Select Equity Group, L.p.

Investment Portfolio & 13F Holdings Analysis

About

Select Equity Group, L.P. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 150 holdings worth $23.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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

Search and click to pin securities to the top

Page 1 of 8

Sort by:

Live Nation Entertainment, Inc.

LYV|538034109

7087934(-16.0%)

Value:

$925.5B(-15.3%)

CRH PUBLIC LTD CO

CRH|G25508105

10368970(-5.9%)

Value:

$912.2B(-10.5%)

88023U101

15123180(-19.4%)

Value:

$905.6B(-14.9%)

MIDDLEBY Corp

MIDD|596278101

5514063(-12.3%)

Value:

$838.0B(-1.6%)

WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP

WAB|929740108

4575142(-11.0%)

Value:

$829.7B(-14.8%)

BROWN & BROWN, INC.

BRO|115236101

6274372(-21.4%)

Value:

$780.5B(-4.1%)

Viking Holdings Ltd

VIK|G93A5A101

18656810(+8.0%)

Value:

$741.6B(-2.6%)

Core & Main, Inc.

CNM|21874C102

12881919(-2.3%)

Value:

$622.3B(-7.3%)

ITT INC.

ITT|45073V108

4765602(+4.4%)

Value:

$615.5B(-5.6%)

TRIMBLE INC.

TRMB|896239100

9229816(-9.1%)

Value:

$605.9B(-15.5%)

464287655

IWM|464287655

3029100

Value:

$604.3B

CDW Corp

CDW|12514G108

3695937(+147737.5%)

Value:

$592.3B(+136032.1%)

MARTIN MARIETTA MATERIALS INC

MLM|573284106

1191400(-15.4%)

Value:

$569.6B(-21.7%)

SERVICE CORP INTERNATIONAL

SCI|817565104

7015048(-15.5%)

Value:

$562.6B(-15.1%)

PAYCHEX INC

PAYX|704326107

3494312(+99.0%)

Value:

$539.1B(+119.0%)

LABCORP HOLDINGS INC.

LH|504922105

2220056(+39.1%)

Value:

$516.7B(+41.2%)

ALCON INC

ALC|H01301128

5478428(-15.9%)

Value:

$515.3B(-6.8%)

Fortune Brands Innovations, Inc.

FBIN|34964C106

8459134(-1.0%)

Value:

$515.0B(-11.8%)

STERIS plc

STE|G8473T100

2215190(-14.8%)

Value:

$502.1B(-6.0%)

TRACTOR SUPPLY CO /DE/

TSCO|892356106

8959995(+16.8%)

Value:

$493.7B(+21.3%)

Instrument	Shares		Other Manager	Value
Live Nation Entertainment, Inc.(LYVcusip538034109)	7.1M	QoQ -16.04% (-1.4M) YoY -38.50% (-4.4M)	All Managers (Combined)	$925.5M	QoQ -15.34% (-$167.8M) YoY -24.07% (-$293.5M)
Crh Public Ltd Co(CRHcusipG25508105)	10.4M	QoQ -5.88% (-648.5K) YoY -29.73% (-4.4M)	All Managers (Combined)	$912.2M	QoQ -10.51% (-$107.2M) YoY -28.34% (-$360.9M)
(cusip88023U101)✕	15.1M	QoQ -19.43% (-3.6M) YoY -33.49% (-7.6M)	All Managers (Combined)	$905.6M	QoQ -14.89% (-$158.5M) YoY -29.90% (-$386.4M)
Middleby Corp(MIDDcusip596278101)	5.5M	QoQ -12.32% (-775.4K) YoY +0.01% (-659)	All Managers (Combined)	$838.0M	QoQ -1.62% (-$13.9M) YoY -5.46% (-$48.5M)
Westinghouse Air Brake Technologies Corp(WABcusip929740108)	4.6M	QoQ -10.96% (-563.6K) YoY -23.51% (-1.4M)	All Managers (Combined)	$829.7M	QoQ -14.83% (-$144.5M) YoY -4.78% (-$41.7M)
Brown & Brown, Inc.(BROcusip115236101)	6.3M	QoQ -21.36% (-1.7M) YoY -53.88% (-7.3M)	All Managers (Combined)	$780.5M	QoQ -4.11% (-$33.5M) YoY -34.46% (-$410.6M)
Viking Holdings Ltd(VIKcusipG93A5A101)	18.7M	QoQ +7.96% (-1.4M) YoY NEW(+18.7M)	All Managers (Combined)	$741.6M	QoQ -2.59% (-$19.7M) YoY NEW(+$741.6M)
Core & Main, Inc.(CNMcusip21874C102)	12.9M	QoQ -2.28% (-300.9K) YoY -16.28% (-2.5M)	All Managers (Combined)	$622.3M	QoQ -7.27% (-$48.8M) YoY -29.35% (-$258.6M)
Itt Inc.(ITTcusip45073V108)	4.8M	QoQ +4.39% (-200.7K) YoY +59.42% (+1.8M)	All Managers (Combined)	$615.5M	QoQ -5.62% (-$36.7M) YoY +51.37% (+$208.9M)
Trimble Inc.(TRMBcusip896239100)	9.2M	QoQ -9.10% (-924.5K) YoY +4.49% (+397.1K)	All Managers (Combined)	$605.9M	QoQ -15.54% (-$111.6M) YoY +6.59% (+$37.5M)
(IWMcusip464287655)	3.0M	QoQ NEW(+3.0M) YoY +290.95% (+2.3M)	All Managers (Combined)	$604.3M	QoQ NEW(+$604.3M) YoY +270.85% (+$441.3M)
Cdw Corp(CDWcusip12514G108)	3.7M	QoQ +147737.48% (+3.7M) YoY -26.84% (-1.4M)	All Managers (Combined)	$592.3M	QoQ +136032.12% (+$591.9M) YoY -54.16% (-$700.0M)
Martin Marietta Materials Inc(MLMcusip573284106)	1.2M	QoQ -15.42% (-217.3K) YoY -47.40% (-1.1M)	All Managers (Combined)	$569.6M	QoQ -21.71% (-$158.0M) YoY -59.04% (-$821.1M)
Service Corp International(SCIcusip817565104)	7.0M	QoQ -15.50% (-1.3M) YoY +48.78% (+2.3M)	All Managers (Combined)	$562.6M	QoQ -15.09% (-$100.1M) YoY +60.79% (+$212.7M)
Paychex Inc(PAYXcusip704326107)	3.5M	QoQ +98.99% (+1.7M) YoY +120.92% (+1.9M)	All Managers (Combined)	$539.1M	QoQ +118.95% (+$292.9M) YoY +177.55% (+$344.9M)
Labcorp Holdings Inc.(LHcusip504922105)	2.2M	QoQ +39.10% (+624.1K) YoY NEW(+2.2M)	All Managers (Combined)	$516.7M	QoQ +41.17% (+$150.7M) YoY NEW(+$516.7M)
Alcon Inc(ALCcusipH01301128)	5.5M	QoQ -15.95% (-1.0M) YoY NEW(+5.5M)	All Managers (Combined)	$515.3M	QoQ -6.83% (-$37.8M) YoY NEW(+$515.3M)
Fortune Brands Innovations, Inc.(FBINcusip34964C106)	8.5M	QoQ -0.96% (-82.7K) YoY +98.98% (+4.2M)	All Managers (Combined)	$515.0M	QoQ -11.76% (-$68.7M) YoY +43.07% (+$155.0M)
Steris Plc(STEcusipG8473T100)	2.2M	QoQ -14.79% (-384.5K) YoY +209.23% (+1.5M)	All Managers (Combined)	$502.1M	QoQ -6.04% (-$32.3M) YoY +211.74% (+$341.0M)
Tractor Supply Co /De/(TSCOcusip892356106)	9.0M	QoQ +16.83% (+1.3M) YoY +368.38% (-7.0M)	All Managers (Combined)	$493.7M	QoQ +21.32% (+$86.8M) YoY -1.39% (-$7.0M)