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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$160B
$85.4 Million 0.42% of portfolio
430,671
Q3 2025 Added 3.18%
$8.73B
$84.5 Million 0.41% of portfolio
2,457,941
Q3 2025 Added 31.86%
$237B
$77.9 Million 0.38% of portfolio
328,551
Q3 2025 Reduced 18.89%
$222B
$78.3 Million 0.38% of portfolio
161,479
Q3 2025 Added 10.25%
$28.7B
$69.8 Million 0.34% of portfolio
1,188,856
Q3 2025 Reduced 6.06%
$59.6B
$69.5 Million 0.34% of portfolio
323,725
Q3 2025 Added 6.75%
$9.52B
$66.8 Million 0.33% of portfolio
472,495
Q3 2025 New
$12B
$64.4 Million 0.32% of portfolio
289,735
Q3 2025 Added 242.66%
$6.09B
$63.3 Million 0.31% of portfolio
3,739,246
Q3 2025 Added 35.71%
$678M
$55.1 Million 0.27% of portfolio
418,728
Q3 2025 Added 17.56%
$3.34B
$50.6 Million 0.25% of portfolio
1,023,600
Q3 2025 Added 669.28%
$12.2B
$49.5 Million 0.24% of portfolio
253,021
Q3 2025 Reduced 5.14%
$71.6B
$48.4 Million 0.24% of portfolio
721,641
Q3 2025 Reduced 7.24%
$31.6B
$47 Million 0.23% of portfolio
38,293
Q3 2025 Reduced 2.91%
$3.65B
$44.8 Million 0.22% of portfolio
1,203,723
Q3 2025 Added 14.61%
$6.8B
$41.8 Million 0.21% of portfolio
324,409
Q3 2025 Reduced 40.78%
$4.34B
$39.9 Million 0.2% of portfolio
616,742
Q3 2025 New
$1.63B
$34.7 Million 0.17% of portfolio
1,643,411
Q3 2025 Added 15.83%
$3.73B
$31.7 Million 0.16% of portfolio
545,177
Q3 2025 Added 4.78%
$13.6B
$32.1 Million 0.16% of portfolio
444,621
Q3 2025 Reduced 2.38%
$169B
$32.5 Million 0.16% of portfolio
35,361
Q3 2025 Reduced 2.21%
$4.52B
$29.7 Million 0.15% of portfolio
312,780
Q3 2025 Added 34.82%
$20.1B
$31.5 Million 0.15% of portfolio
55,737
Q3 2025 Reduced 5.81%
$4.96B
$28.3 Million 0.14% of portfolio
16,946
Q3 2025 Reduced 5.18%
$1.6B
$26.8 Million 0.13% of portfolio
733,852
Q3 2025 Added 51.2%
$4.98B
$26.5 Million 0.13% of portfolio
1,141,264
Q3 2025 Reduced 43.71%
$159B
$24.3 Million 0.12% of portfolio
49,873
Q3 2025 Reduced 3.13%
$4.52B
$24.3 Million 0.12% of portfolio
83,045
Q3 2025 Added 89.42%
$45.2B
$23.7 Million 0.12% of portfolio
41,716
Q3 2025 Reduced 2.03%
$2.26B
$25.3 Million 0.12% of portfolio
433,787
Q3 2025 Added 10.3%
$87.8B
$25 Million 0.12% of portfolio
52,400
Q3 2025 Reduced 2.19%
$3.87B
$24.3 Million 0.12% of portfolio
667,412
Q3 2025 Added 8.08%
$11.3B
$22.8 Million 0.11% of portfolio
186,630
Q3 2025 Added 111.87%
$26.1B
$22.5 Million 0.11% of portfolio
142,363
Q3 2025 Reduced 19.08%
$1.86B
$21.3 Million 0.1% of portfolio
858,667
Q3 2025 Added 49.01%
$2.97B
$18.1 Million 0.09% of portfolio
60,843
Q3 2025 Added 36.27%
$2.04B
$18.5 Million 0.09% of portfolio
1,061,453
Q3 2025 Added 6.0%
$825M
$17.9 Million 0.09% of portfolio
650,986
Q3 2025 New
$1.45B
$15.6 Million 0.08% of portfolio
31,422
Q3 2025 Added 15.51%
$2.5B
$16.6 Million 0.08% of portfolio
312,109
Q3 2025 Added 42.75%
$8.19B
$13.9 Million 0.07% of portfolio
294,840
Q3 2025 New
$4.31B
$13.5 Million 0.07% of portfolio
141,715
Q3 2025 Added 8.88%
$1.33B
$13.7 Million 0.07% of portfolio
1,120,096
Q3 2025 Added 35.5%
$5.16B
$14.3 Million 0.07% of portfolio
86,366
Q3 2025 Added 36.2%
$5.15B
$14.9 Million 0.07% of portfolio
83,186
Q3 2025 Added 69.34%
$3.26B
$14.2 Million 0.07% of portfolio
267,022
Q3 2025 Added 27.33%
$28.4B
$12.2 Million 0.06% of portfolio
83,538
Q3 2025 Added 19.56%
$55.7B
$12.5 Million 0.06% of portfolio
81,790
Q3 2025 Reduced 12.17%
$6.51B
$11.4 Million 0.06% of portfolio
137,047
Q3 2025 Reduced 93.67%

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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