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 |
|---|---|---|---|---|---|
| 101 | CINFCINCINNATI FINL CORP | 142,363 | $22.5M | 0.09% | |
| 102 | ALKTALKAMI TECHNOLOGY INC | 858,667 | $21.3M | 0.09% | |
| 103 | WAYWAYSTAR HLDG CORP | 545,413 | $20.7M | 0.09% | |
| 104 | CSWCSW INDUSTRIALS INC | 83,045 | $20.2M | 0.08% | |
| 105 | IRDMIRIDIUM COMMUNICATIONS INC | 1,061,453 | $18.5M | 0.08% | |
| 106 | KAIKADANT INC | 60,843 | $18.1M | 0.07% | |
| 107 | LQDTLIQUIDITY SVCS INC | 650,986 | $17.9M | 0.07% | |
| 108 | ALRMALARM COM HLDGS INC | 312,109 | $16.6M | 0.07% | |
| 109 | AMRZAMRIZE LTD | 341,755 | $16.5M | 0.07% | |
| 110 | FXIISHARES TR | 397,200 | $16.3M | 0.07% | Call |
| 111 | KRMNKARMAN HLDGS INC | 217,458 | $15.7M | 0.06% | |
| 112 | WINAWINMARK CORP | 31,422 | $15.6M | 0.06% | |
| 113 | BMIBADGER METER INC | 83,186 | $14.9M | 0.06% | |
| 114 | BOOTBOOT BARN HLDGS INC | 86,366 | $14.3M | 0.06% | |
| 115 | BLBLACKLINE INC | 267,022 | $14.2M | 0.06% | |
| 116 | ZWSZURN ELKAY WATER SOLNS CORP | 294,840 | $13.9M | 0.06% | |
| 117 | CERTCERTARA INC | 1,120,096 | $13.7M | 0.06% | |
| 118 | FELEFRANKLIN ELEC INC | 141,715 | $13.5M | 0.06% | |
| 119 | LOARLOAR HOLDINGS INC | 167,826 | $13.4M | 0.06% | |
| 120 | ECGEVERUS CONSTR GROUP | 148,518 | $12.7M | 0.05% | |
| 121 | ROSTROSS STORES INC | 81,790 | $12.5M | 0.05% | |
| 122 | VRRMVERRA MOBILITY CORP | 500,906 | $12.4M | 0.05% | |
| 123 | CLBTCELLEBRITE DI LTD | 666,650 | $12.4M | 0.05% | |
| 124 | COHRCOHERENT CORP | 113,699 | $12.2M | 0.05% | |
| 125 | CIENCIENA CORP | 83,538 | $12.2M | 0.05% | |
| 126 | MYRGMYR GROUP INC DEL | 57,614 | $12.0M | 0.05% | |
| 127 | GEGE AEROSPACE | 38,648 | $11.6M | 0.05% | |
| 128 | ERIIENERGY RECOVERY INC | 751,042 | $11.6M | 0.05% | |
| 129 | KEXKIRBY CORP | 137,047 | $11.4M | 0.05% | |
| 130 | ADEAADEIA INC | 669,059 | $11.2M | 0.05% | |
| 131 | MTNVAIL RESORTS INC | 68,636 | $10.3M | 0.04% | |
| 132 | PTONPELOTON INTERACTIVE INC | 1,102,811 | $9.9M | 0.04% | |
| 133 | ACAARCOSA INC | 104,702 | $9.8M | 0.04% | |
| 134 | DOOBRP INC | 160,037 | $9.7M | 0.04% | |
| 135 | GOGOGOGO INC | 1,130,279 | $9.7M | 0.04% | |
| 136 | FNVFRANCO NEV CORP | 43,562 | $9.7M | 0.04% | |
| 137 | BIPBROOKFIELD INFRAST PARTNERS | 288,403 | $9.5M | 0.04% | |
| 138 | MLABMESA LABS INC | 126,715 | $8.5M | 0.03% | |
| 139 | OUTOUTFRONT MEDIA INC | 455,914 | $8.4M | 0.03% | |
| 140 | MRCYMERCURY SYS INC | 103,848 | $8.0M | 0.03% | |
| 141 | SAIASAIA INC | 23,693 | $7.1M | 0.03% | |
| 142 | SPSCSPS COMM INC | 66,125 | $6.9M | 0.03% | |
| 143 | ITRIITRON INC | 52,500 | $6.5M | 0.03% | |
| 144 | PTLOPORTILLOS INC | 975,619 | $6.3M | 0.03% | |
| 145 | BWINTHE BALDWIN INSURANCE GRP IN | 220,141 | $6.2M | 0.03% | |
| 146 | INTCINTEL CORP | 176,381 | $5.9M | 0.02% | |
| 147 | CLFDCLEARFIELD INC | 154,271 | $5.3M | 0.02% | |
| 148 | UBERUBER TECHNOLOGIES INC | 51,729 | $5.1M | 0.02% | |
| 149 | GSHDGOOSEHEAD INS INC | 65,839 | $4.9M | 0.02% | |
| 150 | GDDYGODADDY INC | 34,716 | $4.8M | 0.02% | |
| 151 | VFCV F CORP | 256,200 | $3.7M | 0.02% | Call |
| 152 | MLNKMERIDIANLINK INC | 168,583 | $3.4M | 0.01% | |
| 153 | LLYELI LILLY & CO | 3,700 | $2.8M | 0.01% | Put |
| 154 | PRLBPROTO LABS INC | 52,446 | $2.6M | 0.01% | |
| 155 | GFSGLOBALFOUNDRIES INC | 69,800 | $2.5M | 0.01% | |
| 156 | ELLAUDER ESTEE COS INC | 25,336 | $2.2M | 0.01% | Call |
| 157 | HGVHILTON GRAND VACATIONS INC | 51,904 | $2.2M | 0.01% | |
| 158 | TENBTENABLE HLDGS INC | 52,349 | $1.5M | 0.01% | |
| 159 | TRITHOMSON REUTERS CORP | 2,093 | $325K | 0.00% | |
| 160 | IWRISHARES TR | 858 | $82K | 0.00% |
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