Select Equity Group, L.P. Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$30.9B
Holdings
161
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (161 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | WOLF*WOLFSPEED INC | 218,843 | $24.9M | 0.08% | |
| 102 | FAFIRST ADVANTAGE CORP NEW | 1,218,178 | $24.6M | 0.08% | |
| 103 | BIPBROOKFIELD INFRAST PARTNERS | 342,224 | $22.7M | 0.07% | |
| 104 | CPRICAPRI HOLDINGS LIMITED | 415,226 | $21.3M | 0.07% | |
| 105 | STGWSTAGWELL INC | 2,578,776 | $18.7M | 0.06% | |
| 106 | SPOTSPOTIFY TECHNOLOGY S A | 122,916 | $18.6M | 0.06% | |
| 107 | WWWWOLVERINE WORLD WIDE INC | 720,934 | $16.3M | 0.05% | |
| 108 | GFSGLOBALFOUNDRIES INC | 250,111 | $15.6M | 0.05% | |
| 109 | TPDTEMPUR SEALY INTL INC | 552,158 | $15.4M | 0.05% | |
| 110 | TFCTRUIST FINL CORP | 243,575 | $13.8M | 0.04% | |
| 111 | BLDRBUILDERS FIRSTSOURCE INC | 212,617 | $13.7M | 0.04% | |
| 112 | ODFLOLD DOMINION FREIGHT LINE IN | 41,630 | $12.4M | 0.04% | |
| 113 | —USHG ACQUISITION CORP | 1,002,032 | $10.5M | 0.03% | |
| 114 | TXG10X GENOMICS INC | 136,867 | $10.4M | 0.03% | |
| 115 | PAYPAYMENTUS HOLDINGS INC | 343,216 | $7.2M | 0.02% | |
| 116 | AVNWAVIAT NETWORKS INC | 213,394 | $6.6M | 0.02% | |
| 117 | BXBLACKSTONE INC | 51,456 | $6.5M | 0.02% | |
| 118 | 7SUSUMMIT MATLS INC | 189,142 | $5.9M | 0.02% | |
| 119 | CMBMCAMBIUM NETWORKS CORP | 219,231 | $5.2M | 0.02% | |
| 120 | AMZNAMAZON COM INC | 1,516 | $4.9M | 0.02% | |
| 121 | KAIKADANT INC | 16,281 | $3.2M | 0.01% | |
| 122 | ERIIENERGY RECOVERY INC | 128,799 | $2.6M | 0.01% | |
| 123 | KNSLKINSALE CAP GROUP INC | 9,778 | $2.2M | 0.01% | |
| 124 | PRFTUSDPERFICIENT INC | 19,358 | $2.1M | 0.01% | |
| 125 | AVYAVERY DENNISON CORP | 11,435 | $2.0M | 0.01% | |
| 126 | EVOP1EUREVO PMTS INC | 84,845 | $2.0M | 0.01% | |
| 127 | NRCNATIONAL RESH CORP | 49,208 | $2.0M | 0.01% | |
| 128 | ALTREURALTAIR ENGR INC | 30,195 | $1.9M | 0.01% | |
| 129 | SSTISHOTSPOTTER INC | 69,911 | $1.9M | 0.01% | |
| 130 | TENBTENABLE HLDGS INC | 33,461 | $1.9M | 0.01% | |
| 131 | RPAYREPAY HLDGS CORP | 117,033 | $1.7M | 0.01% | |
| 132 | ZM3ZUMIEZ INC | 44,408 | $1.7M | 0.01% | |
| 133 | RCKYROCKY BRANDS INC | 37,524 | $1.6M | 0.01% | |
| 134 | GFFGRIFFON CORP | 70,324 | $1.4M | 0.00% | |
| 135 | CYRXCRYOPORT INC | 37,496 | $1.3M | 0.00% | |
| 136 | CWSTCASELLA WASTE SYS INC | 14,506 | $1.3M | 0.00% | |
| 137 | XMTRXOMETRY INC | 34,253 | $1.3M | 0.00% | |
| 138 | MODNEURMODEL N INC | 46,537 | $1.3M | 0.00% | |
| 139 | HCCIUSDHERITAGE CRYSTAL CLEAN INC | 42,014 | $1.2M | 0.00% | |
| 140 | NKENIKE INC | 9,192 | $1.2M | 0.00% | |
| 141 | BMIBADGER METER INC | 11,777 | $1.2M | 0.00% | |
| 142 | ELLAUDER ESTEE COS INC | 4,234 | $1.2M | 0.00% | |
| 143 | SPSCSPS COMM INC | 8,025 | $1.1M | 0.00% | |
| 144 | CHEFCHEFS WHSE INC | 29,329 | $956K | 0.00% | |
| 145 | SIBNSI-BONE INC | 41,843 | $946K | 0.00% | |
| 146 | —ARCO PLATFORM LTD | 44,698 | $943K | 0.00% | |
| 147 | DAVAENDAVA PLC | 7,086 | $943K | 0.00% | |
| 148 | SWIMLATHAM GROUP INC | 66,662 | $883K | 0.00% | |
| 149 | NVMINOVA LTD | 7,991 | $870K | 0.00% | |
| 150 | ALKTALKAMI TECHNOLOGY INC | 60,390 | $864K | 0.00% | |
| 151 | SPTSPROUT SOCIAL INC | 10,350 | $829K | 0.00% | |
| 152 | NCNONCINO INC | 18,036 | $739K | 0.00% | |
| 153 | —DUCK CREEK TECHNOLOGIES INC | 32,992 | $730K | 0.00% | |
| 154 | —BTRS HOLDINGS INC | 92,668 | $693K | 0.00% | |
| 155 | BOOTBOOT BARN HLDGS INC | 5,275 | $500K | 0.00% | |
| 156 | ACCDEURACCOLADE INC | 26,186 | $460K | 0.00% | |
| 157 | HSKAEURHESKA CORP | 2,783 | $385K | 0.00% | |
| 158 | GWRSGLOBAL WTR RES INC | 21,533 | $358K | 0.00% | |
| 159 | CEVACEVA INC | 8,604 | $350K | 0.00% | |
| 160 | GRMNGARMIN LTD | 2,325 | $276K | 0.00% | |
| 161 | LOBLIVE OAK BANCSHARES INC | 5,406 | $275K | 0.00% |
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