Select Equity Group, L.P.
CIK:0001592643
Investment Adviser
$30B AUM
152 holdings
New York, NY, US
An investment management firm focused on long-term investing in high-quality companies through rigorous research.
Investment Strategy
Long-only and long/short equity strategies
Latest 13F Filing Activity
Select Equity Group, L.P. filed their most recent 13F report on Jun 30, 2025 disclosing 139 equity positions and 8 options positions with a total 13F market value of $24B. The fund increased holdings in Markel Group Inc., Quanta SVCS Inc., Viking Holdings LTD among other positions. Select Equity Group, L.P. reduced exposure to Fortive Corp., Toro Co., Saia Inc. among others.
Top Holdings
Equity Positions (139)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
L LYV | LIVE NATION ENTERTAINMENT IN | 4.34% | $1.04B | 6,851,369 | $91.34 | $151.28 | +$110.9M |
V VIK | VIKING HOLDINGS LTD | 3.99% | $952.9M | 17,880,920 | $36.67 | $53.29 | +$211.3M |
C CRH | CRH PLC | 3.73% | $890.2M | 9,697,157 | $69.16 | $91.80 | -$22.0M |
W WAB | WABTEC | 3.56% | $849.9M | 4,059,498 | $89.09 | $209.35 | +$20.2M |
C CDW | CDW CORP | 3.03% | $723.8M | 4,052,710 | $116.12 | $178.59 | +$131.5M |
Options Positions (8)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
N NEM | NEWMONT CORP | New | Call | $239.0M | 41,031 | $58.26 | $58.26 | +41,031 | +$239.0M |
N NET | CLOUDFLARE INC | Bought | Call | $44.8M | 2,290 | $195.83 | $189.48 | +2,115 | +$42.9M |
F FXI | ISHARES TR | Bought | Call | $33.6M | 9,150 | $36.76 | $29.96 | +239 | +$1.7M |
F FMC | FMC CORP | Bought | Call | $24.8M | 5,931 | $41.75 | $42.18 | +131 | +$291.7K |
L LLY | ELI LILLY & CO | Bought | Put | $13.6M | 174 | $779.53 | $772.51 | +93 | +$6.9M |
Industry Allocation
WATER TRANSPORTATION
+5.1%
SERVICES-PREPACKAGED SOFTWARE
+4.8%
SERVICES-AMUSEMENT & RECREATION SERVICES
+4.3%
CEMENT, HYDRAULIC
+3.8%
ELECTRICAL WORK
+3.6%
Investment Team (34)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Manager | New York, NY , United States | |
A Aldo Eysaman | Associate Analyst | Seattle, WA , United States | |
 | Analyst | New York, NY , United States | |
A Ann Vaughan | Investment Analyst | Houston, TX , United States | |
 | Principal | New York, NY , United States | |
C Connie Lu | Investment Analyst | New York, NY , United States | |
 | Analyst | New York, NY , United States | |
J Jonathan Bearman | Principal and Head of Trading | New York, NY , United States | |
 | Partner | Greenwich, CT , United States | |
 | Associate Analyst | Kirkland, WA , United States |
Showing 1-10 of 34 team members