Select Equity Group 13F holdings, Q1 2000
Holdings as of March 31, 2000 · filings on SEC EDGAR · latest filing →
Select Equity Group disclosed 28 US equity positions worth $126.1m in its Q1 2000 13F filing. The largest position was CHEMED CORP at 12.4% of the reported book, followed by DIONEX CORP and INVESTMENT TECHNOLOGY GROUP.
What did Select Equity Group own in Q1 2000? Top 28 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | CHEMED CORP | 12.4% | $15.6m | 521,157 | – | ||
| 2 | DIONEX CORP | 9.5% | $12.0m | 364,850 | – | ||
| 3 | INVESTMENT TECHNOLOGY GROUP | 8.1% | $10.2m | 289,300 | – | ||
| 4 | MTX MINERALS TECHNOLOGIES INC | Basic Materials | 6.8% | $8.5m | 191,290 | – | |
| 5 | ROP ROPER INDUSTRIES INC | Technology | 6.6% | $8.3m | 245,200 | – | |
| 6 | SCOTT TECHNOLOGIES INC | 6.5% | $8.2m | 434,199 | – | ||
| 7 | HUBG HUB GROUP INC | Industrials | 6.3% | $8.0m | 522,785 | – | |
| 8 | INTERIM SERVICES INC | 5.4% | $6.9m | 369,150 | – | ||
| 9 | FICO FAIR ISAAC & CO INC | Technology | 5.1% | $6.4m | 165,330 | – | |
| 10 | CAREY INTERNATIONAL INC | 5.0% | $6.2m | 367,375 | – | ||
| 11 | BARRA INC | 4.6% | $5.8m | 172,600 | – | ||
| 12 | CIX COMPX INTERNATIONAL INC | 4.3% | $5.4m | 282,955 | – | ||
| 13 | MATW MATTHEWS INTERNATIONAL CORP | Industrials | 4.0% | $5.0m | 223,145 | – | |
| 14 | PENTON MEDIA INC | 3.6% | $4.5m | 172,690 | – | ||
| 15 | ZBRA ZEBRA TECHNOLOGIES CORP | Technology | 3.6% | $4.5m | 89,700 | – | |
| 16 | FELE FRANKLIN ELECTRIC INC | Industrials | 3.0% | $3.7m | 58,460 | – | |
| 17 | CRVL CORVEL CORP | Financial Services | 1.8% | $2.3m | 88,780 | – | |
| 18 | ITI TECHNOLOGIES INC | 1.2% | $1.5m | 51,300 | – | ||
| 19 | CLAYTON HOMES INC | 0.4% | $516.0k | 51,000 | – | ||
| 20 | VMI VALMONT INDUSTRIES INC | Industrials | 0.4% | $511.0k | 29,635 | – | |
| 21 | MICROS SYSTEMS INC | 0.3% | $434.0k | 6,900 | – | ||
| 22 | DUN & BRADSTREET CORP DEL | 0.3% | $372.0k | 13,000 | – | ||
| 23 | KEX KIRBY CORP | Industrials | 0.2% | $296.0k | 15,000 | – | |
| 24 | VELCRO INDUSTRIES NV | 0.2% | $295.0k | 26,500 | – | ||
| 25 | SYKES ENTERPRISES INC | 0.2% | $191.0k | 10,000 | – | ||
| 26 | X-RITE INC | 0.1% | $152.0k | 15,000 | – | ||
| 27 | BULL RUN CORP GA | 0.1% | $120.0k | 30,000 | – | ||
| 28 | FSTR L B FOSTER CO | Industrials | 0.0% | $41.0k | 10,000 | – |
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.