The Analysis of Select Equity Group, L.P.'s Holdings

Currently, Select Equity Group, L.P. holds 152 types of securities in its portfolio with a total value $23.3B. In the most recent quarter, they have increased their positions in MORN (+990.4K shares, valued at $229.8M), NDAQ (+1.7M shares, valued at $153.7M), PKG (+575.1K shares, valued at $125.3M); decreased their positions in LYV (-1.3M shares, valued at $209.2M), IDXX (-291.7K shares, valued at $186.4M), SGI (-2.1M shares, valued at $179.2M); initiated new positions in OC (+472.5K shares, valued at $66.8M), SSB (+503.3K shares, valued at $49.8M), VCTR (+616.7K shares, valued at $39.9M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CRH CRH PLC8.6M shares-11.11%2025-09-302025-11-14

SGI SOMNIGROUP INTERNATIONAL INC11.7M shares-15.36%2025-09-302025-11-14

VIK VIKING HOLDINGS LTD15.3M shares-14.33%2025-09-302025-11-14

LYV LIVE NATION ENTERTAINMENT IN5.6M shares-18.68%2025-09-302025-11-14

WAB WABTEC3.7M shares-9.14%2025-09-302025-11-14

MKL MARKEL GROUP INC382.7K shares13.78%2025-09-302025-11-14

ITT ITT INC3.9M shares-6.78%2025-09-302025-11-14

TSCO TRACTOR SUPPLY CO12.1M shares-4.55%2025-09-302025-11-14

Sponsored

CDW CDW CORP4.2M shares2.54%2025-09-302025-11-14

MLM MARTIN MARIETTA MATLS INC1.0M shares-12.40%2025-09-302025-11-14

TRMB TRIMBLE INC7.6M shares-11.57%2025-09-302025-11-14

TSM TAIWAN SEMICONDUCTOR MFG LTD2.2M shares-1.85%2025-09-302025-11-14

BRO BROWN & BROWN INC6.1M shares5.76%2025-09-302025-11-14

MIDD MIDDLEBY CORP4.2M shares-11.23%2025-09-302025-11-14

PAYX PAYCHEX INC4.4M shares7.56%2025-09-302025-11-14

SCI SERVICE CORP INTL6.6M shares-4.55%2025-09-302025-11-14

Sponsored

LH LABCORP HOLDINGS INC1.8M shares-13.87%2025-09-302025-11-14

CNM CORE & MAIN INC9.7M shares-15.47%2025-09-302025-11-14

ALC ALCON AG6.7M shares-0.51%2025-09-302025-11-14

STE STERIS PLC2.0M shares-3.69%2025-09-302025-11-14

MORN MORNINGSTAR INC2.1M shares88.96%2025-09-302025-11-14

EME EMCOR GROUP INC735.8K shares-18.87%2025-09-302025-11-14

JLL JONES LANG LASALLE INC1.1M shares22.34%2025-09-302025-11-14

CPAY CORPAY INC1.2M shares2.81%2025-09-302025-11-14

Sponsored

SHOP SHOPIFY INC2.2M shares-1.59%2025-09-302025-11-14

SIG SIGNET JEWELERS LIMITED3.5M shares-8.31%2026-01-022026-01-06

PWR QUANTA SVCS INC745.2K shares-26.74%2025-09-302025-11-14

CP CANADIAN PACIFIC KANSAS CITY4.0M shares17.24%2025-09-302025-11-14

BJ BJS WHSL CLUB HLDGS INC2.9M shares21.43%2025-09-302025-11-14

NDAQ NASDAQ INC3.0M shares140.92%2025-09-302025-11-14

PTC PTC INC1.1M shares48.13%2025-09-302025-11-14

FBIN FORTUNE BRANDS INNOVATIONS I4.4M shares-16.10%2025-09-302025-11-14

Sponsored

TDY TELEDYNE TECHNOLOGIES INC390.9K shares-8.42%2025-09-302025-11-14

PKG PACKAGING CORP AMER997.3K shares136.20%2025-09-302025-11-14

CAE CAE INC6.9M shares-12.37%2025-09-302025-11-14

NVDA NVIDIA CORPORATION1.1M shares-1.92%2025-09-302025-11-14

IDXX IDEXX LABS INC282.0K shares-50.84%2025-09-302025-11-14

CLH CLEAN HARBORS INC773.4K shares-18.33%2025-09-302025-11-14

V VISA INC519.0K shares-3.95%2025-09-302025-11-14

WDAY WORKDAY INC728.3K shares8.86%2025-09-302025-11-14

Sponsored

GOOG ALPHABET INC658.9K shares-4.06%2025-09-302025-11-14

BWXT BWX TECHNOLOGIES INC707.1K shares47.84%2025-09-302025-11-14

FTV FORTIVE CORP2.7M shares69.46%2025-09-302025-11-14

ENTG ENTEGRIS INC1.4M shares-52.30%2025-09-302025-11-14

TECH BIO-TECHNE CORP2.3M shares-22.88%2025-09-302025-11-14

MSFT MICROSOFT CORP239.2K shares-1.92%2025-09-302025-11-14

NEM NEWMONT CORP1.4M shares-28.27%2025-09-302025-11-14

GRMN GARMIN LTD468.2K shares7.79%2025-09-302025-11-14

Sponsored

APH AMPHENOL CORP NEW930.1K shares37.41%2025-09-302025-11-14

ADBE ADOBE INC318.6K shares-12.43%2025-09-302025-11-14

AVGO BROADCOM INC339.3K shares-5.81%2025-09-302025-11-14

META META PLATFORMS INC145.1K shares39.84%2025-09-302025-11-14

CR CRANE COMPANY572.7K shares-22.28%2025-09-302025-11-14

INTU INTUIT149.8K shares-13.36%2025-09-302025-11-14

AMZN AMAZON COM INC448.3K shares3.30%2025-09-302025-11-14

APO APOLLO GLOBAL MGMT INC697.4K shares1.18%2025-09-302025-11-14

Sponsored

COO COOPER COS INC1.3M shares-12.25%2025-09-302025-11-14

DHR DANAHER CORPORATION430.7K shares3.18%2025-09-302025-11-14

APG API GROUP CORP2.5M shares31.86%2025-09-302025-11-14

TMO THERMO FISHER SCIENTIFIC INC161.5K shares10.25%2025-09-302025-11-14

CRM SALESFORCE INC328.6K shares-18.89%2025-09-302025-11-14

ROL ROLLINS INC1.2M shares-6.06%2025-09-302025-11-14

NET CLOUDFLARE INC323.7K shares6.75%2025-09-302025-11-14

QXO QXO INC3.6M shares11.46%2025-09-302025-11-14

Sponsored

OC OWENS CORNING NEW472.5K sharesnew addition2025-09-302025-11-14

DKS DICKS SPORTING GOODS INC289.7K shares242.66%2025-09-302025-11-14

OWL BLUE OWL CAPITAL INC3.7M shares35.71%2025-09-302025-11-14

USLM UNITED STS LIME & MINERALS I418.7K shares17.56%2025-09-302025-11-14

BN BROOKFIELD CORP791.9K shares-46.28%2025-09-302025-11-14

JOE ST JOE CO1.0M shares669.28%2025-09-302025-11-14

SSB SOUTHSTATE BK CORP503.3K sharesnew addition2025-09-302025-11-14

WSM WILLIAMS SONOMA INC253.0K shares-5.14%2025-09-302025-11-14

Sponsored

PYPL PAYPAL HLDGS INC721.6K shares-7.24%2025-09-302025-11-14

MTD METTLER TOLEDO INTERNATIONAL38.3K shares-2.91%2025-09-302025-11-14

CARG CARGURUS INC1.2M shares14.61%2025-09-302025-11-14

MHK MOHAWK INDS INC324.4K shares-40.78%2025-09-302025-11-14

ZTS ZOETIS INC281.9K shares-59.36%2025-09-302025-11-14

VCTR VICTORY CAP HLDGS INC616.7K sharesnew addition2025-09-302025-11-14

OSW ONESPAWORLD HOLDINGS LIMITED1.6M shares15.83%2025-09-302025-11-14

NOW SERVICENOW INC35.4K shares-2.21%2025-09-302025-11-14

Sponsored

WT WISDOMTREE INC2.3M sharesnew addition2025-09-302025-11-14

DOCU DOCUSIGN INC444.6K shares-2.38%2025-09-302025-11-14

PII POLARIS INC545.2K shares4.78%2025-09-302025-11-14

CASY CASEYS GEN STORES INC55.7K shares-5.81%2025-09-302025-11-14

CWST CASELLA WASTE SYS INC312.8K shares34.82%2025-09-302025-11-14

WTM WHITE MTNS INS GROUP LTD16.9K shares-5.18%2025-09-302025-11-14

CDRE CADRE HLDGS INC733.9K shares51.20%2025-09-302025-11-14

MIR MIRION TECHNOLOGIES INC1.1M shares-43.71%2025-09-302025-11-14

Sponsored

NIQ NIQ GLOBAL INTELLIGENCE PLC1.7M sharesnew addition2025-09-302025-11-14

CHEF CHEFS WHSE INC433.8K shares10.30%2025-09-302025-11-14

MCO MOODYS CORP52.4K shares-2.19%2025-09-302025-11-14

FORM FORMFACTOR INC667.4K shares8.08%2025-09-302025-11-14

SPGI S&P GLOBAL INC49.9K shares-3.13%2025-09-302025-11-14

MSCI MSCI INC41.7K shares-2.03%2025-09-302025-11-14

LAMR LAMAR ADVERTISING CO NEW186.6K shares111.87%2025-09-302025-11-14

CINF CINCINNATI FINL CORP142.4K shares-19.08%2025-09-302025-11-14

Sponsored

ALKT ALKAMI TECHNOLOGY INC858.7K shares49.01%2025-09-302025-11-14

WAY WAYSTAR HLDG CORP545.4K shares98.21%2025-09-302025-11-14

CSW CSW INDUSTRIALS INC83.0K shares89.42%2025-09-302025-11-14

IRDM IRIDIUM COMMUNICATIONS INC1.1M shares6.00%2025-09-302025-11-14

KAI KADANT INC60.8K shares36.27%2025-09-302025-11-14

LQDT LIQUIDITY SVCS INC651.0K sharesnew addition2025-09-302025-11-14

ALRM ALARM COM HLDGS INC312.1K shares42.75%2025-09-302025-11-14

AMRZ AMRIZE LTD341.8K shares-1.09%2025-09-302025-11-14

Sponsored

KRMN KARMAN HLDGS INC217.5K shares-4.26%2025-09-302025-11-14

WINA WINMARK CORP31.4K shares15.51%2025-09-302025-11-14

BMI BADGER METER INC83.2K shares69.34%2025-09-302025-11-14

BOOT BOOT BARN HLDGS INC86.4K shares36.20%2025-09-302025-11-14

BL BLACKLINE INC267.0K shares27.33%2025-09-302025-11-14

ZWS ZURN ELKAY WATER SOLNS CORP294.8K sharesnew addition2025-09-302025-11-14

CERT CERTARA INC1.1M shares35.50%2025-09-302025-11-14

FELE FRANKLIN ELEC INC141.7K shares8.88%2025-09-302025-11-14

Sponsored

LOAR LOAR HOLDINGS INC167.8K shares165.10%2025-09-302025-11-14

ECG EVERUS CONSTR GROUP148.5K sharesnew addition2025-09-302025-11-14

ROST ROSS STORES INC81.8K shares-12.17%2025-09-302025-11-14

VRRM VERRA MOBILITY CORP500.9K shares22.34%2025-09-302025-11-14

CLBT CELLEBRITE DI LTD666.6K shares91.92%2025-09-302025-11-14

COHR COHERENT CORP113.7K shares7.49%2025-09-302025-11-14

CIEN CIENA CORP83.5K shares19.56%2025-09-302025-11-14

MYRG MYR GROUP INC DEL57.6K shares1.06%2025-09-302025-11-14

Sponsored

GE GE AEROSPACE38.6K shares-8.50%2025-09-302025-11-14

ERII ENERGY RECOVERY INC751.0K shares-2.42%2025-09-302025-11-14

KEX KIRBY CORP137.0K shares-93.67%2025-09-302025-11-14

ADEA ADEIA INC669.1K shares23.47%2025-09-302025-11-14

MTN VAIL RESORTS INC68.6K sharesnew addition2025-09-302025-11-14

PTON PELOTON INTERACTIVE INC1.1M shares115.01%2025-09-302025-11-14

ACA ARCOSA INC104.7K shares25.09%2025-09-302025-11-14

DOOO BRP INC160.0K shares332.35%2025-09-302025-11-14

Sponsored

GOGO GOGO INC1.1M shares126.05%2025-09-302025-11-14

FNV FRANCO NEV CORP43.6K shares-6.84%2025-09-302025-11-14

BIP BROOKFIELD INFRAST PARTNERS288.4K shares-6.92%2025-09-302025-11-14

MLAB MESA LABS INC126.7K shares23.99%2025-09-302025-11-14

OUT OUTFRONT MEDIA INC455.9K shares-23.55%2025-09-302025-11-14

MRCY MERCURY SYS INC103.8K shares23.97%2025-09-302025-11-14

SAIA SAIA INC23.7K sharesnew addition2025-09-302025-11-14

SPSC SPS COMM INC66.1K shares19.54%2025-09-302025-11-14

Sponsored

ITRI ITRON INC52.5K sharesnew addition2025-09-302025-11-14

PTLO PORTILLOS INC975.6K shares-5.65%2025-09-302025-11-14

BWIN THE BALDWIN INSURANCE GRP IN220.1K shares-9.37%2025-09-302025-11-14

INTC INTEL CORP176.4K shares584.74%2025-09-302025-11-14

CLFD CLEARFIELD INC154.3K shares-9.67%2025-09-302025-11-14

UBER UBER TECHNOLOGIES INC51.7K shares-11.18%2025-09-302025-11-14

GSHD GOOSEHEAD INS INC65.8K shares51.94%2025-09-302025-11-14

GDDY GODADDY INC34.7K shares-75.74%2025-09-302025-11-14

Sponsored

MLNK MERIDIANLINK INC168.6K shares-47.14%2025-09-302025-11-14

PRLB PROTO LABS INC52.4K sharesnew addition2025-09-302025-11-14

GFS GLOBALFOUNDRIES INC69.8K shares368.17%2025-09-302025-11-14

HGV HILTON GRAND VACATIONS INC51.9K sharesnew addition2025-09-302025-11-14

TENB TENABLE HLDGS INC52.3K shares-22.52%2025-09-302025-11-14

TRI THOMSON REUTERS CORP2.1K shares0.00%2025-09-302025-11-14

IWR ISHARES TR858 sharesnew addition2025-09-302025-11-14

EL LAUDER ESTEE COS INC436 sharesnew addition2025-09-302025-11-14

Sponsored

Call Option Holdings

NEM Call CallNEWMONT CORP2.2M shares-47.42%2025-09-302025-11-14

CSX Call CallCSX CORP3.8M sharesnew addition2025-09-302025-11-14

IWM Call CallISHARES TR387.8K sharesnew addition2025-09-302025-11-14

TER Call CallTERADYNE INC340.3K sharesnew addition2025-09-302025-11-14

ONON Call CallON HLDG AG1.1M sharesnew addition2025-09-302025-11-14

NET Call CallCLOUDFLARE INC154.4K shares-32.58%2025-09-302025-11-14

FMC Call CallFMC CORP813.1K shares37.09%2025-09-302025-11-14

FXI Call CallISHARES TR397.2K shares-56.59%2025-09-302025-11-14

VFC Call CallV F CORP256.2K shares11.34%2025-09-302025-11-14

PII Call CallPOLARIS INC52.7K shares-31.20%2025-09-302025-11-14

EL Call CallLAUDER ESTEE COS INC24.9K shares-48.02%2025-09-302025-11-14

Put Option Holdings

IWM Put PutISHARES TR890.0K sharesnew addition2025-09-302025-11-14

NVDA Put PutNVIDIA CORPORATION481.3K sharesnew addition2025-09-302025-11-14

LLY Put PutELI LILLY & CO3.7K shares-78.74%2025-09-302025-11-14