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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ALKAMI TECHNOLOGY, INC.

ALKT|01644J108

526026(+706.8%)

Value:

$13.8B(+477.4%)

CACI INTERNATIONAL INC /DE/

CACI|127190304

37603(-85.3%)

Value:

$13.8B(-86.6%)

Cadre Holdings, Inc.

CDRE|12763L105

447337(+726.6%)

Value:

$13.2B(+657.7%)

Portillo's Inc.

PTLO|73642K106

1070774(+675.1%)

Value:

$12.7B(+880.4%)

VERRA MOBILITY Corp

VRRM|92511U102

532704(+517.5%)

Value:

$12.0B(+474.9%)

POOL CORP

POOL|73278L105

37230

Value:

$11.9B

COHERENT CORP.

COHR|19247G107

180456(+17.7%)

Value:

$11.7B(-19.3%)

Alarm.com Holdings, Inc.

ALRM|011642105

200434(+587.4%)

Value:

$11.2B(+529.1%)

CSW INDUSTRIALS, INC.

CSWI|126402106

38180(+620.6%)

Value:

$11.1B(+495.5%)

Boot Barn Holdings, Inc.

BOOT|099406100

102536(+754.7%)

Value:

$11.0B(+504.8%)

Certara, Inc.

CERT|15687V109

1094495(+534.5%)

Value:

$10.8B(+489.8%)

Energy Recovery, Inc.

ERII|29270J100

667157(+403.5%)

Value:

$10.6B(+444.3%)

Lantheus Holdings, Inc.

LNTH|516544103

100843(+899.2%)

Value:

$9.8B(+990.1%)

FORMFACTOR INC

FORM|346375108

345782(+459.5%)

Value:

$9.8B(+259.8%)

NEOGEN CORP

NEOG|640491106

1120196(-88.1%)

Value:

$9.7B(-91.5%)

Uber Technologies, Inc

UBER|90353T100

127622

Value:

$9.3B

MESA LABORATORIES INC /CO/

MLAB|59064R109

73897(+439.0%)

Value:

$8.8B(+385.0%)

ALBANY INTERNATIONAL CORP /DE/

AIN|012348108

126262(+784.2%)

Value:

$8.7B(+663.4%)

FRANKLIN ELECTRIC CO INC

FELE|353514102

92631

Value:

$8.7B

69007J304

486506

Value:

$7.9B

Instrument	Shares		Other Manager	Value
Alkami Technology, Inc.(ALKTcusip01644J108)	526.0K	QoQ +706.80% (+460.8K) YoY +555.34% (+445.8K)	All Managers (Combined)	$13.8M	QoQ +477.38% (+$11.4M) YoY +600.15% (+$11.8M)
Caci International Inc /De/(CACIcusip127190304)	37.6K	QoQ -85.25% (-217.5K) YoY NEW(+37.6K)	All Managers (Combined)	$13.8M	QoQ -86.61% (-$89.3M) YoY NEW(+$13.8M)
Cadre Holdings, Inc.(CDREcusip12763L105)	447.3K	QoQ +726.58% (+393.2K) YoY NEW(+447.3K)	All Managers (Combined)	$13.2M	QoQ +657.74% (+$11.5M) YoY NEW(+$13.2M)
Portillo'S Inc.(PTLOcusip73642K106)	1.1M	QoQ +675.08% (+932.6K) YoY +877.63% (+961.2K)	All Managers (Combined)	$12.7M	QoQ +880.39% (+$11.4M) YoY +719.75% (+$11.2M)
Verra Mobility Corp(VRRMcusip92511U102)	532.7K	QoQ +517.53% (+446.4K) YoY +513.29% (+445.8K)	All Managers (Combined)	$12.0M	QoQ +474.88% (+$9.9M) YoY +452.87% (+$9.8M)
Pool Corp(POOLcusip73278L105)	37.2K	QoQ NEW(+37.2K) YoY -94.24% (-610.0K)	All Managers (Combined)	$11.9M	QoQ NEW(+$11.9M) YoY -95.46% (-$249.3M)
Coherent Corp.(COHRcusip19247G107)	180.5K	QoQ +17.70% (-27.1K) YoY -74.65% (-531.6K)	All Managers (Combined)	$11.7M	QoQ -19.30% (-$2.8M) YoY -72.85% (-$31.4M)
Alarm.Com Holdings, Inc.(ALRMcusip011642105)	200.4K	QoQ +587.35% (+171.3K) YoY +593.42% (+171.5K)	All Managers (Combined)	$11.2M	QoQ +529.13% (+$9.4M) YoY +432.48% (+$9.1M)
Csw Industrials, Inc.(CSWIcusip126402106)	38.2K	QoQ +620.64% (+32.9K) YoY +670.22% (+33.2K)	All Managers (Combined)	$11.1M	QoQ +495.47% (+$9.3M) YoY +857.10% (+$10.0M)
Boot Barn Holdings, Inc.(BOOTcusip099406100)	102.5K	QoQ +754.68% (+90.5K) YoY +517.94% (+85.9K)	All Managers (Combined)	$11.0M	QoQ +504.78% (+$9.2M) YoY +597.69% (+$9.4M)
Certara, Inc.(CERTcusip15687V109)	1.1M	QoQ +534.53% (+922.0K) YoY +723.46% (+961.6K)	All Managers (Combined)	$10.8M	QoQ +489.84% (+$9.0M) YoY +355.94% (+$8.5M)
Energy Recovery, Inc.(ERIIcusip29270J100)	667.2K	QoQ +403.53% (+534.7K) YoY +889.99% (+599.8K)	All Managers (Combined)	$10.6M	QoQ +444.29% (+$8.7M) YoY +896.26% (+$9.5M)
Lantheus Holdings, Inc.(LNTHcusip516544103)	100.8K	QoQ +899.23% (+90.8K) YoY NEW(+100.8K)	All Managers (Combined)	$9.8M	QoQ +990.15% (+$8.9M) YoY NEW(+$9.8M)
Formfactor Inc(FORMcusip346375108)	345.8K	QoQ +459.52% (+284.0K) YoY +1555.72% (+324.9K)	All Managers (Combined)	$9.8M	QoQ +259.75% (+$7.1M) YoY +926.52% (+$8.8M)
Neogen Corp(NEOGcusip640491106)	1.1M	QoQ -88.07% (-8.3M) YoY -91.12% (-11.5M)	All Managers (Combined)	$9.7M	QoQ -91.48% (-$104.4M) YoY -95.12% (-$189.4M)
Uber Technologies, Inc(UBERcusip90353T100)	127.6K	QoQ NEW(+127.6K) YoY NEW(+127.6K)	All Managers (Combined)	$9.3M	QoQ NEW(+$9.3M) YoY NEW(+$9.3M)
Mesa Laboratories Inc /Co/(MLABcusip59064R109)	73.9K	QoQ +438.96% (+60.2K) YoY +688.57% (+64.5K)	All Managers (Combined)	$8.8M	QoQ +384.97% (+$7.0M) YoY +752.74% (+$7.7M)
Albany International Corp /De/(AINcusip012348108)	126.3K	QoQ +784.24% (+112.0K) YoY +429.37% (+102.4K)	All Managers (Combined)	$8.7M	QoQ +663.39% (+$7.6M) YoY +290.84% (+$6.5M)
Franklin Electric Co Inc(FELEcusip353514102)	92.6K	QoQ NEW(+92.6K) YoY NEW(+92.6K)	All Managers (Combined)	$8.7M	QoQ NEW(+$8.7M) YoY NEW(+$8.7M)
(cusip69007J304)✕	486.5K	QoQ NEW(+486.5K) YoY NEW(+486.5K)	All Managers (Combined)	$7.9M	QoQ NEW(+$7.9M) YoY NEW(+$7.9M)