HoldingsChannel.com
Select Equity Group L.P. Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
MARTIN MARIETTA MATLS INC 2,982,801 -87,613 $686,372
     MLM2,982,801-87,613$686,372
PERKINELMER INC 6,942,945 -1,742,830 $668,883
     PKI6,942,945-1,742,830$668,883
DENTSPLY SIRONA INC 9,834,725 +1,244,599 $573,955
     XRAY9,834,725+1,244,599$573,955
HENRY SCHEIN INC 7,695,831 +1,013,797 $537,939
     HSIC7,695,831+1,013,797$537,939
CDW CORP 4,347,402 -131,332 $482,562
     CDW4,347,402-131,332$482,562
JACOBS ENGR GROUP INC 5,324,660 +246,857 $449,348
     JEC5,324,660+246,857$449,348
GODADDY INC 6,325,561 +870,012 $443,738
     GDDY6,325,561+870,012$443,738
CINCINNATI FINL CORP 4,246,896 -1,225,481 $440,276
     CINF4,246,896-1,225,481$440,276
SERVICEMASTER GLOBAL HLDGS I 8,330,274 +1,816,560 $433,924
     SERV8,330,274+1,816,560$433,924
ALIBABA GROUP HLDG LTD 2,508,212 -201,896 $425,017
     BABA2,508,212-201,896$425,017
LIVE NATION ENTERTAINMENT IN 6,387,422 +11,227 $423,167
     LYV6,387,422+11,227$423,167
GARTNER INC 2,361,390 -1,851,689 $380,042
     IT2,361,390-1,851,689$380,042
Worldpay Inc 2,938,467 -1,694,360 $360,109
     WP2,938,467-1,694,360$360,109
HYATT HOTELS CORP 4,576,662 +723,025 $348,421
     H4,576,662+723,025$348,421
ANSYS INC 1,584,048 -376,265 $324,445
     ANSS1,584,048-376,265$324,445
CERIDIAN HCM HLDG INC 6,369,727 +258,269 $319,760
     CDAY6,369,727+258,269$319,760
FIRST REP BK SAN FRANCISCO C 3,258,365 +24,856 $318,179
     FRC3,258,365+24,856$318,179
BROWN & BROWN INC 9,466,914 +135,184 $317,142
     BRO9,466,914+135,184$317,142
IHS MARKIT LTD 4,768,378 -1,326,979 $303,841
     INFO4,768,378-1,326,979$303,841
PAYCHEX INC 3,635,069 -1,427,893 $299,130
     PAYX3,635,069-1,427,893$299,130
TORO CO 4,441,726 +868,396 $297,151
     TTC4,441,726+868,396$297,151
TRANSDIGM GROUP INC 600,984 -241 $290,756
     TDG600,984-241$290,756
SERVICE CORP INTL 5,992,200 -3,350,873 $280,315
     SCI5,992,200-3,350,873$280,315
Trimble Inc 5,992,286 +1,237,903 $270,312
     TRMB5,992,286+1,237,903$270,312
TELEFLEX INC 768,284 -200,912 $254,417
     TFX768,284-200,912$254,417
AMPHENOL CORP NEW 2,475,478 -785,414 $237,497
     APH2,475,478-785,414$237,497
COSTAR GROUP INC 423,816 -91,974 $234,819
     CSGP423,816-91,974$234,819
PTC INC 2,426,288 -289,781 $217,784
     PTC2,426,288-289,781$217,784
SS&C TECHNOLOGIES HLDGS INC 2,877,899 -630,228 $165,796
     SSNC2,877,899-630,228$165,796
CLARIVATE ANALYTICS PLC 10,037,657 +5,906,563 $154,379
     CCC10,037,657+5,906,563$154,379
HEICO CORP NEW      $148,844
     HEI632,795-643,683$84,674
     HEI.A620,780-409,767$64,170
HILL ROM HLDGS INC 1,421,021 +678,588 $148,667
     HRC1,421,021+678,588$148,667
CINTAS CORP 582,077 -98,403 $138,121
     CTAS582,077-98,403$138,121
COVETRUS INC 5,562,020 +2,959,508 $136,047
     CVETV5,562,020+2,959,508$136,047
BLACKSTONE GROUP L P      $135,484
     BX2,445,763-2,403,441$108,641
     Call604,300-2,505,700$26,843
Welbilt Inc 7,866,613 -3,848,151 $131,372
     WBT7,866,613-3,211,951$131,372
EXPEDITORS INTL WASH INC 1,669,541 -991,144 $126,651
     EXPD1,669,541-991,144$126,651
INVESCO LTD      $125,180
     Call6,118,300+3,550,000$125,180
THERMO FISHER SCIENTIFIC INC 423,551 -127,338 $124,388
     TMO423,551-127,338$124,388
INTERACTIVE BROKERS GROUP IN 2,206,559 -268,622 $119,595
     IBKR2,206,559-268,622$119,595
NATIONAL VISION HLDGS INC 3,859,702 +66,170 $118,609
     EYE3,859,702+66,170$118,609
DANAHER CORPORATION 679,689 -522,862 $97,141
     DHR679,689-522,862$97,141
BROOKFIELD ASSET MGMT INC 1,899,152 +1,657,225 $90,741
     BAM1,899,152+1,657,225$90,741
SIGNET JEWELERS LIMITED      $86,360
     Call4,830,000+3,819,900$86,360
Morgan Stanley      $84,115
     Call1,920,000+1,920,000$84,115
GARMIN LTD 950,821 -199,696 $75,876
     GRMN950,821-199,696$75,876
EVERBRIDGE INC 841,981 +400,699 $75,290
     EVBG841,981+400,699$75,290
CORE LABORATORIES N V 1,171,137 +239,657 $61,227
     CLB1,171,137+239,657$61,227
VAIL RESORTS INC 271,273 -83,536 $60,543
     MTN271,273-83,536$60,543
TELEDYNE TECHNOLOGIES INC 219,608 -49,045 $60,144
     TDY219,608-49,045$60,144

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 06/30/2019: $14,685,263
At 03/31/2019: $14,766,389

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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