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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Polaris Inc.

PII|731068102

1620565(+142.1%)

Value:

$66.3B(+72.0%)

BIO-RAD LABORATORIES, INC.

BIO|090572207

265180(-42.4%)

Value:

$64.6B(-57.3%)

Alphabet Inc.

GOOG|02079K107

411359(-29.6%)

Value:

$64.3B(-42.3%)

COOPER COMPANIES, INC.

COO|216648501

749050(+185.0%)

Value:

$63.2B(+161.5%)

Apollo Global Management, Inc.

APO|03769M106

450885(-52.2%)

Value:

$61.7B(-60.4%)

AMPHENOL CORP /DE/

APH|032095101

921645(+24.2%)

Value:

$60.5B(+17.3%)

PayPal Holdings, Inc.

PYPL|70450Y103

923050(+22.6%)

Value:

$60.2B(-6.3%)

MICROSOFT CORP

MSFT|594918104

158907(-10.7%)

Value:

$59.7B(-20.4%)

FASTENAL CO

FAST|311900104

767347

Value:

$59.5B

Zoetis Inc.

ZTS|98978V103

355331(+87.3%)

Value:

$58.5B(+89.3%)

WHITE MOUNTAINS INSURANCE GROUP LTD

WTM|G9618E107

27999(+1.4%)

Value:

$53.9B(+0.4%)

SMITH A O CORP

AOS|831865209

809461(-75.8%)

Value:

$52.9B(-76.8%)

CINCINNATI FINANCIAL CORP

CINF|172062101

315196(-54.6%)

Value:

$46.6B(-53.4%)

WILLIAMS SONOMA INC

WSM|969904101

284524(-4.1%)

Value:

$45.0B(-18.1%)

DANAHER CORP /DE/

DHR|235851102

212766(+37.9%)

Value:

$43.6B(+23.1%)

CASEYS GENERAL STORES INC

CASY|147528103

99056(+228.6%)

Value:

$43.0B(+260.0%)

DOCUSIGN, INC.

DOCU|256163106

489555(+48.0%)

Value:

$39.8B(+34.0%)

S&P Global Inc.

SPGI|78409V104

77279(-20.8%)

Value:

$39.3B(-19.2%)

BLUE OWL CAPITAL INC.

OWL|09581B103

1936610

Value:

$38.8B

Hyatt Hotels Corp

H|448579102

303831(-18.1%)

Value:

$37.2B(-36.1%)

Instrument	Shares		Other Manager	Value
Polaris Inc.(PIIcusip731068102)	1.6M	QoQ +142.10% (+951.2K) YoY NEW(+1.6M)	All Managers (Combined)	$66.3M	QoQ +72.01% (+$27.8M) YoY NEW(+$66.3M)
Bio-Rad Laboratories, Inc.(BIOcusip090572207)	265.2K	QoQ -42.43% (-195.5K) YoY -48.47% (-249.5K)	All Managers (Combined)	$64.6M	QoQ -57.32% (-$86.7M) YoY -63.71% (-$113.4M)
Alphabet Inc.(GOOGcusip02079K107)	411.4K	QoQ -29.61% (-173.1K) YoY -33.22% (-204.7K)	All Managers (Combined)	$64.3M	QoQ -42.26% (-$47.0M) YoY -31.48% (-$29.5M)
Cooper Companies, Inc.(COOcusip216648501)	749.0K	QoQ +185.01% (+486.2K) YoY NEW(+749.0K)	All Managers (Combined)	$63.2M	QoQ +161.51% (+$39.0M) YoY NEW(+$63.2M)
Apollo Global Management, Inc.(APOcusip03769M106)	450.9K	QoQ -52.24% (-493.2K) YoY -83.29% (-2.2M)	All Managers (Combined)	$61.7M	QoQ -60.40% (-$94.2M) YoY -79.66% (-$241.8M)
Amphenol Corp /De/(APHcusip032095101)	921.6K	QoQ +24.20% (+179.6K) YoY -64.45% (-1.7M)	All Managers (Combined)	$60.5M	QoQ +17.30% (+$8.9M) YoY -79.79% (-$238.7M)
Paypal Holdings, Inc.(PYPLcusip70450Y103)	923.0K	QoQ +22.60% (-170.2K) YoY +4274.64% (+902.0K)	All Managers (Combined)	$60.2M	QoQ -6.27% (-$4.0M) YoY +4161.01% (+$58.8M)
Microsoft Corp(MSFTcusip594918104)	158.9K	QoQ -10.68% (-19.0K) YoY -24.87% (-52.6K)	All Managers (Combined)	$59.7M	QoQ -20.45% (-$15.3M) YoY -32.96% (-$29.3M)
Fastenal Co(FASTcusip311900104)	767.3K	QoQ NEW(+767.3K) YoY NEW(+767.3K)	All Managers (Combined)	$59.5M	QoQ NEW(+$59.5M) YoY NEW(+$59.5M)
Zoetis Inc.(ZTScusip98978V103)	355.3K	QoQ +87.30% (+165.6K) YoY NEW(+355.3K)	All Managers (Combined)	$58.5M	QoQ +89.28% (+$27.6M) YoY NEW(+$58.5M)
White Mountains Insurance Group Ltd(WTMcusipG9618E107)	28.0K	QoQ +1.44% (+400) YoY -43.92% (-21.9K)	All Managers (Combined)	$53.9M	QoQ +0.44% (+$239.0K) YoY -39.81% (-$35.7M)
Smith A O Corp(AOScusip831865209)	809.5K	QoQ -75.78% (-2.5M) YoY -76.55% (-2.6M)	All Managers (Combined)	$52.9M	QoQ -76.79% (-$175.1M) YoY -82.86% (-$255.9M)
Cincinnati Financial Corp(CINFcusip172062101)	315.2K	QoQ -54.65% (-379.9K) YoY -71.01% (-772.4K)	All Managers (Combined)	$46.6M	QoQ -53.38% (-$53.3M) YoY -65.52% (-$88.5M)
Williams Sonoma Inc(WSMcusip969904101)	284.5K	QoQ -4.11% (-12.2K) YoY +34.36% (-72.8K)	All Managers (Combined)	$45.0M	QoQ -18.13% (-$10.0M) YoY -33.10% (-$22.3M)
Danaher Corp /De/(DHRcusip235851102)	212.8K	QoQ +37.90% (+58.5K) YoY -44.15% (-168.2K)	All Managers (Combined)	$43.6M	QoQ +23.15% (+$8.2M) YoY -54.15% (-$51.5M)
Caseys General Stores Inc(CASYcusip147528103)	99.1K	QoQ +228.60% (+68.9K) YoY NEW(+99.1K)	All Managers (Combined)	$43.0M	QoQ +259.96% (+$31.1M) YoY NEW(+$43.0M)
Docusign, Inc.(DOCUcusip256163106)	489.6K	QoQ +48.04% (+158.9K) YoY -29.07% (-200.7K)	All Managers (Combined)	$39.8M	QoQ +33.98% (+$10.1M) YoY -3.05% (-$1.3M)
S&P Global Inc.(SPGIcusip78409V104)	77.3K	QoQ -20.79% (-20.3K) YoY -53.32% (-88.3K)	All Managers (Combined)	$39.3M	QoQ -19.19% (-$9.3M) YoY -44.26% (-$31.2M)
Blue Owl Capital Inc.(OWLcusip09581B103)	1.9M	QoQ NEW(+1.9M) YoY NEW(+1.9M)	All Managers (Combined)	$38.8M	QoQ NEW(+$38.8M) YoY NEW(+$38.8M)
Hyatt Hotels Corp(Hcusip448579102)	303.8K	QoQ -18.10% (-67.2K) YoY -77.57% (-1.1M)	All Managers (Combined)	$37.2M	QoQ -36.09% (-$21.0M) YoY -82.79% (-$179.1M)