Select Equity Group, L.P. Portfolio Holdings

Select Equity Group, L.P.

  • $22.1 Billion
  • Q4 2024

Select Equity Group, L.P. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $22.1 Billion distributed in 150 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Live Nation Entertainment, Inc. with a value of $1.09B, Tempur Sealy International, Inc. with a value of $1.06B, Westinghouse Air Brake Technologies Corp with a value of $974M, Middleby Corp with a value of $852M, and Brown & Brown, Inc. with a value of $814M.

Examining the 13F form we can see an decrease of $2.88B in the current position value, from $24.9B to 22.1B.

Select Equity Group, L.P. is based out at New York, NY

Below you can find more details about Select Equity Group, L.P. portfolio as well as his latest detailed transactions.

Portfolio value $22.1 Billion
Industrials: $6.51 Billion
Technology: $4.85 Billion
Consumer Cyclical: $3.26 Billion
Healthcare: $2.56 Billion
Financial Services: $2.17 Billion
Communication Services: $1.32 Billion
Basic Materials: $832 Million
Real Estate: $231 Million
Other: $319 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$28.3B
$1.09 Billion 4.96% of portfolio
8,442,456
Q4 2024 Reduced 32.86%
$9.53B
$1.06 Billion 4.82% of portfolio
18,770,274
Q4 2024 Reduced 13.87%
$32B
$974 Million 4.42% of portfolio
5,138,706
Q4 2024 Reduced 9.57%
$8.2B
$852 Million 3.86% of portfolio
6,289,468
Q4 2024 Reduced 4.14%
$33.1B
$814 Million 3.69% of portfolio
7,978,907
Q4 2024 Reduced 16.65%
$9.88B
$736 Million 3.34% of portfolio
11,400,740
Q4 2024 Reduced 19.41%
$29B
$728 Million 3.3% of portfolio
1,408,743
Q4 2024 Reduced 19.49%
$16.7B
$718 Million 3.25% of portfolio
10,154,341
Q4 2024 Added 22.39%
$8.19B
$671 Million 3.04% of portfolio
13,182,779
Q4 2024 Reduced 19.49%
$12.4B
$663 Million 3.0% of portfolio
8,301,898
Q4 2024 Reduced 9.01%
$10.9B
$652 Million 2.96% of portfolio
4,564,926
Q4 2024 Added 7.71%
$22.5B
$609 Million 2.76% of portfolio
3,497,926
Q4 2024 Reduced 27.01%
$43.5B
$553 Million 2.51% of portfolio
6,518,462
Q4 2024 Added 21.07%
$8.31B
$553 Million 2.51% of portfolio
8,541,844
Q4 2024 Reduced 0.21%
$22.4B
$534 Million 2.42% of portfolio
2,599,730
Q4 2024 Added 165.3%
$18.2B
$483 Million 2.19% of portfolio
1,064,003
Q4 2024 Added 1.58%
$2.24B
$449 Million 2.04% of portfolio
5,560,915
Q4 2024 Reduced 21.36%
$5.81B
$407 Million 1.85% of portfolio
7,669,224
Q4 2024 Added 405.59%
$10.6B
$403 Million 1.83% of portfolio
1,751,478
Q4 2024 Added 4.81%
$7.63B
$393 Million 1.78% of portfolio
4,905,975
Q4 2024 Reduced 9.06%
$115B
$378 Million 1.71% of portfolio
3,555,487
Q4 2024 Added 25.54%
$14.2B
$378 Million 1.71% of portfolio
3,811,064
Q4 2024 Reduced 6.79%
$544B
$343 Million 1.56% of portfolio
1,086,310
Q4 2024 Reduced 9.85%
$26.1B
$322 Million 1.46% of portfolio
4,297,573
Q4 2024 Added 20.13%
$15.3B
$289 Million 1.31% of portfolio
2,384,467
Q4 2024 Reduced 53.92%
$52.3B
$246 Million 1.12% of portfolio
1,755,940
Q4 2024 Added 8.02%
$919B
$239 Million 1.08% of portfolio
1,208,011
Q4 2024 Reduced 8.5%
$22.7B
$235 Million 1.06% of portfolio
505,375
Q4 2024 Reduced 9.22%
$35.6B
$231 Million 1.05% of portfolio
729,376
Q4 2024 Reduced 46.12%
$8.33B
$228 Million 1.03% of portfolio
3,342,818
Q4 2024 Reduced 20.8%
$41.3B
$208 Million 0.94% of portfolio
1,009,024
Q4 2024 Reduced 33.79%
$12.1B
$178 Million 0.81% of portfolio
704,600
Q4 2024 Reduced 22.94%
$7.21B
$178 Million 0.81% of portfolio
1,497,419
Q4 2024 Reduced 3.6%
$18.4B
$177 Million 0.8% of portfolio
961,582
Q4 2024 Added 21.08%
$7.56B
$171 Million 0.78% of portfolio
6,741,514
Q4 2024 Added 427.07%
$2.36B
$168 Million 0.76% of portfolio
2,335,359
Q4 2024 Added 26.92%
$5.79B
$166 Million 0.75% of portfolio
1,565,693
Q4 2024 Added 59.04%
$13B
$163 Million 0.74% of portfolio
5,124,291
Q4 2024 Reduced 5.6%
$285B
$160 Million 0.73% of portfolio
479,703
Q4 2024 Reduced 38.84%
$81B
$156 Million 0.71% of portfolio
944,125
Q4 2024 Reduced 59.7%
$6.19B
$151 Million 0.69% of portfolio
460,658
Q4 2024 Reduced 34.98%
$9.78B
$137 Million 0.62% of portfolio
301,054
Q4 2024 New
$48.6B
$128 Million 0.58% of portfolio
494,643
Q4 2024 Added 23.45%
$8.59B
$119 Million 0.54% of portfolio
3,303,798
Q4 2024 Reduced 14.46%
$2.05B
$114 Million 0.52% of portfolio
9,396,150
Q4 2024 Reduced 29.04%
$2.03T
$112 Million 0.51% of portfolio
508,307
Q4 2024 Added 5.85%
$1.03T
$111 Million 0.5% of portfolio
584,478
Q4 2024 Added 25.08%
$10.1B
$109 Million 0.49% of portfolio
255,079
Q4 2024 Reduced 22.86%
$20.4B
$105 Million 0.48% of portfolio
1,375,432
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 150
  • Current Value $22.1 Billion
  • Prior Value $24.9 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 19 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 81 stocks
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