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

Currently, Select Equity Group, L.P. holds 163 types of securities in its portfolio with a total value $21.6B. In the most recent quarter, they have increased their positions in BRO (+3.4M shares, valued at $267.7M), CHRW (+1.1M shares, valued at $181.3M), PAYX (+1.4M shares, valued at $152.4M); decreased their positions in TSM (-1.2M shares, valued at $366.0M), SHOP (-1.6M shares, valued at $259.5M), CDW (-1.9M shares, valued at $255.8M); initiated new positions in CHRW (+1.1M shares, valued at $181.3M), SPOT (+167.4K shares, valued at $97.2M), ONON (+1.9M shares, valued at $87.1M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VIK VIKING HOLDINGS LTD13.9M shares-9.22%2025-12-312026-02-17

SGI SOMNIGROUP INTERNATIONAL INC10.4M shares-10.95%2025-12-312026-02-17

MKL MARKEL GROUP INC427.9K shares11.80%2025-12-312026-02-17

CRH PLC CRH PLC6.8M shares-21.35%2025-12-312026-02-17

LYV LIVE NATION ENTERTAINMENT IN5.6M shares0.27%2025-12-312026-02-17

WAB WABTEC3.6M shares-3.50%2025-12-312026-02-17

BRO BROWN & BROWN INC9.4M shares55.27%2025-12-312026-02-17

MLM MARTIN MARIETTA MATLS INC1.1M shares2.99%2025-12-312026-02-17

Sponsored

PAYX PAYCHEX INC5.7M shares31.18%2025-12-312026-02-17

ITT INC ITT INC3.6M shares-8.01%2025-12-312026-02-17

TSCO TRACTOR SUPPLY CO12.5M shares3.38%2025-12-312026-02-17

TRMB TRIMBLE INC7.3M shares-4.53%2025-12-312026-02-17

LH LABCORP HOLDINGS INC2.1M shares14.90%2025-12-312026-02-17

SCI SERVICE CORP INTL6.4M shares-2.77%2025-12-312026-02-17

ALC ALCON AG6.2M shares-7.57%2025-12-312026-02-17

STERIS PLC STERIS PLC1.9M shares-2.47%2025-12-312026-02-17

Sponsored

MIDD MIDDLEBY CORP3.0M shares-27.84%2025-12-312026-02-17

CNM CORE & MAIN INC7.8M shares-19.74%2025-12-312026-02-17

NDAQ NASDAQ INC3.8M shares26.33%2025-12-312026-02-17

CORPAY INC CORPAY INC1.1M shares-3.08%2025-12-312026-02-17

MORN MORNINGSTAR INC1.5M shares-27.63%2025-12-312026-02-17

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY4.4M shares12.12%2025-12-312026-02-17

SIG SIGNET JEWELERS LIMITED3.5M shares-0.86%2026-01-022026-01-06

CDW CDW CORP2.3M shares-45.19%2025-12-312026-02-17

Sponsored

TSM TAIWAN SEMICONDUCTOR MFG LTD1.0M shares-54.30%2025-12-312026-02-17

JLL JONES LANG LASALLE INC911.7K shares-20.17%2025-12-312026-02-17

EME EMCOR GROUP INC462.5K shares-37.14%2025-12-312026-02-17

V VISA INC745.4K shares43.63%2025-12-312026-02-17

BJ BJS WHSL CLUB HLDGS INC2.7M shares-8.06%2025-12-312026-02-17

CAE CAE INC7.6M shares9.45%2025-12-312026-02-17

FTV FORTIVE CORP3.9M shares45.40%2025-12-312026-02-17

CLH CLEAN HARBORS INC849.5K shares9.84%2025-12-312026-02-17

Sponsored

TMO THERMO FISHER SCIENTIFIC INC315.0K shares95.09%2025-12-312026-02-17

CHRW C H ROBINSON WORLDWIDE INC1.1M sharesnew addition2025-12-312026-02-17

TECH BIO-TECHNE CORP2.8M shares26.01%2025-12-312026-02-17

WDAY WORKDAY INC727.7K shares-0.08%2025-12-312026-02-17

ALPHABET INC ALPHABET INC476.9K shares-27.63%2025-12-312026-02-17

INTU INTUIT208.0K shares38.87%2025-12-312026-02-17

NVDA NVIDIA CORPORATION700.9K shares-34.68%2025-12-312026-02-17

AMZN AMAZON COM INC565.3K shares26.09%2025-12-312026-02-17

Sponsored

PWR QUANTA SVCS INC304.4K shares-59.16%2025-12-312026-02-17

FBIN FORTUNE BRANDS INNOVATIONS I2.3M shares-46.13%2025-12-312026-02-17

GRMN GARMIN LTD534.1K shares14.06%2025-12-312026-02-17

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC727.6K shares4.33%2025-12-312026-02-17

DKS DICKS SPORTING GOODS INC529.8K shares82.84%2025-12-312026-02-17

ENTG ENTEGRIS INC1.2M shares-10.79%2025-12-312026-02-17

MSFT MICROSOFT CORP212.4K shares-11.20%2025-12-312026-02-17

CR CRANE COMPANY551.2K shares-3.76%2025-12-312026-02-17

Sponsored

TDY TELEDYNE TECHNOLOGIES INC198.2K shares-49.30%2025-12-312026-02-17

PKG PACKAGING CORP AMER487.1K shares-51.16%2025-12-312026-02-17

PTC PTC INC568.6K shares-50.48%2025-12-312026-02-17

CRM SALESFORCE INC370.8K shares12.87%2025-12-312026-02-17

ADBE ADOBE INC279.1K shares-12.41%2025-12-312026-02-17

SPOT SPOTIFY TECHNOLOGY S A167.4K sharesnew addition2025-12-312026-02-17

SHOP SHOPIFY INC598.6K shares-72.92%2025-12-312026-02-17

APH AMPHENOL CORP NEW665.3K shares-28.48%2025-12-312026-02-17

Sponsored

ROL ROLLINS INC1.5M shares25.72%2025-12-312026-02-17

IDXX IDEXX LABS INC131.4K shares-53.41%2025-12-312026-02-17

ONON ON HLDG AG1.9M sharesnew addition2025-12-312026-02-17

AIZ ASSURANT INC348.6K sharesnew addition2025-12-312026-02-17

NKE NIKE INC1.2M sharesnew addition2025-12-312026-02-17

DHR DANAHER CORPORATION342.9K shares-20.37%2025-12-312026-02-17

BWXT BWX TECHNOLOGIES INC430.1K shares-39.17%2025-12-312026-02-17

JOE ST JOE CO1.2M shares15.42%2025-12-312026-02-17

Sponsored

QXO QXO INC3.5M shares-4.42%2025-12-312026-02-17

APG API GROUP CORP1.7M shares-29.70%2025-12-312026-02-17

META META PLATFORMS INC71.1K shares-50.99%2025-12-312026-02-17

BN BROOKFIELD CORP996.1K shares25.78%2025-12-312026-02-17

LAMR LAMAR ADVERTISING CO NEW354.6K shares89.99%2025-12-312026-02-17

USLM UNITED STS LIME & MINERALS I367.3K shares-12.28%2025-12-312026-02-17

WSM WILLIAMS SONOMA INC232.3K shares-8.19%2025-12-312026-02-17

UNP UNION PAC CORP179.3K sharesnew addition2025-12-312026-02-17

Sponsored

WTM WHITE MTNS INS GROUP LTD19.7K shares16.33%2025-12-312026-02-17

ACWX ISHARES TR600.3K sharesnew addition2025-12-312026-02-17

SPDW SPDR INDEX SHS FDS907.2K sharesnew addition2025-12-312026-02-17

VXUS VANGUARD STAR FDS533.5K sharesnew addition2025-12-312026-02-17

VEU VANGUARD INTL EQUITY INDEX F546.6K sharesnew addition2025-12-312026-02-17

IXUS ISHARES TR474.8K sharesnew addition2025-12-312026-02-17

CASY CASEYS GEN STORES INC71.7K shares28.73%2025-12-312026-02-17

SPGI S&P GLOBAL INC74.9K shares50.27%2025-12-312026-02-17

Sponsored

CWST CASELLA WASTE SYS INC374.2K shares19.65%2025-12-312026-02-17

NEM NEWMONT CORP354.1K shares-74.28%2025-12-312026-02-17

CARG CARGURUS INC919.2K shares-23.64%2025-12-312026-02-17

MTD METTLER TOLEDO INTERNATIONAL24.7K shares-35.59%2025-12-312026-02-17

DSGX DESCARTES SYS GROUP INC382.4K sharesnew addition2025-12-312026-02-17

OSW ONESPAWORLD HOLDINGS LIMITED1.6M shares-2.63%2025-12-312026-02-17

CSW CSW INDUSTRIALS INC108.2K shares30.28%2025-12-312026-02-17

PII POLARIS INC500.0K shares-8.28%2025-12-312026-02-17

Sponsored

NIQ NIQ GLOBAL INTELLIGENCE PLC1.9M shares12.70%2025-12-312026-02-17

MKC MCCORMICK & CO INC460.1K sharesnew addition2025-12-312026-02-17

CHEF CHEFS WHSE INC502.2K shares15.77%2025-12-312026-02-17

SOUTHSTATE BK CORP SOUTHSTATE BK CORP323.1K shares-35.80%2025-12-312026-02-17

HLNE HAMILTON LANE INC219.3K sharesnew addition2025-12-312026-02-17

CDRE CADRE HLDGS INC719.0K shares-2.02%2025-12-312026-02-17

BROADCOM INC BROADCOM INC82.4K shares-75.72%2025-12-312026-02-17

NOW SERVICENOW INC171.1K shares383.95%2025-12-312026-02-17

Sponsored

MCO MOODYS CORP51.3K shares-2.16%2025-12-312026-02-17

NET CLOUDFLARE INC130.8K shares-59.60%2025-12-312026-02-17

SSD SIMPSON MFG INC159.5K sharesnew addition2025-12-312026-02-17

CINF CINCINNATI FINL CORP151.9K shares6.70%2025-12-312026-02-17

IEFA ISHARES TR270.4K sharesnew addition2025-12-312026-02-17

FORM FORMFACTOR INC426.8K shares-36.05%2025-12-312026-02-17

MSCI MSCI INC40.6K shares-2.70%2025-12-312026-02-17

KAI KADANT INC76.2K shares25.20%2025-12-312026-02-17

Sponsored

WAY WAYSTAR HLDG CORP634.6K shares16.35%2025-12-312026-02-17

ALKT ALKAMI TECHNOLOGY INC892.3K shares3.92%2025-12-312026-02-17

ZWS ZURN ELKAY WATER SOLNS CORP404.8K shares37.30%2025-12-312026-02-17

BMI BADGER METER INC107.9K shares29.67%2025-12-312026-02-17

KEX KIRBY CORP163.7K shares19.47%2025-12-312026-02-17

MIR MIRION TECHNOLOGIES INC769.0K shares-32.62%2025-12-312026-02-17

ALRM ALARM COM HLDGS INC344.0K shares10.23%2025-12-312026-02-17

FELE FRANKLIN ELEC INC180.8K shares27.59%2025-12-312026-02-17

Sponsored

LQDT LIQUIDITY SVCS INC567.4K shares-12.83%2025-12-312026-02-17

BOOT BOOT BARN HLDGS INC95.0K shares9.97%2025-12-312026-02-17

VRRM VERRA MOBILITY CORP729.5K shares45.64%2025-12-312026-02-17

MLAB MESA LABS INC206.4K shares62.91%2025-12-312026-02-17

BL BLACKLINE INC274.5K shares2.82%2025-12-312026-02-17

AMRZ AMRIZE LTD273.4K shares-20.00%2025-12-312026-02-17

IRDM IRIDIUM COMMUNICATIONS INC835.9K shares-21.25%2025-12-312026-02-17

CERT CERTARA INC1.5M shares33.13%2025-12-312026-02-17

Sponsored

ACA ARCOSA INC118.1K shares12.78%2025-12-312026-02-17

LOAR LOAR HOLDINGS INC182.5K shares8.76%2025-12-312026-02-17

WINA WINMARK CORP30.4K shares-3.40%2025-12-312026-02-17

GE AEROSPACE GE AEROSPACE39.2K shares1.44%2025-12-312026-02-17

ROST ROSS STORES INC64.8K shares-20.76%2025-12-312026-02-17

ECG EVERUS CONSTR GROUP133.9K shares-9.84%2025-12-312026-02-17

CLBT CELLEBRITE DI LTD620.1K shares-6.98%2025-12-312026-02-17

OUTFRONT MEDIA INC OUTFRONT MEDIA INC452.8K shares-0.68%2025-12-312026-02-17

Sponsored

MYRG MYR GROUP INC DEL48.9K shares-15.09%2025-12-312026-02-17

ERII ENERGY RECOVERY INC773.6K shares3.00%2025-12-312026-02-17

ALLIANCE LAUNDRY HLDGS INC ALLIANCE LAUNDRY HLDGS INC481.9K sharesnew addition2025-12-312026-02-17

FNV FRANCO NEV CORP42.4K shares-2.72%2025-12-312026-02-17

VO VANGUARD INDEX FDS29.7K sharesnew addition2025-12-312026-02-17

GSHD GOOSEHEAD INS INC112.8K shares71.34%2025-12-312026-02-17

ADEA ADEIA INC475.2K shares-28.98%2025-12-312026-02-17

LYB LYONDELLBASELL INDUSTRIES N187.7K sharesnew addition2025-12-312026-02-17

Sponsored

HUN HUNTSMAN CORP772.7K sharesnew addition2025-12-312026-02-17

PTON PELOTON INTERACTIVE INC1.3M shares13.40%2025-12-312026-02-17

DOW DOW INC324.1K sharesnew addition2025-12-312026-02-17

MEDLINE INC MEDLINE INC170.0K sharesnew addition2025-12-312026-02-17

MID AMERICAN CENTY ETF TR96.5K sharesnew addition2025-12-312026-02-17

INTC INTEL CORP167.8K shares-4.86%2025-12-312026-02-17

SPSC SPS COMM INC67.0K shares1.28%2025-12-312026-02-17

ESE ESCO TECHNOLOGIES INC29.6K sharesnew addition2025-12-312026-02-17

Sponsored

MRCY MERCURY SYS INC77.8K shares-25.06%2025-12-312026-02-17

WLK WESTLAKE CORPORATION75.0K sharesnew addition2025-12-312026-02-17

COHERENT CORP COHERENT CORP29.6K shares-73.98%2025-12-312026-02-17

PTLO PORTILLOS INC1.1M shares16.84%2025-12-312026-02-17

KRMN KARMAN HLDGS INC65.1K shares-70.07%2025-12-312026-02-17

UBER UBER TECHNOLOGIES INC51.7K shares0.00%2025-12-312026-02-17

OC OWENS CORNING NEW37.4K shares-92.09%2025-12-312026-02-17

GFS GLOBALFOUNDRIES INC119.0K shares70.53%2025-12-312026-02-17

Sponsored

NEPTUNE INS HLDGS INC NEPTUNE INS HLDGS INC141.0K sharesnew addition2025-12-312026-02-17

BWIN THE BALDWIN INSURANCE GRP IN153.2K shares-30.40%2025-12-312026-02-17

CIEN CIENA CORP15.1K shares-81.93%2025-12-312026-02-17

DOOO BRP INC48.4K shares-69.76%2025-12-312026-02-17

CLFD CLEARFIELD INC106.4K shares-31.03%2025-12-312026-02-17

PERIMETER SOLUTIONS INC PERIMETER SOLUTIONS INC102.1K sharesnew addition2025-12-312026-02-17

BIP BROOKFIELD INFRAST PARTNERS63.0K shares-78.17%2025-12-312026-02-17

GOGO GOGO INC297.7K shares-73.66%2025-12-312026-02-17

Sponsored

IWR ISHARES TR11.6K shares1255.83%2025-12-312026-02-17

PRLB PROTO LABS INC11.9K shares-77.27%2025-12-312026-02-17

IWM ISHARES TR1.3K sharesnew addition2025-12-312026-02-17

Call Option Holdings

NEM Call CallNEWMONT CORP586.6K shares-72.81%2025-12-312026-02-17

ONON Call CallON HLDG AG1.1M shares-1.34%2025-12-312026-02-17

CRM Call CallSALESFORCE INC159.9K sharesnew addition2025-12-312026-02-17

OC Call CallOWENS CORNING NEW348.4K sharesnew addition2025-12-312026-02-17

NKE Call CallNIKE INC598.0K sharesnew addition2025-12-312026-02-17

INTU Call CallINTUIT42.4K sharesnew addition2025-12-312026-02-17

MIDD Call CallMIDDLEBY CORP171.4K sharesnew addition2025-12-312026-02-17

FBIN Call CallFORTUNE BRANDS INNOVATIONS I508.6K sharesnew addition2025-12-312026-02-17

BLDR Call CallBUILDERS FIRSTSOURCE INC120.1K sharesnew addition2025-12-312026-02-17

ENTG Call CallENTEGRIS INC114.5K sharesnew addition2025-12-312026-02-17

VFC Call CallV F CORP277.4K shares8.27%2025-12-312026-02-17

PII Call CallPOLARIS INC38.6K shares-26.76%2025-12-312026-02-17

Put Option Holdings

INVESCO QQQ TR Put PutINVESCO QQQ TR1.7M sharesnew addition2025-12-312026-02-17

HOOD Put PutROBINHOOD MKTS INC1.0M sharesnew addition2025-12-312026-02-17

CRWV Put PutCOREWEAVE INC687.0K sharesnew addition2025-12-312026-02-17

OKLO Put PutOKLO INC640.6K sharesnew addition2025-12-312026-02-17

BE Put PutBLOOM ENERGY CORP441.6K sharesnew addition2025-12-312026-02-17

MSTR Put PutSTRATEGY INC90.1K sharesnew addition2025-12-312026-02-17

LLY Put PutELI LILLY & CO3.3K shares-10.81%2025-12-312026-02-17