Select Equity Group, L.P. 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Select Equity Group, L.P. disclosed 142 US equity positions worth $24.5bn in its Q4 2024 13F filing. The largest position was LYV at 4.5% of the reported book, followed by SGI and CRH. Against the Q3 2024 filing, it opened 1 new position, added to 18 and reduced 30 among the top 50 holdings.
What did Select Equity Group, L.P. own in Q4 2024? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | LYV LIVE NATION ENTERTAINMENT IN | Communication Services | 4.5% | $1.1bn | 8,442,456 | -33% | reduced |
| 2 | SGI TEMPUR SEALY INTL INC | Consumer Cyclical | 4.3% | $1.1bn | 18,770,274 | -14% | reduced |
| 3 | CRH CRH PLC | Basic Materials | 4.2% | $1.0bn | 11,017,423 | -12% | reduced |
| 4 | WAB WABTEC | Industrials | 4.0% | $974.2m | 5,138,706 | -10% | reduced |
| 5 | MIDD MIDDLEBY CORP | Industrials | 3.5% | $851.9m | 6,289,468 | -4% | reduced |
| 6 | DAY DAYFORCE INC | 3.4% | $828.1m | 11,400,740 | -19% | reduced | |
| 7 | BRO BROWN & BROWN INC | Financial Services | 3.3% | $814.0m | 7,978,907 | -17% | reduced |
| 8 | VIK VIKING HOLDINGS LTD | Consumer Cyclical | 3.1% | $761.4m | 17,279,911 | 27% | added |
| 9 | MLM MARTIN MARIETTA MATLS INC | Basic Materials | 3.0% | $727.6m | 1,408,743 | -19% | reduced |
| 10 | TRMB TRIMBLE INC | Technology | 2.9% | $717.5m | 10,154,341 | 22% | added |
| 11 | CNM CORE & MAIN INC | Industrials | 2.7% | $671.1m | 13,182,779 | -19% | reduced |
| 12 | SCI SERVICE CORP INTL | Consumer Cyclical | 2.7% | $662.7m | 8,301,898 | -9% | reduced |
| 13 | ITT ITT INC | Industrials | 2.7% | $652.2m | 4,564,926 | 8% | added |
| 14 | CDW CDW CORP | Technology | 2.5% | $608.8m | 3,497,926 | -27% | reduced |
| 15 | FBIN FORTUNE BRANDS INNOVATIONS I | Industrials | 2.4% | $583.7m | 8,541,844 | -0% | held |
| 16 | ALC ALCON AG | Healthcare | 2.3% | $553.1m | 6,518,462 | 21% | added |
| 17 | STE STERIS PLC | Healthcare | 2.2% | $534.4m | 2,599,730 | 165% | added |
| 18 | EME EMCOR GROUP INC | Industrials | 2.0% | $483.0m | 1,064,003 | 2% | added |
| 19 | BN BROOKFIELD CORP | Financial Services | 1.9% | $465.2m | 8,097,315 | -17% | reduced |
| 20 | MORN MORNINGSTAR INC | Financial Services | 1.9% | $462.9m | 1,374,435 | -22% | reduced |
| 21 | SIG SIGNET JEWELERS LIMITED | Consumer Cyclical | 1.8% | $448.8m | 5,560,915 | -21% | reduced |
| 22 | TSCO TRACTOR SUPPLY CO | Consumer Cyclical | 1.7% | $406.9m | 7,669,224 | 406% | added |
| 23 | CLH CLEAN HARBORS INC | Industrials | 1.6% | $403.1m | 1,751,478 | 5% | added |
| 24 | TTC TORO CO | Industrials | 1.6% | $393.0m | 4,905,975 | -9% | reduced |
| 25 | SHOP SHOPIFY INC | Technology | 1.5% | $378.1m | 3,555,487 | 26% | added |
| 26 | ENTG ENTEGRIS INC | Technology | 1.5% | $377.5m | 3,811,064 | -7% | reduced |
| 27 | LH LABCORP HOLDINGS INC | Healthcare | 1.5% | $366.0m | 1,595,957 | 151% | added |
| 28 | V VISA INC | Financial Services | 1.4% | $343.3m | 1,086,310 | -10% | reduced |
| 29 | FTV FORTIVE CORP | Technology | 1.3% | $322.3m | 4,297,573 | 20% | added |
| 30 | RVTY REVVITY INC | Healthcare | 1.1% | $266.1m | 2,384,467 | -54% | reduced |
| 31 | PAYX PAYCHEX INC | Technology | 1.0% | $246.2m | 1,755,940 | 8% | added |
| 32 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 1.0% | $238.6m | 1,208,011 | -9% | reduced |
| 33 | TDY TELEDYNE TECHNOLOGIES INC | Technology | 1.0% | $234.6m | 505,375 | -9% | reduced |
| 34 | PWR QUANTA SVCS INC | Industrials | 0.9% | $230.5m | 729,376 | -46% | reduced |
| 35 | AOS SMITH A O CORP | Industrials | 0.9% | $228.0m | 3,342,818 | -21% | reduced |
| 36 | CP CANADIAN PACIFIC KANSAS CITY | Industrials | 0.9% | $222.9m | 3,080,078 | 33% | added |
| 37 | GRMN GARMIN LTD | Technology | 0.8% | $208.1m | 1,009,024 | -34% | reduced |
| 38 | MHK MOHAWK INDS INC | Consumer Cyclical | 0.7% | $178.4m | 1,497,419 | -4% | reduced |
| 39 | JLL JONES LANG LASALLE INC | Real Estate | 0.7% | $178.4m | 704,600 | -23% | reduced |
| 40 | PTC PTC INC | Technology | 0.7% | $176.8m | 961,582 | 21% | added |
| 41 | CAE CAE INC | Industrials | 0.7% | $171.1m | 6,741,514 | 427% | added |
| 42 | TECH BIO-TECHNE CORP | Healthcare | 0.7% | $168.2m | 2,335,359 | 27% | added |
| 43 | KEX KIRBY CORP | Industrials | 0.7% | $165.7m | 1,565,693 | 59% | added |
| 44 | BROOKFIELD INFRAST PARTNERS | 0.7% | $162.9m | 5,124,291 | -6% | reduced | |
| 45 | CRM SALESFORCE INC | Technology | 0.7% | $160.4m | 479,703 | -39% | reduced |
| 46 | APO APOLLO GLOBAL MGMT INC | Financial Services | 0.6% | $155.9m | 944,125 | -60% | reduced |
| 47 | BIO BIO RAD LABS INC | Healthcare | 0.6% | $151.3m | 460,658 | -35% | reduced |
| 48 | SAIA SAIA INC | Industrials | 0.6% | $137.2m | 301,054 | – | new |
| 49 | WDAY WORKDAY INC | Technology | 0.5% | $127.6m | 494,643 | 23% | added |
| 50 | APG API GROUP CORP | Industrials | 0.5% | $118.8m | 3,303,798 | -14% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.