Filed: 11/14/2025ACC: 0001592643-25-000010
📋 What this filing means
SELECT EQUITY GROUP, L.P. filed this quarterly 13F‑HR report disclosing 160 equity positions with a total reported market value of $24.27B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
160
Positions
$24.27B
Total AUM (reported)
227.44M
Total Shares
Allocation by class
COM$16.48B67.9%
ORD SHS$1.45B6.0%
ORD$1.03B4.3%
CL A$1.02B4.2%
COM SHS$874.20M3.6%
SPONSORED ADS$619.51M2.6%
SHS$500.64M2.1%
Portfolio Concentration
Top 3$2.97B12.3%
4–10$5.09B21.0%
11–25$7.52B31.0%
Rest$8.69B35.8%
Top 3 weight
12.3%
Top 10 weight
33.2%
Voting Authority Distribution
Total shares with voting rights: 227.44M
Sole
Full voting authority
223M
shares
% of voting shares98.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.44M
shares
% of voting shares2.0%
Investment Discretion (by position count)
Sole160
Shared0
Other0
Dominant voting typeSole · 98.0% of voting shares
Institutional Holdings160
Rows:
CRH PLC
SOLEShares8.62M
TypeSH
Market value$1.03B
4.26%
Sole
8.40M
Shared
0.00
None
217.21K
SOMNIGROUP INTERNATIONAL INC
SOLEShares11.71M
TypeSH
Market value$987.68M
4.07%
Sole
11.71M
Shared
0.00
None
2.03K
VIKING HOLDINGS LTD
SOLEShares15.32M
TypeSH
Market value$952.23M
3.92%
Sole
15.19M
Shared
0.00
None
130.05K
LIVE NATION ENTERTAINMENT IN
SOLEShares5.57M
TypeSH
Market value$910.35M
3.75%
Sole
5.54M
Shared
0.00
None
27.32K
WABTEC
SOLEShares3.69M
TypeSH
Market value$739.46M
3.05%
Sole
3.65M
Shared
0.00
None
33.93K
MARKEL GROUP INC
SOLEShares382.73K
TypeSH
Market value$731.54M
3.01%
Sole
380.12K
Shared
0.00
None
2.61K
ITT INC
SOLEShares3.94M
TypeSH
Market value$704.49M
2.90%
Sole
3.94M
Shared
0.00
None
786.00
TRACTOR SUPPLY CO
SOLEShares12.13M
TypeSH
Market value$690.10M
2.84%
Sole
12.13M
Shared
0.00
None
2.11K
CDW CORP
SOLEShares4.16M
TypeSH
Market value$661.91M
2.73%
Sole
4.03M
Shared
0.00
None
127.96K
MARTIN MARIETTA MATLS INC
SOLEShares1.04M
TypeSH
Market value$653.32M
2.69%
Sole
1.04M
Shared
0.00
None
205.00
TRIMBLE INC
SOLEShares7.64M
TypeSH
Market value$624.19M
2.57%
Sole
7.59M
Shared
0.00
None
51.95K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares2.22M
TypeSH
Market value$619.51M
2.55%
Sole
2.17M
Shared
0.00
None
48.49K
BROWN & BROWN INC
SOLEShares6.08M
TypeSH
Market value$569.91M
2.35%
Sole
6.05M
Shared
0.00
None
29.31K
MIDDLEBY CORP
SOLEShares4.20M
TypeSH
Market value$557.83M
2.30%
Sole
4.20M
Shared
0.00
None
791.00
PAYCHEX INC
SOLEShares4.36M
TypeSH
Market value$552.37M
2.28%
Sole
4.36M
Shared
0.00
None
832.00
SERVICE CORP INTL
SOLEShares6.61M
TypeSH
Market value$550.03M
2.27%
Sole
6.61M
Shared
0.00
None
1.32K
LABCORP HOLDINGS INC
SOLEShares1.84M
TypeSH
Market value$527.34M
2.17%
Sole
1.84M
Shared
0.00
None
364.00
CORE & MAIN INC
SOLEShares9.69M
TypeSH
Market value$521.69M
2.15%
Sole
9.69M
Shared
0.00
None
1.68K
ALCON AG
SOLEShares6.73M
TypeSH
Market value$501.08M
2.06%
Sole
6.33M
Shared
0.00
None
400.38K
STERIS PLC
SOLEShares1.98M
TypeSH
Market value$489.14M
2.02%
Sole
1.98M
Shared
0.00
None
440.00
MORNINGSTAR INC
SOLEShares2.10M
TypeSH
Market value$488.08M
2.01%
Sole
2.10M
Shared
0.00
None
7.91K
EMCOR GROUP INC
SOLEShares735.77K
TypeSH
Market value$477.91M
1.97%
Sole
731.24K
Shared
0.00
None
4.53K
SIGNET JEWELERS LIMITED
SOLEShares3.85M
TypeSH
Market value$368.86M
1.52%
Sole
3.84M
Shared
0.00
None
921.00
JONES LANG LASALLE INC
SOLEShares1.14M
TypeSH
Market value$340.66M
1.40%
Sole
1.14M
Shared
0.00
None
209.00
CORPAY INC
SOLEShares1.16M
TypeSH
Market value$333.44M
1.37%
Sole
1.14M
Shared
0.00
None
13.41K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CRH PLCSOLE | ORD | 8.62M | SH | $1.03B 4.26% | 8.40M | 0.00 | 217.21K |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 11.71M | SH | $987.68M 4.07% | 11.71M | 0.00 | 2.03K |
VIKING HOLDINGS LTDSOLE | ORD SHS | 15.32M | SH | $952.23M 3.92% | 15.19M | 0.00 | 130.05K |
LIVE NATION ENTERTAINMENT INSOLE | COM | 5.57M | SH | $910.35M 3.75% | 5.54M | 0.00 | 27.32K |
WABTECSOLE | COM | 3.69M | SH | $739.46M 3.05% | 3.65M | 0.00 | 33.93K |
MARKEL GROUP INCSOLE | COM | 382.73K | SH | $731.54M 3.01% | 380.12K | 0.00 | 2.61K |
ITT INCSOLE | COM | 3.94M | SH | $704.49M 2.90% | 3.94M | 0.00 | 786.00 |
TRACTOR SUPPLY COSOLE | COM | 12.13M | SH | $690.10M 2.84% | 12.13M | 0.00 | 2.11K |
CDW CORPSOLE | COM | 4.16M | SH | $661.91M 2.73% | 4.03M | 0.00 | 127.96K |
MARTIN MARIETTA MATLS INCSOLE | COM | 1.04M | SH | $653.32M 2.69% | 1.04M | 0.00 | 205.00 |
TRIMBLE INCSOLE | COM | 7.64M | SH | $624.19M 2.57% | 7.59M | 0.00 | 51.95K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 2.22M | SH | $619.51M 2.55% | 2.17M | 0.00 | 48.49K |
BROWN & BROWN INCSOLE | COM | 6.08M | SH | $569.91M 2.35% | 6.05M | 0.00 | 29.31K |
MIDDLEBY CORPSOLE | COM | 4.20M | SH | $557.83M 2.30% | 4.20M | 0.00 | 791.00 |
PAYCHEX INCSOLE | COM | 4.36M | SH | $552.37M 2.28% | 4.36M | 0.00 | 832.00 |
SERVICE CORP INTLSOLE | COM | 6.61M | SH | $550.03M 2.27% | 6.61M | 0.00 | 1.32K |
LABCORP HOLDINGS INCSOLE | COM SHS | 1.84M | SH | $527.34M 2.17% | 1.84M | 0.00 | 364.00 |
CORE & MAIN INCSOLE | CL A | 9.69M | SH | $521.69M 2.15% | 9.69M | 0.00 | 1.68K |
ALCON AGSOLE | ORD SHS | 6.73M | SH | $501.08M 2.06% | 6.33M | 0.00 | 400.38K |
STERIS PLCSOLE | SHS USD | 1.98M | SH | $489.14M 2.02% | 1.98M | 0.00 | 440.00 |
MORNINGSTAR INCSOLE | COM | 2.10M | SH | $488.08M 2.01% | 2.10M | 0.00 | 7.91K |
EMCOR GROUP INCSOLE | COM | 735.77K | SH | $477.91M 1.97% | 731.24K | 0.00 | 4.53K |
SIGNET JEWELERS LIMITEDSOLE | SHS | 3.85M | SH | $368.86M 1.52% | 3.84M | 0.00 | 921.00 |
JONES LANG LASALLE INCSOLE | COM | 1.14M | SH | $340.66M 1.40% | 1.14M | 0.00 | 209.00 |
CORPAY INCSOLE | COM SHS | 1.16M | SH | $333.44M 1.37% | 1.14M | 0.00 | 13.41K |
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