Select Equity

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

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Portfolio Holdings for Select Equity Group

Select Equity Group holds 154 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
PerkinElmer (RVTY) 4.4 $1.2B 11M 109.31
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Martin Marietta Materials (MLM) 4.3 $1.2B 2.4M 498.91
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Cdw (CDW) 4.2 $1.2B -5% 5.2M 227.32
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Tempur-Pedic International (TPX) 4.1 $1.2B +3% 23M 50.97
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CRH Ord (CRH) 4.0 $1.1B NEW 16M 69.16
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Brown & Brown (BRO) 3.6 $1.0B -3% 14M 71.11
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Ceridian Hcm Hldg (CDAY) 3.6 $1.0B -3% 15M 67.12
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Live Nation Entertainment (LYV) 3.5 $979M -5% 11M 93.60
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Morningstar (MORN) 3.0 $854M -17% 3.0M 286.24
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Ishares Tr Russell 2000 Etf Call Option (IWM) 3.0 $840M NEW 4.2M 200.71
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Signet Jewelers SHS (SIG) 2.8 $799M -10% 7.4M 107.26
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Entegris (ENTG) 2.8 $785M -10% 6.6M 119.82
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Wabtec Corporation (WAB) 2.7 $769M +5% 6.1M 126.90
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Middleby Corporation (MIDD) 2.6 $729M +6% 5.0M 147.17
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Vail Resorts (MTN) 2.1 $581M -3% 2.7M 213.47
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Teledyne Technologies Incorporated (TDY) 2.0 $575M -14% 1.3M 446.29
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Toro Company (TTC) 1.9 $533M -2% 5.6M 95.99
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Clean Harbors (CLH) 1.8 $516M -3% 3.0M 174.51
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Amphenol Corp Cl A (APH) 1.5 $412M -4% 4.2M 99.13
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Itt (ITT) 1.5 $410M +31% 3.4M 119.32
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Tractor Supply Company (TSCO) 1.4 $390M +22% 1.8M 215.03
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Rollins (ROL) 1.4 $381M -15% 8.7M 43.67
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Core & Main Cl A (CNM) 1.3 $370M +96% 9.2M 40.41
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Bio-techne Corporation (TECH) 1.3 $352M -6% 4.6M 77.16
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Service Corporation International (SCI) 1.2 $336M 4.9M 68.45
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Trimble Navigation (TRMB) 1.2 $332M +32% 6.2M 53.20
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Ptc (PTC) 1.2 $328M -35% 1.9M 174.96
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Quanta Services (PWR) 1.2 $328M +41% 1.5M 215.80
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Apollo Global Mgmt (APO) 1.2 $328M -11% 3.5M 93.19
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Shopify Cl A (SHOP) 1.2 $327M -13% 4.2M 77.90
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Thermo Fisher Scientific (TMO) 1.1 $317M -7% 596k 530.79
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Visa Com Cl A (V) 1.1 $297M -18% 1.1M 260.35
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Hyatt Hotels Corp Com Cl A (H) 1.0 $286M -5% 2.2M 130.41
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Garmin SHS (GRMN) 1.0 $284M 2.2M 128.54
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Paychex (PAYX) 1.0 $282M 2.4M 119.11
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Pool Corporation (POOL) 1.0 $280M +8% 701k 398.71
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.0 $274M +27% 2.6M 104.00
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On Hldg Namen Akt A (ONON) 0.9 $246M +128% 9.1M 26.97
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Jacobs Engineering Group (J) 0.8 $239M -54% 1.8M 129.80
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IDEXX Laboratories (IDXX) 0.8 $228M -7% 411k 555.05
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Illumina (ILMN) 0.7 $207M -11% 1.5M 139.24
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Fortune Brands (FBIN) 0.7 $205M +37% 2.7M 76.14
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Danaher Corporation (DHR) 0.6 $179M -32% 772k 231.34
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Neogen Corporation (NEOG) 0.6 $168M +46% 8.4M 20.11
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Msa Safety Inc equity (MSA) 0.6 $164M -45% 969k 168.83
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Brookfield Renewable Partner Partnership Unit (BEP) 0.6 $163M +83% 6.2M 26.28
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Lamar Advertising Cl A (LAMR) 0.6 $160M -5% 1.5M 106.28
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Mohawk Industries (MHK) 0.5 $145M +97% 1.4M 103.50
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Pentair SHS (PNR) 0.5 $138M +5% 1.9M 72.71
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Colfax Corp (ENOV) 0.5 $137M +9% 2.5M 56.02
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Alphabet Cap Stk Cl C (GOOG) 0.5 $136M +35% 966k 140.93
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salesforce (CRM) 0.5 $135M -22% 514k 263.14
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Paypal Holdings (PYPL) 0.5 $129M 2.1M 61.41
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Fortive (FTV) 0.5 $129M -22% 1.7M 73.63
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Sensata Technologies Hldg Pl SHS (ST) 0.5 $128M -48% 3.4M 37.57
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S&p Global (SPGI) 0.5 $128M +257% 290k 440.52
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Cintas Corporation (CTAS) 0.4 $124M -18% 205k 602.66
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Onespaworld Holdings Ltd onespaworld hold (OSW) 0.4 $119M -5% 8.4M 14.10
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Cincinnati Financial Corporation (CINF) 0.4 $113M +27% 1.1M 103.46
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Curtiss-Wright (CW) 0.4 $109M -13% 491k 222.79
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Coherent Corp (COHR) 0.4 $108M 2.5M 43.53
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Steris Shs Usd (STE) 0.3 $98M -39% 445k 219.85
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Duckhorn Portfolio (NAPA) 0.3 $83M +16% 8.4M 9.85
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Api Group Corp Com Stk (APG) 0.3 $81M NEW 2.3M 34.60
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Amazon (AMZN) 0.3 $78M NEW 513k 151.94
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Docusign (DOCU) 0.3 $71M +49% 1.2M 59.45
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Brookfield Infrast Partners Lp Int Unit (BIP) 0.2 $70M +357% 2.2M 31.49
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JPMorgan Chase & Co. Call Option (JPM) 0.2 $68M -28% 399k 170.10
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Workday Cl A (WDAY) 0.2 $64M -27% 231k 276.06
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Lennar Corp Cl A (LEN) 0.2 $64M NEW 426k 149.04
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Bio Rad Labs Cl A (BIO) 0.2 $62M +233% 192k 322.89
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Emcor (EME) 0.2 $62M +378% 287k 215.43
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Veralto Corp Com Shs (VLTO) 0.2 $60M NEW 729k 82.26
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V.F. Corporation (VFC) 0.2 $60M -33% 3.2M 18.80
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Spotify Technology S A SHS (SPOT) 0.2 $59M -3% 316k 187.91
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Microsoft Corporation (MSFT) 0.2 $51M -41% 136k 376.04
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Intel Corporation (INTC) 0.2 $50M -27% 998k 50.25
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Tyler Technologies (TYL) 0.2 $49M +46% 118k 418.12
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Williams-Sonoma (WSM) 0.2 $49M -6% 242k 201.78
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Iridium Communications (IRDM) 0.2 $47M +199% 1.1M 41.16
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White Mountains Insurance Gp (WTM) 0.2 $45M +69% 30k 1505.01
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Skyworks Solutions (SWKS) 0.2 $45M -22% 397k 112.42
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A. O. Smith Corporation (AOS) 0.2 $44M NEW 534k 82.44
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Compass Minerals International (CMP) 0.2 $43M +63% 1.7M 25.32
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South State Corporation (SSB) 0.2 $43M +131% 504k 84.45
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Bwx Technologies (BWXT) 0.1 $41M NEW 540k 76.73
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Adobe Systems Incorporated (ADBE) 0.1 $41M -42% 69k 596.60
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Hub Group Cl A (HUBG) 0.1 $41M NEW 448k 91.94
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Minerals Technologies (MTX) 0.1 $40M +20% 558k 71.31
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Mccormick & Co Com Non Vtg (MKC) 0.1 $38M NEW 557k 68.42
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Qualcomm (QCOM) 0.1 $37M 258k 144.63
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Burlington Stores (BURL) 0.1 $36M -56% 186k 194.48
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Matthews Intl Corp Cl A (MATW) 0.1 $34M 921k 36.65
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Intuit (INTU) 0.1 $24M -73% 38k 625.03
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Mirion Technologies Com Cl A (MIR) 0.1 $23M +572% 2.2M 10.25
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Cargurus Com Cl A (CARG) 0.1 $22M +149% 909k 24.16
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Servicenow (NOW) 0.1 $21M -59% 30k 706.49
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Mobileye Global Common Class A (MBLY) 0.1 $21M +11% 480k 43.32
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Mettler-Toledo International (MTD) 0.1 $20M -43% 17k 1212.96
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Interactive Brokers Group In Com Cl A (IBKR) 0.1 $20M -86% 242k 82.90
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Autodesk (ADSK) 0.1 $20M -48% 82k 243.48
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Wolfspeed (WOLF) 0.1 $20M +174% 453k 43.51
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Vontier Corporation (VNT) 0.1 $18M -11% 533k 34.55
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Wolverine World Wide (WWW) 0.1 $17M +76% 1.9M 8.89
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Cbiz (CBZ) 0.1 $17M NEW 265k 62.59
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Aviat Networks Com New (AVNW) 0.1 $14M +5% 434k 32.66
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Agilent Technologies Inc C ommon (A) 0.0 $11M -87% 79k 139.03
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Rover Group Com Cl A (ROVR) 0.0 $10M -70% 958k 10.88
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Qorvo (QRVO) 0.0 $8.6M -38% 77k 112.61
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Broadcom (AVGO) 0.0 $8.4M -27% 7.5k 1116.25
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Portillos Com Cl A (PTLO) 0.0 $8.0M -83% 499k 15.93
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Lumentum Hldgs (LITE) 0.0 $7.1M +284% 135k 52.42
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Adeia (ADEA) 0.0 $5.5M +218% 444k 12.39
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Globalfoundries Ordinary Shares (GFS) 0.0 $5.3M NEW 88k 60.60
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Kadant (KAI) 0.0 $4.7M -11% 17k 280.31
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Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $4.3M NEW 56k 77.73
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Ziprecruiter Cl A (ZIP) 0.0 $3.6M -88% 257k 13.90
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Altair Engr Com Cl A (ALTR) 0.0 $3.4M -10% 40k 84.15
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Chefs Whse (CHEF) 0.0 $2.9M -8% 97k 29.43
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Tenable Hldgs (TENB) 0.0 $2.8M -4% 61k 46.06
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Badger Meter (BMI) 0.0 $2.7M -11% 17k 154.37
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Pinterest Cl A Call Option (PINS) 0.0 $2.7M NEW 72k 37.04
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Alkami Technology (ALKT) 0.0 $2.4M -4% 100k 24.25
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Certara Ord (CERT) 0.0 $2.4M +24% 137k 17.59
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Casella Waste Sys Cl A (CWST) 0.0 $2.4M +3% 28k 85.46
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Albany Intl Corp Cl A (AIN) 0.0 $2.4M +20% 24k 98.22
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Verra Mobility Corp Cl A Com Stk (VRRM) 0.0 $2.2M +13% 97k 23.03
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Goosehead Ins Com Cl A (GSHD) 0.0 $2.1M -12% 28k 75.80
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Boot Barn Hldgs (BOOT) 0.0 $2.0M -15% 26k 76.76
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Summit Matls Cl A (SUM) 0.0 $2.0M -66% 52k 38.46
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Model N (MODN) 0.0 $1.9M +31% 70k 26.93
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Myr (MYRG) 0.0 $1.9M +24% 13k 144.63
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SPS Commerce (SPSC) 0.0 $1.8M +10% 9.5k 193.84
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Alarm Com Hldgs (ALRM) 0.0 $1.8M +208% 29k 64.62
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FormFactor (FORM) 0.0 $1.8M -14% 44k 41.71
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Everi Hldgs (EVRI) 0.0 $1.8M -13% 157k 11.27
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National Resh Corp Com New (NRC) 0.0 $1.6M -11% 40k 39.56
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Vestis Corporation Com Shs (VSTS) 0.0 $1.5M NEW 72k 21.14
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Energy Recovery (ERII) 0.0 $1.4M -37% 75k 18.84
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Shotspotter (SSTI) 0.0 $1.4M +11% 55k 25.54
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Perficient (PRFT) 0.0 $1.3M +14% 20k 65.82
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Deluxe Corporation (DLX) 0.0 $1.3M -21% 60k 21.45
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Rocky Brands (RCKY) 0.0 $1.3M -25% 42k 30.18
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I3 Verticals Com Cl A (IIIV) 0.0 $1.2M -19% 57k 21.17
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Global Wtr Res (GWRS) 0.0 $1.1M -12% 83k 13.08
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Csw Industrials (CSWI) 0.0 $1.0M NEW 5.0k 207.41
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Mesa Laboratories (MLAB) 0.0 $982k -2% 9.4k 104.77
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Outfront Media (OUT) 0.0 $961k -43% 69k 13.96
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Cambium Networks Corp SHS (CMBM) 0.0 $687k -66% 114k 6.00
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Kinsale Cap Group (KNSL) 0.0 $641k -51% 1.9k 334.91
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Envestnet (ENV) 0.0 $462k NEW 9.3k 49.52
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UFP Technologies (UFPT) 0.0 $461k NEW 2.7k 172.04
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Cryoport Com Par $0.001 (CYRX) 0.0 $298k -60% 19k 15.49
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DZS (DZSI) 0.0 $141k -55% 71k 1.97
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Past Filings by Select Equity Group

SEC 13F filings are viewable for Select Equity Group going back to 2013

View all past filings