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
$154B
$67.6 Million 0.34% of portfolio
135,894
Q1 2025 Reduced 32.4%
$2.32B
$66.3 Million 0.33% of portfolio
1,620,565
Q1 2025 Added 142.1%
$5.72B
$64.6 Million 0.32% of portfolio
265,180
Q1 2025 Reduced 42.43%
$1.06T
$64.3 Million 0.32% of portfolio
411,359
Q1 2025 Reduced 29.62%
$79.9B
$61.7 Million 0.31% of portfolio
450,885
Q1 2025 Reduced 52.24%
$3.58T
$59.7 Million 0.3% of portfolio
158,907
Q1 2025 Reduced 10.69%
$23.8B
$59.5 Million 0.3% of portfolio
767,347
Q1 2025 New
$79.3B
$60.2 Million 0.3% of portfolio
923,050
Q1 2025 Added 22.6%
$55.6B
$60.5 Million 0.3% of portfolio
921,645
Q1 2025 Added 24.21%
$72.6B
$58.5 Million 0.29% of portfolio
355,331
Q1 2025 Added 87.31%
$8B
$52.9 Million 0.27% of portfolio
809,461
Q1 2025 Reduced 75.79%
$4.51B
$53.9 Million 0.27% of portfolio
27,999
Q1 2025 Added 1.45%
$23.2B
$46.6 Million 0.23% of portfolio
315,196
Q1 2025 Reduced 54.65%
$10.7B
$45 Million 0.23% of portfolio
284,524
Q1 2025 Reduced 4.11%
$142B
$43.6 Million 0.22% of portfolio
212,766
Q1 2025 Added 37.91%
$18.9B
$43 Million 0.22% of portfolio
99,056
Q1 2025 Added 228.61%
$164B
$39.3 Million 0.2% of portfolio
77,279
Q1 2025 Reduced 20.8%
$8.25B
$38.8 Million 0.19% of portfolio
1,936,610
Q1 2025 New
$6.64B
$37.2 Million 0.19% of portfolio
303,831
Q1 2025 Reduced 18.1%
$1.57T
$34.1 Million 0.17% of portfolio
59,134
Q1 2025 Reduced 31.79%
$10.4B
$33.1 Million 0.17% of portfolio
290,524
Q1 2025 Reduced 2.79%
$3.91B
$33.2 Million 0.17% of portfolio
2,292,236
Q1 2025 Reduced 0.92%
$6.51B
$34.2 Million 0.17% of portfolio
368,860
Q1 2025 New
$561M
$30 Million 0.15% of portfolio
339,786
Q1 2025 Added 3.48%
$20.3B
$28.5 Million 0.14% of portfolio
340,655
Q1 2025 New
$27.6B
$27.4 Million 0.14% of portfolio
507,081
Q1 2025 New
$3.61B
$27.2 Million 0.14% of portfolio
80,677
Q1 2025 Added 519.21%
$3.26B
$26.6 Million 0.13% of portfolio
913,975
Q1 2025 Added 106.65%
$2.33B
$24.7 Million 0.12% of portfolio
452,843
Q1 2025 Added 524.72%
$5.96B
$22.9 Million 0.12% of portfolio
205,795
Q1 2025 Added 617.01%
$3.61B
$24.2 Million 0.12% of portfolio
887,168
Q1 2025 Added 18.1%
$1.53B
$22.8 Million 0.11% of portfolio
1,358,971
Q1 2025 Reduced 38.94%
$43.5B
$21.8 Million 0.11% of portfolio
38,591
Q1 2025 Reduced 9.57%
$86.2B
$20.1 Million 0.1% of portfolio
43,117
Q1 2025 Reduced 11.73%
$137B
$20.2 Million 0.1% of portfolio
36,688
Q1 2025 Reduced 21.6%
$23.7B
$19 Million 0.1% of portfolio
32,687
Q1 2025 New
$10.1B
$16.1 Million 0.08% of portfolio
37,603
Q1 2025 Reduced 85.26%
$75B
$14.9 Million 0.07% of portfolio
234,133
Q1 2025 New
$2.58B
$13.8 Million 0.07% of portfolio
526,026
Q1 2025 Added 706.8%
$1.26B
$13.2 Million 0.07% of portfolio
447,337
Q1 2025 Added 726.58%
$507M
$12.7 Million 0.06% of portfolio
1,070,774
Q1 2025 Added 675.08%
$4.46B
$11.1 Million 0.06% of portfolio
38,180
Q1 2025 Added 620.65%
$4.87B
$11 Million 0.06% of portfolio
102,536
Q1 2025 Added 754.68%
$2.8B
$11.2 Million 0.06% of portfolio
200,434
Q1 2025 Added 587.36%
$3.67B
$12 Million 0.06% of portfolio
532,704
Q1 2025 Added 517.53%
$11.3B
$11.9 Million 0.06% of portfolio
37,230
Q1 2025 New
$2.57B
$9.78 Million 0.05% of portfolio
345,782
Q1 2025 Added 459.53%
$1.69B
$10.8 Million 0.05% of portfolio
1,094,495
Q1 2025 Added 534.53%
$165B
$9.3 Million 0.05% of portfolio
127,622
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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