HoldingsChannel.com
| Entity | Amount | Change
12/31/2022 to 03/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 PERKINELMER INC |
9,936,414 | +158,716 | $1,324,127 |
| PKI | 9,936,414 | +158,716 | $1,324,127 |
| CERIDIAN HCM HLDG INC |
16,499,063 | -1,970,810 | $1,208,061 |
| CDAY | 16,499,063 | -1,970,810 | $1,208,061 |
| MARTIN MARIETTA MATLS INC |
3,387,174 | -223,719 | $1,202,650 |
| MLM | 3,387,174 | -223,719 | $1,202,650 |
| CDW CORP |
5,632,874 | -1,147,956 | $1,097,791 |
| CDW | 5,632,874 | -1,147,956 | $1,097,791 |
| TELEDYNE TECHNOLOGIES INC |
2,217,641 | -48,085 | $992,084 |
| TDY | 2,217,641 | -48,085 | $992,084 |
| BROWN & BROWN INC |
16,518,223 | -743,511 | $948,476 |
| BRO | 16,518,223 | -743,511 | $948,476 |
| LIVE NATION ENTERTAINMENT IN |
11,512,128 | +862,050 | $805,849 |
| LYV | 11,512,128 | +862,050 | $805,849 |
| MORNINGSTAR INC |
3,900,090 | -45,691 | $791,835 |
| MORN | 3,900,090 | -45,691 | $791,835 |
| WABTEC |
7,459,190 | +124,493 | $753,826 |
| WAB | 7,459,190 | +124,493 | $753,826 |
| VAIL RESORTS INC |
3,165,296 | +553,248 | $739,666 |
| MTN | 3,165,296 | +553,248 | $739,666 |
| MIDDLEBY CORP |
4,782,965 | +246,174 | $701,230 |
| MIDD | 4,782,965 | +246,174 | $701,230 |
| SIGNET JEWELERS LIMITED |
8,844,070 | -895,293 | $687,892 |
| SIG | 8,844,070 | -895,293 | $687,892 |
| TORO CO |
5,565,209 | -274,261 | $618,629 |
| TTC | 5,565,209 | -274,261 | $618,629 |
| SERVICE CORP INTL |
8,314,434 | -65,335 | $571,867 |
| SCI | 8,314,434 | -65,335 | $571,867 |
| TEMPUR SEALY INTL INC |
14,455,108 | +4,815,650 | $570,832 |
| TPX | 14,455,108 | +4,815,650 | $570,832 |
| ENTEGRIS INC |
6,810,838 | -679,090 | $558,557 |
| ENTG | 6,810,838 | -679,090 | $558,557 |
| JACOBS SOLUTIONS INC |
4,717,432 | +529,557 | $554,345 |
| J | 4,717,432 | +529,557 | $554,345 |
| ROLLINS INC |
12,922,308 | +189,977 | $484,974 |
| ROL | 12,922,308 | +189,977 | $484,974 |
| SENSATA TECHNOLOGIES HLDG PL |
9,467,745 | -385,207 | $473,577 |
| ST | 9,467,745 | -385,207 | $473,577 |
| POOL CORP |
1,352,120 | -150,039 | $463,020 |
| POOL | 1,352,120 | -150,039 | $463,020 |
| PTC INC |
3,495,002 | -9,624 | $448,164 |
| PTC | 3,495,002 | -9,624 | $448,164 |
| AMPHENOL CORP NEW |
5,405,963 | -162,624 | $441,775 |
| APH | 5,405,963 | -162,624 | $441,775 |
| ANSYS INC |
1,265,997 | +491,935 | $421,324 |
| ANSS | 1,265,997 | +491,935 | $421,324 |
| BIO TECHNE CORP |
5,640,897 | -1,513,050 | $418,498 |
| TECH | 5,640,897 | -1,513,050 | $418,498 |
| TRACTOR SUPPLY CO |
1,697,210 | -493,868 | $398,912 |
| TSCO | 1,697,210 | -493,868 | $398,912 |
| ILLUMINA INC |
1,604,709 | -308,005 | $373,175 |
| ILMN | 1,604,709 | -308,005 | $373,175 |
| APOLLO GLOBAL MGMT INC |
5,690,737 | +34,853 | $359,427 |
| APO | 5,690,737 | +34,853 | $359,427 |
| IDEXX LABS INC |
697,616 | -327,434 | $348,864 |
| IDXX | 697,616 | -327,434 | $348,864 |
| VISA INC |
1,494,223 | -32,555 | $336,888 |
| V | 1,494,223 | -32,555 | $336,888 |
| TRIMBLE INC |
5,626,668 | -2,461,518 | $294,950 |
| TRMB | 5,626,668 | -2,461,518 | $294,950 |
 INTEL CORP |
$281,419 | ||
| Call | 8,267,300 | -17,000 | $270,093 |
| INTC | 346,671 | +102,847 | $11,326 |
| INTUIT |
624,576 | +132,932 | $278,455 |
| INTU | 624,576 | +132,932 | $278,455 |
| CINTAS CORP |
572,613 | +99,165 | $264,937 |
| CTAS | 572,613 | +99,165 | $264,937 |
| STERIS PLC |
1,339,724 | -188,700 | $256,262 |
| STE | 1,339,724 | -188,700 | $256,262 |
| HYATT HOTELS CORP |
2,206,791 | +1,461,693 | $246,697 |
| H | 2,206,791 | +1,461,693 | $246,697 |
| PAYCHEX INC |
2,130,610 | +505,812 | $244,147 |
| PAYX | 2,130,610 | +505,812 | $244,147 |
| TAIWAN SEMICONDUCTOR MFG LTD |
2,416,220 | -111,730 | $224,757 |
| TSM | 2,416,220 | -111,730 | $224,757 |
| SOUTHSTATE CORPORATION |
3,063,903 | -70,518 | $218,334 |
| SSB | 3,063,903 | -70,518 | $218,334 |
| GARMIN LTD |
1,868,540 | +970,527 | $188,573 |
| GRMN | 1,868,540 | +970,527 | $188,573 |
| CLARIVATE PLC |
19,454,805 | +8,018,679 | $182,681 |
| CLVT | 19,454,805 | +8,018,679 | $182,681 |
| ITT INC |
2,053,675 | +742,608 | $177,232 |
| ITT | 2,053,675 | +742,608 | $177,232 |
| INTERACTIVE BROKERS GROUP IN |
2,131,174 | -1,019,851 | $175,950 |
| IBKR | 2,131,174 | -1,019,851 | $175,950 |
| TRIP COM GROUP LTD |
4,467,477 | +4,467,477 | $168,290 |
| TCOM | 4,467,477 | +4,467,477 | $168,290 |
| TRIPADVISOR INC |
7,822,394 | +1,498,893 | $155,353 |
| TRIP | 7,822,394 | +1,498,893 | $155,353 |
| LAMAR ADVERTISING CO NEW |
1,503,229 | -98,779 | $150,158 |
| LAMR | 1,503,229 | -98,779 | $150,158 |
| NEOGEN CORP |
7,983,217 | +7,983,217 | $147,849 |
| NEOG | 7,983,217 | +7,983,217 | $147,849 |
| DANAHER CORPORATION |
542,403 | -106,823 | $136,707 |
| DHR | 542,403 | -106,823 | $136,707 |
| CORE & MAIN INC |
5,887,637 | -3,432,829 | $136,004 |
| CNM | 5,887,637 | -3,432,829 | $136,004 |
| FORTIVE CORP |
1,980,406 | -82,347 | $135,004 |
| FTV | 1,980,406 | -82,347 | $135,004 |
| THERMO FISHER SCIENTIFIC INC |
232,872 | -62,243 | $134,220 |
| TMO | 232,872 | -62,243 | $134,220 |
See Full List: All Stocks Held By Select Equity Group L.P.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Select Equity Group L.P.
|
Size ($ in 1000's)
At 03/31/2023: $28,102,495 At 12/31/2022: $26,593,165 Select Equity Group L.P. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Select Equity Group L.P. 13F filings. Link to 13F filings: SEC filings |
