HoldingsChannel.com
Select Equity Group L.P. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
MARTIN MARIETTA MATLS INC 3,253,640 +637,250 $615,686
     MLM3,253,640+637,250$615,686
CDW CORP 5,895,496 +2,316,970 $549,873
     CDW5,895,496+2,316,970$549,873
JACOBS ENGR GROUP INC 6,846,741 +976,383 $542,741
     JEC6,846,741+976,383$542,741
CERIDIAN HCM HLDG INC 10,402,821 -1,277,448 $520,869
     CDAY10,402,821-1,277,448$520,869
GODADDY INC 7,906,560 +1,825,378 $451,544
     GDDY7,906,560+1,825,378$451,544
PERKINELMER INC 5,824,629 +135,748 $438,478
     PKI5,824,629+135,748$438,478
FIRST REP BK SAN FRANCISCO C 5,272,852 +988,292 $433,850
     FRC5,272,852+988,292$433,850
BROWN & BROWN INC 11,933,156 +1,026,869 $432,219
     BRO11,933,156+1,026,869$432,219
HILL ROM HLDGS INC 3,868,427 +1,057,065 $389,164
     HRC3,868,427+1,057,065$389,164
IHS MARKIT LTD 6,431,804 +3,574,571 $385,908
     INFO6,431,804+3,574,571$385,908
TORO CO 5,850,260 +633,311 $380,793
     TTC5,850,260+633,311$380,793
LIVE NATION ENTERTAINMENT IN 8,349,658 -473,342 $379,575
     LYV8,349,658-473,342$379,575
CINCINNATI FINL CORP 4,896,477 +1,257,753 $369,439
     CINF4,896,477+1,257,753$369,439
EVERBRIDGE INC 3,390,197 +710,052 $360,581
     EVBG3,390,197+710,052$360,581
COSTAR GROUP INC 613,085 -138,208 $360,010
     CSGP613,085-138,208$360,010
AMPHENOL CORP NEW 4,728,532 +467,138 $344,615
     APH4,728,532+467,138$344,615
SS&C TECHNOLOGIES HLDGS INC 7,390,262 +4,611,615 $323,841
     SSNC7,390,262+4,611,615$323,841
PAYCHEX INC 5,143,502 +1,871,400 $323,629
     PAYX5,143,502+1,871,400$323,629
SERVICE CORP INTL 8,143,889 +2,873,251 $318,507
     SCI8,143,889+2,873,251$318,507
CLARIVATE ANALYTICS PLC 15,189,866 +6,305,447 $315,190
     CCC15,189,866+6,305,447$315,190
ALIBABA GROUP HLDG LTD 1,470,105 +832,893 $285,906
     BABA1,470,105+832,893$285,906
VAIL RESORTS INC 1,893,369 +705,951 $279,670
     MTN1,893,369+705,951$279,670
STERIS PLC 1,902,196 +547,138 $266,250
     STE1,902,196+547,138$266,250
FIDELITY NATL INFORMATION SV 2,173,249 +553,397 $264,354
     FIS2,173,249+553,397$264,354
Ulta Beauty Inc 1,393,922 +581,429 $244,912
     ULTA1,393,922+581,429$244,912
TRANSDIGM GROUP INC 740,237 +144,766 $237,016
     TDG740,237+144,766$237,016
ANSYS INC 886,858 -729,428 $206,168
     ANSS886,858-729,428$206,168
ROLLINS INC 5,462,857 +4,564,716 $197,428
     ROL5,462,857+4,564,716$197,428
TELEFLEX INCORPORATED 656,414 +53,880 $192,237
     TFX656,414+53,880$192,237
PTC INC 3,101,923 +492,535 $189,869
     PTC3,101,923+492,535$189,869
ILLUMINA INC 685,617 +613,204 $187,256
     ILMN685,617+613,204$187,256
EXPEDITORS INTL WASH INC 2,610,173 +1,952,137 $174,151
     EXPD2,610,173+1,952,137$174,151
IDEXX LABS INC 701,604 +701,604 $169,957
     IDXX701,604+701,604$169,957
GARMIN LTD 2,001,996 +762,044 $150,070
     GRMN2,001,996+762,044$150,070
Trimble Inc 4,571,191 -130,536 $145,501
     TRMB4,571,191-130,536$145,501
HENRY SCHEIN INC 2,364,944 -1,357,104 $119,477
     HSIC2,364,944-1,357,104$119,477
THERMO FISHER SCIENTIFIC INC 419,511 -58,453 $118,973
     TMO419,511-58,453$118,973
BRIGHT HORIZONS FAM SOL IN D 1,113,511 +202,633 $113,578
     BFAM1,113,511+202,633$113,578
HEICO CORP NEW      $109,836
     HEI1,146,806+627,870$85,563
     HEI.A379,862+63,250$24,273
SHAKE SHACK INC 2,893,677 +2,893,677 $109,207
     SHAK2,893,677+2,893,677$109,207
BLACKSTONE GROUP INC 2,387,577 +1,323,630 $108,802
     BX2,387,577+1,323,630$108,802
OUTFRONT MEDIA INC 6,360,842 +1,331,625 $85,744
     OUT6,360,842+1,331,625$85,744
IRIDIUM COMMUNICATIONS INC 3,698,760 +456,477 $82,593
     IRDM3,698,760+456,477$82,593
DANAHER CORPORATION 573,138 +15,110 $79,328
     DHR573,138+15,110$79,328
INTERACTIVE BROKERS GROUP IN 1,779,762 -374,951 $76,832
     IBKR1,779,762-374,951$76,832
DENTSPLY SIRONA INC 1,958,395 -2,571,262 $76,044
     XRAY1,958,395-2,571,262$76,044
MOODYS CORP 345,122 +345,122 $72,993
     MCO345,122+345,122$72,993
Canada Goose Holdings Inc 3,659,638 -690,891 $72,790
     GOOS3,659,638-690,891$72,790
KKR & Co Inc      $68,610
     Call2,923,300+2,923,300$68,610
SOUTH ST CORP 1,143,251 +599,936 $67,143
     SSB1,143,251+599,936$67,143

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 03/31/2020: $14,495,498
At 12/31/2019: $15,854,691

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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