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SELECT EQUITY GROUP, L.P.

AUM: $45.14 B
13-F Portfolio Value: $28.10 B
Last 13-F Filed: Q4 2023
Concentration in top 10: 37.78%
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Stock Company % Portfolio Shares Held Market Value Change in Shares % Change Quarter End Price Source
RVTYREVVITY INC4.39%11,272,417$1,232,187,90232,9490.29%$109.3113F
MLMMARTIN MARIETTA MATLS INC4.32%2,432,313$1,213,505,279-48,196-1.94%$498.9113F
CDWCDW CORP4.21%5,209,029$1,184,116,472-323,577-5.85%$227.3213F
TPXTEMPUR SEALY INTL INC4.12%22,697,853$1,156,909,567754,6583.44%$50.9713F
CRHCRH PLC4.01%16,297,063$1,127,104,87716,297,063New$69.1613F
BROBROWN & BROWN INC3.62%14,310,480$1,017,618,233-443,276-3%$71.1113F
CDAYCERIDIAN HCM HLDG INC3.59%15,010,642$1,007,514,291-487,476-3.15%$67.1213F
LYVLIVE NATION ENTERTAINMENT IN3.49%10,462,597$979,299,079-662,824-5.96%$93.613F
MORNMORNINGSTAR INC3.04%2,984,027$854,147,888-614,881-17.09%$286.2413F
IWMISHARES TR (Call)2.99%4,185,600$840,091,7764,185,600New$200.7113F
SIGSIGNET JEWELERS LIMITED2.84%7,444,172$798,461,889-885,708-10.63%$107.2613F
ENTGENTEGRIS INC2.8%6,554,969$785,416,386-762,656-10.42%$119.8213F
WABWABTEC2.74%6,059,525$768,953,723331,2575.78%$126.913F
MIDDMIDDLEBY CORP2.6%4,953,982$729,077,531316,2716.82%$147.1713F
MTNVAIL RESORTS INC2.07%2,722,846$581,245,936-104,115-3.68%$213.4713F
TDYTELEDYNE TECHNOLOGIES INC2.05%1,287,904$574,778,676-223,027-14.76%$446.2913F
TTCTORO CO1.9%5,557,056$533,421,805-150,654-2.64%$95.9913F
CLHCLEAN HARBORS INC1.84%2,956,938$516,015,250-97,787-3.2%$174.5113F
APHAMPHENOL CORP NEW1.47%4,158,079$412,190,371-207,635-4.76%$99.1313F
ITTITT INC1.46%3,432,522$409,568,525828,42431.81%$119.3213F
TSCOTRACTOR SUPPLY CO1.39%1,813,582$389,974,537331,78822.39%$215.0313F
ROLROLLINS INC1.36%8,734,465$381,434,087-1,660,614-15.98%$43.6713F
CNMCORE & MAIN INC1.32%9,159,606$370,139,6784,501,68796.65%$40.4113F
TECHBIO-TECHNE CORP1.25%4,559,173$351,785,789-316,863-6.5%$77.1613F
SCISERVICE CORP INTL1.2%4,913,545$336,332,155-26,266-0.53%$68.4513F
TRMBTRIMBLE INC1.18%6,242,505$332,101,2661,534,30832.59%$53.213F
APOAPOLLO GLOBAL MGMT INC1.17%3,514,248$327,492,771-451,900-11.39%$93.1913F
PTCPTC INC1.17%1,873,305$327,753,443-1,053,282-35.99%$174.9613F
PWRQUANTA SVCS INC1.17%1,518,155$327,617,849447,05941.74%$215.813F
SHOPSHOPIFY INC1.16%4,198,242$327,043,052-630,264-13.05%$77.913F
TMOTHERMO FISHER SCIENTIFIC INC1.13%596,394$316,559,971-47,359-7.36%$530.7913F
VVISA INC1.06%1,142,133$297,354,327-259,550-18.52%$260.3513F
HHYATT HOTELS CORP1.02%2,189,781$285,569,340-134,419-5.78%$130.4113F
GRMNGARMIN LTD1.01%2,210,709$284,164,53527,3851.25%$128.5413F
PAYXPAYCHEX INC1%2,363,849$281,558,05415,6480.67%$119.1113F
POOLPOOL CORP0.99%700,933$279,468,99653,1638.21%$398.7113F
TSMTAIWAN SEMICONDUCTOR MFG LTD0.98%2,636,570$274,203,280565,39627.3%$10413F
ONONON HLDG AG0.87%9,111,805$245,745,3815,129,432128.8%$26.9713F
JJACOBS SOLUTIONS INC0.85%1,838,780$238,673,644-2,194,852-54.41%$129.813F
IDXXIDEXX LABS INC0.81%411,083$228,171,619-31,876-7.2%$555.0513F
ILMNILLUMINA INC0.74%1,489,563$207,406,752-180,457-10.81%$139.2413F
FBINFORTUNE BRANDS INNOVATIONS I0.73%2,687,790$204,648,331737,20137.79%$76.1413F
DHRDANAHER CORPORATION0.64%771,935$178,579,443-370,722-32.44%$231.3413F
NEOGNEOGEN CORP0.6%8,365,600$168,232,2162,654,27146.47%$20.1113F
MSAMSA SAFETY INC0.58%969,311$163,648,776-807,485-45.45%$168.8313F
BEPBROOKFIELD RENEWABLE PARTNER0.58%6,191,390$162,709,7292,813,41283.29%$26.2813F
LAMRLAMAR ADVERTISING CO NEW0.57%1,504,205$159,866,907-88,706-5.57%$106.2813F
MHKMOHAWK INDS INC0.52%1,403,433$145,255,316693,66797.73%$103.513F
ENOVENOVIS CORPORATION0.49%2,453,469$137,443,333218,3609.77%$56.0213F
PNRPENTAIR PLC0.49%1,894,076$137,718,266106,3605.95%$72.7113F
GOOGALPHABET INC0.48%965,983$136,135,984255,69936%$140.9313F
CRMSALESFORCE INC0.48%513,923$135,233,698-150,493-22.65%$263.1413F
FTVFORTIVE CORP0.46%1,744,825$128,471,465-494,846-22.09%$73.6313F
STSENSATA TECHNOLOGIES HLDG PL0.46%3,404,257$127,897,936-3,223,772-48.64%$37.5713F
PYPLPAYPAL HLDGS INC0.45%2,077,416$127,574,117-21,118-1.01%$61.4113F
SPGIS&P GLOBAL INC0.45%289,876$127,696,176208,900257.98%$440.5213F
CTASCINTAS CORP0.44%205,359$123,761,655-47,230-18.7%$602.6613F
OSWONESPAWORLD HOLDINGS LIMITED0.42%8,448,600$119,125,260-491,499-5.5%$14.113F
CINFCINCINNATI FINL CORP0.4%1,095,505$113,340,947239,19627.93%$103.4613F
CWCURTISS WRIGHT CORP0.39%490,763$109,337,089-74,476-13.18%$222.7913F
STESTERIS PLC0.35%445,363$97,913,056-288,999-39.35%$219.8513F
APGAPI GROUP CORP0.29%2,342,120$81,037,3522,342,120New$34.613F
NAPADUCKHORN PORTFOLIO INC0.29%8,406,491$82,803,9361,197,78016.62%$9.8513F
AMZNAMAZON COM INC0.28%512,519$77,872,137512,519New$151.9413F
COHRCOHERENT CORP0.26%1,671,193$72,747,03176,9204.82%$43.5313F
DOCUDOCUSIGN INC0.25%1,196,750$71,146,788398,27949.88%$59.4513F
BIPBROOKFIELD INFRAST PARTNERS0.25%2,216,959$69,812,0391,732,891357.99%$31.4913F
JPMJPMORGAN CHASE & CO (Call)0.24%398,700$67,818,870-155,800-28.1%$170.113F
WDAYWORKDAY INC0.23%231,174$63,817,894-86,488-27.23%$276.0613F
BIOBIO RAD LABS INC0.22%192,424$62,131,785134,798233.92%$322.8913F
EMEEMCOR GROUP INC0.22%286,878$61,802,128226,964378.82%$215.4313F
LENLENNAR CORP0.22%409,394$61,016,082409,394New$149.0413F
VLTOVERALTO CORP0.21%729,003$59,967,787729,003New$82.2613F
SPOTSPOTIFY TECHNOLOGY S A0.21%316,047$59,388,392-11,354-3.47%$187.9113F
VFCV F CORP0.2%3,047,984$57,302,099-1,549,541-33.7%$18.813F
MSFTMICROSOFT CORP0.18%135,502$50,954,172-96,893-41.69%$376.0413F
IRDMIRIDIUM COMMUNICATIONS INC0.17%1,134,514$46,696,596756,189199.88%$41.1613F
TYLTYLER TECHNOLOGIES INC0.17%117,573$49,159,62337,06246.03%$418.1213F
WSMWILLIAMS SONOMA INC0.17%241,571$48,744,196-17,347-6.7%$201.7813F
SWKSSKYWORKS SOLUTIONS INC0.16%396,742$44,601,736-116,384-22.68%$112.4213F
AOSSMITH A O CORP0.16%534,420$44,057,585534,420New$82.4413F
WTMWHITE MTNS INS GROUP LTD0.16%30,071$45,257,15612,36969.87%$1505.0113F
ADBEADOBE INC0.15%69,187$41,276,964-50,499-42.19%$596.613F
BWXTBWX TECHNOLOGIES INC0.15%539,721$41,412,792539,721New$76.7313F
CMPCOMPASS MINERALS INTL INC0.15%1,698,536$43,006,932659,46363.47%$25.3213F
HUBGHUB GROUP INC0.15%447,676$41,159,331447,676New$91.9413F
INTCINTEL CORP0.15%862,176$43,324,344-274,699-24.16%$50.2513F
SSBSOUTHSTATE CORPORATION0.15%504,259$42,584,673286,080131.12%$84.4513F
MKCMCCORMICK & CO INC0.14%557,062$38,114,182557,062New$68.4213F
MTXMINERALS TECHNOLOGIES INC0.14%558,246$39,808,52296,45520.89%$71.3113F
COHRCOHERENT CORP (Call)0.13%819,500$35,672,835-115,000-12.31%$43.5313F
QCOMQUALCOMM INC0.13%257,781$37,282,8664,8351.91%$144.6313F
MATWMATTHEWS INTL CORP0.12%921,344$33,767,258-14,630-1.56%$36.6513F
BURLBURLINGTON STORES INC0.1%149,334$29,042,476-276,693-64.95%$194.4813F
CARGCARGURUS INC0.08%908,467$21,948,563544,880149.86%$24.1613F
INTUINTUIT0.08%37,846$23,654,885-103,924-73.3%$625.0313F
MIRMIRION TECHNOLOGIES INC0.08%2,220,268$22,757,7471,890,107572.48%$10.2513F
ADSKAUTODESK INC0.07%82,309$20,040,595-79,011-48.98%$243.4813F
IBKRINTERACTIVE BROKERS GROUP IN0.07%242,022$20,063,624-1,503,147-86.13%$82.913F
MTDMETTLER TOLEDO INTERNATIONAL0.07%16,702$20,258,858-12,694-43.18%$1212.9613F
MBLYMOBILEYE GLOBAL INC0.07%480,333$20,808,02649,74811.55%$43.3213F
NOWSERVICENOW INC0.07%29,739$21,010,306-43,583-59.44%$706.4913F
VNTVONTIER CORPORATION0.07%532,860$18,410,313-69,178-11.49%$34.5513F
WOLFWOLFSPEED INC0.07%453,121$19,715,295287,848174.17%$43.5113F
CBZCBIZ INC0.06%264,977$16,584,910264,977New$62.5913F
WWWWOLVERINE WORLD WIDE INC0.06%1,902,772$16,915,643824,16676.41%$8.8913F
AVNWAVIAT NETWORKS INC0.05%433,461$14,156,83622,0715.36%$32.6613F
AAGILENT TECHNOLOGIES INC0.04%78,620$10,930,539-533,231-87.15%$139.0313F
ROVRROVER GROUP INC0.04%957,466$10,417,230-2,313,564-70.73%$10.8813F
AVGOBROADCOM INC0.03%7,515$8,388,619-2,871-27.64%$1116.2513F
BURLBURLINGTON STORES INC (Call)0.03%36,200$7,040,17636,200New$194.4813F
LITELUMENTUM HLDGS INC0.03%134,730$7,062,54799,670284.28%$52.4213F
PTLOPORTILLOS INC0.03%499,255$7,953,132-2,479,753-83.24%$15.9313F
QRVOQORVO INC0.03%76,558$8,621,196-48,468-38.77%$112.6113F
ADEAADEIA INC0.02%443,951$5,500,553304,370218.06%$12.3913F
INTCINTEL CORP (Call)0.02%135,600$6,813,900-111,400-45.1%$50.2513F
IWRISHARES TR0.02%55,885$4,343,94155,885New$77.7313F
KAIKADANT INC0.02%16,640$4,664,358-2,239-11.86%$280.3113F
GFSGLOBALFOUNDRIES INC0.02%87,583$5,307,53087,583New$60.613F
ALTRALTAIR ENGR INC0.01%40,151$3,378,707-4,656-10.39%$84.1513F
CHEFCHEFS WHSE INC0.01%97,044$2,856,005-9,026-8.51%$29.4313F
ZIPZIPRECRUITER INC0.01%256,595$3,566,671-1,969,882-88.48%$13.913F
TENBTENABLE HLDGS INC0.00998%60,894$2,804,778-3,181-4.96%$46.0613F
BMIBADGER METER INC0.00958%17,428$2,690,360-2,376-12%$154.3713F
PINSPINTEREST INC (Call)0.00954%72,400$2,681,69672,400New$37.0413F
LENLENNAR CORP (Call)0.00902%17,000$2,533,68017,000New$149.0413F
ALKTALKAMI TECHNOLOGY INC0.00862%99,862$2,421,654-5,189-4.94%$24.2513F
CERTCERTARA INC0.0086%137,329$2,415,61726,61324.04%$17.5913F
VFCV F CORP (Call)0.00841%125,700$2,363,160-36,400-22.46%$18.813F
AINALBANY INTL CORP0.00839%23,999$2,357,1824,08620.52%$98.2213F
CWSTCASELLA WASTE SYS INC0.00839%27,591$2,357,9278673.24%$85.4613F
VRRMVERRA MOBILITY CORP0.00791%96,454$2,221,33611,75213.87%$23.0313F
GSHDGOOSEHEAD INS INC0.0076%28,154$2,134,073-4,136-12.81%$75.813F
BOOTBOOT BARN HLDGS INC0.00722%26,430$2,028,767-4,802-15.38%$76.7613F
SUMSUMMIT MATLS INC0.00714%52,191$2,007,266-103,652-66.51%$38.4613F
MODNMODEL N INC0.00669%69,754$1,878,47516,72331.53%$26.9313F
MYRGMYR GROUP INC DEL0.00662%12,859$1,859,7972,53224.52%$144.6313F
SPSCSPS COMM INC0.00658%9,531$1,847,48990510.49%$193.8413F
ALRMALARM COM HLDGS INC0.00655%28,476$1,840,11919,246208.52%$64.6213F
FORMFORMFACTOR INC0.00649%43,695$1,822,518-7,470-14.6%$41.7113F
EVRIEVERI HLDGS INC0.0063%157,136$1,770,923-24,015-13.26%$11.2713F
NRCNATIONAL RESH CORP0.00558%39,635$1,567,961-5,193-11.58%$39.5613F
VSTSVESTIS CORPORATION0.00538%71,457$1,510,60171,457New$21.1413F
ERIIENERGY RECOVERY INC0.00506%75,389$1,420,329-45,744-37.76%$18.8413F
SSTISOUNDTHINKING INC0.00496%54,581$1,393,9995,55211.32%$25.5413F
PRFTPERFICIENT INC0.00462%19,732$1,298,7602,46014.24%$65.8213F
DLXDELUXE CORP0.00457%59,853$1,283,847-16,688-21.8%$21.4513F
RCKYROCKY BRANDS INC0.00452%42,103$1,270,669-14,556-25.69%$30.1813F
IIIVI3 VERTICALS INC0.00429%56,892$1,204,404-13,818-19.54%$21.1713F
GWRSGLOBAL WTR RES INC0.00386%82,828$1,083,390-12,036-12.69%$13.0813F
PYPLPAYPAL HLDGS INC (Call)0.00385%17,600$1,080,816No Change$61.4113F
CSWICSW INDUSTRIALS INC0.00367%4,976$1,032,0724,976New$207.4113F
MLABMESA LABS INC0.00349%9,371$981,800-282-2.92%$104.7713F
OUTOUTFRONT MEDIA INC0.00342%68,854$961,202-53,099-43.54%$13.9613F
CMBMCAMBIUM NETWORKS CORP0.00244%114,441$686,646-231,718-66.94%$613F
KNSLKINSALE CAP GROUP INC0.00228%1,914$641,018-2,037-51.56%$334.9113F
ENVENVESTNET INC0.00164%9,323$461,6759,323New$49.5213F
UFPTUFP TECHNOLOGIES INC0.00164%2,681$461,2392,681New$172.0413F
CYRXCRYOPORT INC0.00106%19,220$297,718-29,909-60.88%$15.4913F
DZSIDZS INC0.0005%71,332$140,524-89,722-55.71%$1.9713F
ADTNADTRAN HOLDINGS INC-295,868Exited13F
ANSSANSYS INC-321,488Exited13F
BALLBALL CORP-86,673Exited13F
BRBROADRIDGE FINL SOLUTIONS IN-298,835Exited13F
NETCLOUDFLARE INC (Call)-13,000Exited13F
CSGPCOSTAR GROUP INC-21,105Exited13F
ENSENERSYS-118,356Exited13F
FASTFASTENAL CO-511,674Exited13F
GOGOGOGO INC-13,060Exited13F
HCCIHERITAGE CRYSTAL CLEAN INC-79,451Exited13F
ILMNILLUMINA INC (Call)-4,700Exited13F
LHXL3HARRIS TECHNOLOGIES INC-24,103Exited13F
ELLAUDER ESTEE COS INC-192,781Exited13F
ELLAUDER ESTEE COS INC (Call)-286,000Exited13F
LULULULULEMON ATHLETICA INC-81,460Exited13F
MAMASTERCARD INCORPORATED-162,275Exited13F
MXLMAXLINEAR INC-939,768Exited13F
MSMORGAN STANLEY-565,262Exited13F
ONTOONTO INNOVATION INC-66,352Exited13F
PLNTPLANET FITNESS INC-275,063Exited13F
PLUGPLUG POWER INC-206,977Exited13F
MDYSPDR S&P MIDCAP 400 ETF TR-7,547Exited13F
JOEST JOE CO-407,831Exited13F
STGWSTAGWELL INC-5,267,199Exited13F
TDGTRANSDIGM GROUP INC-2,895Exited13F
TCOMTRIP COM GROUP LTD-2,427,795Exited13F
TRUPTRUPANION INC-1,174,260Exited13F
XMTRXOMETRY INC-14,423Exited13F
CRDOCREDO TECHNOLOGY GROUP HOLDI-97,584Exited13F
NVTNVENT ELECTRIC PLC-279,789Exited13F
PRMPERIMETER SOLUTIONS SA-9,007,862Exited13F