Select Equity Group, L.P. 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Select Equity Group, L.P. disclosed 143 US equity positions worth $22.4bn in its Q1 2025 13F filing. The largest position was LYV at 4.1% of the reported book, followed by CRH and SGI. Against the Q4 2024 filing, it opened 3 new positions, added to 23 and reduced 24 among the top 50 holdings.
What did Select Equity Group, L.P. own in Q1 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | LYV LIVE NATION ENTERTAINMENT IN | Communication Services | 4.1% | $925.5m | 7,087,934 | -16% | reduced |
| 2 | CRH CRH PLC | Basic Materials | 4.1% | $912.2m | 10,368,970 | -6% | reduced |
| 3 | SGI SOMNIGROUP INTERNATIONAL INC | Consumer Cyclical | 4.0% | $905.6m | 15,123,180 | -19% | reduced |
| 4 | MIDD MIDDLEBY CORP | Industrials | 3.7% | $838.0m | 5,514,063 | -12% | reduced |
| 5 | WAB WABTEC | Industrials | 3.7% | $829.7m | 4,575,142 | -11% | reduced |
| 6 | BRO BROWN & BROWN INC | Financial Services | 3.5% | $780.5m | 6,274,372 | -21% | reduced |
| 7 | VIK VIKING HOLDINGS LTD | Consumer Cyclical | 3.3% | $741.6m | 18,656,810 | 8% | added |
| 8 | CNM CORE & MAIN INC | Industrials | 2.8% | $622.3m | 12,881,919 | -2% | reduced |
| 9 | ITT ITT INC | Industrials | 2.7% | $615.5m | 4,765,602 | 4% | added |
| 10 | TRMB TRIMBLE INC | Technology | 2.7% | $605.9m | 9,229,816 | -9% | reduced |
| 11 | CDW CDW CORP | Technology | 2.6% | $592.3m | 3,695,937 | 6% | added |
| 12 | MLM MARTIN MARIETTA MATLS INC | Basic Materials | 2.5% | $569.6m | 1,191,400 | -15% | reduced |
| 13 | SCI SERVICE CORP INTL | Consumer Cyclical | 2.5% | $562.6m | 7,015,048 | -16% | reduced |
| 14 | PAYX PAYCHEX INC | Technology | 2.4% | $539.1m | 3,494,312 | 99% | added |
| 15 | LH LABCORP HOLDINGS INC | Healthcare | 2.3% | $516.7m | 2,220,056 | 39% | added |
| 16 | ALC ALCON AG | Healthcare | 2.3% | $515.3m | 5,478,428 | -16% | reduced |
| 17 | FBIN FORTUNE BRANDS INNOVATIONS I | Industrials | 2.3% | $515.0m | 8,459,134 | -1% | reduced |
| 18 | STE STERIS PLC | Healthcare | 2.2% | $502.1m | 2,215,190 | -15% | reduced |
| 19 | TSCO TRACTOR SUPPLY CO | Consumer Cyclical | 2.2% | $493.7m | 8,959,995 | 17% | added |
| 20 | CPAY CORPAY INC | 1.9% | $425.1m | 1,218,898 | 1302% | added | |
| 21 | EME EMCOR GROUP INC | Industrials | 1.7% | $381.8m | 1,033,013 | -3% | reduced |
| 22 | MKL MARKEL GROUP INC | Financial Services | 1.6% | $357.5m | 191,223 | – | new |
| 23 | ENTG ENTEGRIS INC | Technology | 1.6% | $356.4m | 4,074,232 | 7% | added |
| 24 | MORN MORNINGSTAR INC | Financial Services | 1.6% | $351.6m | 1,172,567 | -15% | reduced |
| 25 | FTV FORTIVE CORP | Technology | 1.5% | $330.0m | 4,509,598 | 5% | added |
| 26 | DAY DAYFORCE INC | 1.4% | $316.9m | 5,433,566 | -52% | reduced | |
| 27 | TECH BIO-TECHNE CORP | Healthcare | 1.4% | $314.6m | 5,366,003 | 130% | added |
| 28 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 1.4% | $307.7m | 1,853,638 | 53% | added |
| 29 | V VISA INC | Financial Services | 1.2% | $269.4m | 768,660 | -29% | reduced |
| 30 | CP CANADIAN PACIFIC KANSAS CITY | Industrials | 1.2% | $268.8m | 3,831,097 | 24% | added |
| 31 | JLL JONES LANG LASALLE INC | Real Estate | 1.2% | $263.3m | 1,062,069 | 51% | added |
| 32 | SIG SIGNET JEWELERS LIMITED | Consumer Cyclical | 1.0% | $233.9m | 4,028,856 | -28% | reduced |
| 33 | CLH CLEAN HARBORS INC | Industrials | 1.0% | $215.3m | 1,092,159 | -38% | reduced |
| 34 | BN BROOKFIELD CORP | Financial Services | 0.9% | $201.0m | 3,840,414 | -53% | reduced |
| 35 | BJ BJS WHSL CLUB HLDGS INC | Consumer Defensive | 0.9% | $198.5m | 1,739,337 | 1230% | added |
| 36 | TDY TELEDYNE TECHNOLOGIES INC | Technology | 0.9% | $198.3m | 398,469 | -21% | reduced |
| 37 | KEX KIRBY CORP | Industrials | 0.9% | $197.4m | 1,954,698 | 25% | added |
| 38 | ADBE ADOBE INC | Technology | 0.9% | $197.3m | 514,343 | 119% | added |
| 39 | IDXX IDEXX LABS INC | Healthcare | 0.9% | $194.8m | 463,946 | – | new |
| 40 | CAE CAE INC | Industrials | 0.9% | $193.3m | 7,863,984 | 17% | added |
| 41 | MHK MOHAWK INDS INC | Consumer Cyclical | 0.8% | $176.7m | 1,547,651 | 3% | added |
| 42 | TTC TORO CO | Industrials | 0.8% | $169.3m | 2,327,264 | -53% | reduced |
| 43 | SAIA SAIA INC | Industrials | 0.7% | $167.9m | 480,498 | 60% | added |
| 44 | APG API GROUP CORP | Industrials | 0.7% | $161.7m | 4,521,352 | 37% | added |
| 45 | PWR QUANTA SVCS INC | Industrials | 0.7% | $152.7m | 600,728 | -18% | reduced |
| 46 | INTU INTUIT | Technology | 0.6% | $141.6m | 230,668 | – | new |
| 47 | PKG PACKAGING CORP AMER | Consumer Cyclical | 0.6% | $136.5m | 689,253 | 115% | added |
| 48 | MKC MCCORMICK & CO INC | Consumer Defensive | 0.6% | $128.5m | 1,560,869 | 13% | added |
| 49 | GRMN GARMIN LTD | Technology | 0.6% | $123.7m | 569,725 | -44% | reduced |
| 50 | WDAY WORKDAY INC | Technology | 0.5% | $119.1m | 510,119 | 3% | added |
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.