Select Equity Group, L.P. Portfolio Holdings

Select Equity Group, L.P.

  • $20.4 Billion
  • Q3 2025

Select Equity Group, L.P. has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $20.4 Billion distributed in 166 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Live Nation Entertainment, Inc. with a value of $910M, Westinghouse Air Brake Technologies Corp with a value of $739M, Markel Corp with a value of $732M, Itt Inc. with a value of $704M, and Tractor Supply CO with a value of $690M.

Examining the 13F form we can see an increase of $88.9M in the current position value, from $20.3B to 20.4B.

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 $20.4 Billion
Industrials: $5.19 Billion
Technology: $4.57 Billion
Consumer Cyclical: $3.07 Billion
Financial Services: $2.62 Billion
Healthcare: $1.56 Billion
Communication Services: $1.25 Billion
Basic Materials: $1.04 Billion
Real Estate: $414 Million
Other: $636 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$82,000 0.0% of portfolio
858
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 166
  • Current Value $20.4 Billion
  • Prior Value $20.3 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 15 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 70 stocks
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