Select Equity Group, L.P.
CIK 1592643 · Holdings on Mar 31, 2025 · First reported May 15, 2025
Top ten holdings
Q1 2025- LYV4.13%
- CRH4.07%
- SGI4.04%
- MIDD3.74%
- WAB3.70%
- BRO3.48%
- VIK3.31%
- CNM2.78%
- ITT2.75%
- TRMB2.70%
Share classes counted separately34.70%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- CPAYWeight increased · +1.78 pp0.12% → 1.90%Shares +1.13M (+1302.27%)
- PAYXWeight increased · +1.41 pp1.00% → 2.41%Shares +1.74M (+99.00%)
- LHWeight increased · +0.82 pp1.49% → 2.31%Shares +624.10K (+39.11%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 25
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | LYVLIVE NATION ENTERTAINMENT IN View history and evidence | $925.54M | 4.13% | 7.09M shares | 4.46% → 4.13%-0.33 pp -1.35M (-16.04%) | Reduced | ↗▾ |
| 02 | CRHCRH PLCORD View history and evidence | $912.16M | 4.07% | 10.37M shares | 4.16% → 4.07%-0.09 pp -648.45K (-5.89%) | Reduced | ↗▾ |
| 03 | SGISOMNIGROUP INTERNATIONAL INC View history and evidence | $905.58M | 4.04% | 15.12M shares | 4.34% → 4.04%-0.30 pp -3.65M (-19.43%) | Reduced | ↗▾ |
| 04 | MIDDMIDDLEBY CORP View history and evidence | $838.03M | 3.74% | 5.51M shares | 3.47% → 3.74%+0.27 pp -775.40K (-12.33%) | Reduced | ↗▾ |
| 05 | WABWABTEC CORP View history and evidence | $829.70M | 3.70% | 4.58M shares | 3.97% → 3.70%-0.27 pp -563.56K (-10.97%) | Reduced | ↗▾ |
| 06 | BROBROWN & BROWN INC View history and evidence | $780.53M | 3.48% | 6.27M shares | 3.32% → 3.48%+0.16 pp -1.70M (-21.36%) | Reduced | ↗▾ |
| 07 | VIKVIKING HOLDINGS LTDORD SHS View history and evidence | $741.61M | 3.31% | 18.66M shares | 3.11% → 3.31%+0.20 pp +1.38M (+7.97%) | Added | ↗▾ |
| 08 | CNMCORE & MAIN INC-CLASS ACL A View history and evidence | $622.33M | 2.78% | 12.88M shares | 2.74% → 2.78%+0.04 pp -300.86K (-2.28%) | Reduced | ↗▾ |
| 09 | ITTITT INC View history and evidence | $615.53M | 2.75% | 4.77M shares | 2.66% → 2.75%+0.09 pp +200.68K (+4.40%) | Added | ↗▾ |
| 10 | TRMBTRIMBLE INC View history and evidence | $605.94M | 2.70% | 9.23M shares | 2.93% → 2.70%-0.23 pp -924.52K (-9.10%) | Reduced | ↗▾ |
Options overlay 8
$773.44M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
IWMISHARES RUSSELL 2000 ETFRUSSELL 2000 ETF View history and evidence | Put | 3.03M | $604.28M | +3.03M | ▾ |
RMDRESMED INC View history and evidence | Put | 434.40K | $97.24M | -47.30K (-9.82%) | ▾ |
FXIISHARES CHINA LARGE-CAP ETFCHINA LG-CAP ETF View history and evidence | Call | 891.10K | $31.94M | +291.30K (+48.57%) | ▾ |
3 / 8 options · preview only
Exited positions 25
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| DVA DAVITA INC | Put | -2,570,600 | -$384.43M | SEC filing ↗ | SEC filing ↗ |
| RVTY REVVITY INC | Non-derivative | -2,384,467 | -$266.13M | SEC filing ↗ | SEC filing ↗ |
| QCOM QUALCOMM INC | Call | -847,800 | -$130.24M | SEC filing ↗ | SEC filing ↗ |
3 / 25 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1592643 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-05-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 23175346517
}Research all 151 reported holdings.
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