Select Equity Group, L.P. Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$25.2T
Holdings
149
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (149 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | BEPBROOKFIELD RENEWABLE PARTNER | 523,114 | $11.9B | 0.05% | |
| 102 | BJBJS WHSL CLUB HLDGS INC | 130,766 | $11.7B | 0.05% | |
| 103 | ADEAADEIA INC | 688,064 | $9.6B | 0.04% | |
| 104 | BEBLOOM ENERGY CORP | 278,515 | $6.2B | 0.02% | |
| 105 | LLYELI LILLY & CO | 8,000 | $6.2B | 0.02% | Put |
| 106 | ELLAUDER ESTEE COS INC | 65,500 | $4.9B | 0.02% | Call |
| 107 | 7SUSUMMIT MATLS INC | 91,439 | $4.6B | 0.02% | |
| 108 | KAIKADANT INC | 13,029 | $4.5B | 0.02% | |
| 109 | CHEFCHEFS WHSE INC | 72,487 | $3.6B | 0.01% | |
| 110 | PRMPERIMETER SOLUTIONS INC | 269,041 | $3.4B | 0.01% | |
| 111 | EFXEQUIFAX INC | 13,410 | $3.4B | 0.01% | |
| 112 | MRVLMARVELL TECHNOLOGY INC | 27,868 | $3.1B | 0.01% | |
| 113 | CWSTCASELLA WASTE SYS INC | 28,702 | $3.0B | 0.01% | |
| 114 | FMFFORMFACTOR INC | 61,799 | $2.7B | 0.01% | |
| 115 | VFCV F CORP | 122,500 | $2.6B | 0.01% | Call |
| 116 | ALKTALKAMI TECHNOLOGY INC | 65,199 | $2.4B | 0.01% | |
| 117 | AVGOBROADCOM INC | 10,068 | $2.3B | 0.01% | |
| 118 | VRRMVERRA MOBILITY CORP | 86,263 | $2.1B | 0.01% | |
| 119 | ERIIENERGY RECOVERY INC | 132,495 | $1.9B | 0.01% | |
| 120 | GOGOGOGO INC | 238,730 | $1.9B | 0.01% | |
| 121 | CSWCSW INDUSTRIALS INC | 5,298 | $1.9B | 0.01% | |
| 122 | CERTCERTARA INC | 172,488 | $1.8B | 0.01% | |
| 123 | BOOTBOOT BARN HLDGS INC | 11,997 | $1.8B | 0.01% | |
| 124 | MLABMESA LABS INC | 13,711 | $1.8B | 0.01% | |
| 125 | NCNONCINO INC | 53,546 | $1.8B | 0.01% | |
| 126 | ALRMALARM COM HLDGS INC | 29,160 | $1.8B | 0.01% | |
| 127 | CDRECADRE HLDGS INC | 54,119 | $1.7B | 0.01% | |
| 128 | ALTREURALTAIR ENGR INC | 14,140 | $1.5B | 0.01% | |
| 129 | SPSCSPS COMM INC | 7,850 | $1.4B | 0.01% | |
| 130 | BLBLACKLINE INC | 21,862 | $1.3B | 0.01% | |
| 131 | BWINTHE BALDWIN INSURANCE GRP IN | 33,741 | $1.3B | 0.01% | |
| 132 | PTLOPORTILLOS INC | 138,150 | $1.3B | 0.01% | |
| 133 | OUTOUTFRONT MEDIA INC | 72,161 | $1.3B | 0.01% | |
| 134 | AINALBANY INTL CORP | 14,279 | $1.1B | 0.00% | |
| 135 | STRLSTERLING INFRASTRUCTURE INC | 6,630 | $1.1B | 0.00% | |
| 136 | MYRGMYR GROUP INC DEL | 7,196 | $1.1B | 0.00% | |
| 137 | GFSGLOBALFOUNDRIES INC | 24,904 | $1.1B | 0.00% | |
| 138 | WINAWINMARK CORP | 2,708 | $1.1B | 0.00% | |
| 139 | BMIBADGER METER INC | 4,776 | $1.0B | 0.00% | |
| 140 | MLNKMERIDIANLINK INC | 47,922 | $989.6M | 0.00% | |
| 141 | LNTHLANTHEUS HLDGS INC | 10,092 | $902.8M | 0.00% | |
| 142 | IWRISHARES TR | 10,108 | $893.5M | 0.00% | |
| 143 | CLFDCLEARFIELD INC | 20,260 | $628.1M | 0.00% | |
| 144 | NRCNATIONAL RESH CORP | 33,175 | $585.2M | 0.00% | |
| 145 | LOARLOAR HOLDINGS INC | 5,714 | $422.3M | 0.00% | |
| 146 | TENBTENABLE HLDGS INC | 9,964 | $392.4M | 0.00% | |
| 147 | TRITHOMSON REUTERS CORP | 2,093 | $335.9M | 0.00% | |
| 148 | IJHISHARES TR | 3,641 | $226.9M | 0.00% | |
| 149 | LINDLINDBLAD EXPEDITIONS HLDGS I | 15,313 | $181.6M | 0.00% |
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