Select Equity Group, L.P. has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $19.9 Billion distributed in 151 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Live Nation Entertainment, Inc. with a value of $926M, Tempur Sealy International, Inc. with a value of $871M, Middleby Corp with a value of $838M, Westinghouse Air Brake Technologies Corp with a value of $830M, and Brown & Brown, Inc. with a value of $781M.

Examining the 13F form we can see an decrease of $2.11B in the current position value, from $22.1B to 19.9B.

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 $19.9 Billion
Industrials: $5.91 Billion
Technology: $4.04 Billion
Consumer Cyclical: $2.85 Billion
Financial Services: $2.14 Billion
Healthcare: $1.9 Billion
Communication Services: $1.1 Billion
ETFs: $637 Million
Basic Materials: $624 Million
Other: $736 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 151
  • Current Value $19.9 Billion
  • Prior Value $22.1 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 24 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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