Select-Equity-Group-Lp

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PTLO",
  "NCNO",
  "SPSC",
  "CDRE",
  "POOL",
  "KAI",
  "MORN",
  "ENTG",
  "LOAR",
  "H",
  "ITT",
  "ADBE",
  "JLL",
  "BOOT",
  "AIN",
  null,
  "APG",
  "ALKT",
  "ACA",
  "AVGO",
  "BRO",
  "CP.TO",
  null,
  "FELE",
  "FORM",
  "MYRG",
  "PII",
  "OSW",
  "VIK",
  "ADEA",
  "IRDM",
  "INTU",
  "FBIN",
  "LAMR",
  "META",
  null,
  "MIR",
  "MLNK",
  "MRCY",
  null,
  null,
  "MLAB",
  "PWR",
  "MRVL",
  "BMI",
  "MSFT",
  "NEOG",
  "FTV",
  "FMC",
  "FAST",
  "PAYX",
  "PYPL",
  "MKC",
  "PKG",
  "SPGI",
  "SHOP",
  "SSNC",
  "TMO",
  "TYL",
  "UBER",
  "ALC",
  "AEIS",
  "USLM",
  "EME",
  "TENB",
  "TSCO",
  "GSHD",
  "GOGO",
  "TSM",
  "RMD",
  "BN.TO",
  "SAIA",
  "SSB",
  "APH",
  "AMD",
  "VFC",
  "EL",
  "CPAY",
  "WAB",
  "IWR",
  "MIDD",
  "TTC",
  "CIGI",
  "ERII",
  "IDXX",
  "AOS",
  "AMZN",
  "VRRM",
  "V",
  "WTM",
  "WINA",
  "WSM",
  "WDAY",
  "GRMN",
  "PTC",
  "ALRM",
  "KEX",
  "MSCI",
  "MHK",
  "LH",
  "MKL",
  "TRMB",
  "ROL",
  "CRM",
  "SCI",
  "SIG",
  "TDY",
  "SPOT",
  "LYV",
  "LNTH",
  "TRI.TO",
  "STE",
  "ATS",
  "BJ",
  "BIO",
  "TECH",
  "BL",
  "BE",
  "OWL",
  "BIP",
  "CACI",
  "CAE",
  "CWST",
  "CARG",
  "CDW",
  "CASY",
  "CERT",
  "CHEF",
  "CIEN",
  "CINF",
  "CLH",
  "NET",
  "CLFD",
  "COHR",
  "COO",
  "CNM",
  "CRH",
  "CR",
  "CSWI",
  "DHR",
  "DAY",
  "DOCU",
  "MCO",
  "NKE",
  "IWM",
  "GOOG",
  "LLY",
  "APO",
  "MLM",
  "ZTS"
]

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: select-equity-group-lp
Manager Name: Select-Equity-Group-Lp

Data Enrichment

97% identified

145 identified5 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

150 positions • $23.2B total value

SEC FilingSEC DataHachi Filing

Manager:

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SouthState Corp

SSB|840441109

Shares:368.9K

Value:$34.2M

% of Portfolio:0.1% ($34.2M/$23.2B)

Meta Platforms, Inc.

META|30303M102

Shares:59.1K

Value:$34.1M

% of Portfolio:0.1% ($34.1M/$23.2B)

Mirion Technologies, Inc.

MIR|60471A101

Shares:2.3M

Value:$33.2M

% of Portfolio:0.1% ($33.2M/$23.2B)

LAMAR ADVERTISING CO/NEW

LAMR|512816109

Shares:290.5K

Value:$33.1M

% of Portfolio:0.1% ($33.1M/$23.2B)

464287184

Shares:891.1K

Value:$31.9M

% of Portfolio:0.1% ($31.9M/$23.2B)

UNITED STATES LIME & MINERALS INC

USLM|911922102

Shares:339.8K

Value:$30.0M

% of Portfolio:0.1% ($30.0M/$23.2B)

SS&C Technologies Holdings Inc

SSNC|78467J100

Shares:340.7K

Value:$28.5M

% of Portfolio:0.1% ($28.5M/$23.2B)

ROLLINS INC

ROL|775711104

Shares:507.1K

Value:$27.4M

% of Portfolio:0.1% ($27.4M/$23.2B)

KADANT INC

KAI|48282T104

Shares:80.7K

Value:$27.2M

% of Portfolio:0.1% ($27.2M/$23.2B)

CarGurus, Inc.

CARG|141788109

Shares:914.0K

Value:$26.6M

% of Portfolio:0.1% ($26.6M/$23.2B)

Chefs' Warehouse, Inc.

CHEF|163086101

Shares:452.8K

Value:$24.7M

% of Portfolio:0.1% ($24.7M/$23.2B)

FMC CORP

FMC|302491303

Shares:580.0K

Value:$24.5M

% of Portfolio:0.1% ($24.5M/$23.2B)

Iridium Communications Inc.

IRDM|46269C102

Shares:887.2K

Value:$24.2M

% of Portfolio:0.1% ($24.2M/$23.2B)

CASELLA WASTE SYSTEMS INC

CWST|147448104

Shares:205.8K

Value:$22.9M

% of Portfolio:0.1% ($22.9M/$23.2B)

ONESPAWORLD HOLDINGS Ltd

OSW|P73684113

Shares:1.4M

Value:$22.8M

% of Portfolio:0.1% ($22.8M/$23.2B)

MSCI Inc.

MSCI|55354G100

Shares:38.6K

Value:$21.8M

% of Portfolio:0.1% ($21.8M/$23.2B)

Spotify Technology S.A.

SPOT|L8681T102

Shares:36.7K

Value:$20.2M

% of Portfolio:0.1% ($20.2M/$23.2B)

MOODYS CORP /DE/

MCO|615369105

Shares:43.1K

Value:$20.1M

% of Portfolio:0.1% ($20.1M/$23.2B)

TYLER TECHNOLOGIES INC

TYL|902252105

Shares:32.7K

Value:$19.0M

% of Portfolio:0.1% ($19.0M/$23.2B)

NIKE, Inc.

NKE|654106103

Shares:234.1K

Value:$14.9M

% of Portfolio:0.1% ($14.9M/$23.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
SouthState Corp(SSBcusip840441109)	368.9K	QoQ NEW(+368.9K) YoY -21.88% (-103.3K)	All Managers (Combined)	$34.2M	0.1% ($34.2M/$23.2B)	QoQ NEW(+$34.2M) YoY -14.72% (-$5.9M)
Meta Platforms, Inc.(METAcusip30303M102)	59.1K	QoQ -31.78% (-27.6K) YoY -51.51% (-62.8K)	All Managers (Combined)	$34.1M	0.1% ($34.1M/$23.2B)	QoQ -32.85% (-$16.7M) YoY -42.45% (-$25.1M)
Mirion Technologies, Inc.(MIRcusip60471A101)	2.3M	QoQ -0.91% (-21.2K) YoY -61.54% (-3.7M)	All Managers (Combined)	$33.2M	0.1% ($33.2M/$23.2B)	QoQ -17.66% (-$7.1M) YoY -50.95% (-$34.5M)
LAMAR ADVERTISING CO/NEW(LAMRcusip512816109)	290.5K	QoQ -2.78% (-8.3K) YoY -73.78% (-817.7K)	All Managers (Combined)	$33.1M	0.1% ($33.1M/$23.2B)	QoQ -9.14% (-$3.3M) YoY -75.02% (-$99.3M)
(cusip464287184)✕	891.1K	QoQ +48.56% (+291.3K) YoY NEW(+891.1K)	All Managers (Combined)	$31.9M	0.1% ($31.9M/$23.2B)	QoQ +74.92% (+$13.7M) YoY NEW(+$31.9M)
UNITED STATES LIME & MINERALS INC(USLMcusip911922102)	339.8K	QoQ +3.48% (-11.4K) YoY NEW(+339.8K)	All Managers (Combined)	$30.0M	0.1% ($30.0M/$23.2B)	QoQ -31.10% (-$13.6M) YoY NEW(+$30.0M)
SS&C Technologies Holdings Inc(SSNCcusip78467J100)	340.7K	QoQ NEW(+340.7K) YoY NEW(+340.7K)	All Managers (Combined)	$28.5M	0.1% ($28.5M/$23.2B)	QoQ NEW(+$28.5M) YoY NEW(+$28.5M)
ROLLINS INC(ROLcusip775711104)	507.1K	QoQ NEW(+507.1K) YoY -88.60% (-3.9M)	All Managers (Combined)	$27.4M	0.1% ($27.4M/$23.2B)	QoQ NEW(+$27.4M) YoY -86.69% (-$178.5M)
KADANT INC(KAIcusip48282T104)	80.7K	QoQ +519.21% (+67.6K) YoY +500.54% (+67.2K)	All Managers (Combined)	$27.2M	0.1% ($27.2M/$23.2B)	QoQ +504.70% (+$22.7M) YoY +516.66% (+$22.8M)
CarGurus, Inc.(CARGcusip141788109)	914.0K	QoQ +106.64% (+471.7K) YoY -17.97% (-200.3K)	All Managers (Combined)	$26.6M	0.1% ($26.6M/$23.2B)	QoQ +64.74% (+$10.5M) YoY +3.52% (-$906.9K)
Chefs' Warehouse, Inc.(CHEFcusip163086101)	452.8K	QoQ +524.72% (+380.4K) YoY +436.88% (+368.5K)	All Managers (Combined)	$24.7M	0.1% ($24.7M/$23.2B)	QoQ +589.83% (+$21.1M) YoY +676.38% (+$21.5M)
FMC CORP(FMCcusip302491303)	580.0K	QoQ NEW(+580.0K) YoY NEW(+580.0K)	All Managers (Combined)	$24.5M	0.1% ($24.5M/$23.2B)	QoQ NEW(+$24.5M) YoY NEW(+$24.5M)
Iridium Communications Inc.(IRDMcusip46269C102)	887.2K	QoQ +18.10% (+136.0K) YoY +32.41% (+217.2K)	All Managers (Combined)	$24.2M	0.1% ($24.2M/$23.2B)	QoQ +11.18% (+$2.4M) YoY +38.28% (+$6.7M)
CASELLA WASTE SYSTEMS INC(CWSTcusip147448104)	205.8K	QoQ +617.00% (+177.1K) YoY +652.64% (+178.5K)	All Managers (Combined)	$22.9M	0.1% ($22.9M/$23.2B)	QoQ +655.63% (+$19.9M) YoY +748.86% (+$20.2M)
ONESPAWORLD HOLDINGS Ltd(OSWcusipP73684113)	1.4M	QoQ -38.93% (-866.6K) YoY -83.02% (-6.6M)	All Managers (Combined)	$22.8M	0.1% ($22.8M/$23.2B)	QoQ -48.48% (-$21.5M) YoY -78.45% (-$83.1M)
MSCI Inc.(MSCIcusip55354G100)	38.6K	QoQ -9.57% (-4.1K) YoY NEW(+38.6K)	All Managers (Combined)	$21.8M	0.1% ($21.8M/$23.2B)	QoQ -14.77% (-$3.8M) YoY NEW(+$21.8M)
Spotify Technology S.A.(SPOTcusipL8681T102)	36.7K	QoQ -21.59% (-10.1K) YoY -78.57% (-134.6K)	All Managers (Combined)	$20.2M	0.1% ($20.2M/$23.2B)	QoQ -3.60% (-$755.2K) YoY -55.35% (-$25.0M)
MOODYS CORP /DE/(MCOcusip615369105)	43.1K	QoQ -11.72% (-5.7K) YoY NEW(+43.1K)	All Managers (Combined)	$20.1M	0.1% ($20.1M/$23.2B)	QoQ -13.15% (-$3.0M) YoY NEW(+$20.1M)
TYLER TECHNOLOGIES INC(TYLcusip902252105)	32.7K	QoQ NEW(+32.7K) YoY NEW(+32.7K)	All Managers (Combined)	$19.0M	0.1% ($19.0M/$23.2B)	QoQ NEW(+$19.0M) YoY NEW(+$19.0M)
NIKE, Inc.(NKEcusip654106103)	234.1K	QoQ NEW(+234.1K) YoY NEW(+234.1K)	All Managers (Combined)	$14.9M	0.1% ($14.9M/$23.2B)	QoQ NEW(+$14.9M) YoY NEW(+$14.9M)