Select Equity Group, L.P. Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$23.9T
Holdings
149
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (149 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | CDRECADRE HLDGS INC | 485,365 | $15.5B | 0.06% | |
| 102 | KAIKADANT INC | 44,649 | $14.2B | 0.06% | |
| 103 | LLYELI LILLY & CO | 17,400 | $13.6B | 0.06% | Put |
| 104 | CSWCSW INDUSTRIALS INC | 43,841 | $12.6B | 0.05% | |
| 105 | ALRMALARM COM HLDGS INC | 218,641 | $12.4B | 0.05% | |
| 106 | PTLOPORTILLOS INC | 1,033,990 | $12.1B | 0.05% | |
| 107 | BMIBADGER METER INC | 49,124 | $12.0B | 0.05% | |
| 108 | ROSTROSS STORES INC | 93,121 | $11.9B | 0.05% | |
| 109 | BLBLACKLINE INC | 209,711 | $11.9B | 0.05% | |
| 110 | FELEFRANKLIN ELEC INC | 130,160 | $11.7B | 0.05% | |
| 111 | KRMNKARMAN HLDGS INC | 227,129 | $11.4B | 0.05% | |
| 112 | WAYWAYSTAR HLDG CORP | 275,166 | $11.2B | 0.05% | |
| 113 | GEGE AEROSPACE | 42,240 | $10.9B | 0.05% | |
| 114 | LAMRLAMAR ADVERTISING CO NEW | 88,085 | $10.7B | 0.04% | |
| 115 | BWINTHE BALDWIN INSURANCE GRP IN | 242,910 | $10.4B | 0.04% | |
| 116 | VRRMVERRA MOBILITY CORP | 409,441 | $10.4B | 0.04% | |
| 117 | BIPBROOKFIELD INFRAST PARTNERS | 309,830 | $10.4B | 0.04% | |
| 118 | MYRGMYR GROUP INC DEL | 57,007 | $10.3B | 0.04% | |
| 119 | WINAWINMARK CORP | 27,204 | $10.3B | 0.04% | |
| 120 | AONAON PLC | 28,041 | $10.0B | 0.04% | |
| 121 | ERIIENERGY RECOVERY INC | 769,706 | $9.8B | 0.04% | |
| 122 | OUTOUTFRONT MEDIA INC | 596,322 | $9.7B | 0.04% | |
| 123 | CERTCERTARA INC | 826,644 | $9.7B | 0.04% | |
| 124 | BOOTBOOT BARN HLDGS INC | 63,410 | $9.6B | 0.04% | |
| 125 | MLABMESA LABS INC | 102,198 | $9.6B | 0.04% | |
| 126 | COHRCOHERENT CORP | 105,778 | $9.4B | 0.04% | |
| 127 | ADEAADEIA INC | 541,898 | $7.7B | 0.03% | |
| 128 | FNVFRANCO NEV CORP | 46,762 | $7.7B | 0.03% | |
| 129 | SPSCSPS COMM INC | 55,318 | $7.5B | 0.03% | |
| 130 | CLFDCLEARFIELD INC | 170,781 | $7.4B | 0.03% | |
| 131 | GOGOGOGO INC | 500,007 | $7.3B | 0.03% | |
| 132 | ACAARCOSA INC | 83,702 | $7.3B | 0.03% | |
| 133 | JOEST JOE CO | 133,059 | $6.3B | 0.03% | |
| 134 | CIENCIENA CORP | 69,873 | $5.7B | 0.02% | |
| 135 | CLBTCELLEBRITE DI LTD | 347,366 | $5.6B | 0.02% | |
| 136 | LOARLOAR HOLDINGS INC | 63,306 | $5.5B | 0.02% | |
| 137 | UBERUBER TECHNOLOGIES INC | 58,242 | $5.4B | 0.02% | |
| 138 | MLNKMERIDIANLINK INC | 318,917 | $5.2B | 0.02% | |
| 139 | GSHDGOOSEHEAD INS INC | 43,332 | $4.6B | 0.02% | |
| 140 | MRCYMERCURY SYS INC | 83,770 | $4.5B | 0.02% | |
| 141 | ELLAUDER ESTEE COS INC | 47,900 | $3.9B | 0.02% | Call |
| 142 | PTONPELOTON INTERACTIVE INC | 512,914 | $3.6B | 0.01% | |
| 143 | AINALBANY INTL CORP | 49,071 | $3.4B | 0.01% | |
| 144 | VFCV F CORP | 230,100 | $2.7B | 0.01% | Call |
| 145 | TENBTENABLE HLDGS INC | 67,568 | $2.3B | 0.01% | |
| 146 | DOOBRP INC | 37,016 | $1.8B | 0.01% | |
| 147 | INTCINTEL CORP | 25,759 | $577.0M | 0.00% | |
| 148 | GFSGLOBALFOUNDRIES INC | 14,909 | $569.5M | 0.00% | |
| 149 | TRITHOMSON REUTERS CORP | 2,093 | $420.0M | 0.00% |
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