Select Equity Group, L.P. Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$24.3B
Holdings
160
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (160 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | RHCRH PLC | 8,620,046 | $1.0B | 4.26% | |
| 2 | TPDSOMNIGROUP INTERNATIONAL INC | 11,712,040 | $987.7M | 4.07% | |
| 3 | VIKVIKING HOLDINGS LTD | 15,319,071 | $952.2M | 3.92% | |
| 4 | LYVLIVE NATION ENTERTAINMENT IN | 5,571,318 | $910.4M | 3.75% | |
| 5 | WABWABTEC | 3,688,625 | $739.5M | 3.05% | |
| 6 | MKLMARKEL GROUP INC | 382,732 | $731.5M | 3.01% | |
| 7 | ITTITT INC | 3,940,989 | $704.5M | 2.90% | |
| 8 | TSCOTRACTOR SUPPLY CO | 12,134,768 | $690.1M | 2.84% | |
| 9 | CDWCDW CORP | 4,155,629 | $661.9M | 2.73% | |
| 10 | MLMMARTIN MARIETTA MATLS INC | 1,036,563 | $653.3M | 2.69% | |
| 11 | TRMBTRIMBLE INC | 7,644,739 | $624.2M | 2.57% | |
| 12 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,218,165 | $619.5M | 2.55% | |
| 13 | BROBROWN & BROWN INC | 6,076,399 | $569.9M | 2.35% | |
| 14 | MIDDMIDDLEBY CORP | 4,196,399 | $557.8M | 2.30% | |
| 15 | PAYXPAYCHEX INC | 4,357,641 | $552.4M | 2.28% | |
| 16 | SCISERVICE CORP INTL | 6,609,399 | $550.0M | 2.27% | |
| 17 | LHLABCORP HOLDINGS INC | 1,837,035 | $527.3M | 2.17% | |
| 18 | CNMCORE & MAIN INC | 9,691,396 | $521.7M | 2.15% | |
| 19 | ALCALCON AG | 6,727,682 | $501.1M | 2.06% | |
| 20 | STESTERIS PLC | 1,976,784 | $489.1M | 2.02% | |
| 21 | MORNMORNINGSTAR INC | 2,103,702 | $488.1M | 2.01% | |
| 22 | EMEEMCOR GROUP INC | 735,769 | $477.9M | 1.97% | |
| 23 | SIGSIGNET JEWELERS LIMITED | 3,845,496 | $368.9M | 1.52% | |
| 24 | JLLJONES LANG LASALLE INC | 1,142,066 | $340.7M | 1.40% | |
| 25 | CPAYCORPAY INC | 1,157,534 | $333.4M | 1.37% | |
| 26 | SHOPSHOPIFY INC | 2,210,771 | $328.5M | 1.35% | |
| 27 | IWMISHARES TR | 1,277,800 | $309.2M | 1.27% | Put |
| 28 | PWRQUANTA SVCS INC | 745,180 | $308.8M | 1.27% | |
| 29 | NEMNEWMONT CORP | 3,534,478 | $298.0M | 1.23% | Call |
| 30 | CPCANADIAN PACIFIC KANSAS CITY | 3,963,928 | $295.3M | 1.22% | |
| 31 | NVDANVIDIA CORPORATION | 1,554,241 | $290.0M | 1.19% | Put |
| 32 | BJBJS WHSL CLUB HLDGS INC | 2,928,120 | $273.0M | 1.12% | |
| 33 | NDAQNASDAQ INC | 2,970,652 | $262.8M | 1.08% | |
| 34 | PTCPTC INC | 1,148,097 | $233.1M | 0.96% | |
| 35 | FBINFORTUNE BRANDS INNOVATIONS I | 4,357,853 | $232.7M | 0.96% | |
| 36 | TDYTELEDYNE TECHNOLOGIES INC | 390,876 | $229.1M | 0.94% | |
| 37 | PKGPACKAGING CORP AMER | 997,334 | $217.3M | 0.90% | |
| 38 | CAECAE INC | 6,931,545 | $205.3M | 0.85% | |
| 39 | IDXXIDEXX LABS INC | 282,018 | $180.2M | 0.74% | |
| 40 | CLHCLEAN HARBORS INC | 773,380 | $179.6M | 0.74% | |
| 41 | VVISA INC | 518,983 | $177.2M | 0.73% | |
| 42 | WDAYWORKDAY INC | 728,298 | $175.3M | 0.72% | |
| 43 | GOOGALPHABET INC | 658,921 | $160.5M | 0.66% | |
| 44 | CSXCSX CORP | 3,822,600 | $135.7M | 0.56% | Call |
| 45 | BWXTBWX TECHNOLOGIES INC | 707,115 | $130.4M | 0.54% | |
| 46 | FTVFORTIVE CORP | 2,656,362 | $130.1M | 0.54% | |
| 47 | ENQENTEGRIS INC | 1,392,575 | $128.8M | 0.53% | |
| 48 | TECHBIO-TECHNE CORP | 2,251,593 | $125.3M | 0.52% | |
| 49 | MSFTMICROSOFT CORP | 239,171 | $123.9M | 0.51% | |
| 50 | GRMNGARMIN LTD | 468,244 | $115.3M | 0.47% | |
| 51 | APHAMPHENOL CORP NEW | 930,118 | $115.1M | 0.47% | |
| 52 | ADBEADOBE INC | 318,624 | $112.4M | 0.46% | |
| 53 | AVGOBROADCOM INC | 339,334 | $111.9M | 0.46% | |
| 54 | METAMETA PLATFORMS INC | 145,095 | $106.6M | 0.44% | |
| 55 | CRCRANE COMPANY | 572,744 | $105.5M | 0.43% | |
| 56 | NETCLOUDFLARE INC | 478,125 | $102.6M | 0.42% | Call |
| 57 | INTUINTUIT | 149,782 | $102.3M | 0.42% | |
| 58 | AMZNAMAZON COM INC | 448,321 | $98.4M | 0.41% | |
| 59 | APOAPOLLO GLOBAL MGMT INC | 697,358 | $92.9M | 0.38% | |
| 60 | COOCOOPER COS INC | 1,265,211 | $86.7M | 0.36% | |
| 61 | DHRDANAHER CORPORATION | 430,671 | $85.4M | 0.35% | |
| 62 | APGAPI GROUP CORP | 2,457,941 | $84.5M | 0.35% | |
| 63 | TMOTHERMO FISHER SCIENTIFIC INC | 161,479 | $78.3M | 0.32% | |
| 64 | CRMSALESFORCE INC | 328,551 | $77.9M | 0.32% | |
| 65 | ROLROLLINS INC | 1,188,856 | $69.8M | 0.29% | |
| 66 | QXOQXO INC | 3,622,866 | $69.1M | 0.28% | |
| 67 | OCOWENS CORNING NEW | 472,495 | $66.8M | 0.28% | |
| 68 | DKSDICKS SPORTING GOODS INC | 289,735 | $64.4M | 0.27% | |
| 69 | OWLBLUE OWL CAPITAL INC | 3,739,246 | $63.3M | 0.26% | |
| 70 | USLMUNITED STS LIME & MINERALS I | 418,728 | $55.1M | 0.23% | |
| 71 | BNBROOKFIELD CORP | 791,924 | $54.3M | 0.22% | |
| 72 | JOEST JOE CO | 1,023,600 | $50.6M | 0.21% | |
| 73 | SSBSOUTHSTATE BK CORP | 503,341 | $49.8M | 0.21% | |
| 74 | WSMWILLIAMS SONOMA INC | 253,021 | $49.5M | 0.20% | |
| 75 | PYPLPAYPAL HLDGS INC | 721,641 | $48.4M | 0.20% | |
| 76 | MTDMETTLER TOLEDO INTERNATIONAL | 38,293 | $47.0M | 0.19% | |
| 77 | TERTERADYNE INC | 340,300 | $46.8M | 0.19% | Call |
| 78 | ONONON HLDG AG | 1,066,000 | $45.1M | 0.19% | Call |
| 79 | CARGCARGURUS INC | 1,203,723 | $44.8M | 0.18% | |
| 80 | MHKMOHAWK INDS INC | 324,409 | $41.8M | 0.17% | |
| 81 | ZTSZOETIS INC | 281,933 | $41.3M | 0.17% | |
| 82 | VCTRVICTORY CAP HLDGS INC | 616,742 | $39.9M | 0.16% | |
| 83 | PIIPOLARIS INC | 597,877 | $34.8M | 0.14% | Call |
| 84 | OSWONESPAWORLD HOLDINGS LIMITED | 1,643,411 | $34.7M | 0.14% | |
| 85 | NOWSERVICENOW INC | 35,361 | $32.5M | 0.13% | |
| 86 | WTWISDOMTREE INC | 2,311,611 | $32.1M | 0.13% | |
| 87 | DOCUDOCUSIGN INC | 444,621 | $32.1M | 0.13% | |
| 88 | CASYCASEYS GEN STORES INC | 55,737 | $31.5M | 0.13% | |
| 89 | CWSTCASELLA WASTE SYS INC | 312,780 | $29.7M | 0.12% | |
| 90 | WTMWHITE MTNS INS GROUP LTD | 16,946 | $28.3M | 0.12% | |
| 91 | FMCFMC CORP | 813,100 | $27.3M | 0.11% | Call |
| 92 | CDRECADRE HLDGS INC | 733,852 | $26.8M | 0.11% | |
| 93 | MIRMIRION TECHNOLOGIES INC | 1,141,264 | $26.5M | 0.11% | |
| 94 | NIQNIQ GLOBAL INTELLIGENCE PLC | 1,689,467 | $26.5M | 0.11% | |
| 95 | CHEFCHEFS WHSE INC | 433,787 | $25.3M | 0.10% | |
| 96 | MCOMOODYS CORP | 52,400 | $25.0M | 0.10% | |
| 97 | FMFFORMFACTOR INC | 667,412 | $24.3M | 0.10% | |
| 98 | SPGIS&P GLOBAL INC | 49,873 | $24.3M | 0.10% | |
| 99 | MSCIMSCI INC | 41,716 | $23.7M | 0.10% | |
| 100 | LAMRLAMAR ADVERTISING CO NEW | 186,630 | $22.8M | 0.09% |
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