Select Equity Group, L.P. Reduced Holdings in Q2 2025

Select Equity Group, L.P.

  • $20.3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FTV
Fortive Corp

Technology
-2.94M
- 65.24%
$52.13 - $74.29 $153M - $219M
1.57M $81.7M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
-3.26M
- 38.6%
N/A
5.19M $336M
CDAY
Ceridian Hcm Holding Inc.

Technology
-2.89M
- 53.11%
N/A
2.55M $164M
TECH
Bio Techne Corp

Healthcare
-2.45M
- 45.59%
$46.66 - $58.38 $114M - $143M
2.92M $150M
MIDD
Middleby Corp

Industrials
-787K
- 14.26%
$124.01 - $154.76 $97.5M - $122M
4.73M $681M
BRO
Brown & Brown, Inc.

Financial Services
-529K
- 8.43%
$104.48 - $124.43 $55.2M - $65.8M
5.75M $637M
ENTG
Entegris Inc

Technology
-1.15M
- 28.34%
$62.92 - $86.2 $72.7M - $99.5M
2.92M $235M
MHK
Mohawk Industries Inc

Consumer Cyclical
-1M
- 64.6%
$97.99 - $117.15 $98M - $117M
548K $57.4M
V
Visa Inc.

Financial Services
-228K
- 29.71%
$308.27 - $373.31 $70.4M - $85.2M
540K $192M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
-1.29M
- 8.51%
N/A
13.8M $797M
APG
A Pi Group Corp

Industrials
-2.66M
- 58.77%
$32.2 - $51.23 $85.6M - $136M
1.86M $95.2M
PKG
Packaging Corp Of America

Consumer Cyclical
-267K
- 38.74%
$175.97 - $201.36 $47M - $53.8M
422K $79.6M
ADBE
Adobe Inc.

Technology
-151K
- 29.26%
$340.0 - $420.68 $51.2M - $63.3M
364K $141M
PII
Polaris Inc.

Consumer Cyclical
-1.1M
- 67.89%
$31.97 - $42.61 $35.2M - $46.9M
520K $21.2M
FAST
Fastenal CO

Industrials
-295K
- 38.5%
$40.65 - $83.16 $12M - $24.6M
472K $19.8M
GRMN
Garmin LTD

Technology
-135K
- 23.75%
$173.63 - $218.07 $23.5M - $29.5M
434K $90.7M
JLL
Jones Lang Lasalle Inc

Real Estate
-129K
- 12.11%
$204.57 - $256.96 $26.3M - $33M
933K $239M
LAMR
Lamar Advertising CO

Real Estate
-202K
- 69.68%
$102.35 - $121.67 $20.7M - $24.6M
88.1K $10.7M
WTM
White Mountains Insurance Group LTD

Financial Services
-10.1K
- 36.17%
$1699.35 - $1901.99 $17.2M - $19.3M
17.9K $32.1M
CINF
Cincinnati Financial Corp

Financial Services
-139K
- 44.19%
$126.6 - $151.6 $17.6M - $21.1M
176K $26.2M
NET
Cloudflare, Inc.

Technology
-340K
- 52.85%
$97.08 - $195.83 $33M - $66.6M
303K $59.4M
KAI
Kadant Inc

Industrials
-36K
- 44.66%
$286.24 - $350.17 $10.3M - $12.6M
44.6K $14.2M
CASY
Caseys General Stores Inc

Consumer Cyclical
-39.9K
- 40.26%
$415.82 - $510.91 $16.6M - $20.4M
59.2K $30.2M
SPGI
S&P Global Inc.

Financial Services
-25.8K
- 33.38%
$438.31 - $527.29 $11.3M - $13.6M
51.5K $27.1M
STE
Steris PLC

Healthcare
-163K
- 7.35%
$208.55 - $252.55 $33.9M - $41.1M
2.05M $493M
INTU
Intuit Inc

Technology
-57.8K
- 25.05%
$544.07 - $787.63 $31.4M - $45.5M
173K $136M
AIN
Albany International Corp

Consumer Cyclical
-77.2K
- 61.14%
$59.75 - $70.94 $4.61M - $5.48M
49.1K $3.44M
DOCU
Docusign, Inc.

Technology
-34.1K
- 6.96%
$70.35 - $93.84 $2.4M - $3.2M
455K $35.5M
UBER
Uber Technologies, Inc

Technology
-69.4K
- 54.36%
$64.62 - $93.3 $4.48M - $6.47M
58.2K $5.43M
BIO
Bio Rad Laboratories, Inc.

Healthcare
-9.19K
- 3.47%
$216.56 - $256.68 $1.99M - $2.36M
256K $61.8M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-145K
- 15.72%
$57.41 - $74.81 $8.33M - $10.9M
778K $57.8M
MORN
Morningstar, Inc.

Financial Services
-59.3K
- 5.05%
$255.31 - $313.93 $15.1M - $18.6M
1.11M $349M
VRRM
Verra Mobility Corp

Industrials
-123K
- 23.14%
$20.85 - $25.4 $2.57M - $3.13M
409K $10.4M
WSM
Williams Sonoma Inc

Consumer Cyclical
-17.8K
- 6.25%
$137.62 - $174.44 $2.45M - $3.1M
267K $43.6M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
-39.1K
- 38.16%
$89.13 - $167.48 $3.49M - $6.55M
63.4K $9.64M
CERT
Certara, Inc.

Healthcare
-268K
- 24.47%
$9.05 - $14.47 $2.42M - $3.88M
827K $9.67M
PTLO
Portillo'S Inc.

Consumer Cyclical
-36.8K
- 3.44%
$10.34 - $13.35 $380K - $491K
1.03M $12.1M
Brookfield Corp
-2.37M
- 61.61%
N/A
1.47M $0
Canadian Pacific Kansas City
-450K
- 11.75%
N/A
3.38M $0
Coherent Corp
-74.7K
- 41.38%
N/A
106K $0
Viking Holdings LTD
-776K
- 4.16%
N/A
17.9M $0
Corpay Inc
-93K
- 7.63%
N/A
1.13M $0
CRH.L
Crh PLC

Basic Materials
-672K
- 6.48%
N/A
9.7M $0
Labcorp Holdings Inc
-87.3K
- 3.93%
N/A
2.13M $0
CHEF
Chefs' Warehouse, Inc.

Consumer Defensive
-59.6K
- 13.15%
$49.08 - $65.31 $2.92M - $3.89M
393K $25.1M
SCI
Service Corp International

Consumer Cyclical
-90.3K
- 1.29%
$73.58 - $81.65 $6.64M - $7.37M
6.92M $564M
CIEN
Ciena Corp

Technology
-2.07K
- 2.88%
$53.5 - $83.89 $111K - $174K
69.9K $5.68M
CLFD
Clearfield, Inc.

Technology
-5.52K
- 3.13%
$25.24 - $43.41 $139K - $240K
171K $7.41M
CLH
Clean Harbors Inc

Industrials
-145K
- 13.29%
$182.1 - $233.5 $26.4M - $33.9M
947K $219M
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
Track This Portfolio

Track Select Equity Group, L.P. Portfolio

Follow Select Equity Group, L.P. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Select Equity Group, L.P., based on Form 13F filings with the SEC.

News

Stay updated on Select Equity Group, L.P. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email