13F HOLDINGS REPORT
Select Equity Group, L.P.
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001592643-25-000010
Total Value
$24.27B
Positions
166
Other Managers
0
Confidential Omitted
No
Holdings (166)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CRH PLC | CRH | 8,620,046 | $1.03B | 4.26% |
| 2 | SOMNIGROUP INTERNATIONAL INC | SGI | 11,712,040 | $987.7M | 4.07% |
| 3 | VIKING HOLDINGS LTD | VIK | 15,319,071 | $952.2M | 3.92% |
| 4 | LIVE NATION ENTERTAINMENT IN | LYV | 5,571,318 | $910.4M | 3.75% |
| 5 | WABTEC | 929740108 | 3,688,625 | $739.5M | 3.05% |
| 6 | MARKEL GROUP INC | MKL | 382,732 | $731.5M | 3.01% |
| 7 | ITT INC | ITT | 3,940,989 | $704.5M | 2.90% |
| 8 | TRACTOR SUPPLY CO | TSCO | 12,134,768 | $690.1M | 2.84% |
| 9 | CDW CORP | CDW | 4,155,629 | $661.9M | 2.73% |
| 10 | MARTIN MARIETTA MATLS INC | 573284106 | 1,036,563 | $653.3M | 2.69% |
| 11 | TRIMBLE INC | TRMB | 7,644,739 | $624.2M | 2.57% |
| 12 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 2,218,165 | $619.5M | 2.55% |
| 13 | BROWN & BROWN INC | BRO | 6,076,399 | $569.9M | 2.35% |
| 14 | MIDDLEBY CORP | MIDD | 4,196,399 | $557.8M | 2.30% |
| 15 | PAYCHEX INC | PAYX | 4,357,641 | $552.4M | 2.28% |
| 16 | SERVICE CORP INTL | 817565104 | 6,609,399 | $550.0M | 2.27% |
| 17 | LABCORP HOLDINGS INC | LH | 1,837,035 | $527.3M | 2.17% |
| 18 | CORE & MAIN INC | CNM | 9,691,396 | $521.7M | 2.15% |
| 19 | ALCON AG | ALC | 6,727,682 | $501.1M | 2.06% |
| 20 | STERIS PLC | STE | 1,976,784 | $489.1M | 2.02% |
| 21 | MORNINGSTAR INC | MORN | 2,103,702 | $488.1M | 2.01% |
| 22 | EMCOR GROUP INC | EME | 735,769 | $477.9M | 1.97% |
| 23 | SIGNET JEWELERS LIMITED | SIG | 3,845,496 | $368.9M | 1.52% |
| 24 | JONES LANG LASALLE INC | JLL | 1,142,066 | $340.7M | 1.40% |
| 25 | CORPAY INC | CPAY | 1,157,534 | $333.4M | 1.37% |
| 26 | SHOPIFY INC | SHOP | 2,210,771 | $328.5M | 1.35% |
| 27 | QUANTA SVCS INC | 74762E102 | 745,180 | $308.8M | 1.27% |
| 28 | CANADIAN PACIFIC KANSAS CITY | CP | 3,963,928 | $295.3M | 1.22% |
| 29 | BJS WHSL CLUB HLDGS INC | 05550J101 | 2,928,120 | $273.0M | 1.12% |
| 30 | NASDAQ INC | NDAQ | 2,970,652 | $262.8M | 1.08% |
| 31 | PTC INC | PTC | 1,148,097 | $233.1M | 0.96% |
| 32 | FORTUNE BRANDS INNOVATIONS I | FBIN | 4,357,853 | $232.7M | 0.96% |
| 33 | TELEDYNE TECHNOLOGIES INC | TDY | 390,876 | $229.1M | 0.94% |
| 34 | PACKAGING CORP AMER | 695156109 | 997,334 | $217.3M | 0.90% |
| 35 | ISHARES TR | 464287655 | 890,000 | $215.3M | 0.89% |
| 36 | CAE INC | CAE | 6,931,545 | $205.3M | 0.85% |
| 37 | NVIDIA CORPORATION | NVDA | 1,072,941 | $200.2M | 0.82% |
| 38 | NEWMONT CORP | NEMCL | 2,157,500 | $181.9M | 0.75% |
| 39 | IDEXX LABS INC | 45168D104 | 282,018 | $180.2M | 0.74% |
| 40 | CLEAN HARBORS INC | CLH | 773,380 | $179.6M | 0.74% |
| 41 | VISA INC | V | 518,983 | $177.2M | 0.73% |
| 42 | WORKDAY INC | WDAY | 728,298 | $175.3M | 0.72% |
| 43 | ALPHABET INC | GOOG | 658,921 | $160.5M | 0.66% |
| 44 | CSX CORP | CSX | 3,822,600 | $135.7M | 0.56% |
| 45 | BWX TECHNOLOGIES INC | BWXT | 707,115 | $130.4M | 0.54% |
| 46 | FORTIVE CORP | FTV | 2,656,362 | $130.1M | 0.54% |
| 47 | ENTEGRIS INC | ENTG | 1,392,575 | $128.8M | 0.53% |
| 48 | BIO-TECHNE CORP | TECH | 2,251,593 | $125.3M | 0.52% |
| 49 | MICROSOFT CORP | MSFT | 239,171 | $123.9M | 0.51% |
| 50 | NEWMONT CORP | NEMCL | 1,376,978 | $116.1M | 0.48% |
| 51 | GARMIN LTD | GRMN | 468,244 | $115.3M | 0.47% |
| 52 | AMPHENOL CORP NEW | 032095101 | 930,118 | $115.1M | 0.47% |
| 53 | ADOBE INC | ADBE | 318,624 | $112.4M | 0.46% |
| 54 | BROADCOM INC | AVGO | 339,334 | $111.9M | 0.46% |
| 55 | META PLATFORMS INC | META | 145,095 | $106.6M | 0.44% |
| 56 | CRANE COMPANY | CR | 572,744 | $105.5M | 0.43% |
| 57 | INTUIT | INTU | 149,782 | $102.3M | 0.42% |
| 58 | AMAZON COM INC | AMZN | 448,321 | $98.4M | 0.41% |
| 59 | ISHARES TR | 464287655 | 387,800 | $93.8M | 0.39% |
| 60 | APOLLO GLOBAL MGMT INC | 03769M106 | 697,358 | $92.9M | 0.38% |
| 61 | NVIDIA CORPORATION | NVDA | 481,300 | $89.8M | 0.37% |
| 62 | COOPER COS INC | 216648501 | 1,265,211 | $86.7M | 0.36% |
| 63 | DANAHER CORPORATION | 235851102 | 430,671 | $85.4M | 0.35% |
| 64 | API GROUP CORP | APG | 2,457,941 | $84.5M | 0.35% |
| 65 | THERMO FISHER SCIENTIFIC INC | TMO | 161,479 | $78.3M | 0.32% |
| 66 | SALESFORCE INC | CRM | 328,551 | $77.9M | 0.32% |
| 67 | ROLLINS INC | ROL | 1,188,856 | $69.8M | 0.29% |
| 68 | CLOUDFLARE INC | NET | 323,725 | $69.5M | 0.29% |
| 69 | QXO INC | QXO-PB | 3,622,866 | $69.1M | 0.28% |
| 70 | OWENS CORNING NEW | OC | 472,495 | $66.8M | 0.28% |
| 71 | DICKS SPORTING GOODS INC | 253393102 | 289,735 | $64.4M | 0.27% |
| 72 | BLUE OWL CAPITAL INC | OWL | 3,739,246 | $63.3M | 0.26% |
| 73 | UNITED STS LIME & MINERALS I | UNTCW | 418,728 | $55.1M | 0.23% |
| 74 | BROOKFIELD CORP | 11271J107 | 791,924 | $54.3M | 0.22% |
| 75 | ST JOE CO | JOE | 1,023,600 | $50.6M | 0.21% |
| 76 | SOUTHSTATE BK CORP | 84472E102 | 503,341 | $49.8M | 0.21% |
| 77 | WILLIAMS SONOMA INC | WSM | 253,021 | $49.5M | 0.20% |
| 78 | PAYPAL HLDGS INC | PYPL | 721,641 | $48.4M | 0.20% |
| 79 | METTLER TOLEDO INTERNATIONAL | MTD | 38,293 | $47.0M | 0.19% |
| 80 | TERADYNE INC | TER | 340,300 | $46.8M | 0.19% |
| 81 | ON HLDG AG | H5919C104 | 1,066,000 | $45.1M | 0.19% |
| 82 | CARGURUS INC | CARG | 1,203,723 | $44.8M | 0.18% |
| 83 | MOHAWK INDS INC | 608190104 | 324,409 | $41.8M | 0.17% |
| 84 | ZOETIS INC | ZTS | 281,933 | $41.3M | 0.17% |
| 85 | VICTORY CAP HLDGS INC | 92645B103 | 616,742 | $39.9M | 0.16% |
| 86 | ONESPAWORLD HOLDINGS LIMITED | OSW | 1,643,411 | $34.7M | 0.14% |
| 87 | CLOUDFLARE INC | NET | 154,400 | $33.1M | 0.14% |
| 88 | SERVICENOW INC | NOW | 35,361 | $32.5M | 0.13% |
| 89 | WISDOMTREE INC | WT | 2,311,611 | $32.1M | 0.13% |
| 90 | DOCUSIGN INC | DOCU | 444,621 | $32.1M | 0.13% |
| 91 | POLARIS INC | PII | 545,177 | $31.7M | 0.13% |
| 92 | CASEYS GEN STORES INC | 147528103 | 55,737 | $31.5M | 0.13% |
| 93 | CASELLA WASTE SYS INC | CWST | 312,780 | $29.7M | 0.12% |
| 94 | WHITE MTNS INS GROUP LTD | G9618E107 | 16,946 | $28.3M | 0.12% |
| 95 | FMC CORP | FMC | 813,100 | $27.3M | 0.11% |
| 96 | CADRE HLDGS INC | CDRE | 733,852 | $26.8M | 0.11% |
| 97 | MIRION TECHNOLOGIES INC | MIR | 1,141,264 | $26.5M | 0.11% |
| 98 | NIQ GLOBAL INTELLIGENCE PLC | NIQ | 1,689,467 | $26.5M | 0.11% |
| 99 | CHEFS WHSE INC | 163086101 | 433,787 | $25.3M | 0.10% |
| 100 | MOODYS CORP | MCO | 52,400 | $25.0M | 0.10% |
| 101 | FORMFACTOR INC | FORM | 667,412 | $24.3M | 0.10% |
| 102 | S&P GLOBAL INC | SPGI | 49,873 | $24.3M | 0.10% |
| 103 | MSCI INC | MSCI | 41,716 | $23.7M | 0.10% |
| 104 | LAMAR ADVERTISING CO NEW | LAMR | 186,630 | $22.8M | 0.09% |
| 105 | CINCINNATI FINL CORP | 172062101 | 142,363 | $22.5M | 0.09% |
| 106 | ALKAMI TECHNOLOGY INC | ALKT | 858,667 | $21.3M | 0.09% |
| 107 | WAYSTAR HLDG CORP | WAY | 545,413 | $20.7M | 0.09% |
| 108 | CSW INDUSTRIALS INC | CSW | 83,045 | $20.2M | 0.08% |
| 109 | IRIDIUM COMMUNICATIONS INC | IRDM | 1,061,453 | $18.5M | 0.08% |
| 110 | KADANT INC | KAI | 60,843 | $18.1M | 0.07% |
| 111 | LIQUIDITY SVCS INC | 53635B107 | 650,986 | $17.9M | 0.07% |
| 112 | ALARM COM HLDGS INC | ALRM | 312,109 | $16.6M | 0.07% |
| 113 | AMRIZE LTD | AMRZ | 341,755 | $16.5M | 0.07% |
| 114 | ISHARES TR | 464287184 | 397,200 | $16.3M | 0.07% |
| 115 | KARMAN HLDGS INC | KRMN | 217,458 | $15.7M | 0.06% |
| 116 | WINMARK CORP | WINA | 31,422 | $15.6M | 0.06% |
| 117 | BADGER METER INC | BMI | 83,186 | $14.9M | 0.06% |
| 118 | BOOT BARN HLDGS INC | BOOT | 86,366 | $14.3M | 0.06% |
| 119 | BLACKLINE INC | BL | 267,022 | $14.2M | 0.06% |
| 120 | ZURN ELKAY WATER SOLNS CORP | 98983L108 | 294,840 | $13.9M | 0.06% |
| 121 | CERTARA INC | CERT | 1,120,096 | $13.7M | 0.06% |
| 122 | FRANKLIN ELEC INC | FELE | 141,715 | $13.5M | 0.06% |
| 123 | LOAR HOLDINGS INC | LOAR | 167,826 | $13.4M | 0.06% |
| 124 | EVERUS CONSTR GROUP | EVEX-WT | 148,518 | $12.7M | 0.05% |
| 125 | ROSS STORES INC | ROST | 81,790 | $12.5M | 0.05% |
| 126 | VERRA MOBILITY CORP | VRRM | 500,906 | $12.4M | 0.05% |
| 127 | CELLEBRITE DI LTD | CLBT | 666,650 | $12.4M | 0.05% |
| 128 | COHERENT CORP | COHR | 113,699 | $12.2M | 0.05% |
| 129 | CIENA CORP | CIEN | 83,538 | $12.2M | 0.05% |
| 130 | MYR GROUP INC DEL | MYRG | 57,614 | $12.0M | 0.05% |
| 131 | GE AEROSPACE | 369604301 | 38,648 | $11.6M | 0.05% |
| 132 | ENERGY RECOVERY INC | ERII | 751,042 | $11.6M | 0.05% |
| 133 | KIRBY CORP | KEX | 137,047 | $11.4M | 0.05% |
| 134 | ADEIA INC | ADEA | 669,059 | $11.2M | 0.05% |
| 135 | VAIL RESORTS INC | MTN | 68,636 | $10.3M | 0.04% |
| 136 | PELOTON INTERACTIVE INC | PTON | 1,102,811 | $9.9M | 0.04% |
| 137 | ARCOSA INC | ACA | 104,702 | $9.8M | 0.04% |
| 138 | BRP INC | DOO | 160,037 | $9.7M | 0.04% |
| 139 | GOGO INC | GOGO | 1,130,279 | $9.7M | 0.04% |
| 140 | FRANCO NEV CORP | FNV | 43,562 | $9.7M | 0.04% |
| 141 | BROOKFIELD INFRAST PARTNERS | G16252101 | 288,403 | $9.5M | 0.04% |
| 142 | MESA LABS INC | 59064R109 | 126,715 | $8.5M | 0.03% |
| 143 | OUTFRONT MEDIA INC | OUT | 455,914 | $8.4M | 0.03% |
| 144 | MERCURY SYS INC | MRCY | 103,848 | $8.0M | 0.03% |
| 145 | SAIA INC | SAIA | 23,693 | $7.1M | 0.03% |
| 146 | SPS COMM INC | SPSC | 66,125 | $6.9M | 0.03% |
| 147 | ITRON INC | ITRI | 52,500 | $6.5M | 0.03% |
| 148 | PORTILLOS INC | 73642K106 | 975,619 | $6.3M | 0.03% |
| 149 | THE BALDWIN INSURANCE GRP IN | 05589G102 | 220,141 | $6.2M | 0.03% |
| 150 | INTEL CORP | INTC | 176,381 | $5.9M | 0.02% |
| 151 | CLEARFIELD INC | CLFD | 154,271 | $5.3M | 0.02% |
| 152 | UBER TECHNOLOGIES INC | UBER | 51,729 | $5.1M | 0.02% |
| 153 | GOOSEHEAD INS INC | GSHD | 65,839 | $4.9M | 0.02% |
| 154 | GODADDY INC | GDDY | 34,716 | $4.8M | 0.02% |
| 155 | V F CORP | VFC | 256,200 | $3.7M | 0.02% |
| 156 | MERIDIANLINK INC | MRDN | 168,583 | $3.4M | 0.01% |
| 157 | POLARIS INC | PII | 52,700 | $3.1M | 0.01% |
| 158 | ELI LILLY & CO | LLY | 3,700 | $2.8M | 0.01% |
| 159 | PROTO LABS INC | PRLB | 52,446 | $2.6M | 0.01% |
| 160 | GLOBALFOUNDRIES INC | GFS | 69,800 | $2.5M | 0.01% |
| 161 | LAUDER ESTEE COS INC | 518439104 | 24,900 | $2.2M | 0.01% |
| 162 | HILTON GRAND VACATIONS INC | HGV | 51,904 | $2.2M | 0.01% |
| 163 | TENABLE HLDGS INC | 88025T102 | 52,349 | $1.5M | 0.01% |
| 164 | THOMSON REUTERS CORP | TMSOF | 2,093 | $325,066 | 0.00% |
| 165 | ISHARES TR | 464287499 | 858 | $82,840 | 0.00% |
| 166 | LAUDER ESTEE COS INC | 518439104 | 436 | $38,420 | 0.00% |