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Select Equity Group, L.P.

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
REVVITY, INC. PKICommon11,355,7271,578,0291,348,946,810,000-22,082,004,0005.029.05 Hist 06/30/2023
MARTIN MARIETTA MATERIALS INC MLMCommon2,866,054-744,8391,323,228,471,000102,854,964,0004.924.61 Hist 06/30/2023
BROWN & BROWN, INC. BROCommon15,711,644-1,550,0901,081,589,573,00098,188,587,0004.035.53 Hist 06/30/2023
Live Nation Entertainment, Inc. LYVCommon11,285,600635,5221,028,231,016,000285,494,576,0003.834.87 Hist 06/30/2023
CDW Corp CDWCOM5,516,174-1,264,6561,012,217,929,000-198,702,692,0003.774.09 Hist 06/30/2023
Ceridian HCM Holding Inc. CDAYCOM14,936,853-3,533,0201,000,321,045,000-184,521,308,0003.729.69 Hist 06/30/2023
TELEDYNE TECHNOLOGIES INC TDYCommon2,022,383-243,343831,421,875,000-74,664,610,0003.094.30 Hist 06/30/2023
TEMPUR SEALY INTERNATIONAL, INC. TPXCommon19,919,34110,279,883798,167,994,000467,245,401,0002.9711.58 Hist 06/30/2023
MIDDLEBY Corp MIDDCommon5,298,861762,070783,330,622,000175,854,307,0002.929.90 Hist 06/30/2023
VAIL RESORTS INC MTNCommon3,095,283483,235779,268,448,000156,686,807,0002.908.03 Hist 06/30/2023
Morningstar, Inc. MORNCommon3,937,634-8,147772,051,898,000-82,564,809,0002.879.27 Hist 06/30/2023
ENTEGRIS INC ENTGCommon6,704,968-784,960743,044,554,000251,780,176,0002.774.48 Hist 06/30/2023
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP WABCommon6,608,122-726,575724,712,740,000-7,363,368,0002.70  Hist 06/30/2023
SIGNET JEWELERS LTD SIGCommon8,720,978-1,018,385569,131,024,000-93,145,660,0002.12  Hist 06/30/2023
TORO CO TTCCommon5,549,010-290,460564,056,867,000-96,971,137,0002.105.34 Hist 06/30/2023
JACOBS SOLUTIONS INC. JCOM4,393,602205,727522,355,342,00019,517,191,0001.943.46 Hist 06/30/2023
ROLLINS INC ROLCommon11,433,554-1,298,777489,699,118,00024,459,743,0001.822.32 Hist 06/30/2023
PTC INC. PTCCOM3,004,590-500,036427,553,157,0006,857,852,0001.592.54 Hist 06/30/2023
Sensata Technologies Holding plc STCOMMON STOCK9,213,588-639,364414,519,324,00016,657,122,0001.54  Hist 06/30/2023
SERVICE CORP INTERNATIONAL SCICommon6,265,113-2,114,656404,663,649,000-174,713,580,0001.51  Hist 06/30/2023
POOL CORP POOLCommon1,049,583-452,576393,215,775,000-60,931,955,0001.462.68 Hist 06/30/2023
Apollo Global Management, Inc. APOLP4,965,069-690,815381,366,950,00020,578,110,0001.420.88 Hist 06/30/2023
AMPHENOL CORP /DE/ APHCl A4,342,922-1,225,665368,931,224,000-55,060,990,0001.37  Hist 06/30/2023
BIO-TECHNE Corp TECHCOM4,514,078-2,639,869368,484,187,000-224,434,940,0001.372.87 Hist 06/30/2023
CLEAN HARBORS INC CLHBCommon2,049,7652,049,765337,042,859,000337,042,859,0001.253.79 Hist 06/30/2023
VISA INC. VCL A1,405,671-121,107333,818,749,00016,615,352,0001.24  Hist 06/30/2023
TRACTOR SUPPLY CO /DE/ TSCOCommon1,503,978-687,100332,529,536,000-160,397,282,0001.241.37 Hist 06/30/2023
IDEXX LABORATORIES INC /DE IDXXCommon643,747-381,303323,309,056,000-94,870,342,0001.20  Hist 06/30/2023
ILLUMINA, INC. ILMNCommon1,493,522-419,192280,020,440,000-106,730,331,0001.04  Hist 06/30/2023
MSA Safety Inc MSACommon1,570,0701,570,070273,129,377,000273,129,377,0001.024.00 Hist 06/30/2023
ANSYS INC ANSSCommon798,86224,800263,840,153,00076,834,514,0000.980.92 Hist 06/30/2023
THERMO FISHER SCIENTIFIC INC. TMOCommon503,533208,418262,718,343,000100,201,464,0000.980.13 Hist 06/30/2023
PAYCHEX INC PAYXCommon2,346,204721,406262,469,842,00074,708,185,0000.980.65 Hist 06/30/2023
TRIMBLE INC. TRMBCommon4,826,108-3,262,078255,494,158,000-153,444,526,0000.95  Hist 06/30/2023
Hyatt Hotels Corp HCOM CL A2,221,4601,476,362254,534,887,000187,140,773,0000.95  Hist 06/30/2023
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