HoldingsChannel.com
Select Equity Group L.P. Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
MARTIN MARIETTA MATLS INC 2,810,945 -171,856 $770,480
     MLM2,810,945-171,856$770,480
PERKINELMER INC 7,148,794 +205,849 $608,863
     PKI7,148,794+205,849$608,863
LIVE NATION ENTERTAINMENT IN 7,893,108 +1,505,686 $523,629
     LYV7,893,108+1,505,686$523,629
JACOBS ENGR GROUP INC 5,576,085 +251,425 $510,212
     JEC5,576,085+251,425$510,212
SERVICEMASTER GLOBAL HLDGS I 8,731,036 +400,762 $488,065
     SERV8,731,036+400,762$488,065
CDW CORP 3,898,882 -448,520 $480,498
     CDW3,898,882-448,520$480,498
CINCINNATI FINL CORP 3,789,206 -457,690 $442,087
     CINF3,789,206-457,690$442,087
ALIBABA GROUP HLDG LTD 2,499,509 -8,703 $417,993
     BABA2,499,509-8,703$417,993
CERIDIAN HCM HLDG INC 8,434,199 +2,064,472 $416,396
     CDAY8,434,199+2,064,472$416,396
FIRST REP BK SAN FRANCISCO C 4,305,031 +1,046,666 $416,296
     FRC4,305,031+1,046,666$416,296
AMPHENOL CORP NEW 4,309,468 +1,833,990 $415,864
     APH4,309,468+1,833,990$415,864
DENTSPLY SIRONA INC 7,439,058 -2,395,667 $396,576
     XRAY7,439,058-2,395,667$396,576
GODADDY INC 5,831,477 -494,084 $384,761
     GDDY5,831,477-494,084$384,761
HYATT HOTELS CORP 5,053,955 +477,293 $372,325
     H5,053,955+477,293$372,325
TORO CO 4,965,747 +524,021 $363,989
     TTC4,965,747+524,021$363,989
BROWN & BROWN INC 9,877,001 +410,087 $356,165
     BRO9,877,001+410,087$356,165
ANSYS INC 1,605,765 +21,717 $355,452
     ANSS1,605,765+21,717$355,452
HENRY SCHEIN INC 4,913,365 -2,782,466 $311,999
     HSIC4,913,365-2,782,466$311,999
TRANSDIGM GROUP INC 595,364 -5,620 $309,988
     TDG595,364-5,620$309,988
PAYCHEX INC 3,379,526 -255,543 $279,723
     PAYX3,379,526-255,543$279,723
HILL ROM HLDGS INC 2,556,189 +1,135,168 $268,988
     HRC2,556,189+1,135,168$268,988
SERVICE CORP INTL 5,455,736 -536,464 $260,839
     SCI5,455,736-536,464$260,839
IHS MARKIT LTD 3,441,338 -1,327,040 $230,157
     INFO3,441,338-1,327,040$230,157
COSTAR GROUP INC 376,256 -47,560 $223,195
     CSGP376,256-47,560$223,195
TELEFLEX INC 648,634 -119,650 $220,373
     TFX648,634-119,650$220,373
FIDELITY NATL INFORMATION SV 1,482,686 +1,482,686 $196,841
     FIS1,482,686+1,482,686$196,841
Canada Goose Holdings Inc 4,210,314 +3,514,101 $185,128
     GOOS4,210,314+3,514,101$185,128
SS&C TECHNOLOGIES HLDGS INC 3,520,078 +642,179 $181,530
     SSNC3,520,078+642,179$181,530
AUTOHOME INC 2,061,141 +2,061,141 $171,343
     ATHM2,061,141+2,061,141$171,343
Trimble Inc 4,345,254 -1,647,032 $168,639
     TRMB4,345,254-1,647,032$168,639
EVERBRIDGE INC 2,669,506 +1,827,525 $164,735
     EVBG2,669,506+1,827,525$164,735
CLARIVATE ANALYTICS PLC 9,019,364 -1,018,293 $152,157
     CCC9,019,364-1,018,293$152,157
THERMO FISHER SCIENTIFIC INC 474,732 +51,181 $138,275
     TMO474,732+51,181$138,275
PTC INC 1,814,420 -611,868 $123,707
     PTC1,814,420-611,868$123,707
GARMIN LTD 1,437,265 +486,444 $121,722
     GRMN1,437,265+486,444$121,722
OUTFRONT MEDIA INC 4,255,111 +2,391,007 $118,207
     OUT4,255,111+2,391,007$118,207
GARTNER INC 796,199 -1,565,191 $113,848
     IT796,199-1,565,191$113,848
CINTAS CORP 419,000 -163,077 $112,334
     CTAS419,000-163,077$112,334
HEICO CORP NEW      $104,837
     HEI569,155-63,640$71,076
     HEI.A346,942-273,838$33,761
INTERACTIVE BROKERS GROUP IN 1,917,544 -289,015 $103,126
     IBKR1,917,544-289,015$103,126
WATERS CORP 432,157 +201,816 $96,470
     WAT432,157+201,816$96,470
Ulta Beauty Inc 377,273 +377,273 $94,563
     ULTA377,273+377,273$94,563
DANAHER CORPORATION 619,847 -59,842 $89,525
     DHR619,847-59,842$89,525
BROOKFIELD ASSET MGMT INC 1,665,142 -234,010 $88,402
     BAM1,665,142-234,010$88,402
SIGNET JEWELERS LIMITED      $83,580
     Call2,850,000-1,980,000$47,766
     SIG2,136,894+2,136,894$35,814
Morgan Stanley      $81,926
     Call1,920,000UNCH$81,926
CORE LABORATORIES N V 1,542,440 +371,303 $71,909
     CLB1,542,440+371,303$71,909
BLACKSTONE GROUP INC 1,437,465 -1,612,598 $70,206
     BX1,437,465-1,008,298$70,206
VAIL RESORTS INC 301,040 +29,767 $68,505
     MTN301,040+29,767$68,505
NATIONAL VISION HLDGS INC 2,845,136 -1,014,566 $68,482
     EYE2,845,136-1,014,566$68,482

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 09/30/2019: $14,774,685
At 06/30/2019: $14,685,263

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

Select Equity Group L.P. Top Holdings 13F Filings | www.HoldingsChannel.com

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