Select Equity

Latest statistics and disclosures from SELECT EQUITY's latest quarterly 13F-HR filing:

SELECT EQUITY portfolio companies for September 2013 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
HOG Harley-Davidson 4.31 -2.00% 4952539 64.24 64.13
O'reilly Automotive 4.17 +19.00% 2416674 127.59 0.00
SHW Sherwin-Williams Company 4.05 +26.00% 1642595 182.18 222.65
XRAY DENTSPLY International 3.74 +2.00% 6359460 43.41 48.89
KEX Kirby Corporation 3.63 3102597 86.55 107.67
MHK Mohawk Industries 3.29 1866029 130.25 135.91
WSM Williams-Sonoma 3.26 4279687 56.20 64.20
Signet Jewelers 3.13 +7.00% 3223187 71.65 0.00
AMTD TD Ameritrade Holding 3.03 -28.00% 8564860 26.18 33.07
BAM.A Brookfield Asset Management 2.79 +9.00% 5517864 37.40 0.00
MKL Markel Corporation 2.71 386187 517.77 684.44
PLL Pall Corporation 2.65 2541403 77.04 88.85
WWW Wolverine World Wide 2.56 -22.00% 3252025 58.23 26.69
BX Blackstone 2.38 -6.00% 7065229 24.89 29.40
IHS IHS 2.26 +3.00% 1460559 114.18 129.42
Garmin 2.25 +2.00% 3674463 45.19 0.00
MSM MSC Industrial Direct 2.23 2027398 81.35 81.16
MCRS MICROS Systems 2.16 3198453 49.94 67.99
ARG Airgas 2.09 +2.00% 1457823 106.05 108.88
APH Amphenol Corporation 2.01 -12.00% 1919740 77.38 49.30
CAB Cabela's Incorporated 1.98 +111.00% 2321061 63.03 47.05
TDG TransDigm Group Incorporated 1.97 1047879 138.70 183.62
TPX Tempur-Pedic International 1.85 +1784.00% 3111990 43.96 58.03
First Republic Bank/san F 1.83 2903344 46.63 0.00
Axiall 1.73 +528.00% 3382983 37.79 0.00
Nationstar Mortgage 1.69 -7.00% 2216637 56.23 0.00
Pbf Energy Inc cl a 1.66 +73.00% 5448974 22.45 0.00
Cbre Group Inc Cl A 1.62 -18.00% 5183062 23.13 0.00
PAYX Paychex 1.51 2748784 40.64 45.98
ETFC E TRADE Financial Corporation 1.47 -14.00% 6566704 16.50 21.43
SNI Scripps Networks Interactive 1.42 -18.00% 1342304 78.11 77.01
ESI ITT Educational Services 1.37 3259418 31.00 9.51
Tamin 1.28 4669795 20.30 0.00
KKR KKR & Co 1.26 +12.00% 4516150 20.58 21.60
STD Banco Santander, S.A. 1.19 NEW 10740000 8.17 0.00
AME AMETEK 1.16 -15.00% 1863402 46.02 50.95
INTU Intuit 1.07 -28.00% 1197662 66.31 86.14
MJN Mead Johnson Nutrition 0.97 NEW 965734 74.26 102.55
Vitamin Shoppe 0.92 -33.00% 1547827 43.75 0.00
Franks Intl N V 0.80 NEW 1979101 29.93 0.00
PKI PerkinElmer 0.76 +4.00% 1495506 37.75 42.01
BRKR Bruker Corporation 0.74 -15.00% 2653114 20.65 20.37
Berry Plastics 0.70 -46.00% 2597089 19.97 0.00
SIRO Sirona Dental Systems 0.68 +410.00% 753019 66.93 78.48
HEI HEICO Corporation 0.68 -52.00% 738657 67.74 51.42
Mrc Global Inc cmn 0.61 -59.00% 1670982 26.80 0.00
DHR Danaher Corporation 0.56 -22.00% 595056 69.32 79.06
TPL Texas Pacific Land Trust 0.52 -18.00% 451402 84.53 165.10
CHRW C.H. Robinson Worldwide 0.47 +101.00% 579710 59.59 69.44
LII Lennox International 0.47 -59.00% 457640 75.26 87.12
SPY SPDR S&P; 500 ETF 0.46 NEW 200500 168.01 198.44
WAC Walter Investment Management 0.46 NEW 863413 39.54 21.81
BKD Brookdale Senior Living 0.39 +139.00% 1093215 26.30 33.17
CLGX CoreLogic 0.37 NEW 1009198 27.05 30.50
MTG MGIC Investment 0.36 -21.00% 3641500 7.28 8.55
TMO Thermo Fisher Scientific 0.36 -12.00% 287289 92.15 116.83
Firstservice Cad Sub Vtg 0.33 -19.00% 633555 38.79 0.00
CCI Crown Castle International 0.30 +158.00% 298919 73.03 82.94
BLT Blount International 0.26 +5.00% 1594889 12.11 15.15
ADSK Autodesk 0.25 NEW 453000 41.17 55.95
MTW Manitowoc Company 0.25 NEW 926000 19.56 19.84
SEIC SEI Investments Company 0.22 -51.00% 532591 30.91 37.80
WMAR West Marine 0.22 1337348 12.12 9.66
ROST Ross Stores 0.20 +33.00% 202370 72.80 80.52
AIG American International 0.20 +51.00% 310738 48.63 52.36
Ralph Lauren 0.19 NEW 84855 164.73 0.00
Mondelez Int 0.16 +33.00% 374200 31.42 0.00
Orient-exp Htls 0.15 -48.00% 844685 12.98 0.00
COH Coach 0.12 NEW 157270 54.53 33.78
LL Lumber Liquidators Holdings 0.11 NEW 73290 106.65 50.97
AZO AutoZone 0.11 NEW 19764 422.73 552.60
FIG Fortress Investment 0.11 -4.00% 1024330 7.94 7.03
MG Mistras 0.11 +30.00% 460132 17.00 16.24
ABV Companhia de Bebidas das Americas 0.10 +124.00% 189620 38.35 0.00
ROL Rollins 0.10 NEW 287973 26.51 30.64
TJX TJX Companies 0.10 +32.00% 133682 56.39 62.99
VRSK Verisk Analytics 0.10 -3.00% 110520 64.96 61.50
Ingersoll-rand Co Ltd-cl A 0.08 +33.00% 90041 64.94 0.00
HOT Starwood Hotels & Resorts Worldwide 0.07 NEW 79140 66.45 76.80
Genpact Limited shs 0.06 -32.00% 238438 18.88 0.00
SFI iStar Financial 0.04 +26.00% 234009 12.04 0.00
Chefs Whse 0.02 +78.00% 50000 23.10 0.00
Petrologistics 0.02 -5.00% 120292 11.96 0.00
New Residential Invt 0.02 -95.00% 185899 6.62 0.00
Northern Tier Energy 0.00 NEW 13000 19.72 0.00

Past 13F-HR SEC Filings for SELECT EQUITY

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