Select Equity Group 13F holdings, Q4 2000
Holdings as of December 31, 2000 · filings on SEC EDGAR · latest filing →
Select Equity Group disclosed 28 US equity positions worth $201.6m in its Q4 2000 13F filing. The largest position was CHEMED CORP at 11.5% of the reported book, followed by DIONEX CORP and MCO. Against the Q3 2000 filing, it opened 7 new positions, added to 11 and reduced 8 among the top 28 holdings.
What did Select Equity Group own in Q4 2000? Top 28 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2000 |
|---|---|---|---|---|---|---|---|
| 1 | CHEMED CORP | 11.5% | $23.1m | 687,386 | 6% | added | |
| 2 | DIONEX CORP | 10.8% | $21.8m | 630,745 | -3% | reduced | |
| 3 | MCO MOODY'S INVESTOR SERVICES | Financial Services | 8.8% | $17.8m | 694,400 | 126% | added |
| 4 | INVESTMENT TECHNOLOGY GROUP | 8.1% | $16.3m | 389,335 | 20% | added | |
| 5 | FICO FAIR ISAAC & CO INC | Technology | 7.4% | $15.0m | 293,144 | 35% | added |
| 6 | INTERNATIONAL SPEEDWAY | 7.1% | $14.3m | 377,425 | 16% | added | |
| 7 | MICROS SYSTEMS INC | 6.3% | $12.7m | 696,205 | -8% | reduced | |
| 8 | MEREDITH CORPORATION | 6.3% | $12.6m | 391,625 | 54% | added | |
| 9 | MKL MARKEL CORP | Financial Services | 5.4% | $10.9m | 59,950 | – | new |
| 10 | SCOTT TECHNOLOGIES INC | 5.2% | $10.5m | 467,294 | 1% | added | |
| 11 | SPHERION CORPORATION | 4.8% | $9.7m | 856,174 | -14% | reduced | |
| 12 | FELE FRANKLIN ELECTRIC INC | Industrials | 3.8% | $7.6m | 111,296 | 2% | added |
| 13 | CABOT MICROELECTRONICS CORP | 3.7% | $7.5m | 143,450 | 573% | added | |
| 14 | BARRA INC | 3.5% | $7.1m | 150,184 | 47% | added | |
| 15 | MATW MATTHEWS INTERNATIONAL CORP | Industrials | 2.2% | $4.5m | 141,204 | -16% | reduced |
| 16 | HUBG HUB GROUP INC | Industrials | 2.1% | $4.2m | 463,646 | -33% | reduced |
| 17 | VMI VALMONT INDUSTRIES INC | Industrials | 1.8% | $3.5m | 192,246 | -4% | reduced |
| 18 | WLY JOHN WILEY & SONS INC | Communication Services | 0.2% | $409.0k | 19,000 | – | new |
| 19 | INTERLOGIX INC | 0.2% | $378.0k | 20,000 | 0% | held | |
| 20 | LAMSON & SESSIONS CO | 0.2% | $326.0k | 31,000 | – | new | |
| 21 | HOWELL CORP | 0.2% | $321.0k | 26,000 | 53% | added | |
| 22 | COMPUTER SERVICES INC. KY | 0.2% | $318.0k | 12,000 | 0% | held | |
| 23 | EGL INC | 0.1% | $239.0k | 10,000 | – | new | |
| 24 | CCC INFO. SERVICES GRP. INC | 0.1% | $231.0k | 37,000 | -24% | reduced | |
| 25 | NETWORK PLUS CORP | 0.1% | $188.0k | 75,000 | – | new | |
| 26 | NAVIGATORS GROUP INC | 0.1% | $140.0k | 10,500 | – | new | |
| 27 | ACKERLEY GROUP INC | 0.1% | $102.0k | 11,300 | – | new | |
| 28 | CRYPTOLOGIC INC | 0.0% | $91.0k | 10,000 | -33% | 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.