Select Equity Group, L.P. Reduced Holdings in Q3 2024

Select Equity Group, L.P.

  • $24.9 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PKI
Perkinelmer Inc

Healthcare
-2.2M
- 29.8%
N/A
5.17M $626M
MTN
Vail Resorts Inc

Consumer Cyclical
-1.27M
- 67.29%
$167.58 - $188.32 $213M - $239M
616K $107M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.18M
- 47.15%
$147.95 - $191.05 $174M - $225M
1.32M $229M
MLM
Martin Marietta Materials Inc

Basic Materials
-347K
- 16.55%
$502.48 - $593.35 $174M - $206M
1.75M $942M
BRO
Brown & Brown, Inc.

Financial Services
-3.56M
- 27.11%
$89.11 - $105.82 $317M - $377M
9.57M $992M
APH
Amphenol Corp

Technology
-2.39M
- 76.02%
$58.39 - $70.41 $139M - $168M
753K $49.1M
MORN
Morningstar, Inc.

Financial Services
-675K
- 27.73%
$295.85 - $326.31 $200M - $220M
1.76M $561M
TDY
Teledyne Technologies Inc

Technology
-423K
- 43.18%
$381.47 - $437.71 $161M - $185M
557K $244M
ENTG
Entegris Inc

Technology
-112K
- 2.66%
$98.09 - $146.48 $11M - $16.4M
4.09M $460M
ONON
On Holding Ag

Consumer Cyclical
-3.03M
- 40.91%
$36.63 - $51.57 $111M - $156M
4.38M $220M
GRMN
Garmin LTD

Technology
-483K
- 24.06%
$161.1 - $183.29 $77.8M - $88.5M
1.52M $268M
WTM
White Mountains Insurance Group LTD

Financial Services
-24.7K
- 41.61%
$1671.79 - $1844.24 $41.3M - $45.5M
34.7K $58.8M
TTC
Toro CO

Industrials
-125K
- 2.26%
$81.82 - $99.44 $10.2M - $12.4M
5.39M $468M
BEP
Brookfield Renewable Partners L.P.

Utilities
-2.26M
- 45.48%
$23.3 - $28.3 $52.8M - $64.1M
2.71M $76.4M
SPGI
S&P Global Inc.

Financial Services
-113K
- 47.75%
$446.32 - $527.38 $50.6M - $59.8M
124K $64.1M
NAPA
Duckhorn Portfolio, Inc.

Consumer Defensive
-5.74M
- 97.02%
$5.56 - $7.66 $31.9M - $44M
176K $1.02M
LAMR
Lamar Advertising CO

Real Estate
-378K
- 54.46%
$110.9 - $135.58 $41.9M - $51.2M
316K $42.2M
CW
Curtiss Wright Corp

Industrials
-185K
- 52.39%
$265.18 - $332.22 $49.1M - $61.6M
168K $55.4M
GOOG
Alphabet Inc.

Communication Services
-158K
- 25.22%
$149.54 - $192.66 $23.6M - $30.4M
467K $78.1M
TECH
Bio Techne Corp

Healthcare
-676K
- 26.87%
$70.96 - $82.35 $48M - $55.7M
1.84M $147M
CDAY
Ceridian Hcm Holding Inc.

Technology
-396K
- 2.72%
N/A
14.1M $913M
ENOV
Enovis Corp

Industrials
-543K
- 97.47%
$40.57 - $48.1 $22M - $26.1M
14.1K $605K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-72.5K
- 22.05%
$531.86 - $624.21 $38.6M - $45.3M
256K $159M
INTC
Intel Corp

Technology
-700K
- 87.09%
$18.9 - $34.87 $13.2M - $24.4M
104K $2.43M
NEOG
Neogen Corp

Healthcare
-2.29M
- 14.74%
$14.73 - $17.71 $33.7M - $40.5M
13.2M $223M
OSW
Onespaworld Holdings LTD

Consumer Cyclical
-1.65M
- 24.17%
$15.0 - $17.11 $24.7M - $28.2M
5.17M $85.3M
MCO
Moodys Corp

Financial Services
-52.1K
- 44.72%
$421.49 - $494.67 $22M - $25.8M
64.4K $30.6M
DHR
Danaher Corp

Healthcare
-101K
- 25.16%
$239.25 - $280.76 $24.2M - $28.4M
301K $83.6M
APO
Apollo Global Management, Inc.

Financial Services
-264K
- 10.11%
$99.16 - $125.81 $26.1M - $33.2M
2.34M $293M
BWXT
Bwx Technologies, Inc.

Industrials
-223K
- 31.06%
$92.38 - $108.7 $20.6M - $24.2M
495K $53.8M
MIR
Mirion Technologies, Inc.

Industrials
-1.47M
- 25.35%
$9.45 - $11.78 $13.9M - $17.3M
4.32M $47.8M
CMP
Compass Minerals International Inc

Basic Materials
-1.42M
- 48.72%
$7.77 - $13.3 $11M - $18.9M
1.5M $18M
AMZN
Amazon Com Inc

Consumer Cyclical
-44.6K
- 8.49%
$161.02 - $200.0 $7.17M - $8.91M
480K $89.5M
DOCU
Docusign, Inc.

Technology
-277K
- 41.97%
$49.73 - $62.53 $13.8M - $17.3M
383K $23.8M
ILMN
Illumina, Inc.

Healthcare
-276K
- 28.85%
$105.28 - $135.9 $29M - $37.5M
680K $88.7M
MSFT
Microsoft Corp

Technology
-15.6K
- 7.91%
$395.15 - $467.56 $6.16M - $7.29M
181K $78M
AVNW
Aviat Networks, Inc.

Technology
-280K
- 73.52%
$20.99 - $31.0 $5.87M - $8.67M
101K $2.18M
CLH
Clean Harbors Inc

Industrials
-153K
- 8.4%
$219.55 - $249.19 $33.7M - $38.2M
1.67M $404M
BURL
Burlington Stores, Inc.

Consumer Cyclical
-51.5K
- 23.76%
$233.02 - $278.99 $12M - $14.4M
165K $43.6M
GFS
Globalfoundries Inc.

Technology
-123K
- 65.77%
$39.04 - $58.39 $4.81M - $7.19M
64.1K $2.58M
SPOT
Spotify Technology S.A.

Communication Services
-34.6K
- 24.57%
$290.16 - $384.01 $10M - $13.3M
106K $39.1M
BE
Bloom Energy Corp

Industrials
-381K
- 75.53%
$9.75 - $15.28 $3.72M - $5.82M
124K $1.3M
MATW
Matthews International Corp

Industrials
-144K
- 78.43%
$22.49 - $28.95 $3.24M - $4.17M
39.6K $918K
META
Meta Platforms, Inc.

Communication Services
-17.6K
- 15.33%
$453.41 - $572.44 $7.98M - $10.1M
97.1K $55.6M
CDW
Cdw Corp

Technology
-61.5K
- 1.27%
$206.67 - $239.84 $12.7M - $14.8M
4.79M $1.08B
TENB
Tenable Holdings, Inc.

Technology
-37K
- 73.88%
$38.98 - $47.15 $1.44M - $1.74M
13.1K $529K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
-500K
- 92.3%
$2.88 - $5.17 $1.44M - $2.59M
41.7K $195K
MSCI
Msci Inc.

Financial Services
-15.1K
- 21.23%
$479.31 - $584.91 $7.22M - $8.81M
55.9K $32.6M
GOGO
Gogo Inc.

Communication Services
-109K
- 37.96%
$6.62 - $9.84 $722K - $1.07M
178K $1.28M
Activity Summary
Buys All Purchases 65 New Holdings 18 Increased Positions 47 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 6 Puts 3
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