SELECT EQUITY GROUP, L.P.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DHR | 431K | $85.38M |
 | USLM | 419K | $55.08M |
 | TDY | 391K | $229.07M |
 | MKL | 383K | $731.54M |
 | AMRZ | 342K | $16.49M |
 | AVGO | 339K | $111.95M |
 | CRM | 329K | $77.87M |
 | MHK | 324K | $41.82M |
 | NET | 324K | $69.47M |
 | ADBE | 319K | $112.39M |
 | CWST | 313K | $29.68M |
 | ALRM | 312K | $16.57M |
 | ZWS | 295K | $13.87M |
 | DKS | 290K | $64.38M |
 | BIP | 288K | $9.49M |
 | IDXX | 282K | $180.18M |
 | ZTS | 282K | $41.25M |
 | BL | 267K | $14.18M |
 | WSM | 253K | $49.45M |
 | MSFT | 239K | $123.88M |
Danaher Corporation
DHR
Shares Held
431K
Value
$85.38M
United States Lime & Minerals, Inc.
USLM
Shares Held
419K
Value
$55.08M
Teledyne Technologies Incorporated
TDY
Shares Held
391K
Value
$229.07M
Markel Corporation
MKL
Shares Held
383K
Value
$731.54M
Amrize Ltd
AMRZ
Shares Held
342K
Value
$16.49M
Broadcom Inc.
AVGO
Shares Held
339K
Value
$111.95M
Salesforce, Inc.
CRM
Shares Held
329K
Value
$77.87M
Mohawk Industries, Inc.
MHK
Shares Held
324K
Value
$41.82M
Cloudflare, Inc.
NET
Shares Held
324K
Value
$69.47M
Adobe Inc.
ADBE
Shares Held
319K
Value
$112.39M
Casella Waste Systems, Inc.
CWST
Shares Held
313K
Value
$29.68M
Alarm.com Holdings, Inc.
ALRM
Shares Held
312K
Value
$16.57M
Zurn Elkay Water Solutions Corporation
ZWS
Shares Held
295K
Value
$13.87M
DICK'S Sporting Goods, Inc.
DKS
Shares Held
290K
Value
$64.38M
Brookfield Infrastructure Partners L.P.
BIP
Shares Held
288K
Value
$9.49M
IDEXX Laboratories, Inc.
IDXX
Shares Held
282K
Value
$180.18M
Zoetis Inc.
ZTS
Shares Held
282K
Value
$41.25M
BlackLine, Inc.
BL
Shares Held
267K
Value
$14.18M
Williams-Sonoma, Inc.
WSM
Shares Held
253K
Value
$49.45M
Microsoft Corporation
MSFT
Shares Held
239K
Value
$123.88M