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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$156B
$82.5 Million 0.41% of portfolio
417,407
Q2 2025 Added 96.18%
$17.8B
$81.7 Million 0.4% of portfolio
1,567,511
Q2 2025 Reduced 65.24%
$18.5B
$79.6 Million 0.39% of portfolio
422,246
Q2 2025 Reduced 38.74%
$1.41T
$76.6 Million 0.38% of portfolio
103,756
Q2 2025 Added 75.46%
$29.4B
$71.4 Million 0.35% of portfolio
1,265,543
Q2 2025 Added 149.57%
$18.3B
$68.9 Million 0.34% of portfolio
478,290
Q2 2025 New
$81.3B
$66.8 Million 0.33% of portfolio
676,886
Q2 2025 Reduced 26.56%
$7.66B
$61.8 Million 0.3% of portfolio
255,989
Q2 2025 Reduced 3.47%
$65.9B
$59.4 Million 0.29% of portfolio
303,250
Q2 2025 Reduced 52.85%
$221B
$59.4 Million 0.29% of portfolio
146,462
Q2 2025 Added 7.78%
$76.4B
$57.8 Million 0.29% of portfolio
777,948
Q2 2025 Reduced 15.72%
$7.03B
$57.4 Million 0.28% of portfolio
547,845
Q2 2025 Reduced 64.6%
$6.92B
$52.9 Million 0.26% of portfolio
2,755,368
Q2 2025 Added 42.28%
$32B
$46.3 Million 0.23% of portfolio
39,441
Q2 2025 New
$102B
$46.1 Million 0.23% of portfolio
346,427
Q2 2025 New
$5.57B
$43.7 Million 0.22% of portfolio
2,027,559
Q2 2025 Reduced 11.55%
$635M
$35.5 Million 0.18% of portfolio
356,190
Q2 2025 Added 4.83%
$179B
$37.2 Million 0.18% of portfolio
36,161
Q2 2025 New
$14.2B
$35.5 Million 0.17% of portfolio
455,471
Q2 2025 Reduced 6.96%
$3.49B
$35.2 Million 0.17% of portfolio
1,050,244
Q2 2025 Added 14.91%
$4.95B
$32.1 Million 0.16% of portfolio
17,872
Q2 2025 Reduced 36.17%
$19.5B
$30.2 Million 0.15% of portfolio
59,177
Q2 2025 Reduced 40.26%
$2.24B
$30.2 Million 0.15% of portfolio
1,001,350
Q2 2025 Added 12.87%
$1.77B
$28.9 Million 0.14% of portfolio
1,418,757
Q2 2025 Added 4.4%
$25.1B
$26.2 Million 0.13% of portfolio
175,921
Q2 2025 Reduced 44.19%
$163B
$27.1 Million 0.13% of portfolio
51,486
Q2 2025 Reduced 33.38%
$4.56B
$26.8 Million 0.13% of portfolio
231,994
Q2 2025 Added 12.73%
$89.3B
$26.9 Million 0.13% of portfolio
53,574
Q2 2025 Added 24.25%
$21.1B
$25.8 Million 0.13% of portfolio
143,092
Q2 2025 New
$2.38B
$25.1 Million 0.12% of portfolio
393,283
Q2 2025 Reduced 13.15%
$46B
$24.6 Million 0.12% of portfolio
42,582
Q2 2025 Added 10.34%
$23.7B
$19.8 Million 0.1% of portfolio
471,918
Q2 2025 Reduced 38.5%
$3.99B
$21.2 Million 0.1% of portfolio
617,542
Q2 2025 Added 78.59%
$3.71B
$21.2 Million 0.1% of portfolio
520,325
Q2 2025 Reduced 67.89%
$1.78B
$17.4 Million 0.09% of portfolio
576,253
Q2 2025 Added 9.55%
$1.59B
$15.5 Million 0.08% of portfolio
485,365
Q2 2025 Added 8.5%
$12B
$16.7 Million 0.08% of portfolio
84,555
Q2 2025 New
$3.19B
$14.2 Million 0.07% of portfolio
44,649
Q2 2025 Reduced 44.66%
$56.3B
$11.9 Million 0.06% of portfolio
93,121
Q2 2025 New
$4.33B
$11.7 Million 0.06% of portfolio
130,160
Q2 2025 Added 40.51%
$5.36B
$12 Million 0.06% of portfolio
49,124
Q2 2025 Added 30.86%
$3.37B
$11.9 Million 0.06% of portfolio
209,711
Q2 2025 Added 112.89%
$217M
$12.1 Million 0.06% of portfolio
1,033,990
Q2 2025 Reduced 3.44%
$4.52B
$12.6 Million 0.06% of portfolio
43,841
Q2 2025 Added 14.83%
$2.41B
$12.4 Million 0.06% of portfolio
218,641
Q2 2025 Added 9.08%
$1.42B
$10.3 Million 0.05% of portfolio
27,204
Q2 2025 Added 16.01%
$915M
$9.84 Million 0.05% of portfolio
769,706
Q2 2025 Added 15.37%
$5.51B
$9.64 Million 0.05% of portfolio
63,410
Q2 2025 Reduced 38.16%
$332B
$10.9 Million 0.05% of portfolio
42,240
Q2 2025 New

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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