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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$518B
$331 Million 1.33% of portfolio
1,205,019
Q3 2024 Added 16.29%
$1.01T
$229 Million 0.92% of portfolio
1,320,298
Q3 2024 Reduced 47.15%
$331B
$215 Million 0.86% of portfolio
784,295
Q3 2024 Added 40.93%
$208B
$159 Million 0.64% of portfolio
256,385
Q3 2024 Reduced 22.05%
$2.15T
$89.5 Million 0.36% of portfolio
480,197
Q3 2024 Reduced 8.49%
$1.05T
$78.1 Million 0.31% of portfolio
467,289
Q3 2024 Reduced 25.22%
$3.21T
$78 Million 0.31% of portfolio
181,362
Q3 2024 Reduced 7.91%
$1.29T
$55.6 Million 0.22% of portfolio
97,118
Q3 2024 Reduced 15.33%
$240B
$43.8 Million 0.18% of portfolio
84,621
Q3 2024 Added 2.05%
$229B
$2.41 Million 0.01% of portfolio
14,697
Q3 2024 New

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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