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SELECT EQUITY GROUP, L.P.

AUM: $46.64 B
13-F Portfolio Value: $24.27 B
Last 13-F Filed: Q3 2025
Concentration in top 10: 33.22%
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Stock Company % Portfolio Shares Held Market Value Change in Shares % Change Quarter End Price Source
CRHCRH PLC4.26%8,620,046$1,033,543,515-1,077,111-11.11%$119.913F
SGISOMNIGROUP INTERNATIONAL INC4.07%11,712,040$987,676,333-2,124,723-15.36%$84.3313F
VIKVIKING HOLDINGS LTD3.92%15,319,071$952,233,453-2,561,849-14.33%$62.1613F
LYVLIVE NATION ENTERTAINMENT IN3.75%5,571,318$910,353,361-1,280,051-18.68%$163.413F
WABWABTEC3.05%3,688,625$739,458,654-370,873-9.14%$200.4713F
MKLMARKEL GROUP INC3.01%382,732$731,538,63646,36313.78%$1911.3613F
ITTITT INC2.9%3,940,989$704,491,194-286,763-6.78%$178.7613F
TSCOTRACTOR SUPPLY CO2.84%12,134,768$690,104,256-578,641-4.55%$56.8713F
CDWCDW CORP2.73%4,155,629$661,908,587102,9192.54%$159.2813F
MLMMARTIN MARIETTA MATLS INC2.69%1,036,563$653,324,928-146,704-12.4%$630.2813F
TRMBTRIMBLE INC2.57%7,644,739$624,192,939-999,847-11.57%$81.6513F
TSMTAIWAN SEMICONDUCTOR MFG LTD2.55%2,218,165$619,511,303-41,820-1.85%$279.2913F
BROBROWN & BROWN INC2.35%6,076,399$569,905,462330,6945.76%$93.7913F
MIDDMIDDLEBY CORP2.3%4,196,399$557,827,319-531,105-11.23%$132.9313F
PAYXPAYCHEX INC2.28%4,357,641$552,374,573306,2287.56%$126.7613F
SCISERVICE CORP INTL2.27%6,609,399$550,034,185-315,342-4.55%$83.2213F
LHLABCORP HOLDINGS INC2.17%1,837,035$527,339,267-295,757-13.87%$287.0613F
CNMCORE & MAIN INC2.15%9,691,396$521,687,847-1,774,298-15.47%$53.8313F
ALCALCON AG2.06%6,727,682$501,077,655-34,724-0.51%$74.4813F
STESTERIS PLC2.02%1,976,784$489,135,433-75,649-3.69%$247.4413F
MORNMORNINGSTAR INC2.01%2,103,702$488,079,901990,40188.96%$232.0113F
EMEEMCOR GROUP INC1.97%735,769$477,911,396-171,086-18.87%$649.5413F
SIGSIGNET JEWELERS LIMITED1.52%3,845,496$368,859,976-69,857-1.78%$95.9213F
JLLJONES LANG LASALLE INC1.4%1,142,066$340,655,446208,57622.34%$298.2813F
CPAYCORPAY INC1.37%1,157,534$333,439,24431,6182.81%$288.0613F
SHOPSHOPIFY INC1.35%2,210,771$328,542,329-35,702-1.59%$148.6113F
PWRQUANTA SVCS INC1.27%745,180$308,817,496-271,943-26.74%$414.4213F
CPCANADIAN PACIFIC KANSAS CITY1.22%3,963,928$295,286,141582,92217.24%$74.4913F
BJBJS WHSL CLUB HLDGS INC1.12%2,928,120$273,047,190516,66121.43%$93.2513F
NDAQNASDAQ INC1.08%2,970,652$262,754,1691,737,608140.92%$88.4513F
FBINFORTUNE BRANDS INNOVATIONS I0.96%4,357,853$232,665,772-836,443-16.1%$53.3913F
PTCPTC INC0.96%1,148,097$233,086,653373,02048.13%$203.0213F
TDYTELEDYNE TECHNOLOGIES INC0.94%390,876$229,068,971-35,961-8.42%$586.0413F
PKGPACKAGING CORP AMER0.9%997,334$217,348,999575,088136.2%$217.9313F
IWMISHARES TR (Put)0.89%890,000$215,344,400890,000New$241.9613F
CAECAE INC0.85%6,931,545$205,296,083-978,193-12.37%$29.6213F
NVDANVIDIA CORPORATION0.82%1,072,941$200,189,332-20,973-1.92%$186.5813F
NEMNEWMONT CORP (Call)0.75%2,157,500$181,898,825-1,945,600-47.42%$84.3113F
CLHCLEAN HARBORS INC0.74%773,380$179,594,304-173,578-18.33%$232.2213F
IDXXIDEXX LABS INC0.74%282,018$180,178,480-291,695-50.84%$638.8913F
VVISA INC0.73%518,983$177,170,417-21,333-3.95%$341.3813F
WDAYWORKDAY INC0.72%728,298$175,323,17859,2918.86%$240.7313F
GOOGALPHABET INC0.66%658,921$160,480,210-27,859-4.06%$243.5513F
CSXCSX CORP (Call)0.56%3,822,600$135,740,5263,822,600New$35.5113F
BWXTBWX TECHNOLOGIES INC0.54%707,115$130,370,793228,82547.84%$184.3713F
FTVFORTIVE CORP0.54%2,656,362$130,135,1741,088,85169.46%$48.9913F
ENTGENTEGRIS INC0.53%1,392,575$128,757,485-1,526,860-52.3%$92.4613F
TECHBIO-TECHNE CORP0.52%2,251,593$125,256,119-667,902-22.88%$55.6313F
MSFTMICROSOFT CORP0.51%239,171$123,878,619-4,684-1.92%$517.9513F
NEMNEWMONT CORP0.48%1,376,978$116,093,015-542,662-28.27%$84.3113F
APHAMPHENOL CORP NEW0.47%930,118$115,102,103253,23237.41%$123.7513F
GRMNGARMIN LTD0.47%468,244$115,291,03833,8277.79%$246.2213F
ADBEADOBE INC0.46%318,624$112,394,616-45,214-12.43%$352.7513F
AVGOBROADCOM INC0.46%339,334$111,949,680-20,940-5.81%$329.9113F
METAMETA PLATFORMS INC0.44%145,095$106,554,86641,33939.84%$734.3813F
CRCRANE COMPANY0.43%572,744$105,465,080-164,199-22.28%$184.1413F
INTUINTUIT0.42%149,782$102,287,626-23,103-13.36%$682.9113F
AMZNAMAZON COM INC0.41%448,321$98,437,84214,3103.3%$219.5713F
IWMISHARES TR (Call)0.39%387,800$93,832,088387,800New$241.9613F
APOAPOLLO GLOBAL MGMT INC0.38%697,358$92,936,9018,1461.18%$133.2713F
NVDANVIDIA CORPORATION (Put)0.37%481,300$89,800,954481,300New$186.5813F
COOCOOPER COS INC0.36%1,265,211$86,742,866-176,629-12.25%$68.5613F
APGAPI GROUP CORP0.35%2,457,941$84,479,432593,82931.86%$34.3713F
DHRDANAHER CORPORATION0.35%430,671$85,384,83213,2643.18%$198.2613F
CRMSALESFORCE INC0.32%328,551$77,866,587-76,542-18.89%$23713F
TMOTHERMO FISHER SCIENTIFIC INC0.32%161,479$78,320,54515,01710.25%$485.0213F
NETCLOUDFLARE INC0.29%323,725$69,468,14820,4756.75%$214.5913F
ROLROLLINS INC0.29%1,188,856$69,833,401-76,687-6.06%$58.7413F
OCOWENS CORNING NEW0.28%472,495$66,839,143472,495New$141.4613F
QXOQXO INC0.28%3,622,866$69,051,826372,63111.46%$19.0613F
DKSDICKS SPORTING GOODS INC0.27%289,735$64,384,912205,180242.66%$222.2213F
OWLBLUE OWL CAPITAL INC0.26%3,739,246$63,305,435983,87835.71%$16.9313F
USLMUNITED STS LIME & MINERALS I0.23%418,728$55,083,66862,53817.56%$131.5513F
BNBROOKFIELD CORP0.22%791,924$54,348,730-682,230-46.28%$68.6313F
JOEST JOE CO0.21%1,023,600$50,647,728890,541669.28%$49.4813F
SSBSOUTHSTATE BK CORP0.21%503,341$49,765,325503,341New$98.8713F
PYPLPAYPAL HLDGS INC0.2%721,641$48,393,245-56,307-7.24%$67.0613F
WSMWILLIAMS SONOMA INC0.2%253,021$49,452,954-13,719-5.14%$195.4513F
MTDMETTLER TOLEDO INTERNATIONAL0.19%38,293$47,008,870-1,148-2.91%$1227.6113F
TERTERADYNE INC (Call)0.19%340,300$46,838,892340,300New$137.6413F
ONONON HLDG AG (Call)0.19%1,066,000$45,145,1001,066,000New$42.3513F
CARGCARGURUS INC0.18%1,203,723$44,814,607153,47914.61%$37.2313F
MHKMOHAWK INDS INC0.17%324,409$41,822,808-223,436-40.78%$128.9213F
ZTSZOETIS INC0.17%281,933$41,252,437-411,843-59.36%$146.3213F
VCTRVICTORY CAP HLDGS INC0.16%616,742$39,940,212616,742New$64.7613F
NETCLOUDFLARE INC (Call)0.14%154,400$33,132,696-74,600-32.58%$214.5913F
OSWONESPAWORLD HOLDINGS LIMITED0.14%1,643,411$34,741,709224,65415.83%$21.1413F
CASYCASEYS GEN STORES INC0.13%55,737$31,509,241-3,440-5.81%$565.3213F
DOCUDOCUSIGN INC0.13%444,621$32,052,728-10,850-2.38%$72.0913F
PIIPOLARIS INC0.13%545,177$31,691,13924,8524.78%$58.1313F
NOWSERVICENOW INC0.13%35,361$32,542,021-800-2.21%$920.2813F
WTWISDOMTREE INC0.13%2,311,611$32,131,3932,311,611New$13.913F
CWSTCASELLA WASTE SYS INC0.12%312,780$29,676,56680,78634.82%$94.8813F
WTMWHITE MTNS INS GROUP LTD0.12%16,946$28,325,578-926-5.18%$1671.5213F
CDRECADRE HLDGS INC0.11%733,852$26,792,937248,48751.2%$36.5113F
FMCFMC CORP (Call)0.11%813,100$27,344,553220,00037.09%$33.6313F
MIRMIRION TECHNOLOGIES INC0.11%1,141,264$26,545,801-886,295-43.71%$23.2613F
NIQNIQ GLOBAL INTELLIGENCE PLC0.11%1,689,467$26,524,6321,689,467New$15.713F
CHEFCHEFS WHSE INC0.1%433,787$25,302,79640,50410.3%$58.3313F
FORMFORMFACTOR INC0.1%667,412$24,307,14549,8708.08%$36.4213F
MSCIMSCI INC0.1%41,716$23,670,076-866-2.03%$567.4113F
MCOMOODYS CORP0.1%52,400$24,967,552-1,174-2.19%$476.4813F
SPGIS&P GLOBAL INC0.1%49,873$24,273,688-1,613-3.13%$486.7113F
ALKTALKAMI TECHNOLOGY INC0.09%858,667$21,329,288282,41449.01%$24.8413F
CINFCINCINNATI FINL CORP0.09%142,363$22,507,590-33,558-19.08%$158.113F
LAMRLAMAR ADVERTISING CO NEW0.09%186,630$22,847,24598,545111.87%$122.4213F
WAYWAYSTAR HLDG CORP0.09%545,413$20,682,061270,24798.21%$37.9213F
CSWCSW INDUSTRIALS INC0.08%83,045$20,159,17439,20489.42%$242.7513F
IRDMIRIDIUM COMMUNICATIONS INC0.08%1,061,453$18,532,96960,1036%$17.4613F
ALRMALARM COM HLDGS INC0.07%312,109$16,566,74693,46842.75%$53.0813F
FXIISHARES TR (Call)0.07%397,200$16,340,808-517,800-56.59%$41.1413F
KAIKADANT INC0.07%60,843$18,105,66016,19436.27%$297.5813F
LQDTLIQUIDITY SVCS INC0.07%650,986$17,856,546650,986New$27.4313F
AMRZAMRIZE LTD0.07%341,755$16,489,630-3,753-1.09%$48.2513F
BMIBADGER METER INC0.06%83,186$14,855,35634,06269.34%$178.5813F
BLBLACKLINE INC0.06%267,022$14,178,86857,31127.33%$53.113F
BOOTBOOT BARN HLDGS INC0.06%86,366$14,312,57422,95636.2%$165.7213F
CERTCERTARA INC0.06%1,120,096$13,687,573293,45235.5%$12.2213F
FELEFRANKLIN ELEC INC0.06%141,715$13,491,26811,5558.88%$95.213F
KRMNKARMAN HLDGS INC0.06%217,458$15,700,468-9,671-4.26%$72.213F
LOARLOAR HOLDINGS INC0.06%167,826$13,426,080104,520165.1%$8013F
WINAWINMARK CORP0.06%31,422$15,640,9294,21815.51%$497.7713F
ZWSZURN ELKAY WATER SOLNS CORP0.06%294,840$13,866,325294,840New$47.0313F
ADEAADEIA INC0.05%669,059$11,240,191127,16123.47%$16.813F
CIENCIENA CORP0.05%83,538$12,168,98013,66519.56%$145.6713F
COHRCOHERENT CORP0.05%113,699$12,247,6567,9217.49%$107.7213F
ERIIENERGY RECOVERY INC0.05%751,042$11,581,068-18,664-2.42%$15.4213F
ECGEVERUS CONSTR GROUP0.05%148,518$12,735,419148,518New$85.7513F
GEGE AEROSPACE0.05%38,648$11,626,091-3,592-8.5%$300.8213F
KEXKIRBY CORP0.05%137,047$11,436,572-2,028,882-93.67%$83.4513F
MYRGMYR GROUP INC DEL0.05%57,614$11,985,4406071.06%$208.0313F
ROSTROSS STORES INC0.05%81,790$12,463,978-11,331-12.17%$152.3913F
VRRMVERRA MOBILITY CORP0.05%500,906$12,372,37891,46522.34%$24.713F
CLBTCELLEBRITE DI LTD0.05%666,650$12,353,025319,28491.92%$18.5313F
ACAARCOSA INC0.04%104,702$9,811,62421,00025.09%$93.7113F
DOOOBRP INC0.04%160,037$9,732,881123,021332.35%$60.8213F
FNVFRANCO NEV CORP0.04%43,562$9,698,290-3,200-6.84%$222.6313F
GOGOGOGO INC0.04%1,130,279$9,709,097630,272126.05%$8.5913F
PTONPELOTON INTERACTIVE INC0.04%1,102,811$9,925,299589,897115.01%$913F
MTNVAIL RESORTS INC0.04%68,636$10,265,88768,636New$149.5713F
BIPBROOKFIELD INFRAST PARTNERS0.04%288,403$9,485,575-21,427-6.92%$32.8913F
BWINTHE BALDWIN INSURANCE GRP IN0.03%220,141$6,210,178-22,769-9.37%$28.2113F
ITRIITRON INC0.03%52,500$6,539,40052,500New$124.5613F
MRCYMERCURY SYS INC0.03%103,848$8,037,83520,07823.97%$77.413F
MLABMESA LABS INC0.03%126,715$8,491,17224,51723.99%$67.0113F
OUTOUTFRONT MEDIA INC0.03%455,914$8,352,344-140,408-23.55%$18.3213F
PTLOPORTILLOS INC0.03%975,619$6,292,743-58,371-5.65%$6.4513F
SPSCSPS COMM INC0.03%66,125$6,886,25810,80719.54%$104.1413F
SAIASAIA INC0.03%23,693$7,092,73623,693New$299.3613F
CLFDCLEARFIELD INC0.02%154,271$5,303,837-16,510-9.67%$34.3813F
GDDYGODADDY INC0.02%34,716$4,750,190-108,376-75.74%$136.8313F
GSHDGOOSEHEAD INS INC0.02%65,839$4,899,73822,50751.94%$74.4213F
INTCINTEL CORP0.02%176,381$5,917,583150,622584.74%$33.5513F
UBERUBER TECHNOLOGIES INC0.02%51,729$5,067,890-6,513-11.18%$97.9713F
VFCV F CORP (Call)0.02%256,200$3,696,96626,10011.34%$14.4313F
LLYELI LILLY & CO (Put)0.01%3,700$2,823,100-13,700-78.74%$76313F
MLNKMERIDIANLINK INC0.01%168,583$3,359,859-150,334-47.14%$19.9313F
PIIPOLARIS INC (Call)0.01%52,700$3,063,451-23,900-31.2%$58.1313F
PRLBPROTO LABS INC0.01%52,446$2,623,87352,446New$50.0313F
GFSGLOBALFOUNDRIES INC0.01%69,800$2,501,63254,891368.17%$35.8413F
ELLAUDER ESTEE COS INC (Call)0.00904%24,900$2,194,188-23,000-48.02%$88.1213F
HGVHILTON GRAND VACATIONS INC0.00894%51,904$2,170,10651,904New$41.8113F
TENBTENABLE HLDGS INC0.00629%52,349$1,526,497-15,219-22.52%$29.1613F
TRITHOMSON REUTERS CORP0.00134%2,093$325,066No Change$155.3113F
IWRISHARES TR0.00034%858$82,840858New$96.5513F
ELLAUDER ESTEE COS INC0.00016%436$38,420436New$88.1213F
AINALBANY INTL CORP-49,071Exited13F
BIOBIO RAD LABS INC-255,989Exited13F
DAYDAYFORCE INC-2,547,880Exited13F
FASTFASTENAL CO-471,918Exited13F
KKRKKR & CO INC-346,427Exited13F
RALRALLIANT CORP-488,046Exited13F
AONAON PLC-28,041Exited13F