SELECT EQUITY GROUP, L.P.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BWXT | 707K | $130.37M |
 | APO | 697K | $92.94M |
 | ADEA | 669K | $11.24M |
 | FORM | 667K | $24.31M |
 | CLBT | 667K | $12.35M |
 | GOOG | 659K | $160.48M |
 | LQDT | 651K | $17.86M |
 | VCTR | 617K | $39.94M |
 | CR | 573K | $105.47M |
 | WAY | 545K | $20.68M |
 | PII | 545K | $31.69M |
 | V | 519K | $177.17M |
 | SSB | 503K | $49.77M |
 | VRRM | 501K | $12.37M |
 | OC | 472K | $66.84M |
 | GRMN | 468K | $115.29M |
 | OUT | 456K | $8.35M |
 | AMZN | 448K | $98.44M |
 | DOCU | 445K | $32.05M |
 | CHEF | 434K | $25.30M |
BWX Technologies, Inc.
BWXT
Shares Held
707K
Value
$130.37M
Apollo Global Management, Inc.
APO
Shares Held
697K
Value
$92.94M
Adeia Inc.
ADEA
Shares Held
669K
Value
$11.24M
FormFactor, Inc.
FORM
Shares Held
667K
Value
$24.31M
Cellebrite DI Ltd.
CLBT
Shares Held
667K
Value
$12.35M
Alphabet Inc.
GOOG
Shares Held
659K
Value
$160.48M
Liquidity Services, Inc.
LQDT
Shares Held
651K
Value
$17.86M
Victory Capital Holdings, Inc.
VCTR
Shares Held
617K
Value
$39.94M
Crane Company
CR
Shares Held
573K
Value
$105.47M
Waystar Holding Corp.
WAY
Shares Held
545K
Value
$20.68M
Polaris Inc.
PII
Shares Held
545K
Value
$31.69M
Visa Inc.
V
Shares Held
519K
Value
$177.17M
SouthState Corporation
SSB
Shares Held
503K
Value
$49.77M
Verra Mobility Corporation
VRRM
Shares Held
501K
Value
$12.37M
Owens Corning
OC
Shares Held
472K
Value
$66.84M
Garmin Ltd.
GRMN
Shares Held
468K
Value
$115.29M
Outfront Media Inc.
OUT
Shares Held
456K
Value
$8.35M
Amazon.com, Inc.
AMZN
Shares Held
448K
Value
$98.44M
DocuSign, Inc.
DOCU
Shares Held
445K
Value
$32.05M
The Chefs' Warehouse, Inc.
CHEF
Shares Held
434K
Value
$25.30M