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  Name: Select Equity Group L.P.
  City: NEW YORK
  State: NY
  Zip: 10003
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $27,699,564,000
  Total Value Change : $570,317,000
  Securities Held Change : -7
   
All Securities Held : 144
  New Positions : 11
  Closed Positions : 19
  Increased Positions : 43
  Unchanged Positions : 1
  Decreased Positions : 89

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Holdings Found : 42     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (TPX)1 Year Chart         TPX Tempur-Pedic International 3 - $48.33 $1,292,000,000 22,738,481 4.66% 135,090,000 40,628 11.097    Textile Manufacturing
   (LYV)1 Year Chart         LYV Live Nation Inc 5 - $88.75 $1,219,046,000 11,525,440 4.4% 239,747,000 1,062,843 5.27    Business Services
   (CDAY)1 Year Chart         CDAY Ceridian Hcm Holding Inc 7 - $50.49 $1,011,414,000 15,275,849 3.65% 3,900,000 265,207 8.867    N/A
   (MIDD)1 Year Chart         MIDD Middleby Corp 8 - $123.78 $886,500,000 5,513,404 3.2% 157,422,000 559,422 9.914    Diversified Machinery
   (CNM)1 Year Chart         CNM Core & Main, Inc. 9 - $49.54 $880,923,000 15,387,302 3.18% 510,783,000 6,227,696 5.917    N/A
   (TRMB)1 Year Chart         TRMB Trimble Navigation Ltd 15 - $57.00 $568,472,000 8,832,694 2.05% 236,371,000 2,590,189 3.53    Scientific & Technica...
   (TSCO)1 Year Chart         TSCO Tractor Supply Co 17 - $280.25 $500,656,000 1,912,944 1.81% 110,681,000 99,362 1.642    Specialty Retail, Other
   (PWR)1 Year Chart         PWR Quanta Services Inc 19 - $273.29 $481,756,000 1,854,335 1.74% 154,138,000 336,180 1.335    General Contractors
   (EME)1 Year Chart         EME Emcor Group Inc 20 - $377.20 $477,021,000 1,362,139 1.72% 415,219,000 1,075,261 2.48    General Contractors
   (ONON)1 Year Chart         ONON On Holding AG 24 - $42.00 $380,981,000 10,768,271 1.38% 135,236,000 1,656,466 3.589    N/A
   (FBHS)1 Year Chart         FBHS Fortune Brands Home & Secur... 25 - $67.33 $359,948,000 4,251,184 1.3% 155,300,000 1,563,394 3.06    Security & Protection...
   (AOS)1 Year Chart         AOS AO Smith Corp 28 - $86.07 $308,831,000 3,452,163 1.11% 264,773,000 2,917,743 2.55    Electronic Equipment
   (FTV)1 Year Chart         FTV Fortive Corp 35 - $72.73 $212,723,000 2,472,946 0.77% 84,252,000 728,121 0.69    N/A
   (MHK)1 Year Chart         MHK Mohawk Industries Inc 38 - $112.02 $205,440,000 1,569,561 0.74% 60,185,000 166,128 2.204    Textile Manufacturing
   (NEOG)1 Year Chart         NEOG Neogen Corp 39 - $17.01 $199,073,000 12,615,546 0.72% 30,841,000 4,249,946 5.297    Diagnostic Substances
   (BIO)1 Year Chart         BIO Bio Rad Laboratories Inc 42 - $282.26 $178,008,000 514,666 0.64% 115,876,000 322,242 2.08    Scientific & Technica...
   (STE)1 Year Chart         STE Steris Corp 43 - $218.29 $161,051,000 716,356 0.58% 63,138,000 270,993 0.718    Medical Appliances & ...
   (CRM)1 Year Chart         CRM Salesforce.com Inc 44 - $231.94 $155,193,000 515,283 0.56% 19,959,000 1,360 0.057    Internet Software & S...
   (MKC)1 Year Chart         MKC McCormick & Co Inc 54 - $67.79 $102,698,000 1,337,045 0.37% 64,584,000 779,983 0.538    Processed & Packaged ...
   (BIP)1 Year Chart         BIP Brookfield Infrastructure P... 55 - $27.53 $101,205,000 3,242,722 0.37% 31,393,000 1,025,763 1.101    Electric Utilities
   (CBZ)1 Year Chart         CBZ CBIZ Inc 56 - $74.48 $99,041,000 1,261,671 0.36% 82,456,000 996,694 2.307    Business Services
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 59 - $183.66 $92,809,000 514,519 0.34% 14,937,000 2,000 0.005    Internet Software & S...
   (WTM)1 Year Chart         WTM White Mountains Insurance G... 62 - $1,758.44 $89,591,000 49,931 0.32% 44,334,000 19,860 1.606    Property & Casualty I...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 63 - $442.57 $88,991,000 211,520 0.32% 38,037,000 76,018 0.003    Application Software
   (MIR)1 Year Chart         MIR Mirion Technologies, Inc 68 - $10.54 $67,771,000 5,960,533 0.24% 45,013,000 3,740,265 2.987    N/A
   (HUBG)1 Year Chart         HUBG Hub Group Inc 70 - $42.06 $66,471,000 1,537,964 0.24% 25,312,000 1,090,288 4.556    AirDelivery & Freight...
   (BWXT)1 Year Chart         BWXT BWX Technologies Inc 75 - $44.15 $57,402,000 559,368 0.21% 15,989,000 19,647 0.587    Closed - End Fund - E...
   (CMP)1 Year Chart         CMP Compass Minerals Internatio... 76 - $11.51 $46,350,000 2,944,721 0.17% 3,343,000 1,246,185 7.128    Specialty Chemicals
   (BURL)1 Year Chart         BURL Burlington Stores, Inc. 79 - $228.02 $44,579,000 191,995 0.16% 15,537,000 42,661 0.265    Discount, Variety Stores
   (IRDM)1 Year Chart         IRDM Iridium Communications Inc 84 - $26.45 $37,300,000 1,425,823 0.13% -9,397,000 291,309 1.07    Diversified Investments
   (WOLF)1 Year Chart         WOLF Wolfspeed 87 - $27.15 $29,405,000 996,783 0.11% 9,690,000 543,662 0.699    Semiconductor Equipme...
   (MATW)1 Year Chart         MATW Matthews International Corp 88 - $26.45 $29,057,000 934,901 0.1% -4,710,000 13,557 2.991    Metal Fabrication
   (CARG)1 Year Chart         CARG Cargurus, Inc. 90 - $25.42 $25,717,000 1,114,261 0.09% 3,768,000 205,794 1.082    N/A
   (WWW)1 Year Chart         WWW Wolverine World Wide Inc 91 - $12.54 $25,275,000 2,254,707 0.09% 8,359,000 351,935 2.754    Textile - Apparel Foo...
   (MODN)1 Year Chart         MODN Model N, Inc. 112 - $29.92 $2,561,000 89,943 0.01% 683,000 20,189 0.22    N/A
   (SUM)1 Year Chart         SUM Summit Materials, Inc. 113 - $36.93 $2,447,000 54,897 0.01% 440,000 2,706 0.043    N/A
   (ALRM)1 Year Chart         ALRM Alarm.com Holdings, Inc. 119 - $61.84 $2,095,000 28,905 0.01% 255,000 429 0.059    N/A
   (IIIV)1 Year Chart         IIIV I3 Verticals Inc 126 - $20.00 $1,478,000 64,583 0.01% 274,000 7,691 0.27    N/A
   (PRFT)1 Year Chart         PRFT Perficient Inc 130 - $74.35 $1,210,000 21,490 0% -89,000 1,758 0.065    Business Software & S...
   (PRM)1 Year Chart         PRM Perimeter Solutions, Sa 132 - $7.50 $1,150,000 155,000 0% 1,150,000 155,000 0.099    N/A
   (UFPT)1 Year Chart         UFPT UFP Technologies Inc 137 - $251.76 $962,000 3,816 0% 501,000 1,135 0.051    Packaging & Containers
   (ENV)1 Year Chart         ENV Envestnet, Inc. 140 - $59.94 $713,000 12,320 0% 251,000 2,997 0.02    Information Technolog...

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