Select Equity Group, L.P. Top Holdings and 13F Report (2025) About Select Equity Group, L.P.Investment ActivitySelect Equity Group, L.P. has $23.18 billion in total holdings as of March 31, 2025.Select Equity Group, L.P. owns shares of 150 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 17.97% of the portfolio was purchased this quarter.About 21.91% of the portfolio was sold this quarter.This quarter, Select Equity Group, L.P. has purchased 149 new stocks and bought additional shares in 70 stocks.Select Equity Group, L.P. sold shares of 53 stocks and completely divested from 25 stocks this quarter.Largest Holdings Live Nation Entertainment $925,542,422CRH PLC $912,158,291Tempur Sealy International $905,576,018Middleby $838,027,295Westinghouse Air Brake Technologies $829,702,002 Largest New Holdings this Quarter 464287655 - iShares Russell 2000 ETF $604,275,159 Holding570535104 - Markel Group $357,512,433 Holding45168D104 - IDEXX Laboratories $194,834,123 Holding461202103 - Intuit $141,627,845 Holding18915M107 - Cloudflare $74,447,860 Holding Largest Purchases this Quarter iShares Russell 2000 ETF 3,029,100 shares (about $604.28M)CORPAY INC 1,131,975 shares (about $394.74M)Markel Group 191,223 shares (about $357.51M)Paychex 1,738,372 shares (about $268.20M)IDEXX Laboratories 463,946 shares (about $194.83M) Largest Sales this Quarter Ceridian HCM 5,967,174 shares (about $348.07M)Shopify 2,388,508 shares (about $228.05M)Brookfield 4,256,901 shares (about $222.75M)Tempur Sealy International 3,647,094 shares (about $218.39M)Brown & Brown 1,704,535 shares (about $212.04M) 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$925,542,422$176,873,483 ▼-16.0%7,087,9344.0%Consumer DiscretionaryCRH PLC$912,158,291$57,044,410 ▼-5.9%10,368,9703.9%ORDTPXTempur Sealy International$905,576,018$218,387,989 ▼-19.4%15,123,1803.9%Retail/WholesaleMIDDMiddleby$838,027,295$117,846,052 ▼-12.3%5,514,0633.6%IndustrialsWABWestinghouse Air Brake Technologies$829,702,002$102,202,331 ▼-11.0%4,575,1423.6%TransportationBROBrown & Brown$780,531,877$212,044,154 ▼-21.4%6,274,3723.4%FinanceVIKING HOLDINGS LTD$741,608,197$54,731,735 ▲8.0%18,656,8103.2%ORD SHSCNMCore & Main$622,325,507$14,534,547 ▼-2.3%12,881,9192.7%IndustrialsITTITT$615,525,154$25,919,312 ▲4.4%4,765,6022.7%Multi-Sector ConglomeratesTRMBTrimble$605,937,420$60,695,066 ▼-9.1%9,229,8162.6%IndustrialsIWMiShares Russell 2000 ETF$604,275,159$604,275,159 ▲New Holding3,029,1002.6%FinanceCDWCDW$592,310,864$31,332,593 ▲5.6%3,695,9372.6%Computer and TechnologyMLMMartin Marietta Materials$569,644,082$103,918,209 ▼-15.4%1,191,4002.5%ConstructionSCIService Co. International$562,606,850$103,205,370 ▼-15.5%7,015,0482.4%Consumer StaplesPAYXPaychex$539,102,455$268,196,032 ▲99.0%3,494,3122.3%Business ServicesLABCORP HOLDINGS INC$516,695,833$145,252,801 ▲39.1%2,220,0562.2%COM SHSALCAlcon$515,303,507$97,826,086 ▼-16.0%5,478,4282.2%MedicalFBINFortune Brands Innovations$514,992,078$5,035,385 ▼-1.0%8,459,1342.2%Retail/WholesaleSTESTERIS$502,072,814$87,155,991 ▼-14.8%2,215,1902.2%MedicalTSCOTractor Supply$493,695,725$71,121,482 ▲16.8%8,959,9952.1%Retail/WholesaleCORPAY INC$425,054,111$394,742,322 ▲1,302.3%1,218,8981.8%COM SHSEMEEMCOR Group$381,832,595$11,454,834 ▼-2.9%1,033,0131.6%ConstructionMKLMarkel Group$357,512,433$357,512,433 ▲New Holding191,2231.5%Multi-Sector ConglomeratesENTGEntegris$356,413,815$23,021,937 ▲6.9%4,074,2321.5%Computer and TechnologyMORNMorningstar$351,617,666$60,534,157 ▼-14.7%1,172,5671.5%Business ServicesFTVFortive$330,012,382$15,515,990 ▲4.9%4,509,5981.4%Computer and TechnologyCDAYCeridian HCM$316,939,905$348,065,260 ▼-52.3%5,433,5661.4%Computer and TechnologyTECHBio-Techne$314,608,756$177,686,658 ▲129.8%5,366,0031.4%MedicalTSMTaiwan Semiconductor Manufacturing$307,703,908$107,174,082 ▲53.4%1,853,6381.3%Computer and TechnologyVVisa$269,384,584$111,323,619 ▼-29.2%768,6601.2%Business ServicesCPCanadian Pacific Kansas City$268,822,294$52,697,870 ▲24.4%3,831,0971.2%TransportationJLLJones Lang LaSalle$263,297,526$88,620,140 ▲50.7%1,062,0691.1%FinanceSIGSignet Jewelers$233,915,379$88,951,345 ▼-27.6%4,028,8561.0%Retail/WholesaleCLHClean Harbors$215,264,539$129,951,775 ▼-37.6%1,092,1590.9%Business ServicesBNBrookfield$200,952,981$222,746,023 ▼-52.6%3,840,4140.9%FinanceBJBJ's Wholesale Club$198,458,352$183,537,951 ▲1,230.1%1,739,3370.9%Consumer DiscretionaryTDYTeledyne Technologies$198,322,006$53,208,185 ▼-21.2%398,4690.9%AerospaceKEXKirby$197,444,045$39,293,395 ▲24.8%1,954,6980.9%TransportationADBEAdobe$197,265,971$107,110,341 ▲118.8%514,3430.9%Computer and TechnologyIDXXIDEXX Laboratories$194,834,123$194,834,123 ▲New Holding463,9460.8%MedicalCAECAE$193,314,402$27,592,835 ▲16.7%7,863,9840.8%AerospaceMHKMohawk Industries$176,710,791$5,735,490 ▲3.4%1,547,6510.8%Consumer DiscretionaryTTCToro$169,308,456$187,601,225 ▼-52.6%2,327,2640.7%Consumer DiscretionarySAIASaia$167,900,416$62,703,117 ▲59.6%480,4980.7%TransportationAPGAPi Group$161,683,548$43,539,731 ▲36.9%4,521,3520.7%Business ServicesPWRQuanta Services$152,693,043$32,699,749 ▼-17.6%600,7280.7%ConstructionINTUIntuit$141,627,845$141,627,845 ▲New Holding230,6680.6%Computer and TechnologyPKGPackaging Co. of America$136,485,879$72,858,093 ▲114.5%689,2530.6%IndustrialsMKCMcCormick & Company, Incorporated$128,475,127$15,263,319 ▲13.5%1,560,8690.6%Consumer StaplesGRMNGarmin$123,704,389$95,384,992 ▼-43.5%569,7250.5%Computer and TechnologyWDAYWorkday$119,128,090$3,614,110 ▲3.1%510,1190.5%Computer and TechnologyCRCrane$111,636,359$3,887,402 ▼-3.4%728,7920.5%IndustrialsSHOPShopify$111,423,155$228,054,744 ▼-67.2%1,166,9790.5%Computer and TechnologyCRMSalesforce$101,355,815$27,377,282 ▼-21.3%377,6860.4%Computer and TechnologyRMDResMed$97,240,440$10,588,105 ▼-9.8%434,4000.4%MedicalPTCPTC$94,817,779$54,179,352 ▼-36.4%611,9250.4%Computer and TechnologyBIPBrookfield Infrastructure Partners$78,928,337$73,724,292 ▼-48.3%2,649,4910.3%FinanceAMZNAmazon.com$76,710,168$20,000,321 ▼-20.7%403,1860.3%Retail/WholesaleNETCloudflare$74,447,860$74,447,860 ▲New Holding660,6430.3%Computer and TechnologyTMOThermo Fisher Scientific$67,620,854$32,406,200 ▼-32.4%135,8940.3%MedicalPIIPolaris$66,345,931$38,941,923 ▲142.1%1,620,5650.3%Auto/Tires/TrucksBIOBio-Rad Laboratories$64,587,241$47,610,622 ▼-42.4%265,1800.3%MedicalGOOGAlphabet$64,266,617$27,046,382 ▼-29.6%411,3590.3%Computer and TechnologyCOOPER COS INC$63,182,368$41,014,429 ▲185.0%749,0500.3%COMAPOApollo Global Management$61,744,192$67,544,286 ▼-52.2%450,8850.3%FinanceAPHAmphenol$60,450,696$11,781,276 ▲24.2%921,6450.3%Computer and TechnologyPYPLPayPal$60,229,013$11,103,658 ▲22.6%923,0500.3%Computer and TechnologyMSFTMicrosoft$59,652,099$7,138,416 ▼-10.7%158,9070.3%Computer and TechnologyFASTFastenal$59,507,760$59,507,760 ▲New Holding767,3470.3%Retail/WholesaleZTSZoetis$58,505,249$27,270,650 ▲87.3%355,3310.3%MedicalWTMWhite Mountains Insurance Group$53,920,754$770,324 ▲1.4%27,9990.2%FinanceAOSA. O. Smith$52,906,371$165,580,214 ▼-75.8%809,4610.2%IndustrialsCINFCincinnati Financial$46,560,753$56,120,010 ▼-54.7%315,1960.2%FinanceWSMWilliams-Sonoma$44,983,244$1,928,504 ▼-4.1%284,5240.2%Retail/WholesaleDHRDanaher$43,617,030$11,989,425 ▲37.9%212,7660.2%MedicalCASYCasey's General Stores$42,994,266$29,910,564 ▲228.6%99,0560.2%Retail/WholesaleDOCUDocuSign$39,849,777$12,932,588 ▲48.0%489,5550.2%Computer and TechnologySPGIS&P Global$39,265,460$10,311,890 ▼-20.8%77,2790.2%Business ServicesOWLBlue Owl Capital$38,809,664$38,809,664 ▲New Holding1,936,6100.2%FinanceHHyatt Hotels$37,219,298$8,228,203 ▼-18.1%303,8310.2%Consumer DiscretionarySSBSouthState$34,237,585$34,237,585 ▲New Holding368,8600.1%FinanceMETAMeta Platforms$34,082,472$15,881,023 ▼-31.8%59,1340.1%Computer and TechnologyMIRMirion Technologies$33,237,422$307,154 ▼-0.9%2,292,2360.1%Business ServicesLAMRLamar Advertising$33,055,821$947,674 ▼-2.8%290,5240.1%FinanceFXIiShares China Large-Cap ETF$31,937,024$10,440,192 ▲48.6%891,1000.1%ETFUSLMUnited States Lime & Minerals$30,030,287$1,010,360 ▲3.5%339,7860.1%ConstructionSSNCSS&C Technologies$28,454,912$28,454,912 ▲New Holding340,6550.1%Computer and TechnologyROLRollins$27,397,586$27,397,586 ▲New Holding507,0810.1%ConstructionKAIKadant$27,180,888$22,791,288 ▲519.2%80,6770.1%IndustrialsCARGCarGurus$26,624,092$13,740,359 ▲106.6%913,9750.1%Auto/Tires/TrucksCHEFChefs' Warehouse$24,661,830$20,714,188 ▲524.7%452,8430.1%Consumer StaplesFMCFMC$24,470,200$24,470,200 ▲New Holding580,0000.1%Consumer StaplesIRDMIridium Communications$24,237,430$3,714,974 ▲18.1%887,1680.1%Computer and TechnologyCWSTCasella Waste Systems$22,948,200$19,747,640 ▲617.0%205,7950.1%Business ServicesOSWOneSpaWorld$22,817,123$14,550,180 ▼-38.9%1,358,9710.1%Consumer DiscretionaryMSCIMSCI$21,823,210$2,310,067 ▼-9.6%38,5910.1%FinanceSPOTSpotify Technology$20,179,501$5,558,603 ▼-21.6%36,6880.1%Business ServicesMCOMoody's$20,079,156$2,667,472 ▼-11.7%43,1170.1%FinanceTYLTyler Technologies$19,003,895$19,003,895 ▲New Holding32,6870.1%Computer and TechnologyNKENIKE$14,862,763$14,862,763 ▲New Holding234,1330.1%Consumer DiscretionaryShowing 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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