Select Equity Group, L.P. Portfolio Holdings

Select Equity Group, L.P.

  • $20.3 Billion
  • Q2 2025

Select Equity Group, L.P. has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $20.3 Billion distributed in 152 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Live Nation Entertainment, Inc. with a value of $1.04B, Westinghouse Air Brake Technologies Corp with a value of $850M, Tempur Sealy International, Inc. with a value of $797M, Cdw Corp with a value of $724M, and Core & Main, Inc. with a value of $692M.

Examining the 13F form we can see an increase of $334M in the current position value, from $19.9B to 20.3B.

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 $20.3 Billion
Industrials: $5.74 Billion
Technology: $4.42 Billion
Consumer Cyclical: $2.85 Billion
Financial Services: $2.38 Billion
Healthcare: $1.93 Billion
Communication Services: $1.31 Billion
Basic Materials: $1.07 Billion
Consumer Defensive: $289 Million
Other: $300 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$39B
$1.04 Billion 5.11% of portfolio
6,851,369
Q2 2025 Reduced 3.34%
$33.8B
$850 Million 4.19% of portfolio
4,059,498
Q2 2025 Reduced 11.27%
$9.92B
$797 Million 3.93% of portfolio
13,836,763
Q2 2025 Reduced 8.51%
$22.6B
$724 Million 3.57% of portfolio
4,052,710
Q2 2025 Added 9.65%
$8.46B
$692 Million 3.41% of portfolio
11,465,694
Q2 2025 Reduced 10.99%
$7.22B
$681 Million 3.36% of portfolio
4,727,504
Q2 2025 Reduced 14.26%
$26.1B
$672 Million 3.31% of portfolio
336,369
Q2 2025 Added 75.9%
$6.56B
$671 Million 3.31% of portfolio
12,713,409
Q2 2025 Added 41.89%
$14.8B
$663 Million 3.27% of portfolio
4,227,752
Q2 2025 Reduced 11.29%
$19.7B
$657 Million 3.24% of portfolio
8,644,586
Q2 2025 Reduced 6.34%
$38B
$650 Million 3.2% of portfolio
1,183,267
Q2 2025 Reduced 0.68%
$26B
$637 Million 3.14% of portfolio
5,745,705
Q2 2025 Reduced 8.43%
$37.8B
$597 Million 2.94% of portfolio
6,762,406
Q2 2025 Added 23.44%
$47.7B
$589 Million 2.91% of portfolio
4,051,413
Q2 2025 Added 15.94%
$12.6B
$564 Million 2.78% of portfolio
6,924,741
Q2 2025 Reduced 1.29%
$1.36T
$512 Million 2.52% of portfolio
2,259,985
Q2 2025 Added 21.92%
$29.4B
$485 Million 2.39% of portfolio
906,855
Q2 2025 Reduced 12.21%
$53.8B
$385 Million 1.9% of portfolio
1,017,123
Q2 2025 Added 69.32%
$10.6B
$349 Million 1.72% of portfolio
1,113,301
Q2 2025 Reduced 5.05%
$8.31B
$336 Million 1.66% of portfolio
5,194,296
Q2 2025 Reduced 38.6%
$4.37B
$311 Million 1.54% of portfolio
3,915,353
Q2 2025 Reduced 2.82%
$53.4B
$308 Million 1.52% of portfolio
573,713
Q2 2025 Added 23.66%
$13.4B
$260 Million 1.28% of portfolio
2,411,459
Q2 2025 Added 38.64%
$176B
$259 Million 1.28% of portfolio
2,246,473
Q2 2025 Added 92.5%
$4.95B
$246 Million 1.21% of portfolio
2,165,929
Q2 2025 Added 10.81%
$15.2B
$239 Million 1.18% of portfolio
933,490
Q2 2025 Reduced 12.11%
$13.7B
$235 Million 1.16% of portfolio
2,919,435
Q2 2025 Reduced 28.34%
$8.55B
$232 Million 1.14% of portfolio
7,909,738
Q2 2025 Added 0.58%
$12.8B
$219 Million 1.08% of portfolio
946,958
Q2 2025 Reduced 13.29%
$25.8B
$219 Million 1.08% of portfolio
426,837
Q2 2025 Added 7.12%
$566B
$192 Million 0.95% of portfolio
540,316
Q2 2025 Reduced 29.71%
$424B
$173 Million 0.85% of portfolio
1,093,914
Q2 2025 New
$9.88B
$164 Million 0.81% of portfolio
2,547,880
Q2 2025 Reduced 53.11%
$47.2B
$161 Million 0.79% of portfolio
669,007
Q2 2025 Added 31.15%
$2.02B
$150 Million 0.74% of portfolio
2,919,495
Q2 2025 Reduced 45.59%
$168B
$141 Million 0.69% of portfolio
363,838
Q2 2025 Reduced 29.26%
$187B
$136 Million 0.67% of portfolio
172,885
Q2 2025 Reduced 25.05%
$24B
$134 Million 0.66% of portfolio
775,077
Q2 2025 Added 26.66%
$1.52T
$122 Million 0.6% of portfolio
686,780
Q2 2025 Added 66.95%
$3.8T
$121 Million 0.6% of portfolio
243,855
Q2 2025 Added 53.46%
$62.5B
$112 Million 0.55% of portfolio
1,919,640
Q2 2025 New
$45.7B
$110 Million 0.54% of portfolio
1,233,044
Q2 2025 New
$242B
$110 Million 0.54% of portfolio
405,093
Q2 2025 Added 7.26%
$68.8B
$108 Million 0.53% of portfolio
693,776
Q2 2025 Added 95.25%
$140B
$99.3 Million 0.49% of portfolio
360,274
Q2 2025 Added 1,445.11%
$83.3B
$97.8 Million 0.48% of portfolio
689,212
Q2 2025 Added 52.86%
$8.11B
$95.2 Million 0.47% of portfolio
1,864,112
Q2 2025 Reduced 58.77%
$2.36T
$95.2 Million 0.47% of portfolio
434,011
Q2 2025 Added 7.65%
$44.9B
$90.7 Million 0.45% of portfolio
434,417
Q2 2025 Reduced 23.75%

Summary

  • Portfolio
  • No. of Stocks 152
  • Current Value $20.3 Billion
  • Prior Value $19.9 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 23 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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