Select Equity Group, L.P. Portfolio Holdings

Select Equity Group, L.P.

  • $24.9 Billion
  • Q3 2024

Select Equity Group, L.P. has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $24.9 Billion distributed in 149 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Live Nation Entertainment, Inc. with a value of $1.38B, Tempur Sealy International, Inc. with a value of $1.19B, Cdw Corp with a value of $1.08B, Westinghouse Air Brake Technologies Corp with a value of $1.03B, and Brown & Brown, Inc. with a value of $992M.

Examining the 13F form we can see an increase of $587M in the current position value, from $24.3B to 24.9B.

Select Equity Group, L.P. is based out at New York, NY

Below you can find more details about Select Equity Group, L.P. portfolio as well as his latest detailed transactions.

Portfolio value $24.9 Billion
Industrials: $6.79 Billion
Technology: $5.13 Billion
Consumer Cyclical: $4.23 Billion
Healthcare: $2.88 Billion
Financial Services: $2.66 Billion
Communication Services: $1.62 Billion
Basic Materials: $985 Million
Real Estate: $290 Million
Other: $363 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$31.4B
$1.38 Billion 5.52% of portfolio
12,573,719
Q3 2024 Reduced 2.84%
$9.21B
$1.19 Billion 4.77% of portfolio
21,792,857
Q3 2024 Reduced 3.1%
$23.8B
$1.08 Billion 4.35% of portfolio
4,792,093
Q3 2024 Reduced 1.27%
$35.4B
$1.03 Billion 4.14% of portfolio
5,682,539
Q3 2024 Added 0.35%
$31B
$992 Million 3.98% of portfolio
9,573,280
Q3 2024 Reduced 27.11%
$36.5B
$942 Million 3.78% of portfolio
1,749,668
Q3 2024 Reduced 16.55%
$7.31B
$913 Million 3.66% of portfolio
6,561,001
Q3 2024 Added 3.16%
$9.88B
$913 Million 3.66% of portfolio
14,146,656
Q3 2024 Reduced 2.72%
$7.71B
$727 Million 2.92% of portfolio
16,375,022
Q3 2024 Added 6.15%
$4.47B
$729 Million 2.92% of portfolio
7,071,011
Q3 2024 Added 1.74%
$13.5B
$720 Million 2.89% of portfolio
9,123,512
Q3 2024 Added 26.02%
$12.6B
$634 Million 2.54% of portfolio
4,237,979
Q3 2024 Added 26.87%
$15.3B
$626 Million 2.51% of portfolio
5,174,224
Q3 2024 Reduced 29.8%
$14.3B
$561 Million 2.25% of portfolio
1,759,321
Q3 2024 Reduced 27.73%
$8.31B
$554 Million 2.22% of portfolio
8,559,466
Q3 2024 Added 35.29%
$41.9B
$539 Million 2.16% of portfolio
5,384,201
Q3 2024 New
$8.53B
$468 Million 1.88% of portfolio
5,394,621
Q3 2024 Reduced 2.26%
$14.9B
$460 Million 1.85% of portfolio
4,088,683
Q3 2024 Reduced 2.66%
$24.6B
$451 Million 1.81% of portfolio
1,047,440
Q3 2024 Reduced 10.26%
$30B
$441 Million 1.77% of portfolio
1,516,891
Q3 2024 Reduced 2.77%
$47.5B
$403 Million 1.62% of portfolio
1,353,708
Q3 2024 Added 2.26%
$13.4B
$404 Million 1.62% of portfolio
1,671,042
Q3 2024 Reduced 8.4%
$9.1B
$379 Million 1.52% of portfolio
4,220,787
Q3 2024 Added 9.56%
$503B
$331 Million 1.33% of portfolio
1,205,019
Q3 2024 Added 16.29%
$97.7B
$293 Million 1.17% of portfolio
2,342,972
Q3 2024 Reduced 10.11%
$26.8B
$282 Million 1.13% of portfolio
3,577,323
Q3 2024 Added 35.44%
$39.4B
$268 Million 1.08% of portfolio
1,523,878
Q3 2024 Reduced 24.06%
$8.62B
$250 Million 1.0% of portfolio
1,553,286
Q3 2024 Reduced 8.76%
$12.3B
$247 Million 0.99% of portfolio
914,307
Q3 2024 Added 240.31%
$22B
$244 Million 0.98% of portfolio
556,714
Q3 2024 Reduced 43.18%
$7.97B
$237 Million 0.95% of portfolio
708,452
Q3 2024 Added 9.07%
$21.2B
$238 Million 0.95% of portfolio
979,934
Q3 2024 Added 33.72%
$977B
$229 Million 0.92% of portfolio
1,320,298
Q3 2024 Reduced 47.15%
$124B
$227 Million 0.91% of portfolio
2,832,118
Q3 2024 Added 162.35%
$3.22B
$223 Million 0.89% of portfolio
13,241,197
Q3 2024 Reduced 14.74%
$15.1B
$220 Million 0.88% of portfolio
4,383,273
Q3 2024 Reduced 40.91%
$51.1B
$218 Million 0.87% of portfolio
1,625,591
Q3 2024 Added 8.48%
$326B
$215 Million 0.86% of portfolio
784,295
Q3 2024 Added 40.93%
$15.7B
$190 Million 0.76% of portfolio
5,428,366
Q3 2024 Added 29.16%
$3.78B
$162 Million 0.65% of portfolio
1,941,289
Q3 2024 Added 384.5%
$201B
$159 Million 0.64% of portfolio
256,385
Q3 2024 Reduced 22.05%
$24.1B
$152 Million 0.61% of portfolio
1,119,346
Q3 2024 Added 5.93%
$2.7B
$147 Million 0.59% of portfolio
1,839,955
Q3 2024 Reduced 26.87%
$22.1B
$144 Million 0.58% of portfolio
794,165
Q3 2024 Added 21.23%
$10.1B
$141 Million 0.57% of portfolio
330,674
Q3 2024 Added 127.88%
$8.42B
$127 Million 0.51% of portfolio
3,862,422
Q3 2024 Added 56.72%
$7.75B
$120 Million 0.48% of portfolio
984,478
Q3 2024 Added 78.79%
$7.13B
$107 Million 0.43% of portfolio
616,355
Q3 2024 Reduced 67.29%
$52.1B
$97.9 Million 0.39% of portfolio
400,685
Q3 2024 Added 176.49%

Summary

  • Portfolio
  • No. of Stocks 149
  • Current Value $24.9 Billion
  • Prior Value $24.3 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 18 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 75 stocks
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