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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$100B
$92.3 Million 0.37% of portfolio
1,183,240
Q3 2024 Reduced 24.36%
$6.46B
$91.8 Million 0.37% of portfolio
1,282,854
Q3 2024 Reduced 4.2%
$2.15T
$89.5 Million 0.36% of portfolio
480,197
Q3 2024 Reduced 8.49%
$22.8B
$88.7 Million 0.36% of portfolio
680,126
Q3 2024 Reduced 28.85%
$1.7B
$88.2 Million 0.35% of portfolio
1,941,020
Q3 2024 Added 5.7%
$7.83B
$88.4 Million 0.35% of portfolio
581,115
Q3 2024 Reduced 42.27%
$1.53B
$85.3 Million 0.34% of portfolio
5,165,163
Q3 2024 Reduced 24.17%
$176B
$83.6 Million 0.34% of portfolio
300,884
Q3 2024 Reduced 25.16%
$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%
$7.1B
$76.4 Million 0.31% of portfolio
2,714,571
Q3 2024 Reduced 45.48%
$17.6B
$72.6 Million 0.29% of portfolio
728,540
Q3 2024 New
$19.1B
$67.1 Million 0.27% of portfolio
641,267
Q3 2024 New
$170B
$64.1 Million 0.26% of portfolio
124,105
Q3 2024 Reduced 47.75%
$53.1B
$59 Million 0.24% of portfolio
240,005
Q3 2024 Added 34.87%
$5.17B
$58.8 Million 0.24% of portfolio
34,663
Q3 2024 Reduced 41.61%
$14.1B
$55.4 Million 0.22% of portfolio
168,430
Q3 2024 Reduced 52.39%
$11.8B
$53.8 Million 0.22% of portfolio
495,158
Q3 2024 Reduced 31.06%
$43.5B
$49.1 Million 0.2% of portfolio
752,835
Q3 2024 Reduced 76.02%
$3.29B
$47.8 Million 0.19% of portfolio
4,317,704
Q3 2024 Reduced 25.35%
$9B
$48.5 Million 0.19% of portfolio
144,966
Q3 2024 New
$11.8B
$46.6 Million 0.19% of portfolio
300,775
Q3 2024 Added 101.17%
$7.16B
$44.1 Million 0.18% of portfolio
262,140
Q3 2024 New
$240B
$43.8 Million 0.18% of portfolio
84,621
Q3 2024 Added 2.05%
$19B
$43.6 Million 0.17% of portfolio
165,283
Q3 2024 Reduced 23.76%
$11.6B
$42.2 Million 0.17% of portfolio
315,737
Q3 2024 Reduced 54.46%
$92.8B
$39.1 Million 0.16% of portfolio
106,125
Q3 2024 Reduced 24.57%
$3.89B
$34.5 Million 0.14% of portfolio
1,147,187
Q3 2024 Added 0.13%
$48.7B
$32.6 Million 0.13% of portfolio
55,863
Q3 2024 Reduced 21.23%
$91.1B
$30.6 Million 0.12% of portfolio
64,440
Q3 2024 Reduced 44.72%
$3.84B
$29.8 Million 0.12% of portfolio
978,494
Q3 2024 Added 63.37%
$16.1B
$23.8 Million 0.1% of portfolio
382,684
Q3 2024 Reduced 41.97%
$7.5B
$24 Million 0.1% of portfolio
1,279,059
Q3 2024 New
$888M
$21.9 Million 0.09% of portfolio
224,406
Q3 2024 New
$619M
$18 Million 0.07% of portfolio
1,495,474
Q3 2024 Reduced 48.72%
$82.8B
$16.1 Million 0.06% of portfolio
82,248
Q3 2024 Reduced 4.92%
$1.38B
$15.7 Million 0.06% of portfolio
1,614,004
Q3 2024 Added 60.81%
$1.26B
$8.6 Million 0.03% of portfolio
721,945
Q3 2024 Added 10.49%
$67.4B
$5.08 Million 0.02% of portfolio
29,465
Q3 2024 New
$4.82B
$4.38 Million 0.02% of portfolio
12,974
Q3 2024 Reduced 4.07%
$3.22B
$1.63 Million 0.01% of portfolio
29,804
Q3 2024 Reduced 2.65%
$24.4B
$2.58 Million 0.01% of portfolio
64,096
Q3 2024 Reduced 65.77%
$6.42B
$2.98 Million 0.01% of portfolio
8,111
Q3 2024 Added 18.55%
$3.64B
$2.45 Million 0.01% of portfolio
88,022
Q3 2024 Reduced 1.92%
$4.82B
$1.3 Million 0.01% of portfolio
123,522
Q3 2024 Reduced 75.53%
$4.35B
$1.89 Million 0.01% of portfolio
11,267
Q3 2024 Reduced 27.26%
$646M
$1.69 Million 0.01% of portfolio
13,027
Q3 2024 Added 57.46%
$6.94B
$1.42 Million 0.01% of portfolio
7,339
Q3 2024 Reduced 19.52%
$1.28B
$1.45 Million 0.01% of portfolio
38,323
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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