Select Equity Group, L.P. Top Holdings and 13F Report (2025) About Select Equity Group, L.P.Investment ActivitySelect Equity Group, L.P. has $23.86 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 Live Nation Entertainment $1,036,475,102VIKING HOLDINGS LTD $952,874,227Tempur Sealy International $941,591,722CRH PLC $890,199,013Wabtec $849,855,906 Largest New Holdings this Quarter 651639106 - Newmont $350,884,832 Holding67066G104 - NVIDIA $172,827,473 Holding631103108 - Nasdaq $110,258,794 Holding82846H405 - QXO INC $70,010,062 Holding05605H100 - 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 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$1,036,475,102$35,787,553 ▼-3.3%6,851,3694.3%Consumer DiscretionaryVIKING HOLDINGS LTD$952,874,227$41,347,178 ▼-4.2%17,880,9204.0%ORD SHSTPXTempur Sealy International$941,591,722$87,540,677 ▼-8.5%13,836,7633.9%Retail/WholesaleCRH PLC$890,199,013$61,672,433 ▼-6.5%9,697,1573.7%ORDWABWabtec$849,855,906$107,950,071 ▼-11.3%4,059,4983.6%TransportationCDWCDW$723,773,479$63,716,090 ▲9.7%4,052,7103.0%Computer and TechnologyCNMCore & Main$691,954,633$85,469,179 ▼-11.0%11,465,6942.9%IndustrialsMIDDMiddleby$680,760,576$113,264,496 ▼-14.3%4,727,5042.9%IndustrialsMKLMarkel Group$671,849,986$289,908,815 ▲75.9%336,3692.8%Multi-Sector ConglomeratesTSCOTractor Supply$670,886,593$198,067,657 ▲41.9%12,713,4092.8%Retail/WholesaleITTITT$663,038,346$84,351,015 ▼-11.3%4,227,7522.8%Multi-Sector ConglomeratesTRMBTrimble$656,815,644$44,465,775 ▼-6.3%8,644,5862.8%IndustrialsMLMMartin Marietta Materials$649,566,252$4,464,692 ▼-0.7%1,183,2672.7%ConstructionBROBrown & Brown$637,026,313$58,613,310 ▼-8.4%5,745,7052.7%FinanceALCAlcon$596,383,041$113,235,246 ▲23.4%6,762,4062.5%MedicalPAYXPaychex$589,318,535$81,035,911 ▲15.9%4,051,4132.5%Computer and TechnologySCIService Corporation International$563,673,917$7,350,990 ▼-1.3%6,924,7412.4%Consumer StaplesLABCORP HOLDINGS INC$559,879,228$22,907,673 ▼-3.9%2,132,7922.3%COM SHSTSMTaiwan Semiconductor Manufacturing$511,864,003$92,033,532 ▲21.9%2,259,9852.1%Computer and TechnologySTESTERIS$493,035,455$39,097,487 ▼-7.3%2,052,4332.1%MedicalEMEEMCOR Group$485,067,671$67,480,653 ▼-12.2%906,8552.0%ConstructionPWRQuanta Services$384,553,864$157,430,622 ▲69.3%1,017,1231.6%ConstructionCORPAY INC$373,601,447$30,853,287 ▼-7.6%1,125,9161.6%COM SHSNEMNewmont$350,884,832$350,884,832 ▲New Holding6,022,7401.5%Basic MaterialsMORNMorningstar$349,498,583$18,605,375 ▼-5.1%1,113,3011.5%Business ServicesSIGSignet Jewelers$311,466,331$9,029,164 ▼-2.8%3,915,3531.3%Retail/WholesaleIDXXIDEXX Laboratories$307,705,230$58,872,433 ▲23.7%573,7131.3%MedicalCPCanadian Pacific Kansas City$268,052,202$35,684,019 ▼-11.7%3,381,0061.1%TransportationFBINFortune Brands Innovations$267,402,358$168,073,860 ▼-38.6%5,194,2961.1%Retail/WholesaleBJBJ's Wholesale Club$260,027,624$72,474,915 ▲38.6%2,411,4591.1%Consumer StaplesSHOPShopify$259,123,686$124,516,281 ▲92.5%2,246,4731.1%Computer and TechnologyKEXKirby$245,638,008$23,955,708 ▲10.8%2,165,9291.0%TransportationJLLJones Lang LaSalle$238,768,072$32,887,937 ▼-12.1%933,4901.0%FinanceENTGEntegris$235,452,433$93,134,378 ▼-28.3%2,919,4351.0%Computer and TechnologyCAECAE$231,350,417$1,338,250 ▲0.6%7,909,7381.0%AerospaceCLHClean Harbors$218,917,750$33,567,567 ▼-13.3%946,9580.9%Business ServicesTDYTeledyne Technologies$218,672,863$14,533,210 ▲7.1%426,8370.9%AerospaceVVisa$191,839,196$81,073,537 ▼-29.7%540,3160.8%Business ServicesNVDANVIDIA$172,827,473$172,827,473 ▲New Holding1,093,9140.7%Computer and TechnologyWDAYWorkday$160,561,680$38,133,120 ▲31.1%669,0070.7%Computer and TechnologyTECHBio-Techne$150,208,018$125,872,837 ▼-45.6%2,919,4950.6%MedicalCDAYCeridian HCM$141,127,073$159,838,147 ▼-53.1%2,547,8800.6%Computer and TechnologyADBEAdobe$140,761,645$58,227,374 ▼-29.3%363,8380.6%Computer and TechnologyCRCrane$139,938,106$1,547,793 ▲1.1%736,9430.6%IndustrialsINTUIntuit$136,169,413$45,511,624 ▼-25.1%172,8850.6%Computer and TechnologyPTCPTC$133,576,770$28,117,616 ▲26.7%775,0770.6%Computer and TechnologyGOOGAlphabet$121,827,904$48,856,931 ▲67.0%686,7800.5%Computer and TechnologyMSFTMicrosoft$121,295,916$42,253,985 ▲53.5%243,8550.5%Computer and TechnologyCRMSalesforce$110,464,810$7,473,615 ▲7.3%405,0930.5%Computer and TechnologyNDAQNasdaq$110,258,794$110,258,794 ▲New Holding1,233,0440.5%FinanceZTSZoetis$108,194,367$52,780,498 ▲95.2%693,7760.5%MedicalNETCloudflare$104,230,518$25,143,201 ▼-19.4%532,2500.4%Computer and TechnologyCOOPER COS INC$102,601,334$49,298,936 ▲92.5%1,441,8400.4%COMAVGOBroadcom$99,309,528$92,882,197 ▲1,445.1%360,2740.4%Computer and TechnologyAPOApollo Global Management$97,778,506$33,811,451 ▲52.9%689,2120.4%FinanceAMZNAmazon.com$95,217,673$6,762,697 ▲7.6%434,0110.4%Retail/WholesaleAPGAPi Group$95,162,918$135,652,103 ▼-58.8%1,864,1120.4%Business ServicesBNBrookfield$91,052,913$146,154,924 ▼-61.6%1,474,1540.4%FinanceGRMNGarmin$90,671,516$28,241,486 ▼-23.7%434,4170.4%Computer and TechnologyDHRDanaher$82,454,579$40,424,783 ▲96.2%417,4070.3%MedicalFTVFortive$81,714,348$153,370,995 ▼-65.2%1,567,5110.3%Computer and TechnologyPKGPackaging Corporation of America$79,572,259$50,317,469 ▼-38.7%422,2460.3%IndustrialsMETAMeta Platforms$76,581,266$32,935,052 ▲75.5%103,7560.3%Computer and TechnologyROLRollins$71,401,936$42,792,426 ▲149.6%1,265,5430.3%ConstructionQXO INC$70,010,062$70,010,062 ▲New Holding3,250,2350.3%COM NEWBWXTBWX Technologies$68,902,457$68,902,457 ▲New Holding478,2900.3%AerospaceAPHAmphenol$66,842,493$24,169,951 ▼-26.6%676,8860.3%Computer and TechnologyBIOBio-Rad Laboratories$61,775,265$2,217,972 ▼-3.5%255,9890.3%MedicalTMOThermo Fisher Scientific$59,384,483$4,284,901 ▲7.8%146,4620.2%MedicalPYPLPayPal$57,817,095$10,783,981 ▼-15.7%777,9480.2%Business ServicesMHKMohawk Industries$57,436,070$104,819,661 ▼-64.6%547,8450.2%Consumer DiscretionaryOWLBlue Owl Capital$52,930,619$15,728,341 ▲42.3%2,755,3680.2%FinanceMTDMettler-Toledo International$46,332,132$46,332,132 ▲New Holding39,4410.2%MedicalKKRKKR & Co. Inc.$46,085,184$46,085,184 ▲New Holding346,4270.2%FinanceMIRMirion Technologies$43,653,345$5,698,496 ▼-11.5%2,027,5590.2%Business ServicesWSMWilliams-Sonoma$43,577,314$2,905,372 ▼-6.3%266,7400.2%Retail/WholesaleNOWServiceNow$37,176,401$37,176,401 ▲New Holding36,1610.2%Computer and TechnologyUSLMUnited States Lime & Minerals$35,547,762$1,637,119 ▲4.8%356,1900.1%ConstructionDOCUDocusign$35,476,636$2,654,803 ▼-7.0%455,4710.1%Computer and TechnologyCARGCarGurus$35,151,667$4,560,923 ▲14.9%1,050,2440.1%Auto/Tires/TrucksFXIiShares China Large-Cap ETF$33,635,400$878,564 ▲2.7%915,0000.1%ETFWTMWhite Mountains Insurance Group$32,093,108$18,185,257 ▼-36.2%17,8720.1%FinanceIRDMIridium Communications$30,210,730$3,444,871 ▲12.9%1,001,3500.1%Computer and TechnologyCASYCasey's General Stores$30,196,248$20,349,057 ▼-40.3%59,1770.1%Retail/WholesaleOSWOneSpaWorld$28,928,455$1,219,037 ▲4.4%1,418,7570.1%Consumer DiscretionarySPGIS&P Global$27,148,053$13,600,391 ▼-33.4%51,4860.1%FinanceMCOMoody's$26,872,183$5,245,127 ▲24.3%53,5740.1%FinanceCWSTCasella Waste Systems$26,767,468$3,022,841 ▲12.7%231,9940.1%Business ServicesCINFCincinnati Financial$26,198,155$20,740,833 ▼-44.2%175,9210.1%FinanceGDDYGoDaddy$25,765,146$25,765,146 ▲New Holding143,0920.1%Computer and TechnologyCHEFChefs' Warehouse$25,095,388$3,800,524 ▼-13.2%393,2830.1%Consumer StaplesFMCFMC$24,761,925$546,925 ▲2.3%593,1000.1%Consumer StaplesMSCIMSCI$24,558,743$2,301,769 ▲10.3%42,5820.1%FinancePIIPolaris$24,265,001$41,610,966 ▼-63.2%596,9250.1%Auto/Tires/TrucksRALLIANT CORP$23,665,350$23,665,350 ▲New Holding488,0460.1%COMFORMFormFactor$21,249,620$9,351,262 ▲78.6%617,5420.1%Computer and TechnologyFASTFastenal$19,820,556$12,408,018 ▼-38.5%471,9180.1%Retail/WholesaleALKTAlkami Technology$17,368,265$1,513,842 ▲9.5%576,2530.1%Computer and TechnologyAMRIZE LTD$17,179,908$17,179,908 ▲New Holding345,5080.1%SHSDKSDICK'S Sporting Goods$16,725,825$16,725,825 ▲New Holding84,5550.1%Retail/WholesaleShowing 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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