Select Equity Group, L.P. Portfolio Holdings

Select Equity Group, L.P.

  • $20.4 Billion
  • Q3 2025

Select Equity Group, L.P. has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $20.4 Billion distributed in 166 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Live Nation Entertainment, Inc. with a value of $910M, Westinghouse Air Brake Technologies Corp with a value of $739M, Markel Corp with a value of $732M, Itt Inc. with a value of $704M, and Tractor Supply CO with a value of $690M.

Examining the 13F form we can see an increase of $88.9M in the current position value, from $20.3B to 20.4B.

Select Equity Group, L.P. is based out at New York, NY

Below you can find more details about Select Equity Group, L.P. portfolio as well as his latest detailed transactions.

Portfolio value $20.4 Billion
Industrials: $5.19 Billion
Technology: $4.57 Billion
Consumer Cyclical: $3.07 Billion
Financial Services: $2.62 Billion
Healthcare: $1.56 Billion
Communication Services: $1.25 Billion
Basic Materials: $1.04 Billion
Real Estate: $414 Million
Other: $636 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$31.2B
$910 Million 4.47% of portfolio
5,571,318
Q3 2025 Reduced 18.68%
$37.1B
$739 Million 3.63% of portfolio
3,688,625
Q3 2025 Reduced 9.14%
$27.9B
$732 Million 3.59% of portfolio
382,732
Q3 2025 Added 13.78%
$15.3B
$704 Million 3.46% of portfolio
3,940,989
Q3 2025 Reduced 6.78%
$6.15B
$690 Million 3.39% of portfolio
12,134,768
Q3 2025 Reduced 4.55%
$9.92B
$675 Million 3.31% of portfolio
11,712,040
Q3 2025 Reduced 15.36%
$19.6B
$662 Million 3.25% of portfolio
4,155,629
Q3 2025 Added 2.54%
$37.2B
$653 Million 3.21% of portfolio
1,036,563
Q3 2025 Reduced 12.4%
$19.2B
$624 Million 3.07% of portfolio
7,644,739
Q3 2025 Reduced 11.57%
$1.46T
$620 Million 3.04% of portfolio
2,218,165
Q3 2025 Reduced 1.85%
$22.8B
$570 Million 2.8% of portfolio
6,076,399
Q3 2025 Added 5.76%
$6.36B
$558 Million 2.74% of portfolio
4,196,399
Q3 2025 Reduced 11.23%
$40.4B
$552 Million 2.71% of portfolio
4,357,641
Q3 2025 Added 7.56%
$12.6B
$550 Million 2.7% of portfolio
6,609,399
Q3 2025 Reduced 4.55%
$8.12B
$522 Million 2.56% of portfolio
9,691,396
Q3 2025 Reduced 15.47%
$38.1B
$501 Million 2.46% of portfolio
6,727,682
Q3 2025 Reduced 0.51%
$25.8B
$489 Million 2.4% of portfolio
1,976,784
Q3 2025 Reduced 3.69%
$29.5B
$478 Million 2.35% of portfolio
735,769
Q3 2025 Reduced 18.87%
$4.67B
$369 Million 1.81% of portfolio
3,845,496
Q3 2025 Reduced 1.78%
$14.5B
$341 Million 1.67% of portfolio
1,142,066
Q3 2025 Added 22.34%
$174B
$329 Million 1.61% of portfolio
2,210,771
Q3 2025 Reduced 1.59%
$61.4B
$309 Million 1.52% of portfolio
745,180
Q3 2025 Reduced 26.74%
$8.31B
$282 Million 1.39% of portfolio
4,357,853
Q3 2025 Reduced 16.1%
$12.7B
$273 Million 1.34% of portfolio
2,928,120
Q3 2025 Added 21.43%
$42.8B
$263 Million 1.29% of portfolio
2,970,652
Q3 2025 Added 140.92%
$20.5B
$233 Million 1.14% of portfolio
1,148,097
Q3 2025 Added 48.13%
$23.5B
$229 Million 1.12% of portfolio
390,876
Q3 2025 Reduced 8.42%
$18.5B
$217 Million 1.07% of portfolio
997,334
Q3 2025 Added 136.2%
$8.39B
$205 Million 1.01% of portfolio
6,931,545
Q3 2025 Reduced 12.37%
$465B
$200 Million 0.98% of portfolio
1,072,941
Q3 2025 Reduced 1.92%
$57.4B
$180 Million 0.88% of portfolio
282,018
Q3 2025 Reduced 50.84%
$11.1B
$180 Million 0.88% of portfolio
773,380
Q3 2025 Reduced 18.33%
$533B
$177 Million 0.87% of portfolio
518,983
Q3 2025 Reduced 3.95%
$46.4B
$175 Million 0.86% of portfolio
728,298
Q3 2025 Added 8.86%
$1.74T
$160 Million 0.79% of portfolio
658,921
Q3 2025 Reduced 4.06%
$18.3B
$130 Million 0.64% of portfolio
2,656,362
Q3 2025 Added 69.46%
$16.3B
$130 Million 0.64% of portfolio
707,115
Q3 2025 Added 47.84%
$11.7B
$129 Million 0.63% of portfolio
1,392,575
Q3 2025 Reduced 52.3%
$2.33B
$125 Million 0.62% of portfolio
2,251,593
Q3 2025 Reduced 22.88%
$3.78T
$124 Million 0.61% of portfolio
239,171
Q3 2025 Reduced 1.92%
$37.2B
$115 Million 0.57% of portfolio
468,244
Q3 2025 Added 7.79%
$79.6B
$115 Million 0.57% of portfolio
930,118
Q3 2025 Added 37.41%
$69.1B
$116 Million 0.57% of portfolio
1,376,978
Q3 2025 Reduced 28.27%
$139B
$112 Million 0.55% of portfolio
339,334
Q3 2025 Reduced 5.81%
$151B
$112 Million 0.55% of portfolio
318,624
Q3 2025 Reduced 12.43%
$1.37T
$107 Million 0.52% of portfolio
145,095
Q3 2025 Added 39.84%
$182B
$102 Million 0.5% of portfolio
149,782
Q3 2025 Reduced 13.36%
$2.39T
$98.4 Million 0.48% of portfolio
448,321
Q3 2025 Added 3.3%
$78.4B
$92.9 Million 0.46% of portfolio
697,358
Q3 2025 Added 1.18%

Summary

  • Portfolio
  • No. of Stocks 166
  • Current Value $20.4 Billion
  • Prior Value $20.3 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 15 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 70 stocks
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