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 Market Cap. of Under $50 Millions

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

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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