Select Equity Group 13F holdings, Q2 2001
Holdings as of June 30, 2001 · filings on SEC EDGAR · latest filing →
Select Equity Group disclosed 35 US equity positions worth $292.9m in its Q2 2001 13F filing. The largest position was MCO at 10.9% of the reported book, followed by EGL INC and CHEMED CORP. Against the Q4 2000 filing, it opened 18 new positions, added to 10 and reduced 6 among the top 35 holdings.
What did Select Equity Group own in Q2 2001? Top 35 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2000 |
|---|---|---|---|---|---|---|---|
| 1 | MCO MOODY'S INVESTOR SERVICES | Financial Services | 10.9% | $32.0m | 955,475 | 38% | added |
| 2 | EGL INC | 9.0% | $26.2m | 1,502,550 | 14926% | added | |
| 3 | CHEMED CORP | 8.6% | $25.3m | 699,906 | 2% | added | |
| 4 | INTERNATIONAL SPEEDWAY | 7.2% | $21.0m | 499,850 | 32% | added | |
| 5 | INSTINET GROUP INC | 6.5% | $19.0m | 1,017,100 | – | new | |
| 6 | INVESTMENT TECHNOLOGY GROUP | 5.9% | $17.3m | 344,185 | -12% | reduced | |
| 7 | PENTON MEDIA INC | 5.8% | $16.9m | 965,625 | – | new | |
| 8 | FICO FAIR ISAAC & CO INC | Technology | 5.5% | $16.1m | 261,248 | -11% | reduced |
| 9 | BARRA INC | 5.2% | $15.1m | 386,209 | 157% | added | |
| 10 | IDXX IDEXX LABS INC | Healthcare | 5.1% | $14.9m | 475,375 | – | new |
| 11 | MKL MARKEL CORP | Financial Services | 5.0% | $14.6m | 74,468 | 24% | added |
| 12 | CERIDIAN CORP | 5.0% | $14.6m | 762,800 | – | new | |
| 13 | DIONEX CORP | 4.9% | $14.3m | 431,520 | -32% | reduced | |
| 14 | MEREDITH CORPORATION | 4.2% | $12.3m | 343,400 | -12% | reduced | |
| 15 | FELE FRANKLIN ELECTRIC INC | Industrials | 3.2% | $9.2m | 121,631 | 9% | added |
| 16 | MICROS SYSTEMS INC | 2.7% | $7.9m | 359,457 | -48% | reduced | |
| 17 | HUBG HUB GROUP INC | Industrials | 2.2% | $6.3m | 486,396 | 5% | added |
| 18 | SPY STANDARD & POORS DEPOSITARY SPDR TRUST SER 1 | 0.8% | $2.5m | 20,000 | – | new | |
| 19 | ULTIMATE SOFTWARE GROUP INC | 0.4% | $1.1m | 225,500 | – | new | |
| 20 | OHIO CASUALTY CORP | 0.4% | $1.0m | 80,000 | – | new | |
| 21 | TIMBERLINE SOFTWARE CORP | 0.2% | $632.0k | 125,000 | – | new | |
| 22 | HOWELL CORP | 0.2% | $571.0k | 45,320 | 74% | added | |
| 23 | INAMED CORP | 0.2% | $566.0k | 20,000 | – | new | |
| 24 | KNIGHT TRADING GROUP INC | 0.2% | $535.0k | 50,000 | – | new | |
| 25 | CRYPTOLOGIC INC | 0.2% | $456.0k | 20,000 | 100% | added | |
| 26 | REYNOLDS & REYNOLDS CO | 0.1% | $439.0k | 20,000 | – | new | |
| 27 | CARBO CERAMICS | 0.1% | $371.0k | 10,000 | – | new | |
| 28 | COMPUTER SERVICES INC. KY | 0.1% | $348.0k | 12,000 | 0% | held | |
| 29 | DOUBLECLICK INC | 0.1% | $293.0k | 21,000 | – | new | |
| 30 | ATWOOD OCEANICS INC | 0.1% | $246.0k | 7,000 | – | new | |
| 31 | TEXAS PACIFIC LAND TRUST SUB CTF PROP I T | 0.1% | $232.0k | 6,000 | – | new | |
| 32 | OMEGA PROTEIN CORP | 0.0% | $146.0k | 73,000 | – | new | |
| 33 | TIVO INC | 0.0% | $83.0k | 15,000 | – | new | |
| 34 | AIRNET SYSTEMS INC | 0.0% | $72.0k | 10,700 | – | new | |
| 35 | CCC INFO. SERVICES GRP. INC | 0.0% | $66.0k | 11,000 | -70% | 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.