Select Equity Group, L.P. Purchases in Q2 2025

Select Equity Group, L.P.

  • $20.3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GOGO
Gogo Inc.

Communication Services
97K
+ 24.08%
$6.62 - $14.79 $642K - $1.43M
500K $7.34M
CWST
Casella Waste Systems Inc

Industrials
26.2K
+ 12.73%
$103.78 - $120.37 $2.72M - $3.15M
232K $26.8M
MRCY
Mercury Systems Inc

Industrials
65.2K
+ 351.57%
$41.52 - $53.87 $2.71M - $3.51M
83.8K $4.51M
ALKT
Alkami Technology, Inc.

Technology
50.2K
+ 9.55%
$22.54 - $31.19 $1.13M - $1.57M
576K $17.4M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
513K
New
$5.0 - $7.65 $2.56M - $3.92M
513K $3.56M
GSHD
Goosehead Insurance, Inc.

Financial Services
33.5K
+ 342.34%
$93.19 - $121.83 $3.13M - $4.09M
43.3K $4.57M
BRP
Brp Group, Inc.

Financial Services
81.7K
+ 50.66%
N/A
243K $9.72M
ACA
Arcosa, Inc.

Industrials
29.7K
+ 54.87%
$70.66 - $90.53 $2.1M - $2.68M
83.7K $7.26M
FELE
Franklin Electric CO Inc

Industrials
37.5K
+ 40.51%
$84.21 - $95.87 $3.16M - $3.6M
130K $11.7M
WINA
Winmark Corp

Consumer Cyclical
3.75K
+ 16.01%
$318.43 - $450.34 $1.2M - $1.69M
27.2K $10.3M
CDRE
Cadre Holdings, Inc.

Industrials
38K
+ 8.5%
$28.17 - $36.48 $1.07M - $1.39M
485K $15.5M
DOOO
Brp Inc.

Consumer Cyclical
37K
New
$32.44 - $49.16 $1.2M - $1.82M
37K $1.79M
CSWI
Csw Industrials, Inc.

Industrials
5.66K
+ 14.83%
$254.34 - $336.43 $1.44M - $1.9M
43.8K $12.6M
ALRM
Alarm.Com Holdings, Inc.

Technology
18.2K
+ 9.08%
$49.34 - $60.68 $898K - $1.1M
219K $12.4M
SPSC
Sps Commerce Inc

Technology
7.33K
+ 15.28%
$121.61 - $152.67 $892K - $1.12M
55.3K $7.53M
ADEA
Adeia Inc.

Technology
32.4K
+ 6.37%
$11.23 - $14.24 $364K - $462K
542K $7.66M
MLAB
Mesa Laboratories Inc

Technology
28.3K
+ 38.3%
$92.73 - $128.0 $2.62M - $3.62M
102K $9.63M
INTC
Intel Corp

Technology
25.8K
New
$18.13 - $22.69 $467K - $584K
25.8K $577K
GFS
Globalfoundries Inc.

Technology
14.9K
New
$30.37 - $40.03 $453K - $597K
14.9K $569K
TENB
Tenable Holdings, Inc.

Technology
16.7K
+ 32.72%
$30.45 - $35.17 $507K - $586K
67.6K $2.28M
Waystar Hldg Corp
275K
New
N/A
275K $0
Karman Hldgs Inc
31.1K
+ 15.88%
N/A
227K $0
Amrize LTD
346K
New
N/A
346K $0
Crane Company
8.15K
+ 1.12%
N/A
737K $0
Cooper Cos Inc
693K
+ 92.49%
N/A
1.44M $0
Outfront Media Inc
110K
+ 22.57%
N/A
596K $0
Ralliant Corp
488K
New
N/A
488K $0
Qxo Inc
3.25M
New
N/A
3.25M $0
Loar Holdings Inc
41.6K
+ 191.83%
N/A
63.3K $0
MLNK
Meridian Link, Inc.

Technology
11.6K
+ 3.77%
$15.77 - $18.76 $183K - $218K
319K $5.18M
ERII
Energy Recovery, Inc.

Industrials
103K
+ 15.37%
$11.37 - $15.97 $1.17M - $1.64M
770K $9.84M
TMO
Thermo Fisher Scientific Inc.

Healthcare
10.6K
+ 7.78%
$390.26 - $489.06 $4.12M - $5.17M
146K $59.4M
Activity Summary
Buys All Purchases 83 New Holdings 23 Increased Positions 60 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 7 Puts 1
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