Select Equity Group, L.P. Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$23.2B
Holdings
172
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (172 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | AVGOBROADCOM INC | 82,374 | $28.5M | 0.12% | |
| 102 | NOWSERVICENOW INC | 171,131 | $26.2M | 0.11% | |
| 103 | MCOMOODYS CORP | 51,267 | $26.2M | 0.11% | |
| 104 | NETCLOUDFLARE INC | 130,773 | $25.8M | 0.11% | |
| 105 | SSDSIMPSON MFG INC | 159,549 | $25.8M | 0.11% | |
| 106 | CINFCINCINNATI FINL CORP | 151,908 | $24.8M | 0.11% | |
| 107 | AQLTISHARES TR | 270,412 | $24.2M | 0.10% | |
| 108 | FMFFORMFACTOR INC | 426,819 | $23.8M | 0.10% | |
| 109 | MSCIMSCI INC | 40,591 | $23.3M | 0.10% | |
| 110 | KAIKADANT INC | 76,175 | $21.7M | 0.09% | |
| 111 | WAYWAYSTAR HLDG CORP | 634,610 | $20.8M | 0.09% | |
| 112 | ALKTALKAMI TECHNOLOGY INC | 892,343 | $20.6M | 0.09% | |
| 113 | ZWSZURN ELKAY WATER SOLNS CORP | 404,805 | $18.8M | 0.08% | |
| 114 | BMIBADGER METER INC | 107,870 | $18.8M | 0.08% | |
| 115 | KEXKIRBY CORP | 163,731 | $18.0M | 0.08% | |
| 116 | MIRMIRION TECHNOLOGIES INC | 769,033 | $18.0M | 0.08% | |
| 117 | ALRMALARM COM HLDGS INC | 344,031 | $17.6M | 0.08% | |
| 118 | FELEFRANKLIN ELEC INC | 180,821 | $17.3M | 0.07% | |
| 119 | LQDTLIQUIDITY SVCS INC | 567,434 | $17.2M | 0.07% | |
| 120 | BOOTBOOT BARN HLDGS INC | 94,981 | $16.8M | 0.07% | |
| 121 | VRRMVERRA MOBILITY CORP | 729,528 | $16.3M | 0.07% | |
| 122 | MLABMESA LABS INC | 206,435 | $16.2M | 0.07% | |
| 123 | BLBLACKLINE INC | 274,540 | $15.2M | 0.07% | |
| 124 | AMRZAMRIZE LTD | 273,393 | $15.0M | 0.06% | |
| 125 | IRDMIRIDIUM COMMUNICATIONS INC | 835,881 | $14.5M | 0.06% | |
| 126 | MIGASTRATEGY INC | 90,100 | $13.7M | 0.06% | Put |
| 127 | CERTCERTARA INC | 1,491,161 | $13.1M | 0.06% | |
| 128 | ACAARCOSA INC | 118,082 | $12.6M | 0.05% | |
| 129 | LOARLOAR HOLDINGS INC | 182,530 | $12.4M | 0.05% | |
| 130 | BLDRBUILDERS FIRSTSOURCE INC | 120,100 | $12.4M | 0.05% | Call |
| 131 | WINAWINMARK CORP | 30,355 | $12.3M | 0.05% | |
| 132 | GEGE AEROSPACE | 39,205 | $12.1M | 0.05% | |
| 133 | ROSTROSS STORES INC | 64,807 | $11.7M | 0.05% | |
| 134 | ECGEVERUS CONSTR GROUP | 133,897 | $11.5M | 0.05% | |
| 135 | CLBTCELLEBRITE DI LTD | 620,142 | $11.2M | 0.05% | |
| 136 | OUTOUTFRONT MEDIA INC | 452,806 | $10.9M | 0.05% | |
| 137 | MYRGMYR GROUP INC DEL | 48,919 | $10.7M | 0.05% | |
| 138 | ERIIENERGY RECOVERY INC | 773,577 | $10.4M | 0.04% | |
| 139 | ALHALLIANCE LAUNDRY HLDGS INC | 481,916 | $9.8M | 0.04% | |
| 140 | FNVFRANCO NEV CORP | 42,377 | $8.8M | 0.04% | |
| 141 | VOVANGUARD INDEX FDS | 29,726 | $8.6M | 0.04% | |
| 142 | GSHDGOOSEHEAD INS INC | 112,809 | $8.3M | 0.04% | |
| 143 | ADEAADEIA INC | 475,156 | $8.2M | 0.04% | |
| 144 | LYBLYONDELLBASELL INDUSTRIES N | 187,677 | $8.1M | 0.04% | |
| 145 | HUNHUNTSMAN CORP | 772,685 | $7.7M | 0.03% | |
| 146 | PTONPELOTON INTERACTIVE INC | 1,250,631 | $7.7M | 0.03% | |
| 147 | DOWDOW INC | 324,082 | $7.6M | 0.03% | |
| 148 | MDLNMEDLINE INC | 170,000 | $7.1M | 0.03% | |
| 149 | MIDAMERICAN CENTY ETF TR | 96,535 | $6.3M | 0.03% | |
| 150 | INTCINTEL CORP | 167,817 | $6.2M | 0.03% | |
| 151 | SPSCSPS COMM INC | 66,972 | $6.0M | 0.03% | |
| 152 | ESEESCO TECHNOLOGIES INC | 29,629 | $5.8M | 0.02% | |
| 153 | MRCYMERCURY SYS INC | 77,821 | $5.7M | 0.02% | |
| 154 | UEOWESTLAKE CORPORATION | 74,997 | $5.5M | 0.02% | |
| 155 | COHRCOHERENT CORP | 29,590 | $5.5M | 0.02% | |
| 156 | PTLOPORTILLOS INC | 1,139,916 | $5.2M | 0.02% | |
| 157 | VFCV F CORP | 277,400 | $5.0M | 0.02% | Call |
| 158 | KRMNKARMAN HLDGS INC | 65,096 | $4.8M | 0.02% | |
| 159 | UBERUBER TECHNOLOGIES INC | 51,729 | $4.2M | 0.02% | |
| 160 | GFSGLOBALFOUNDRIES INC | 119,027 | $4.2M | 0.02% | |
| 161 | NPNEPTUNE INS HLDGS INC | 140,961 | $4.1M | 0.02% | |
| 162 | BWINTHE BALDWIN INSURANCE GRP IN | 153,228 | $3.7M | 0.02% | |
| 163 | LLYELI LILLY & CO | 3,300 | $3.5M | 0.02% | Put |
| 164 | CIENCIENA CORP | 15,098 | $3.5M | 0.02% | |
| 165 | DOOBRP INC | 48,397 | $3.4M | 0.01% | |
| 166 | CLFDCLEARFIELD INC | 106,407 | $3.1M | 0.01% | |
| 167 | PRMPERIMETER SOLUTIONS INC | 102,072 | $2.8M | 0.01% | |
| 168 | BIPBROOKFIELD INFRAST PARTNERS | 62,951 | $2.2M | 0.01% | |
| 169 | GOGOGOGO INC | 297,731 | $1.4M | 0.01% | |
| 170 | IWRISHARES TR | 11,633 | $1.1M | 0.00% | |
| 171 | PRLBPROTO LABS INC | 11,919 | $602K | 0.00% | |
| 172 | IWMISHARES TR | 1,251 | $307K | 0.00% |
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