Select Equity Group

Latest statistics and disclosures from Select Equity's latest quarterly 13F-HR filing:

Portfolio Holdings for Select Equity

Select Equity holds 85 positions in its portfolio as reported in the September 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Harley-Davidson (HOG) 4.3 $318M -2% 5.0M 64.24
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O'reilly Automotive (ORLY) 4.2 $308M +19% 2.4M 127.59
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Sherwin-Williams Company (SHW) 4.0 $299M +26% 1.6M 182.18
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DENTSPLY International 3.7 $276M +2% 6.4M 43.41
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Kirby Corporation (KEX) 3.6 $269M 3.1M 86.55
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Mohawk Industries (MHK) 3.3 $243M 1.9M 130.25
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Williams-Sonoma (WSM) 3.3 $241M 4.3M 56.20
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Signet Jewelers (SIG) 3.1 $231M +7% 3.2M 71.65
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TD Ameritrade Holding 3.0 $224M -28% 8.6M 26.18
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Brookfield Asset Management 2.8 $206M +9% 5.5M 37.40
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Markel Corporation (MKL) 2.7 $200M 386k 517.77
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Pall Corporation 2.6 $196M 2.5M 77.04
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Wolverine World Wide (WWW) 2.6 $189M -22% 3.3M 58.23
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Blackstone 2.4 $176M -6% 7.1M 24.89
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Ihs 2.3 $167M +3% 1.5M 114.18
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Garmin (GRMN) 2.2 $166M +2% 3.7M 45.19
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MSC Industrial Direct (MSM) 2.2 $165M 2.0M 81.35
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MICROS Systems 2.2 $160M 3.2M 49.94
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Airgas 2.1 $155M +2% 1.5M 106.05
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Amphenol Corporation (APH) 2.0 $149M -12% 1.9M 77.38
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Cabela's Incorporated 2.0 $146M +111% 2.3M 63.03
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TransDigm Group Incorporated (TDG) 2.0 $145M 1.0M 138.70
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Tempur-Pedic International (TPX) 1.9 $137M +1784% 3.1M 43.96
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First Republic Bank/san F (FRCB) 1.8 $135M 2.9M 46.63
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Axiall 1.7 $128M +528% 3.4M 37.79
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Nationstar Mortgage 1.7 $125M -7% 2.2M 56.23
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Pbf Energy Inc cl a (PBF) 1.7 $122M +73% 5.4M 22.45
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Cbre Group Inc Cl A (CBRE) 1.6 $120M -18% 5.2M 23.13
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Paychex (PAYX) 1.5 $112M 2.7M 40.64
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E TRADE Financial Corporation 1.5 $108M -14% 6.6M 16.50
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Scripps Networks Interactive 1.4 $105M -18% 1.3M 78.11
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ITT Educational Services (ESINQ) 1.4 $101M 3.3M 31.00
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Tamin 1.3 $95M 4.7M 20.30
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KKR & Co 1.3 $93M +12% 4.5M 20.58
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Banco Santander (SAN) 1.2 $88M NEW 11M 8.17
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Ametek (AME) 1.2 $86M -15% 1.9M 46.02
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Intuit (INTU) 1.1 $79M -28% 1.2M 66.31
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Mead Johnson Nutrition 1.0 $72M NEW 966k 74.26
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Vitamin Shoppe 0.9 $68M -33% 1.5M 43.75
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Franks Intl N V 0.8 $59M NEW 2.0M 29.93
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PerkinElmer (RVTY) 0.8 $57M +4% 1.5M 37.75
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Bruker Corporation (BRKR) 0.7 $55M -15% 2.7M 20.65
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Berry Plastics (BERY) 0.7 $52M -46% 2.6M 19.97
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Sirona Dental Systems 0.7 $50M +410% 753k 66.93
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HEICO Corporation (HEI) 0.7 $50M -52% 739k 67.74
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Mrc Global Inc cmn (MRC) 0.6 $45M -59% 1.7M 26.80
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Danaher Corporation (DHR) 0.6 $41M -22% 595k 69.32
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Texas Pacific Land Trust 0.5 $38M -18% 451k 84.53
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C.H. Robinson Worldwide (CHRW) 0.5 $35M +101% 580k 59.59
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Lennox International (LII) 0.5 $34M -59% 458k 75.26
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Spdr S&p 500 Etf (SPY) 0.5 $34M NEW 201k 168.01
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Walter Investment Management 0.5 $34M NEW 863k 39.54
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Brookdale Senior Living (BKD) 0.4 $29M +139% 1.1M 26.30
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CoreLogic 0.4 $27M NEW 1.0M 27.05
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MGIC Investment (MTG) 0.4 $27M -21% 3.6M 7.28
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Thermo Fisher Scientific (TMO) 0.4 $27M -12% 287k 92.15
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Firstservice Cad Sub Vtg 0.3 $25M -19% 634k 38.79
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Crown Castle International 0.3 $22M +158% 299k 73.03
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Blount International 0.3 $19M +5% 1.6M 12.11
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Autodesk (ADSK) 0.2 $19M NEW 453k 41.17
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Manitowoc Company 0.2 $18M NEW 926k 19.56
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SEI Investments Company (SEIC) 0.2 $17M -51% 533k 30.91
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West Marine 0.2 $16M 1.3M 12.12
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Ross Stores (ROST) 0.2 $15M +33% 202k 72.80
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American International (AIG) 0.2 $15M +51% 311k 48.63
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Ralph Lauren Corp (RL) 0.2 $14M NEW 85k 164.73
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Mondelez Int (MDLZ) 0.2 $12M +33% 374k 31.42
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Orient-exp Htls 0.1 $11M -48% 845k 12.98
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Coach 0.1 $8.6M NEW 157k 54.53
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Lumber Liquidators Holdings (LL) 0.1 $7.8M NEW 73k 106.65
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AutoZone (AZO) 0.1 $8.4M NEW 20k 422.73
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Fortress Investment 0.1 $8.1M -4% 1.0M 7.94
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Mistras (MG) 0.1 $7.8M +30% 460k 17.00
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Companhia de Bebidas das Americas 0.1 $7.3M +124% 190k 38.35
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Rollins (ROL) 0.1 $7.6M NEW 288k 26.51
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TJX Companies (TJX) 0.1 $7.5M +32% 134k 56.39
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Verisk Analytics (VRSK) 0.1 $7.2M -3% 111k 64.96
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Ingersoll-rand Co Ltd-cl A 0.1 $5.8M +33% 90k 64.94
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Starwood Hotels & Resorts Worldwide 0.1 $5.3M NEW 79k 66.45
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Genpact (G) 0.1 $4.5M -32% 238k 18.88
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iStar Financial 0.0 $2.8M +26% 234k 12.04
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Chefs Whse (CHEF) 0.0 $1.2M +78% 50k 23.10
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Petrologistics 0.0 $1.4M -5% 120k 11.96
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New Residential Invt 0.0 $1.2M -95% 186k 6.62
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Northern Tier Energy 0.0 $256k NEW 13k 19.72
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Past Filings by Select Equity

SEC 13F filings are viewable for Select Equity going back to 2010