Select Equity Group, L.P. Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$23.2B
Holdings
150
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (150 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LYVLIVE NATION ENTERTAINMENT IN | 7,087,934 | $925.5M | 3.99% | |
| 2 | RHCRH PLC | 10,368,970 | $912.2M | 3.94% | |
| 3 | TPDSOMNIGROUP INTERNATIONAL INC | 15,123,180 | $905.6M | 3.91% | |
| 4 | MIDDMIDDLEBY CORP | 5,514,063 | $838.0M | 3.62% | |
| 5 | WABWABTEC | 4,575,142 | $829.7M | 3.58% | |
| 6 | BROBROWN & BROWN INC | 6,274,372 | $780.5M | 3.37% | |
| 7 | VIKVIKING HOLDINGS LTD | 18,656,810 | $741.6M | 3.20% | |
| 8 | CNMCORE & MAIN INC | 12,881,919 | $622.3M | 2.69% | |
| 9 | ITTITT INC | 4,765,602 | $615.5M | 2.66% | |
| 10 | TRMBTRIMBLE INC | 9,229,816 | $605.9M | 2.61% | |
| 11 | IWMISHARES TR | 3,029,100 | $604.3M | 2.61% | Put |
| 12 | CDWCDW CORP | 3,695,937 | $592.3M | 2.56% | |
| 13 | MLMMARTIN MARIETTA MATLS INC | 1,191,400 | $569.6M | 2.46% | |
| 14 | SCISERVICE CORP INTL | 7,015,048 | $562.6M | 2.43% | |
| 15 | PAYXPAYCHEX INC | 3,494,312 | $539.1M | 2.33% | |
| 16 | LHLABCORP HOLDINGS INC | 2,220,056 | $516.7M | 2.23% | |
| 17 | ALCALCON AG | 5,478,428 | $515.3M | 2.22% | |
| 18 | FBINFORTUNE BRANDS INNOVATIONS I | 8,459,134 | $515.0M | 2.22% | |
| 19 | STESTERIS PLC | 2,215,190 | $502.1M | 2.17% | |
| 20 | TSCOTRACTOR SUPPLY CO | 8,959,995 | $493.7M | 2.13% | |
| 21 | CPAYCORPAY INC | 1,218,898 | $425.1M | 1.83% | |
| 22 | EMEEMCOR GROUP INC | 1,033,013 | $381.8M | 1.65% | |
| 23 | MKLMARKEL GROUP INC | 191,223 | $357.5M | 1.54% | |
| 24 | ENQENTEGRIS INC | 4,074,232 | $356.4M | 1.54% | |
| 25 | MORNMORNINGSTAR INC | 1,172,567 | $351.6M | 1.52% | |
| 26 | FTVFORTIVE CORP | 4,509,598 | $330.0M | 1.42% | |
| 27 | DAYDAYFORCE INC | 5,433,566 | $316.9M | 1.37% | |
| 28 | TECHBIO-TECHNE CORP | 5,366,003 | $314.6M | 1.36% | |
| 29 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,853,638 | $307.7M | 1.33% | |
| 30 | VVISA INC | 768,660 | $269.4M | 1.16% | |
| 31 | CPCANADIAN PACIFIC KANSAS CITY | 3,831,097 | $268.8M | 1.16% | |
| 32 | JLLJONES LANG LASALLE INC | 1,062,069 | $263.3M | 1.14% | |
| 33 | SIGSIGNET JEWELERS LIMITED | 4,028,856 | $233.9M | 1.01% | |
| 34 | CLHCLEAN HARBORS INC | 1,092,159 | $215.3M | 0.93% | |
| 35 | BNBROOKFIELD CORP | 3,840,414 | $201.0M | 0.87% | |
| 36 | BJBJS WHSL CLUB HLDGS INC | 1,739,337 | $198.5M | 0.86% | |
| 37 | TDYTELEDYNE TECHNOLOGIES INC | 398,469 | $198.3M | 0.86% | |
| 38 | KEXKIRBY CORP | 1,954,698 | $197.4M | 0.85% | |
| 39 | ADBEADOBE INC | 514,343 | $197.3M | 0.85% | |
| 40 | IDXXIDEXX LABS INC | 463,946 | $194.8M | 0.84% | |
| 41 | CAECAE INC | 7,863,984 | $193.3M | 0.83% | |
| 42 | MHKMOHAWK INDS INC | 1,547,651 | $176.7M | 0.76% | |
| 43 | TTCTORO CO | 2,327,264 | $169.3M | 0.73% | |
| 44 | SAIASAIA INC | 480,498 | $167.9M | 0.72% | |
| 45 | APGAPI GROUP CORP | 4,521,352 | $161.7M | 0.70% | |
| 46 | PWRQUANTA SVCS INC | 600,728 | $152.7M | 0.66% | |
| 47 | INTUINTUIT | 230,668 | $141.6M | 0.61% | |
| 48 | PKGPACKAGING CORP AMER | 689,253 | $136.5M | 0.59% | |
| 49 | MCXMCCORMICK & CO INC | 1,560,869 | $128.5M | 0.55% | |
| 50 | GRMNGARMIN LTD | 569,725 | $123.7M | 0.53% | |
| 51 | WDAYWORKDAY INC | 510,119 | $119.1M | 0.51% | |
| 52 | CRCRANE COMPANY | 728,792 | $111.6M | 0.48% | |
| 53 | SHOPSHOPIFY INC | 1,166,979 | $111.4M | 0.48% | |
| 54 | CRMSALESFORCE INC | 377,686 | $101.4M | 0.44% | |
| 55 | RMERESMED INC | 434,400 | $97.2M | 0.42% | Put |
| 56 | PTCPTC INC | 611,925 | $94.8M | 0.41% | |
| 57 | BIPBROOKFIELD INFRAST PARTNERS | 2,649,491 | $78.9M | 0.34% | |
| 58 | AMZNAMAZON COM INC | 403,186 | $76.7M | 0.33% | |
| 59 | NETCLOUDFLARE INC | 660,643 | $74.4M | 0.32% | Call |
| 60 | TMOTHERMO FISHER SCIENTIFIC INC | 135,894 | $67.6M | 0.29% | |
| 61 | PIIPOLARIS INC | 1,620,565 | $66.3M | 0.29% | |
| 62 | BUWABIO RAD LABS INC | 265,180 | $64.6M | 0.28% | |
| 63 | GOOGALPHABET INC | 411,359 | $64.3M | 0.28% | |
| 64 | COOCOOPER COS INC | 749,050 | $63.2M | 0.27% | |
| 65 | APOAPOLLO GLOBAL MGMT INC | 450,885 | $61.7M | 0.27% | |
| 66 | APHAMPHENOL CORP NEW | 921,645 | $60.5M | 0.26% | |
| 67 | PYPLPAYPAL HLDGS INC | 923,050 | $60.2M | 0.26% | |
| 68 | MSFTMICROSOFT CORP | 158,907 | $59.7M | 0.26% | |
| 69 | FASTFASTENAL CO | 767,347 | $59.5M | 0.26% | |
| 70 | ZTSZOETIS INC | 355,331 | $58.5M | 0.25% | |
| 71 | WTMWHITE MTNS INS GROUP LTD | 27,999 | $53.9M | 0.23% | |
| 72 | AOSSMITH A O CORP | 809,461 | $52.9M | 0.23% | |
| 73 | CINFCINCINNATI FINL CORP | 315,196 | $46.6M | 0.20% | |
| 74 | WSMWILLIAMS SONOMA INC | 284,524 | $45.0M | 0.19% | |
| 75 | DHRDANAHER CORPORATION | 212,766 | $43.6M | 0.19% | |
| 76 | CASYCASEYS GEN STORES INC | 99,056 | $43.0M | 0.19% | |
| 77 | DOCUDOCUSIGN INC | 489,555 | $39.8M | 0.17% | |
| 78 | SPGIS&P GLOBAL INC | 77,279 | $39.3M | 0.17% | |
| 79 | OWLBLUE OWL CAPITAL INC | 1,936,610 | $38.8M | 0.17% | |
| 80 | HHYATT HOTELS CORP | 303,831 | $37.2M | 0.16% | |
| 81 | SSBUSDSOUTHSTATE CORPORATION | 368,860 | $34.2M | 0.15% | |
| 82 | METAMETA PLATFORMS INC | 59,134 | $34.1M | 0.15% | |
| 83 | MIRMIRION TECHNOLOGIES INC | 2,292,236 | $33.2M | 0.14% | |
| 84 | LAMRLAMAR ADVERTISING CO NEW | 290,524 | $33.1M | 0.14% | |
| 85 | FXIISHARES TR | 891,100 | $31.9M | 0.14% | Call |
| 86 | USLMUNITED STS LIME & MINERALS I | 339,786 | $30.0M | 0.13% | |
| 87 | SSNCSS&C TECHNOLOGIES HLDGS INC | 340,655 | $28.5M | 0.12% | |
| 88 | ROLROLLINS INC | 507,081 | $27.4M | 0.12% | |
| 89 | KAIKADANT INC | 80,677 | $27.2M | 0.12% | |
| 90 | CARGCARGURUS INC | 913,975 | $26.6M | 0.11% | |
| 91 | CHEFCHEFS WHSE INC | 452,843 | $24.7M | 0.11% | |
| 92 | FMCFMC CORP | 580,000 | $24.5M | 0.11% | Call |
| 93 | IRDMIRIDIUM COMMUNICATIONS INC | 887,168 | $24.2M | 0.10% | |
| 94 | CWSTCASELLA WASTE SYS INC | 205,795 | $22.9M | 0.10% | |
| 95 | OSWONESPAWORLD HOLDINGS LIMITED | 1,358,971 | $22.8M | 0.10% | |
| 96 | MSCIMSCI INC | 38,591 | $21.8M | 0.09% | |
| 97 | SPOTSPOTIFY TECHNOLOGY S A | 36,688 | $20.2M | 0.09% | |
| 98 | MCOMOODYS CORP | 43,117 | $20.1M | 0.09% | |
| 99 | TYLTYLER TECHNOLOGIES INC | 32,687 | $19.0M | 0.08% | |
| 100 | NKENIKE INC | 234,133 | $14.9M | 0.06% |
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