Select Equity Group, L.P. Reduced Holdings in Q3 2025

Select Equity Group, L.P.

  • $20.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
KEX
Kirby Corp

Industrials
-2.03M
- 93.67%
$82.64 - $120.83 $168M - $245M
137K $11.4M
CNM
Core & Main, Inc.

Industrials
-1.77M
- 15.47%
$48.56 - $66.98 $86.2M - $119M
9.69M $522M
IDXX
Idexx Laboratories Inc

Healthcare
-292K
- 50.84%
$514.61 - $682.78 $150M - $199M
282K $180M
LYV
Live Nation Entertainment, Inc.

Communication Services
-1.28M
- 18.68%
$143.56 - $174.06 $184M - $223M
5.57M $910M
MIDD
Middleby Corp

Industrials
-531K
- 11.23%
$118.3 - $150.16 $62.8M - $79.8M
4.2M $558M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
-2.12M
- 15.36%
N/A
11.7M $675M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-371K
- 9.14%
$185.65 - $214.38 $68.9M - $79.5M
3.69M $739M
ENTG
Entegris Inc

Technology
-1.53M
- 52.3%
$72.03 - $95.97 $110M - $147M
1.39M $129M
ALC
Alcon Inc

Healthcare
-34.7K
- 0.51%
$73.24 - $92.22 $2.54M - $3.2M
6.73M $501M
PWR
Quanta Services, Inc.

Industrials
-272K
- 26.74%
$372.29 - $421.68 $101M - $115M
745K $309M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
-836K
- 16.1%
N/A
4.36M $282M
CLH
Clean Harbors Inc

Industrials
-174K
- 18.33%
$225.84 - $250.43 $39.2M - $43.5M
773K $180M
INTU
Intuit Inc

Technology
-23.1K
- 13.36%
$646.03 - $807.39 $14.9M - $18.7M
150K $102M
TRMB
Trimble Inc.

Technology
-1M
- 11.57%
$76.46 - $85.24 $76.4M - $85.2M
7.64M $624M
CRM
Salesforce, Inc.

Technology
-76.5K
- 18.89%
$231.66 - $273.65 $17.7M - $20.9M
329K $77.9M
ADBE
Adobe Inc.

Technology
-45.2K
- 12.43%
$333.65 - $392.1 $15.1M - $17.7M
319K $112M
CAE
Cae Inc

Industrials
-978K
- 12.37%
$26.19 - $29.96 $25.6M - $29.3M
6.93M $205M
TECH
Bio Techne Corp

Healthcare
-668K
- 22.88%
$49.87 - $58.78 $33.3M - $39.3M
2.25M $125M
GDDY
Go Daddy Inc.

Technology
-108K
- 75.74%
$133.35 - $178.59 $14.5M - $19.4M
34.7K $4.75M
MIR
Mirion Technologies, Inc.

Industrials
-886K
- 43.71%
$19.79 - $24.6 $17.5M - $21.8M
1.14M $26.5M
MHK
Mohawk Industries Inc

Consumer Cyclical
-223K
- 40.78%
$107.23 - $139.75 $24M - $31.2M
324K $41.8M
V
Visa Inc.

Financial Services
-21.3K
- 3.95%
$332.09 - $358.86 $7.08M - $7.66M
519K $177M
SCI
Service Corp International

Consumer Cyclical
-315K
- 4.55%
$75.63 - $83.25 $23.8M - $26.3M
6.61M $550M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-56.3K
- 7.24%
$65.64 - $78.22 $3.7M - $4.4M
722K $48.4M
EME
Emcor Group, Inc.

Industrials
-171K
- 18.87%
$530.88 - $655.83 $90.8M - $112M
736K $478M
PTLO
Portillo'S Inc.

Consumer Cyclical
-58.4K
- 5.65%
$6.06 - $12.32 $354K - $719K
976K $6.29M
NOW
Service Now, Inc.

Technology
-800
- 2.21%
$850.86 - $1044.69 $681K - $836K
35.4K $32.5M
STE
Steris PLC

Healthcare
-75.6K
- 3.69%
$221.21 - $252.43 $16.7M - $19.1M
1.98M $489M
WTM
White Mountains Insurance Group LTD

Financial Services
-926
- 5.18%
$1671.52 - $1869.81 $1.55M - $1.73M
16.9K $28.3M
CINF
Cincinnati Financial Corp

Financial Services
-33.6K
- 19.08%
$145.8 - $158.1 $4.89M - $5.31M
142K $22.5M
DOCU
Docusign, Inc.

Technology
-10.9K
- 2.38%
$67.14 - $85.01 $728K - $922K
445K $32.1M
SPGI
S&P Global Inc.

Financial Services
-1.61K
- 3.13%
$484.94 - $564.15 $782K - $910K
49.9K $24.3M
CLFD
Clearfield, Inc.

Technology
-16.5K
- 9.67%
$31.13 - $45.34 $514K - $749K
154K $5.3M
MCO
Moodys Corp

Financial Services
-1.17K
- 2.19%
$472.69 - $521.32 $555K - $612K
52.4K $25M
MLNK
Meridian Link, Inc.

Technology
-150K
- 47.14%
$15.57 - $20.0 $2.34M - $3.01M
169K $3.36M
ROL
Rollins Inc

Consumer Cyclical
-76.7K
- 6.06%
$55.05 - $58.74 $4.22M - $4.5M
1.19M $69.8M
BRP
Brp Group, Inc.

Financial Services
-22.8K
- 9.37%
N/A
220K $8.81M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-21.4K
- 6.92%
$29.81 - $34.07 $639K - $730K
288K $9.49M
MSCI
Msci Inc.

Financial Services
-866
- 2.03%
$526.48 - $588.0 $456K - $509K
41.7K $23.7M
TENB
Tenable Holdings, Inc.

Technology
-15.2K
- 22.52%
$28.58 - $35.46 $435K - $540K
52.3K $1.53M
UBER
Uber Technologies, Inc

Technology
-6.51K
- 11.18%
$86.91 - $99.57 $566K - $648K
51.7K $5.07M
CRH.L
Crh PLC

Basic Materials
-1.08M
- 11.11%
N/A
8.62M $0
Labcorp Holdings Inc
-296K
- 13.87%
N/A
1.84M $0
Amrize LTD
-3.75K
- 1.09%
N/A
342K $0
Brookfield Corp
-682K
- 46.28%
N/A
792K $0
Karman Hldgs Inc
-9.67K
- 4.26%
N/A
217K $0
Outfront Media Inc
-140K
- 23.55%
N/A
456K $0
Cooper Cos Inc
-177K
- 12.25%
N/A
1.27M $0
Viking Holdings LTD
-2.56M
- 14.33%
N/A
15.3M $0
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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