Select Equity Group 13F holdings, Q3 2000
Holdings as of September 30, 2000 · filings on SEC EDGAR · latest filing →
Select Equity Group disclosed 30 US equity positions worth $178.7m in its Q3 2000 13F filing. The largest position was CHEMED CORP at 11.5% of the reported book, followed by DIONEX CORP and INVESTMENT TECHNOLOGY GROUP. Against the Q2 2000 filing, it opened 9 new positions, added to 10 and reduced 3 among the top 30 holdings.
What did Select Equity Group own in Q3 2000? Top 30 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2000 |
|---|---|---|---|---|---|---|---|
| 1 | CHEMED CORP | 11.5% | $20.6m | 648,636 | 8% | added | |
| 2 | DIONEX CORP | 10.1% | $18.0m | 651,945 | 60% | added | |
| 3 | INVESTMENT TECHNOLOGY GROUP | 7.3% | $13.0m | 325,290 | -18% | reduced | |
| 4 | INTERNATIONAL SPEEDWAY | 7.1% | $12.7m | 325,600 | – | new | |
| 5 | SPHERION CORPORATION | 6.6% | $11.8m | 992,074 | – | new | |
| 6 | MICROS SYSTEMS INC | 6.4% | $11.4m | 754,455 | 210% | added | |
| 7 | MTX MINERALS TECHNOLOGIES INC | Basic Materials | 5.7% | $10.2m | 221,461 | -0% | held |
| 8 | FICO FAIR ISAAC & CO INC | Technology | 5.2% | $9.3m | 216,964 | 12% | added |
| 9 | DUN & BRADSTREET CORP. DEL | 5.0% | $9.0m | 260,750 | 1638% | added | |
| 10 | SCOTT TECHNOLOGIES INC | 4.6% | $8.2m | 462,369 | 8% | added | |
| 11 | MCO MOODY'S INVESTOR SERVICES | Financial Services | 4.5% | $8.1m | 306,650 | – | new |
| 12 | FELE FRANKLIN ELECTRIC INC | Industrials | 4.2% | $7.6m | 109,541 | 20% | added |
| 13 | MEREDITH CORPORATION | 4.2% | $7.5m | 254,450 | – | new | |
| 14 | HUBG HUB GROUP INC | Industrials | 3.7% | $6.7m | 696,616 | 4% | added |
| 15 | BARRA INC | 3.6% | $6.3m | 102,277 | -55% | reduced | |
| 16 | CIX COMPX INTERNATIONAL INC | 3.3% | $5.9m | 280,834 | 3% | added | |
| 17 | MATW MATTHEWS INTERNATIONAL CORP | Industrials | 2.8% | $4.9m | 167,354 | -32% | reduced |
| 18 | VMI VALMONT INDUSTRIES INC | Industrials | 2.2% | $4.0m | 201,146 | 1% | added |
| 19 | CABOT MICROELECTRONICS CORP | 0.6% | $1.0m | 21,300 | – | new | |
| 20 | HSB GROUP | 0.3% | $498.0k | 16,000 | 0% | held | |
| 21 | CCC INFO. SERVICES GRP. INC | 0.2% | $395.0k | 49,000 | – | new | |
| 22 | KEX KIRBY CORP | Industrials | 0.2% | $294.0k | 15,000 | 0% | held |
| 23 | INTERLOGIX INC | 0.1% | $265.0k | 20,000 | – | new | |
| 24 | TR TOOTSIE ROLL INDUSTRIES | Consumer Defensive | 0.1% | $244.0k | 6,210 | 0% | held |
| 25 | COMPUTER SERVICES INC. KY | 0.1% | $240.0k | 12,000 | – | new | |
| 26 | CRYPTOLOGIC INC | 0.1% | $196.0k | 15,000 | 0% | held | |
| 27 | HOWELL CORP | 0.1% | $162.0k | 17,000 | 0% | held | |
| 28 | VELCRO INDUSTRIES NV | 0.1% | $113.0k | 10,500 | 0% | held | |
| 29 | AIR NET SYSTEMS | 0.1% | $93.0k | 20,300 | – | new | |
| 30 | X-RITE INC | 0.0% | $88.0k | 10,000 | 0% | held |
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.