SELECT EQUITY GROUP, L.P.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MIR | 1.14M | $26.55M |
 | GOGO | 1.13M | $9.71M |
 | CERT | 1.12M | $13.69M |
 | PTON | 1.10M | $9.93M |
 | NVDA | 1.07M | $200.19M |
 | IRDM | 1.06M | $18.53M |
 | MLM | 1.04M | $653.32M |
 | JOE | 1.02M | $50.65M |
 | PKG | 997K | $217.35M |
 | PTLO | 976K | $6.29M |
 | APH | 930K | $115.10M |
 | ALKT | 859K | $21.33M |
 | BN | 792K | $54.35M |
 | CLH | 773K | $179.59M |
 | ERII | 751K | $11.58M |
 | PWR | 745K | $308.82M |
 | EME | 736K | $477.91M |
 | CDRE | 734K | $26.79M |
 | WDAY | 728K | $175.32M |
 | PYPL | 722K | $48.39M |
Mirion Technologies, Inc.
MIR
Shares Held
1.14M
Value
$26.55M
Gogo Inc.
GOGO
Shares Held
1.13M
Value
$9.71M
Certara, Inc.
CERT
Shares Held
1.12M
Value
$13.69M
Peloton Interactive, Inc.
PTON
Shares Held
1.10M
Value
$9.93M
NVIDIA Corporation
NVDA
Shares Held
1.07M
Value
$200.19M
Iridium Communications Inc.
IRDM
Shares Held
1.06M
Value
$18.53M
Martin Marietta Materials, Inc.
MLM
Shares Held
1.04M
Value
$653.32M
The St. Joe Company
JOE
Shares Held
1.02M
Value
$50.65M
Packaging Corporation of America
PKG
Shares Held
997K
Value
$217.35M
Portillo's Inc.
PTLO
Shares Held
976K
Value
$6.29M
Amphenol Corporation
APH
Shares Held
930K
Value
$115.10M
Alkami Technology, Inc.
ALKT
Shares Held
859K
Value
$21.33M
Brookfield Corporation
BN
Shares Held
792K
Value
$54.35M
Clean Harbors, Inc.
CLH
Shares Held
773K
Value
$179.59M
Energy Recovery, Inc.
ERII
Shares Held
751K
Value
$11.58M
Quanta Services, Inc.
PWR
Shares Held
745K
Value
$308.82M
EMCOR Group, Inc.
EME
Shares Held
736K
Value
$477.91M
Cadre Holdings, Inc.
CDRE
Shares Held
734K
Value
$26.79M
Workday, Inc.
WDAY
Shares Held
728K
Value
$175.32M
PayPal Holdings, Inc.
PYPL
Shares Held
722K
Value
$48.39M