
CarGurus
$35,151,667$4,560,923 14.9%1,050,2440.1%Auto/Tires/Trucks
iShares China Large-Cap ETF stock logo
FXI
iShares China Large-Cap ETF
$33,635,400$878,564 2.7%915,0000.1%ETF
White Mountains Insurance Group, Ltd. stock logo
WTM
White Mountains Insurance Group
$32,093,108$18,185,257 -36.2%17,8720.1%Finance
Iridium Communications Inc stock logo
IRDM
Iridium Communications
$30,210,730$3,444,871 12.9%1,001,3500.1%Computer and Technology
Casey's General Stores, Inc. stock logo
CASY
Casey's General Stores
$30,196,248$20,349,057 -40.3%59,1770.1%Retail/Wholesale
OneSpaWorld Holdings Limited stock logo
OSW
OneSpaWorld
$28,928,455$1,219,037 4.4%1,418,7570.1%Consumer Discretionary
S&P Global Inc. stock logo
SPGI
S&P Global
$27,148,053$13,600,391 -33.4%51,4860.1%Finance
Moody's Corporation stock logo
MCO
Moody's
$26,872,183$5,245,127 24.3%53,5740.1%Finance
Casella Waste Systems, Inc. stock logo
CWST
Casella Waste Systems
$26,767,468$3,022,841 12.7%231,9940.1%Business Services
Cincinnati Financial Corporation stock logo
CINF
Cincinnati Financial
$26,198,155$20,740,833 -44.2%175,9210.1%Finance
GoDaddy Inc. stock logo
GDDY
GoDaddy
$25,765,146$25,765,146 New Holding143,0920.1%Computer and Technology
The Chefs' Warehouse, Inc. stock logo
CHEF
Chefs' Warehouse
$25,095,388$3,800,524 -13.2%393,2830.1%Consumer Staples
FMC Corporation stock logo
FMC
FMC
$24,761,925$546,925 2.3%593,1000.1%Consumer Staples
MSCI Inc stock logo
MSCI
MSCI
$24,558,743$2,301,769 10.3%42,5820.1%Finance
Polaris Inc. stock logo
PII
Polaris
$24,265,001$41,610,966 -63.2%596,9250.1%Auto/Tires/Trucks
RALLIANT CORP
$23,665,350$23,665,350 New Holding488,0460.1%COM
FormFactor, Inc. stock logo
FORM
FormFactor
$21,249,620$9,351,262 78.6%617,5420.1%Computer and Technology
Fastenal Company stock logo
FAST
Fastenal
$19,820,556$12,408,018 -38.5%471,9180.1%Retail/Wholesale
Alkami Technology, Inc. stock logo
ALKT
Alkami Technology
$17,368,265$1,513,842 9.5%576,2530.1%Computer and Technology
AMRIZE LTD
$17,179,908$17,179,908 New Holding345,5080.1%SHS
DICK'S Sporting Goods, Inc. stock logo
DKS
DICK'S Sporting Goods
$16,725,825$16,725,825 New Holding84,5550.1%Retail/Wholesale

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