Select Equity Group, L.P.

Name: Select Equity Group, L.P. 13F holdings, Q4 2024
Creator: Select Equity Group, L.P.
Published: 2025-02-14

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q3 2024Q2 2024Q1 2024

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Select Equity Group, L.P. reported 142 stock positions worth $24.5 billion. Its top holding was Live Nation Entertainment (LYV) at 4.5% of the portfolio, followed by Somnigroup International (SGI, 4.3%) and CRH (CRH, 4.2%). Compared with Q3 2024, it opened 19 new positions, sold out of 17, added to 41 and reduced 81. The biggest buy was Viking (VIK, shares +27%) and the biggest sale CDW (CDW, shares −27%).

Most Recent 13F: Q2 2026
Location: NEW YORK, NY
CIK: 0001592643
Portfolio Value: $24.5B (Q4 2024)
SEC Filing: 0001592643-25-000002 ↗ filed Feb 14, 2025

Holdings Value

Holdings 142 stocks · $24.5B


LYV Live Nation Entertainment Inc.	4.46%	8,442,456	$1.1B	Reduce -32.9%
SGI Somnigroup International Inc. filed as TEMPUR SEALY INTL INC	4.34%	18,770,274	$1.1B	Reduce -13.9%
CRH CRH PLC	4.16%	11,017,423	$1.0B	Reduce -11.9%
WAB Wabtec Corp.	3.97%	5,138,706	$974.2M	Reduce -9.6%
MIDD Middleby Corp.	3.47%	6,289,468	$851.9M	Reduce -4.1%
DAY Dayforce Inc.	3.38%	11,400,740	$828.1M	Reduce -19.4%
BRO Brown & Brown Inc.	3.32%	7,978,907	$814.0M	Reduce -16.6%
VIK Viking Holdings Ltd.	3.11%	17,279,911	$761.4M	Add +26.9%
MLM Martin Marietta Materials	2.97%	1,408,743	$727.6M	Reduce -19.5%
TRMB Trimble Inc.	2.93%	10,154,341	$717.5M	Add +22.4%
CNM Core & Main Inc. Class A	2.74%	13,182,779	$671.1M	Reduce -19.5%
SCI Service Corp. International	2.70%	8,301,898	$662.7M	Reduce -9.0%
ITT Itt Inc.	2.66%	4,564,926	$652.2M	Add +7.7%
CDW CDW Corp.	2.48%	3,497,926	$608.8M	Reduce -27.0%
FBIN Fortune Brands Innovations I	2.38%	8,541,844	$583.7M	Reduce -0.2%
ALC Alcon Inc. filed as ALCON AG	2.26%	6,518,462	$553.1M	Add +21.1%
STE Steris PLC	2.18%	2,599,730	$534.4M	Add +165.3%
EME Emcor Group Inc.	1.97%	1,064,003	$483.0M	Add +1.6%
BN Brookfield Corp.	1.90%	8,097,315	$465.2M	Reduce -16.7%
MORN Morningstar Inc.	1.89%	1,374,435	$462.9M	Reduce -21.9%
SIG Signet Jewelers Ltd.	1.83%	5,560,915	$448.8M	Reduce -21.4%
TSCO Tractor Supply Company	1.66%	7,669,224	$406.9M	Add +1.1%
CLH Clean Harbors Inc.	1.64%	1,751,478	$403.1M	Add +4.8%
TTC Toro Co.	1.60%	4,905,975	$393.0M	Reduce -9.1%
SHOP Shopify Inc. Class A	1.54%	3,555,487	$378.1M	Add +25.5%
ENTG Entegris Inc.	1.54%	3,811,064	$377.5M	Reduce -6.8%
LH Labcorp Holdings Inc.	1.49%	1,595,957	$366.0M	Add +150.9%
V Visa Inc. Class A	1.40%	1,086,310	$343.3M	Reduce -9.8%
FTV Fortive Corp.	1.31%	4,297,573	$322.3M	Add +20.1%
RVTY Revvity Inc.	1.09%	2,384,467	$266.1M	Reduce -53.9%
PAYX Paychex Inc.	1.00%	1,755,940	$246.2M	Add +8.0%
TSM Taiwan Semiconductor-SP ADR	0.97%	1,208,011	$238.6M	Reduce -8.5%
TDY Teledyne Technologies Inc.	0.96%	505,375	$234.6M	Reduce -9.2%
PWR Quanta Services Inc.	0.94%	729,376	$230.5M	Reduce -46.1%
AOS Smith (a.o.) Corp.	0.93%	3,342,818	$228.0M	Reduce -20.8%
CP Canadian Pacific Kansas City	0.91%	3,080,078	$222.9M	Add +32.7%
GRMN Garmin Ltd.	0.85%	1,009,024	$208.1M	Reduce -33.8%
MHK Mohawk Industries Inc.	0.73%	1,497,419	$178.4M	Reduce -3.6%
JLL Jones Lang Lasalle Inc.	0.73%	704,600	$178.4M	Reduce -22.9%
PTC PTC Inc.	0.72%	961,582	$176.8M	Add +21.1%
CAE Cae Inc.	0.70%	6,741,514	$171.1M	Add +427.1%
TECH Bio-Techne Corp.	0.69%	2,335,359	$168.2M	Add +26.9%
KEX Kirby Corp.	0.68%	1,565,693	$165.7M	Add +59.0%
BIP Brookfield Infrastructure Pa	0.66%	5,124,291	$162.9M	Reduce -5.6%
CRM Salesforce Inc.	0.65%	479,703	$160.4M	Reduce -38.8%
APO Apollo Global Management Inc.	0.64%	944,125	$155.9M	Reduce -59.7%
BIO Bio-Rad Laboratories-A	0.62%	460,658	$151.3M	Reduce -35.0%
SAIA Saia Inc.	0.56%	301,054	$137.2M	New
WDAY Workday Inc. Class A	0.52%	494,643	$127.6M	Add +23.4%
APG Api Group Corp.	0.48%	3,303,798	$118.8M	Reduce -14.5%
CR Crane Co.	0.47%	754,170	$114.4M	Add +25.2%
NEOG Neogen Corp.	0.47%	9,396,150	$114.1M	Reduce -29.0%
AMZN Amazon.com Inc.	0.45%	508,307	$111.5M	Add +5.8%
GOOG Alphabet Inc. Class C	0.45%	584,478	$111.3M	Add +25.1%
MKC McCormick & Co.-Non VTG SHRS	0.43%	1,375,432	$104.9M	New
TMO Thermo Fisher Scientific Inc.	0.43%	201,019	$104.6M	Reduce -21.6%
ADBE Adobe Inc.	0.43%	235,068	$104.5M	Add +177.8%
CACI Caci International Inc. Class A	0.42%	255,079	$103.1M	Reduce -22.9%
CINF Cincinnati Financial Corp.	0.41%	695,104	$99.9M	Reduce -37.9%
ONON On Holding AG Class A filed as ON HLDG AG	0.33%	1,491,157	$81.7M	Reduce -66.0%
RJF Raymond James Financial Inc.	0.33%	525,404	$81.6M	New
HUBG Hub Group Inc. Class A	0.31%	1,701,418	$75.8M	Reduce -12.3%
MSFT Microsoft Corp.	0.31%	177,923	$75.0M	Reduce -1.9%
PKG Packaging Corp. of America	0.29%	321,320	$72.3M	New
PYPL PayPal Holdings Inc.	0.26%	752,879	$64.3M	Reduce -36.4%
BWXT BWX Technologies Inc.	0.25%	551,878	$61.5M	Add +11.4%
H Hyatt Hotels Corp. Class A	0.24%	371,000	$58.2M	Reduce -36.2%
RGLD Royal Gold Inc.	0.23%	423,397	$55.8M	New
WSM Williams-Sonoma Inc.	0.22%	296,722	$54.9M	Reduce -1.4%
WTM White Mountains Insurance GP	0.22%	27,599	$53.7M	Reduce -20.4%
GMED Globus Medical Inc. Class A	0.21%	626,640	$51.8M	Reduce -51.1%
APH Amphenol Corp. Class A	0.21%	742,025	$51.5M	Reduce -1.4%
META Meta Platforms Inc. Class A	0.21%	86,688	$50.8M	Reduce -10.7%
SPGI S&P Global Inc.	0.20%	97,574	$48.6M	Reduce -21.4%
OSW Onespaworld Holdings Ltd.	0.18%	2,225,569	$44.3M	Reduce -56.9%
USLM United States Lime & Mineral	0.18%	328,354	$43.6M	Add +46.3%
MIR Mirion Technologies Inc.	0.16%	2,313,419	$40.4M	Reduce -46.4%
PII Polaris Inc.	0.16%	669,370	$38.6M	Reduce -65.5%
ADSK Autodesk Inc.	0.15%	124,774	$36.9M	Reduce -48.0%
LAMR Lamar Advertising Co. Class A	0.15%	298,853	$36.4M	Reduce -5.3%
DHR Danaher Corp.	0.14%	154,281	$35.4M	Reduce -48.7%
ZTS Zoetis Inc.	0.13%	189,703	$30.9M	Add +130.7%
DOCU Docusign Inc.	0.12%	330,678	$29.7M	Reduce -13.6%
CPAY Corpay Inc.	0.12%	86,923	$29.4M	New
CW Curtiss-Wright Corp.	0.12%	80,371	$28.5M	Reduce -52.3%
MSCI MSCI Inc.	0.10%	42,676	$25.6M	Reduce -23.6%
COO The Cooper Cos Inc.	0.10%	262,809	$24.2M	Add +56.1%
MCO Moody's Corp.	0.09%	48,845	$23.1M	Reduce -24.2%
IRDM Iridium Communications Inc.	0.09%	751,188	$21.8M	Reduce -23.2%
SPOT Spotify Technology SA	0.09%	46,794	$20.9M	Reduce -55.9%
LEN Lennar Corp. Class A	0.08%	147,583	$20.1M	New
ILMN Illumina Inc.	0.08%	137,839	$18.4M	Reduce -79.7%
CARG Cargurus Inc.	0.07%	442,284	$16.2M	Reduce -61.5%
CSGP Costar Group Inc.	0.06%	207,951	$14.9M	New
COHR Coherent Corp.	0.06%	153,309	$14.5M	Reduce -80.1%
CASY Casey's General Stores Inc.	0.05%	30,144	$11.9M	New
BEP Brookfield Renewable Partner	0.05%	523,114	$11.9M	Reduce -80.7%
BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC	0.05%	130,766	$11.7M	New
ADEA Adeia Inc.	0.04%	688,064	$9.6M	Reduce -4.7%
BE Bloom Energy Corp. Class A	0.03%	278,515	$6.2M	Add +125.5%
SUM Summit Materials Inc. Class A	0.02%	91,439	$4.6M	Add +7.9%
KAI Kadant Inc.	0.02%	13,029	$4.5M	Add +0.4%
CHEF The Chefs' Warehouse Inc.	0.01%	72,487	$3.6M	Reduce -6.4%
PRM Perimeter Solutions Inc.	0.01%	269,041	$3.4M	New
EFX Equifax Inc.	0.01%	13,410	$3.4M	New
MRVL Marvell Technology Inc.	0.01%	27,868	$3.1M	New
CWST Casella Waste Systems Inc. Class A	0.01%	28,702	$3.0M	Reduce -2.1%
FORM Formfactor Inc.	0.01%	61,799	$2.7M	New
ALKT Alkami Technology Inc.	0.01%	65,199	$2.4M	Reduce -9.3%
AVGO Broadcom Inc.	0.01%	10,068	$2.3M	Reduce -65.8%
VRRM Verra Mobility Corp.	0.01%	86,263	$2.1M	Reduce -2.0%
ERII Energy Recovery Inc.	0.01%	132,495	$1.9M	Add +9.4%
GOGO Gogo Inc.	0.01%	238,730	$1.9M	Add +33.9%
CSW CSW Industrials Inc.	0.01%	5,298	$1.9M	Reduce -34.7%
CERT Certara Inc.	0.01%	172,488	$1.8M	Reduce -11.7%
BOOT Boot Barn Holdings Inc.	0.01%	11,997	$1.8M	Add +6.5%
MLAB Mesa Laboratories Inc.	0.01%	13,711	$1.8M	Add +5.3%
NCNO Ncino Inc.	0.01%	53,546	$1.8M	Add +4.1%
ALRM Alarm.com Holdings Inc.	0.01%	29,160	$1.8M	Reduce -2.2%
CDRE Cadre Holdings Inc.	0.01%	54,119	$1.7M	Add +41.2%
ALTR Altair Engineering Inc. Class A	0.01%	14,140	$1.5M	Reduce -33.8%
SPSC SPS Commerce Inc.	0.01%	7,850	$1.4M	Add +7.0%
BL Blackline Inc.	0.01%	21,862	$1.3M	New
BWIN Baldwin Insurance Group Inc./ filed as THE BALDWIN INSURANCE GRP IN	0.01%	33,741	$1.3M	Reduce -36.9%
PTLO Portillo's Inc. Class A	0.01%	138,150	$1.3M	Add +19.4%
OUT Outfront Media Inc.	0.01%	72,161	$1.3M	Reduce -0.3%
AIN Albany Intl Corp. Class A	0.00%	14,279	$1.1M	Reduce -46.4%
STRL Sterling Infrastructure Inc.	0.00%	6,630	$1.1M	Add +20.9%
MYRG MYR Group Inc./Delaware	0.00%	7,196	$1.1M	Add +10.3%
GFS Globalfoundries Inc.	0.00%	24,904	$1.1M	Reduce -61.1%
WINA Winmark Corp.	0.00%	2,708	$1.1M	Reduce -2.4%
BMI Badger Meter Inc.	0.00%	4,776	$1.0M	Add +11.4%
MLNK Meridianlink Inc.	0.00%	47,922	$990K	Add +94.4%
LNTH Lantheus Holdings Inc.	0.00%	10,092	$903K	New
IWR iShares Russell Mid-Cap ETF	0.00%	10,108	$894K	New
CLFD Clearfield Inc.	0.00%	20,260	$628K	Reduce -2.0%
NRC NRC Health filed as NATIONAL RESH CORP	0.00%	33,175	$585K	Reduce -2.0%
LOAR Loar Holdings Inc.	0.00%	5,714	$422K	Reduce -63.4%
TENB Tenable Holdings Inc.	0.00%	9,964	$392K	Reduce -23.8%
TRI Thomson Reuters Corp.	0.00%	2,093	$336K	No change
IJH iShares Core S&P Midcap ETF	0.00%	3,641	$227K	New
LIND Lindblad Expeditions Holding	0.00%	15,313	$182K	New

Options reported separately and not counted above: DVA puts ($384.4M), QCOM calls ($130.2M), RMD puts ($110.2M), FXI calls ($18.3M), LLY puts ($6.2M), EL calls ($4.9M), VFC calls ($2.6M), CDW calls ($435K).

Portfolio Sells Q3 2024 → Q4 2024


CDW CDW Corp.	Reduce -27.0%	2.48%	−1.48
RVTY Revvity Inc.	Reduce -53.9%	1.09%	−1.33
SIG Signet Jewelers Ltd.	Reduce -21.4%	1.83%	−0.83
LYV Live Nation Entertainment Inc.	Reduce -32.9%	4.46%	−0.57
PWR Quanta Services Inc.	Reduce -46.1%	0.94%	−0.53
MLM Martin Marietta Materials	Reduce -19.5%	2.97%	−0.47
ONON On Holding AG Class A	Reduce -66.0%	0.33%	−0.47
AOS Smith (a.o.) Corp.	Reduce -20.8%	0.93%	−0.45
PII Polaris Inc.	Reduce -65.5%	0.16%	−0.43
APO Apollo Global Management Inc.	Reduce -59.7%	0.64%	−0.43
FBIN Fortune Brands Innovations I	Reduce -0.2%	2.38%	−0.42
MTN Vail Resorts Inc.	Sold out	0.00%	−0.39
NEOG Neogen Corp.	Reduce -29.0%	0.47%	−0.35
BRO Brown & Brown Inc.	Reduce -16.6%	3.32%	−0.30
EL Estee Lauder Companies Class A	Sold out	0.00%	−0.27
ILMN Illumina Inc.	Reduce -79.7%	0.08%	−0.25
BIO Bio-Rad Laboratories-A	Reduce -35.0%	0.62%	−0.25
TRU Transunion	Sold out	0.00%	−0.25
BEP Brookfield Renewable Partner	Reduce -80.7%	0.05%	−0.23
COHR Coherent Corp.	Reduce -80.1%	0.06%	−0.19
CACI Caci International Inc. Class A	Reduce -22.9%	0.42%	−0.19
MHK Mohawk Industries Inc.	Reduce -3.6%	0.73%	−0.18
RH RH	Sold out	0.00%	−0.18
JLL Jones Lang Lasalle Inc.	Reduce -22.9%	0.73%	−0.17
MORN Morningstar Inc.	Reduce -21.9%	1.89%	−0.16
HLNE Hamilton Lane Inc. Class A	Sold out	0.00%	−0.16
DHR Danaher Corp.	Reduce -48.7%	0.14%	−0.16
BURL Burlington Stores Inc.	Sold out	0.00%	−0.16
TMO Thermo Fisher Scientific Inc.	Reduce -21.6%	0.43%	−0.15
CINF Cincinnati Financial Corp.	Reduce -37.9%	0.41%	−0.15
ENTG Entegris Inc.	Reduce -6.8%	1.54%	−0.14
OSW Onespaworld Holdings Ltd.	Reduce -56.9%	0.18%	−0.13
GRMN Garmin Ltd.	Reduce -33.8%	0.85%	−0.13
CRM Salesforce Inc.	Reduce -38.8%	0.65%	−0.13
GMED Globus Medical Inc. Class A	Reduce -51.1%	0.21%	−0.12
TTC Toro Co.	Reduce -9.1%	1.60%	−0.11
ADSK Autodesk Inc.	Reduce -48.0%	0.15%	−0.09
CW Curtiss-Wright Corp.	Reduce -52.3%	0.12%	−0.09
H Hyatt Hotels Corp. Class A	Reduce -36.2%	0.24%	−0.09
PYPL PayPal Holdings Inc.	Reduce -36.4%	0.26%	−0.07
CRH CRH PLC	Reduce -11.9%	4.16%	−0.07
CMP Compass Minerals Internation	Sold out	0.00%	−0.07
CARG Cargurus Inc.	Reduce -61.5%	0.07%	−0.06
SPOT Spotify Technology SA	Reduce -55.9%	0.09%	−0.06
WOLF Wolfspeed Inc.	Sold out	0.00%	−0.06
SPGI S&P Global Inc.	Reduce -21.4%	0.20%	−0.04
BIP Brookfield Infrastructure Pa	Reduce -5.6%	0.66%	−0.03
IRDM Iridium Communications Inc.	Reduce -23.2%	0.09%	−0.02
MCO Moody's Corp.	Reduce -24.2%	0.09%	−0.02
MSCI MSCI Inc.	Reduce -23.6%	0.10%	−0.01

Portfolio Buys Q3 2024 → Q4 2024


VIK Viking Holdings Ltd.	Add +26.9%	3.11%	+1.37
STE Steris PLC	Add +165.3%	2.18%	+1.31
TRMB Trimble Inc.	Add +22.4%	2.93%	+1.05
LH Labcorp Holdings Inc.	Add +150.9%	1.49%	+0.97
SHOP Shopify Inc. Class A	Add +25.5%	1.54%	+0.71
CAE Cae Inc.	Add +427.1%	0.70%	+0.61
SAIA Saia Inc.	New	0.56%	+0.56
MKC McCormick & Co.-Non VTG SHRS	New	0.43%	+0.43
ITT Itt Inc.	Add +7.7%	2.66%	+0.35
RJF Raymond James Financial Inc.	New	0.33%	+0.33
EME Emcor Group Inc.	Add +1.6%	1.97%	+0.32
PKG Packaging Corp. of America	New	0.29%	+0.29
ALC Alcon Inc.	Add +21.1%	2.26%	+0.29
FTV Fortive Corp.	Add +20.1%	1.31%	+0.28
ADBE Adobe Inc.	Add +177.8%	0.43%	+0.27
KEX Kirby Corp.	Add +59.0%	0.68%	+0.24
RGLD Royal Gold Inc.	New	0.23%	+0.23
PAYX Paychex Inc.	Add +8.0%	1.00%	+0.21
PTC PTC Inc.	Add +21.1%	0.72%	+0.20
CP Canadian Pacific Kansas City	Add +32.7%	0.91%	+0.18
CLH Clean Harbors Inc.	Add +4.8%	1.64%	+0.17
GOOG Alphabet Inc. Class C	Add +25.1%	0.45%	+0.17
WDAY Workday Inc. Class A	Add +23.4%	0.52%	+0.16
TECH Bio-Techne Corp.	Add +26.9%	0.69%	+0.15
AMZN Amazon.com Inc.	Add +5.8%	0.45%	+0.13
CPAY Corpay Inc.	New	0.12%	+0.12
CR Crane Co.	Add +25.2%	0.47%	+0.12
USLM United States Lime & Mineral	Add +46.3%	0.18%	+0.10
LEN Lennar Corp. Class A	New	0.08%	+0.08
ZTS Zoetis Inc.	Add +130.7%	0.13%	+0.07
CSGP Costar Group Inc.	New	0.06%	+0.06
BWXT BWX Technologies Inc.	Add +11.4%	0.25%	+0.05
TSCO Tractor Supply Company	Add +1.1%	1.66%	+0.05
CASY Casey's General Stores Inc.	New	0.05%	+0.05
BJ Bj's Wholesale Club Holdings	New	0.05%	+0.05
COO The Cooper Cos Inc.	Add +56.1%	0.10%	+0.03
BE Bloom Energy Corp. Class A	Add +125.5%	0.03%	+0.02
PRM Perimeter Solutions Inc.	New	0.01%	+0.01
EFX Equifax Inc.	New	0.01%	+0.01
MRVL Marvell Technology Inc.	New	0.01%	+0.01
FORM Formfactor Inc.	New	0.01%	+0.01
SUM Summit Materials Inc. Class A	Add +7.9%	0.02%	+0.01
BL Blackline Inc.	New	0.01%	+0.01
LNTH Lantheus Holdings Inc.	New	0.00%	+0.00
IWR iShares Russell Mid-Cap ETF	New	0.00%	+0.00
GOGO Gogo Inc.	Add +33.9%	0.01%	+0.00
KAI Kadant Inc.	Add +0.4%	0.02%	+0.00
MLNK Meridianlink Inc.	Add +94.4%	0.00%	+0.00
MYRG MYR Group Inc./Delaware	Add +10.3%	0.00%	+0.00
CDRE Cadre Holdings Inc.	Add +41.2%	0.01%	+0.00

Options Activity Q3 2024 → Q4 2024


DVA Davita Inc.	put	Add +172.4%	2,570,600	$384.4M
QCOM Qualcomm Inc.	call	New	847,800	$130.2M
RMD Resmed Inc.	put	Reduce -54.4%	481,700	$110.2M
FXI iShares China Large-Cap ETF	call	Add +20.9%	599,800	$18.3M
PFE Pfizer Inc.	call	Sold out	173,600	$5.0Mbefore exit
EL Estee Lauder Companies Class A	call	Add +81.9%	65,500	$4.9M
PII Polaris Inc.	call	Sold out	46,800	$3.9Mbefore exit
VFC VF Corp.	call	Reduce -25.3%	122,500	$2.6M
CFG Citizens Financial Group	call	Sold out	30,400	$1.2Mbefore exit
CDW CDW Corp.	call	New	2,500	$435K

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	143	$18.9B	VIK, LYV, SGI, ITT, WAB
Q1 2026	159	$18.8B	LYV, VIK, ITT, WAB, MKL
Q4 2025	163	$21.5B	VIK, SGI, MKL, CRH, LYV
Q3 2025	152	$23.4B	CRH, SGI, VIK, LYV, WAB
Q2 2025	144	$23.5B	LYV, VIK, SGI, CRH, WAB
Q1 2025	143	$22.4B	LYV, CRH, SGI, MIDD, WAB
Q4 2024	142	$24.5B	LYV, SGI, CRH, WAB, MIDD
Q3 2024	140	$27.4B	LYV, SGI, CRH, CDW, WAB
Q2 2024	145	$25.2B	LYV, BRO, MLM, CRH, CDW
Q1 2024	144	$27.7B	MLM, CDW, SGI, CRH, LYV