Select Equity Group, L.P. Reduced Holdings in Q1 2025

Select Equity Group, L.P.

  • $19.9 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CDAY
Ceridian Hcm Holding Inc.

Technology
-5.97M
- 52.34%
N/A
5.43M $351M
SHOP
Shopify Inc.

Technology
-2.39M
- 67.18%
$90.59 - $129.31 $216M - $309M
1.17M $111M
TTC
Toro CO

Industrials
-2.58M
- 52.56%
$71.86 - $87.28 $185M - $225M
2.33M $169M
SIG
Signet Jewelers LTD

Consumer Cyclical
-1.53M
- 27.55%
$46.42 - $78.03 $71.1M - $120M
4.03M $234M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
-3.65M
- 19.43%
$54.94 - $69.15 $200M - $252M
15.1M $871M
CLH
Clean Harbors Inc

Industrials
-659K
- 37.64%
$188.14 - $246.1 $124M - $162M
1.09M $215M
AOS
Smith A O Corp

Industrials
-2.53M
- 75.79%
$65.16 - $72.69 $165M - $184M
809K $52.9M
LYV
Live Nation Entertainment, Inc.

Communication Services
-1.35M
- 16.04%
$115.79 - $154.66 $157M - $209M
7.09M $926M
MLM
Martin Marietta Materials Inc

Basic Materials
-217K
- 15.43%
$460.39 - $552.64 $100M - $120M
1.19M $570M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-564K
- 10.97%
$175.5 - $209.86 $98.9M - $118M
4.58M $830M
MORN
Morningstar, Inc.

Financial Services
-202K
- 14.69%
$282.49 - $334.73 $57M - $67.6M
1.17M $352M
NEOG
Neogen Corp

Healthcare
-8.28M
- 88.08%
$8.43 - $13.07 $69.8M - $108M
1.12M $9.71M
EME
Emcor Group, Inc.

Industrials
-31K
- 2.91%
$361.16 - $535.99 $11.2M - $16.6M
1.03M $382M
SCI
Service Corp International

Consumer Cyclical
-1.29M
- 15.5%
$75.99 - $84.16 $97.8M - $108M
7.02M $563M
APO
Apollo Global Management, Inc.

Financial Services
-493K
- 52.24%
$126.01 - $172.06 $62.2M - $84.9M
451K $61.7M
CACI
Caci International Inc

Technology
-217K
- 85.26%
N/A
37.6K $16.1M
BIO
Bio Rad Laboratories, Inc.

Healthcare
-195K
- 42.43%
$243.0 - $367.0 $47.5M - $71.7M
265K $64.6M
GRMN
Garmin LTD

Technology
-439K
- 43.54%
$204.55 - $241.93 $89.9M - $106M
570K $124M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-2.47M
- 48.3%
$27.52 - $33.6 $68.1M - $83.2M
2.65M $78.9M
PTC
Ptc Inc.

Technology
-350K
- 36.36%
$153.3 - $193.48 $53.6M - $67.7M
612K $94.8M
PWR
Quanta Services, Inc.

Industrials
-129K
- 17.64%
$236.71 - $358.03 $30.5M - $46.1M
601K $153M
V
Visa Inc.

Financial Services
-318K
- 29.24%
$306.92 - $362.71 $97.5M - $115M
769K $269M
CRM
Salesforce, Inc.

Technology
-102K
- 21.27%
$268.36 - $359.95 $27.4M - $36.7M
378K $101M
CINF
Cincinnati Financial Corp

Financial Services
-380K
- 54.65%
$133.67 - $147.81 $50.8M - $56.2M
315K $46.6M
CNM
Core & Main, Inc.

Industrials
-301K
- 2.28%
$46.27 - $57.26 $13.9M - $17.2M
12.9M $622M
GOOG
Alphabet Inc.

Communication Services
-173K
- 29.62%
$156.06 - $207.71 $27M - $36M
411K $64.3M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-65.1K
- 32.4%
$497.6 - $606.74 $32.4M - $39.5M
136K $67.6M
TDY
Teledyne Technologies Inc

Technology
-107K
- 21.15%
$455.51 - $518.84 $48.7M - $55.5M
398K $198M
AMZN
Amazon Com Inc

Consumer Cyclical
-105K
- 20.68%
$190.26 - $242.06 $20M - $25.4M
403K $76.7M
BRO
Brown & Brown, Inc.

Financial Services
-1.7M
- 21.36%
$100.54 - $124.4 $171M - $212M
6.27M $781M
ALC
Alcon Inc

Healthcare
-1.04M
- 15.96%
$82.73 - $96.8 $86M - $101M
5.48M $520M
STE
Steris PLC

Healthcare
-385K
- 14.79%
$202.46 - $232.74 $77.9M - $89.5M
2.22M $502M
OSW
Onespaworld Holdings LTD

Consumer Cyclical
-867K
- 38.94%
$16.4 - $22.98 $14.2M - $19.9M
1.36M $22.8M
H
Hyatt Hotels Corp

Consumer Cyclical
-67.2K
- 18.1%
$120.83 - $166.34 $8.12M - $11.2M
304K $37.2M
META
Meta Platforms, Inc.

Communication Services
-27.6K
- 31.79%
$576.36 - $736.67 $15.9M - $20.3M
59.1K $34.1M
MSFT
Microsoft Corp

Technology
-19K
- 10.69%
$375.39 - $447.2 $7.14M - $8.5M
159K $59.7M
MIDD
Middleby Corp

Industrials
-775K
- 12.33%
$133.93 - $172.89 $104M - $134M
5.51M $838M
WSM
Williams Sonoma Inc

Consumer Cyclical
-12.2K
- 4.11%
$158.1 - $217.71 $1.93M - $2.66M
285K $45M
SPGI
S&P Global Inc.

Financial Services
-20.3K
- 20.8%
$478.26 - $543.77 $9.71M - $11M
77.3K $39.3M
MIR
Mirion Technologies, Inc.

Industrials
-21.2K
- 0.92%
$13.51 - $18.28 $286K - $387K
2.29M $33.2M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
-82.7K
- 0.97%
N/A
8.46M $548M
BE
Bloom Energy Corp

Industrials
-167K
- 60.04%
$19.66 - $29.81 $3.29M - $4.98M
111K $2.19M
MSCI
Msci Inc.

Financial Services
-4.09K
- 9.57%
$541.46 - $628.34 $2.21M - $2.57M
38.6K $21.8M
LAMR
Lamar Advertising CO

Real Estate
-8.33K
- 2.79%
$110.65 - $132.9 $922K - $1.11M
291K $33.1M
MCO
Moodys Corp

Financial Services
-5.73K
- 11.73%
$437.8 - $527.48 $2.51M - $3.02M
43.1K $20.1M
ADEA
Adeia Inc.

Technology
-179K
- 25.96%
$12.48 - $17.23 $2.23M - $3.08M
509K $6.74M
SPOT
Spotify Technology S.A.

Communication Services
-10.1K
- 21.6%
$457.79 - $648.32 $4.63M - $6.55M
36.7K $20.2M
Brookfield Corp
-4.26M
- 52.57%
N/A
3.84M $0
CRH.L
Crh PLC

Basic Materials
-648K
- 5.89%
N/A
10.4M $0
Activity Summary
Buys All Purchases 91 New Holdings 24 Increased Positions 67 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 5 Puts 3
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