Select Equity Group, L.P. Portfolio Holdings

Select Equity Group, L.P.

  • $20.3 Billion
  • Q2 2025

Select Equity Group, L.P. has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $20.3 Billion distributed in 152 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Live Nation Entertainment, Inc. with a value of $1.04B, Westinghouse Air Brake Technologies Corp with a value of $850M, Tempur Sealy International, Inc. with a value of $797M, Cdw Corp with a value of $724M, and Core & Main, Inc. with a value of $692M.

Examining the 13F form we can see an increase of $334M in the current position value, from $19.9B to 20.3B.

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 $20.3 Billion
Industrials: $5.74 Billion
Technology: $4.42 Billion
Consumer Cyclical: $2.85 Billion
Financial Services: $2.38 Billion
Healthcare: $1.93 Billion
Communication Services: $1.31 Billion
Basic Materials: $1.07 Billion
Consumer Defensive: $289 Million
Other: $300 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.84B
$9.67 Million 0.05% of portfolio
826,644
Q2 2025 Reduced 24.47%
$74.1B
$10 Million 0.05% of portfolio
28,041
Q2 2025 New
$352M
$9.63 Million 0.05% of portfolio
102,198
Q2 2025 Added 38.3%
$2.41B
$9.72 Million 0.05% of portfolio
242,910
Q2 2025 Added 50.66%
$14.1B
$10.4 Million 0.05% of portfolio
309,830
Q2 2025 Reduced 88.31%
$3.69B
$10.4 Million 0.05% of portfolio
409,441
Q2 2025 Reduced 23.14%
$2.94B
$10.3 Million 0.05% of portfolio
57,007
Q2 2025 Added 34.78%
$11B
$10.7 Million 0.05% of portfolio
88,085
Q2 2025 Reduced 69.68%
$38.5B
$7.67 Million 0.04% of portfolio
46,762
Q2 2025 New
$1.16B
$7.34 Million 0.04% of portfolio
500,007
Q2 2025 Added 24.08%
$3.86B
$7.53 Million 0.04% of portfolio
55,318
Q2 2025 Added 15.28%
$1.63B
$7.66 Million 0.04% of portfolio
541,898
Q2 2025 Added 6.37%
$455M
$7.41 Million 0.04% of portfolio
170,781
Q2 2025 Reduced 3.13%
$4.53B
$7.26 Million 0.04% of portfolio
83,702
Q2 2025 Added 54.87%
$3B
$6.35 Million 0.03% of portfolio
133,059
Q2 2025 New
$184B
$5.43 Million 0.03% of portfolio
58,242
Q2 2025 Reduced 54.36%
$3.31B
$5.56 Million 0.03% of portfolio
347,366
Q2 2025 New
$1.61B
$5.18 Million 0.03% of portfolio
318,917
Q2 2025 Added 3.77%
$1.71B
$4.57 Million 0.02% of portfolio
43,332
Q2 2025 Added 342.34%
$4.27B
$4.51 Million 0.02% of portfolio
83,770
Q2 2025 Added 351.57%
$2.54B
$3.56 Million 0.02% of portfolio
512,914
Q2 2025 New
$1.76B
$3.44 Million 0.02% of portfolio
49,071
Q2 2025 Reduced 61.14%
$2.32B
$1.79 Million 0.01% of portfolio
37,016
Q2 2025 New
$3.35B
$2.28 Million 0.01% of portfolio
67,568
Q2 2025 Added 32.72%
$23.9B
$0 0.0% of portfolio
-
Q2 2025 Reduced 6.48%
$17.4B
$569,000 0.0% of portfolio
14,909
Q2 2025 New
$102B
$577,000 0.0% of portfolio
25,759
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 152
  • Current Value $20.3 Billion
  • Prior Value $19.9 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 23 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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