Select Equity Group, L.P. Incresed Positions in Q3 2025

Select Equity Group, L.P.

  • $20.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NDAQ
Nasdaq, Inc.

Financial Services
1.74M
+ 140.92%
$86.73 - $96.94 $151M - $168M
2.97M $263M
MORN
Morningstar, Inc.

Financial Services
990K
+ 88.96%
$231.72 - $311.89 $229M - $309M
2.1M $488M
PKG
Packaging Corp Of America

Consumer Cyclical
575K
+ 136.2%
$191.41 - $220.25 $110M - $127M
997K $217M
JLL
Jones Lang Lasalle Inc

Real Estate
209K
+ 22.34%
$248.95 - $319.66 $51.9M - $66.7M
1.14M $341M
PTC
Ptc Inc.

Technology
373K
+ 48.13%
$173.07 - $216.53 $64.6M - $80.8M
1.15M $233M
BWXT
Bwx Technologies, Inc.

Industrials
229K
+ 47.84%
$136.45 - $184.37 $31.2M - $42.2M
707K $130M
MKL
Markel Corp

Financial Services
46.4K
+ 13.78%
$1898.34 - $2031.8 $88M - $94.2M
383K $732M
FTV
Fortive Corp

Technology
1.09M
+ 69.46%
$46.55 - $53.34 $50.7M - $58.1M
2.66M $130M
APH
Amphenol Corp

Technology
253K
+ 37.41%
$97.39 - $125.4 $24.7M - $31.8M
930K $115M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
205K
+ 242.66%
$201.83 - $230.93 $41.4M - $47.4M
290K $64.4M
META
Meta Platforms, Inc.

Communication Services
41.3K
+ 39.84%
$695.21 - $791.73 $28.7M - $32.7M
145K $107M
GRMN
Garmin LTD

Technology
33.8K
+ 7.79%
$211.13 - $246.22 $7.14M - $8.33M
468K $115M
USLM
United States Lime & Minerals Inc

Basic Materials
62.5K
+ 17.56%
$99.02 - $131.55 $6.19M - $8.23M
419K $55.1M
TMO
Thermo Fisher Scientific Inc.

Healthcare
15K
+ 10.25%
$404.94 - $499.99 $6.08M - $7.51M
161K $78.3M
WDAY
Workday, Inc.

Technology
59.3K
+ 8.86%
$213.69 - $247.69 $12.7M - $14.7M
728K $175M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
517K
+ 21.43%
$93.1 - $110.49 $48.1M - $57.1M
2.93M $273M
LAMR
Lamar Advertising CO

Real Estate
98.5K
+ 111.87%
$114.98 - $128.82 $11.3M - $12.7M
187K $22.8M
CSWI
Csw Industrials, Inc.

Industrials
39.2K
+ 89.42%
$289.31 - $293.0 $11.3M - $11.5M
83K $24.3M
CDRE
Cadre Holdings, Inc.

Industrials
248K
+ 51.2%
$28.44 - $36.97 $7.07M - $9.19M
734K $26.8M
PII
Polaris Inc.

Consumer Cyclical
24.9K
+ 4.78%
$44.87 - $59.95 $1.12M - $1.49M
545K $31.7M
OWL
Blue Owl Capital Inc.

Financial Services
984K
+ 35.71%
$16.93 - $20.8 $16.7M - $20.5M
3.74M $63.3M
NET
Cloudflare, Inc.

Technology
20.5K
+ 6.75%
$181.39 - $228.28 $3.71M - $4.67M
324K $69.5M
CARG
Car Gurus, Inc.

Communication Services
153K
+ 14.61%
$29.11 - $37.85 $4.47M - $5.81M
1.2M $44.8M
DOOO
Brp Inc.

Consumer Cyclical
123K
+ 332.35%
$47.83 - $68.36 $5.88M - $8.41M
160K $9.73M
CLBT
Cellebrite Di Ltd.

Technology
319K
+ 91.92%
$13.52 - $18.97 $4.32M - $6.06M
667K $12.4M
CIEN
Ciena Corp

Technology
13.7K
+ 19.56%
$77.75 - $145.67 $1.06M - $1.99M
83.5K $12.2M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
590K
+ 115.01%
$6.18 - $9.0 $3.65M - $5.31M
1.1M $9.93M
OSW
Onespaworld Holdings LTD

Consumer Cyclical
225K
+ 15.83%
$20.74 - $22.97 $4.66M - $5.16M
1.64M $34.7M
WINA
Winmark Corp

Consumer Cyclical
4.22K
+ 15.51%
$363.85 - $514.95 $1.53M - $2.17M
31.4K $15.6M
INTC
Intel Corp

Technology
151K
+ 584.74%
$19.31 - $35.5 $2.91M - $5.35M
176K $5.92M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
23K
+ 36.2%
$156.24 - $190.88 $3.59M - $4.38M
86.4K $14.3M
ALRM
Alarm.Com Holdings, Inc.

Technology
93.5K
+ 42.75%
$51.29 - $59.16 $4.79M - $5.53M
312K $16.6M
CERT
Certara, Inc.

Healthcare
293K
+ 35.5%
$9.53 - $12.22 $2.8M - $3.59M
1.12M $13.7M
ALKT
Alkami Technology, Inc.

Technology
282K
+ 49.01%
$20.12 - $30.64 $5.68M - $8.65M
859K $21.3M
KAI
Kadant Inc

Industrials
16.2K
+ 36.27%
$297.58 - $358.61 $4.82M - $5.81M
60.8K $18.1M
ADEA
Adeia Inc.

Technology
127K
+ 23.47%
$12.34 - $16.95 $1.57M - $2.16M
669K $11.2M
MRCY
Mercury Systems Inc

Industrials
20.1K
+ 23.97%
$50.09 - $77.4 $1.01M - $1.55M
104K $8.04M
AMZN
Amazon Com Inc

Consumer Cyclical
14.3K
+ 3.3%
$211.65 - $238.24 $3.03M - $3.41M
448K $98.4M
FORM
Formfactor Inc

Technology
49.9K
+ 8.08%
$27.62 - $37.7 $1.38M - $1.88M
667K $24.3M
DHR
Danaher Corp

Healthcare
13.3K
+ 3.18%
$181.46 - $212.2 $2.41M - $2.81M
431K $85.4M
CWST
Casella Waste Systems Inc

Industrials
80.8K
+ 34.82%
$86.69 - $114.82 $7M - $9.28M
313K $29.7M
BMI
Badger Meter Inc

Technology
34.1K
+ 69.34%
$172.32 - $245.81 $5.87M - $8.37M
83.2K $14.9M
ACA
Arcosa, Inc.

Industrials
21K
+ 25.09%
$83.66 - $100.23 $1.76M - $2.1M
105K $9.81M
GOGO
Gogo Inc.

Communication Services
630K
+ 126.05%
$8.5 - $16.54 $5.36M - $10.4M
1.13M $9.71M
BL
Blackline, Inc.

Technology
57.3K
+ 27.33%
$48.05 - $57.81 $2.75M - $3.31M
267K $14.2M
VRRM
Verra Mobility Corp

Industrials
91.5K
+ 22.34%
$23.49 - $25.65 $2.15M - $2.35M
501K $12.4M
GFS
Globalfoundries Inc.

Technology
54.9K
+ 368.17%
$31.62 - $41.66 $1.74M - $2.29M
69.8K $2.5M
FELE
Franklin Electric CO Inc

Industrials
11.6K
+ 8.88%
$89.51 - $99.6 $1.03M - $1.15M
142K $13.5M
MYRG
Myr Group Inc.

Industrials
607
+ 1.06%
$173.81 - $208.03 $106K - $126K
57.6K $12M
Activity Summary
Buys All Purchases 81 New Holdings 15 Increased Positions 66 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 11 Puts 3
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