Select Equity Group, L.P. Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$23.2B
Holdings
150
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (150 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | ALKTALKAMI TECHNOLOGY INC | 526,026 | $13.8M | 0.06% | |
| 102 | CA8ACACI INTL INC | 37,603 | $13.8M | 0.06% | |
| 103 | CDRECADRE HLDGS INC | 447,337 | $13.2M | 0.06% | |
| 104 | PTLOPORTILLOS INC | 1,070,774 | $12.7M | 0.05% | |
| 105 | VRRMVERRA MOBILITY CORP | 532,704 | $12.0M | 0.05% | |
| 106 | POOLPOOL CORP | 37,230 | $11.9M | 0.05% | |
| 107 | COHRCOHERENT CORP | 180,456 | $11.7M | 0.05% | |
| 108 | ALRMALARM COM HLDGS INC | 200,434 | $11.2M | 0.05% | |
| 109 | CSWCSW INDUSTRIALS INC | 38,180 | $11.1M | 0.05% | |
| 110 | BOOTBOOT BARN HLDGS INC | 102,536 | $11.0M | 0.05% | |
| 111 | CERTCERTARA INC | 1,094,495 | $10.8M | 0.05% | |
| 112 | ERIIENERGY RECOVERY INC | 667,157 | $10.6M | 0.05% | |
| 113 | LNTHLANTHEUS HLDGS INC | 100,843 | $9.8M | 0.04% | |
| 114 | FMFFORMFACTOR INC | 345,782 | $9.8M | 0.04% | |
| 115 | NEOGNEOGEN CORP | 1,120,196 | $9.7M | 0.04% | |
| 116 | UBERUBER TECHNOLOGIES INC | 127,622 | $9.3M | 0.04% | |
| 117 | MLABMESA LABS INC | 73,897 | $8.8M | 0.04% | |
| 118 | AINALBANY INTL CORP | 126,262 | $8.7M | 0.04% | |
| 119 | FELEFRANKLIN ELEC INC | 92,631 | $8.7M | 0.04% | |
| 120 | OUTOUTFRONT MEDIA INC | 486,506 | $7.9M | 0.03% | |
| 121 | WINAWINMARK CORP | 23,450 | $7.5M | 0.03% | |
| 122 | NCNONCINO INC | 265,211 | $7.3M | 0.03% | |
| 123 | BWINTHE BALDWIN INSURANCE GRP IN | 161,226 | $7.2M | 0.03% | |
| 124 | BMIBADGER METER INC | 37,539 | $7.1M | 0.03% | |
| 125 | ADEAADEIA INC | 509,458 | $6.7M | 0.03% | |
| 126 | LLYELI LILLY & CO | 8,100 | $6.7M | 0.03% | Put |
| 127 | KRMNKARMAN HLDGS INC | 196,000 | $6.5M | 0.03% | |
| 128 | SPSCSPS COMM INC | 47,985 | $6.4M | 0.03% | |
| 129 | ATSATS CORPORATION | 242,640 | $6.0M | 0.03% | |
| 130 | MLNKMERIDIANLINK INC | 307,322 | $5.7M | 0.02% | |
| 131 | CLFDCLEARFIELD INC | 176,304 | $5.2M | 0.02% | |
| 132 | ELLAUDER ESTEE COS INC | 77,400 | $5.1M | 0.02% | Call |
| 133 | MYRGMYR GROUP INC DEL | 42,296 | $4.8M | 0.02% | |
| 134 | BLBLACKLINE INC | 98,506 | $4.8M | 0.02% | |
| 135 | CIENCIENA CORP | 71,942 | $4.3M | 0.02% | |
| 136 | ACAARCOSA INC | 54,045 | $4.2M | 0.02% | |
| 137 | MRVLMARVELL TECHNOLOGY INC | 65,686 | $4.0M | 0.02% | |
| 138 | AVGOBROADCOM INC | 23,317 | $3.9M | 0.02% | |
| 139 | CIGICOLLIERS INTL GROUP INC | 31,062 | $3.8M | 0.02% | |
| 140 | GOGOGOGO INC | 402,987 | $3.5M | 0.01% | |
| 141 | AEISADVANCED ENERGY INDS | 35,917 | $3.4M | 0.01% | |
| 142 | BEBLOOM ENERGY CORP | 111,296 | $2.2M | 0.01% | |
| 143 | TENBTENABLE HLDGS INC | 50,909 | $1.8M | 0.01% | |
| 144 | VFCV F CORP | 112,300 | $1.7M | 0.01% | Call |
| 145 | AMDADVANCED MICRO DEVICES INC | 15,763 | $1.6M | 0.01% | |
| 146 | LOARLOAR HOLDINGS INC | 21,693 | $1.5M | 0.01% | |
| 147 | GSHDGOOSEHEAD INS INC | 9,796 | $1.2M | 0.00% | |
| 148 | IWRISHARES TR | 11,749 | $999K | 0.00% | |
| 149 | MRCYMERCURY SYS INC | 18,551 | $799K | 0.00% | |
| 150 | TRITHOMSON REUTERS CORP | 2,093 | $361K | 0.00% |
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