Managers / Q2 2025 · view latest →
Select Equity Group, L.P.
CIK 0001592643 · 380 LAFAYETTE STREET, 6TH FLOOR, NEW YORK, NY, 10003 · 212 475-8335
Reported Value
$23.9B
Q2 2025
Positions
152
Filings on Record
30
2019–present window
Filed
Aug 14, 2025
original filing
Summary
Select Equity Group, L.P. reported $23.9B in U.S.-listed holdings across 152 positions for Q2 2025.
Its largest position, LYV, represents 4.3% of the portfolio.
Compared with Q1 2025, the fund opened 23 new positions and exited 24.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 83.2% · $19.9B
- Other · 14.4% · $3.4B
- ADR · 2.1% · $512M
- ETP · 0.1% · $34M
- REIT · 0.1% · $20M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2025
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $19.5B | 179 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $23.2B | 182 | Feb 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $24.3B | 166 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $23.9B | 152 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $23.2B | 151 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $25.2B | 150 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $27.8B | 149 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $25.4B | 160 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $28.3B | 157 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $28.1B | 160 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $24.4B | 171 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $26.9B | 161 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $28.1B | 162 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $26.59T | 178 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $28.7B | 173 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $31.2B | 156 | Aug 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $30.9B | 163 | May 16, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $36.7B | 163 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $29.77T | 150 | Nov 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $29.23T | 151 | Aug 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $27.51T | 153 | May 17, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $24.35T | 137 | Feb 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $20.34T | 151 | Nov 16, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $17.41T | 149 | Aug 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $14.50T | 114 | May 15, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $15.85T | 105 | Feb 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $14.77T | 105 | Nov 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $14.69T | 104 | Aug 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $14.77T | 95 | May 15, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $13.24T | 98 | Feb 14, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.