Select Equity Group, L.P. Portfolio Holdings

Select Equity Group, L.P.

  • $19.9 Billion
  • Q1 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$34.1B
$926 Million 4.64% of portfolio
7,087,934
Q1 2025 Reduced 16.04%
$9.92B
$871 Million 4.37% of portfolio
15,123,180
Q1 2025 Reduced 19.43%
$7.87B
$838 Million 4.2% of portfolio
5,514,063
Q1 2025 Reduced 12.33%
$38.7B
$830 Million 4.16% of portfolio
4,575,142
Q1 2025 Reduced 10.97%
$30.5B
$781 Million 3.91% of portfolio
6,274,372
Q1 2025 Reduced 21.36%
$10.5B
$622 Million 3.12% of portfolio
12,881,919
Q1 2025 Reduced 2.28%
$13.1B
$616 Million 3.09% of portfolio
4,765,602
Q1 2025 Added 4.4%
$19.9B
$606 Million 3.04% of portfolio
9,229,816
Q1 2025 Reduced 9.1%
$24B
$592 Million 2.97% of portfolio
3,695,937
Q1 2025 Added 5.66%
$35.2B
$570 Million 2.86% of portfolio
1,191,400
Q1 2025 Reduced 15.43%
$12.7B
$563 Million 2.82% of portfolio
7,015,048
Q1 2025 Reduced 15.5%
$8.31B
$548 Million 2.75% of portfolio
8,459,134
Q1 2025 Reduced 0.97%
$52B
$539 Million 2.7% of portfolio
3,494,312
Q1 2025 Added 99.0%
$42.8B
$520 Million 2.61% of portfolio
5,478,428
Q1 2025 Reduced 15.96%
$22.6B
$502 Million 2.52% of portfolio
2,215,190
Q1 2025 Reduced 14.79%
$6.44B
$494 Million 2.48% of portfolio
8,959,995
Q1 2025 Added 16.83%
$12.8B
$356 Million 1.79% of portfolio
4,074,232
Q1 2025 Added 6.91%
$27.2B
$358 Million 1.79% of portfolio
191,223
Q1 2025 New
$9.88B
$351 Million 1.76% of portfolio
5,433,566
Q1 2025 Reduced 52.34%
$12.5B
$352 Million 1.76% of portfolio
1,172,567
Q1 2025 Reduced 14.69%
$18.5B
$330 Million 1.66% of portfolio
4,509,598
Q1 2025 Added 4.93%
$2.06B
$315 Million 1.58% of portfolio
5,366,003
Q1 2025 Added 129.77%
$1.19T
$308 Million 1.54% of portfolio
1,853,638
Q1 2025 Added 53.45%
$573B
$269 Million 1.35% of portfolio
768,660
Q1 2025 Reduced 29.24%
$12.3B
$263 Million 1.32% of portfolio
1,062,069
Q1 2025 Added 50.73%
$3.75B
$234 Million 1.17% of portfolio
4,028,856
Q1 2025 Reduced 27.55%
$12.5B
$215 Million 1.08% of portfolio
1,092,159
Q1 2025 Reduced 37.64%
$14.5B
$198 Million 1.0% of portfolio
1,739,337
Q1 2025 Added 1,230.11%
$171B
$197 Million 0.99% of portfolio
514,343
Q1 2025 Added 118.81%
$7.02B
$197 Million 0.99% of portfolio
1,954,698
Q1 2025 Added 24.85%
$25.2B
$198 Million 0.99% of portfolio
398,469
Q1 2025 Reduced 21.15%
$44.2B
$195 Million 0.98% of portfolio
463,946
Q1 2025 New
$9.38B
$193 Million 0.97% of portfolio
7,863,984
Q1 2025 Added 16.65%
$7.13B
$177 Million 0.89% of portfolio
1,547,651
Q1 2025 Added 3.35%
$7.68B
$169 Million 0.85% of portfolio
2,327,264
Q1 2025 Reduced 52.56%
$7.74B
$168 Million 0.84% of portfolio
480,498
Q1 2025 Added 59.61%
$8.07B
$162 Million 0.81% of portfolio
4,521,352
Q1 2025 Added 36.85%
$55.3B
$153 Million 0.77% of portfolio
600,728
Q1 2025 Reduced 17.64%
$212B
$142 Million 0.71% of portfolio
230,668
Q1 2025 New
$19.1B
$136 Million 0.68% of portfolio
689,253
Q1 2025 Added 114.51%
$18B
$128 Million 0.64% of portfolio
1,560,869
Q1 2025 Added 13.48%
$41.7B
$124 Million 0.62% of portfolio
569,725
Q1 2025 Reduced 43.54%
$45.2B
$119 Million 0.6% of portfolio
510,119
Q1 2025 Added 3.13%
$139B
$111 Million 0.56% of portfolio
1,166,979
Q1 2025 Reduced 67.18%
$260B
$101 Million 0.51% of portfolio
377,686
Q1 2025 Reduced 21.27%
$22.4B
$94.8 Million 0.48% of portfolio
611,925
Q1 2025 Reduced 36.36%
$14.8B
$78.9 Million 0.4% of portfolio
2,649,491
Q1 2025 Reduced 48.3%
$2.3T
$76.7 Million 0.38% of portfolio
403,186
Q1 2025 Reduced 20.68%
$51.8B
$72.5 Million 0.36% of portfolio
643,143
Q1 2025 New

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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