Select Equity Group, L.p.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 150
Total Value: 23173374442
Accession Number: 0001592643-25-000004
Form Type: 13F-HR
CIK: 0001592643
Manager Name: Select Equity Group, L.p.

Data Enrichment

97% identified

145 identified5 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

150 positions • $23,173,374.442K total value

150 positions

Manager:

SEC FilingSEC DataHachi Filing

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CORPAY, INC.

CPAY|219948106

1218898(+1302.3%)

Value:

$425.1B(+1345.0%)

EMCOR Group, Inc.

EME|29084Q100

1033013(-2.9%)

Value:

$381.8B(-20.9%)

MARKEL GROUP INC.

MKL|570535104

191223

Value:

$357.5B

ENTEGRIS INC

ENTG|29362U104

4074232(+6.9%)

Value:

$356.4B(-5.6%)

Morningstar, Inc.

MORN|617700109

1172567(-14.7%)

Value:

$351.6B(-24.0%)

Fortive Corp

FTV|34959J108

4509598(+4.9%)

Value:

$330.0B(+2.4%)

Dayforce, Inc.

DAY|15677J108

5433566(-52.3%)

Value:

$316.9B(-61.7%)

BIO-TECHNE Corp

TECH|09073M104

5366003(+129.8%)

Value:

$314.6B(+87.0%)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

1853638(+53.4%)

Value:

$307.7B(+29.0%)

VISA INC.

V|92826C839

768660(-29.2%)

Value:

$269.4B(-21.5%)

CANADIAN PACIFIC KANSAS CITY LTD/CN

CP.TO|13646K108

3831097(+24.4%)

Value:

$268.8B(+20.6%)

JONES LANG LASALLE INC

JLL|48020Q107

1062069(+50.7%)

Value:

$263.3B(+47.6%)

SIGNET JEWELERS LTD

SIG|G81276100

4028856(-27.6%)

Value:

$233.9B(-47.9%)

CLEAN HARBORS INC

CLH|184496107

1092159(-37.6%)

Value:

$215.3B(-46.6%)

BROOKFIELD Corp /ON/

BN.TO|11271J107

3840414(-52.6%)

Value:

$201.0B(-56.8%)

BJ's Wholesale Club Holdings, Inc.

BJ|05550J101

1739337(+1230.1%)

Value:

$198.5B(+1598.5%)

TELEDYNE TECHNOLOGIES INC

TDY|879360105

398469(-21.1%)

Value:

$198.3B(-15.4%)

KIRBY CORP

KEX|497266106

1954698(+24.8%)

Value:

$197.4B(+19.2%)

ADOBE INC.

ADBE|00724F101

514343(+118.8%)

Value:

$197.3B(+88.7%)

IDEXX LABORATORIES INC /DE

IDXX|45168D104

463946

Value:

$194.8B

Instrument	Shares		Other Manager	Value
Corpay, Inc.(CPAYcusip219948106)	1.2M	QoQ +1302.27% (+1.1M) YoY NEW(+1.2M)	All Managers (Combined)	$425.1M	QoQ +1344.95% (+$395.6M) YoY NEW(+$425.1M)
Emcor Group, Inc.(EMEcusip29084Q100)	1.0M	QoQ -2.91% (-31.0K) YoY -24.16% (-329.1K)	All Managers (Combined)	$381.8M	QoQ -20.93% (-$101.1M) YoY -19.95% (-$95.2M)
Markel Group Inc.(MKLcusip570535104)	191.2K	QoQ NEW(+191.2K) YoY +262.24% (+138.4K)	All Managers (Combined)	$357.5M	QoQ NEW(+$357.5M) YoY +345.13% (+$277.2M)
Entegris Inc(ENTGcusip29362U104)	4.1M	QoQ +6.90% (-263.2K) YoY -11.26% (-517.2K)	All Managers (Combined)	$356.4M	QoQ -5.59% (-$21.1M) YoY -44.76% (-$288.9M)
Morningstar, Inc.(MORNcusip617700109)	1.2M	QoQ -14.68% (-201.9K) YoY -54.81% (-1.4M)	All Managers (Combined)	$351.6M	QoQ -24.03% (-$111.2M) YoY -56.05% (-$448.6M)
Fortive Corp(FTVcusip34959J108)	4.5M	QoQ +4.93% (+212.0K) YoY +82.35% (+2.0M)	All Managers (Combined)	$330.0M	QoQ +2.38% (+$7.7M) YoY +55.13% (+$117.3M)
Dayforce, Inc.(DAYcusip15677J108)	5.4M	QoQ -52.34% (-6.0M) YoY -64.43% (-9.8M)	All Managers (Combined)	$316.9M	QoQ -61.72% (-$511.2M) YoY -68.66% (-$694.5M)
Bio-Techne Corp(TECHcusip09073M104)	5.4M	QoQ +129.77% (+3.0M) YoY +78.22% (+2.4M)	All Managers (Combined)	$314.6M	QoQ +87.02% (+$146.4M) YoY +48.45% (+$102.7M)
Taiwan Semiconductor Manufacturing Co Ltd(TSMcusip874039100)	1.9M	QoQ +53.44% (+645.6K) YoY -29.68% (-782.4K)	All Managers (Combined)	$307.7M	QoQ +28.97% (+$69.1M) YoY -14.20% (-$50.9M)
Visa Inc.(Vcusip92826C839)	768.7K	QoQ -29.24% (-317.6K) YoY -29.42% (-320.4K)	All Managers (Combined)	$269.4M	QoQ -21.53% (-$73.9M) YoY -11.37% (-$34.6M)
Canadian Pacific Kansas City Ltd/Cn(CP.TOcusip13646K108)	3.8M	QoQ +24.38% (+751.0K) YoY NEW(+3.8M)	All Managers (Combined)	$268.8M	QoQ +20.60% (+$45.9M) YoY NEW(+$268.8M)
Jones Lang Lasalle Inc(JLLcusip48020Q107)	1.1M	QoQ +50.73% (+357.5K) YoY NEW(+1.1M)	All Managers (Combined)	$263.3M	QoQ +47.61% (+$84.9M) YoY NEW(+$263.3M)
Signet Jewelers Ltd(SIGcusipG81276100)	4.0M	QoQ -27.55% (-1.5M) YoY -40.36% (-2.7M)	All Managers (Combined)	$233.9M	QoQ -47.88% (-$214.9M) YoY -65.39% (-$442.1M)
Clean Harbors Inc(CLHcusip184496107)	1.1M	QoQ -37.64% (-659.3K) YoY -43.86% (-853.3K)	All Managers (Combined)	$215.3M	QoQ -46.59% (-$187.8M) YoY -45.03% (-$176.4M)
Brookfield Corp /On/(BN.TOcusip11271J107)	3.8M	QoQ -52.57% (-4.3M) YoY NEW(+3.8M)	All Managers (Combined)	$201.0M	QoQ -56.79% (-$264.2M) YoY NEW(+$201.0M)
Bj'S Wholesale Club Holdings, Inc.(BJcusip05550J101)	1.7M	QoQ +1230.11% (+1.6M) YoY NEW(+1.7M)	All Managers (Combined)	$198.5M	QoQ +1598.55% (+$186.8M) YoY NEW(+$198.5M)
Teledyne Technologies Inc(TDYcusip879360105)	398.5K	QoQ -21.15% (-106.9K) YoY -67.54% (-829.1K)	All Managers (Combined)	$198.3M	QoQ -15.44% (-$36.2M) YoY -62.36% (-$328.7M)
Kirby Corp(KEXcusip497266106)	2.0M	QoQ +24.84% (+389.0K) YoY NEW(+2.0M)	All Managers (Combined)	$197.4M	QoQ +19.19% (+$31.8M) YoY NEW(+$197.4M)
Adobe Inc.(ADBEcusip00724F101)	514.3K	QoQ +118.80% (+279.3K) YoY +1477.59% (+481.7K)	All Managers (Combined)	$197.3M	QoQ +88.71% (+$92.7M) YoY +1099.07% (+$180.8M)
Idexx Laboratories Inc /De(IDXXcusip45168D104)	463.9K	QoQ NEW(+463.9K) YoY +294.70% (+346.4K)	All Managers (Combined)	$194.8M	QoQ NEW(+$194.8M) YoY +206.99% (+$131.4M)