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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 : 2023-12-31
  Total Value : $27,129,247,000
  Total Value Change : $2,889,554,000
  Securities Held Change : -12
   
All Securities Held : 151
  New Positions : 15
  Closed Positions : 28
  Increased Positions : 55
  Unchanged Positions : 0
  Decreased Positions : 81

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Holdings Found : 15     View All Holdings Currently Viewing:  New 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
   (CRHCF)1 Year Chart         CRHCF CRH Plc 5 New $80.44 $1,127,105,000 16,297,063 4.15% 1,127,105,000 16,297,063 0    N/A
   (APG)1 Year Chart         APG Api Group Corp 62 New $36.95 $81,037,000 2,342,120 0.3% 81,037,000 2,342,120 1.009    N/A
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 63 New $186.21 $77,872,000 512,519 0.29% 77,872,000 512,519 0.005    Internet Software & S...
   (LEN)1 Year Chart         LEN Lennar Corp 70 New $158.10 $61,016,000 409,394 0.22% 61,016,000 409,394 0.149    Residential Construct...
   (VLTO)1 Year Chart         VLTO Veralto Corp 71 New $95.89 $59,968,000 729,003 0.22% 59,968,000 729,003 0.296    N/A
   (AOS)1 Year Chart         AOS AO Smith Corp 80 New $86.07 $44,058,000 534,420 0.16% 44,058,000 534,420 0.395    Electronic Equipment
   (BWXT)1 Year Chart         BWXT BWX Technologies Inc 84 New $44.15 $41,413,000 539,721 0.15% 41,413,000 539,721 0.566    Closed - End Fund - E...
   (HUBG)1 Year Chart         HUBG Hub Group Inc 86 New $42.54 $41,159,000 447,676 0.15% 41,159,000 447,676 1.326    AirDelivery & Freight...
   (MKC)1 Year Chart         MKC McCormick & Co Inc 88 New $75.45 $38,114,000 557,062 0.14% 38,114,000 557,062 0.224    Processed & Packaged ...
   (CBZ)1 Year Chart         CBZ CBIZ Inc 103 New $74.48 $16,585,000 264,977 0.06% 16,585,000 264,977 0.485    Business Services
   (IWR)1 Year Chart         IWR iShares Tr Rssll MidCap Indx 114 New $80.78 $4,344,000 55,885 0.02% 4,344,000 55,885 0.016    Closed - End Fund - E...
   (VSTS)1 Year Chart         VSTS Vestis Corp 135 New $9.41 $1,511,000 71,457 0.01% 1,511,000 71,457 0.055    N/A
   (CSWI)1 Year Chart         CSWI CSW Industrials Inc 143 New $242.84 $1,032,000 4,976 0% 1,032,000 4,976 0.034    N/A
   (ENV)1 Year Chart         ENV Envestnet, Inc. 148 New $62.96 $462,000 9,323 0% 462,000 9,323 0.015    Information Technolog...
   (UFPT)1 Year Chart         UFPT UFP Technologies Inc 149 New $262.14 $461,000 2,681 0% 461,000 2,681 0.036    Packaging & Containers

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