SELECT EQUITY GROUP, L.P.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KRMN | 217K | $15.70M |
 | LAMR | 187K | $22.85M |
 | INTC | 176K | $5.92M |
 | MLNK | 169K | $3.36M |
 | LOAR | 168K | $13.43M |
 | TMO | 161K | $78.32M |
 | DOOO | 160K | $9.73M |
 | CLFD | 154K | $5.30M |
 | INTU | 150K | $102.29M |
 | ECG | 149K | $12.74M |
 | META | 145K | $106.55M |
 | CINF | 142K | $22.51M |
 | FELE | 142K | $13.49M |
 | KEX | 137K | $11.44M |
 | MLAB | 127K | $8.49M |
 | COHR | 114K | $12.25M |
 | ACA | 105K | $9.81M |
 | MRCY | 104K | $8.04M |
 | BOOT | 86K | $14.31M |
 | CIEN | 84K | $12.17M |
Karman Holdings Inc.
KRMN
Shares Held
217K
Value
$15.70M
Lamar Advertising Company
LAMR
Shares Held
187K
Value
$22.85M
Intel Corporation
INTC
Shares Held
176K
Value
$5.92M
MeridianLink, Inc.
MLNK
Shares Held
169K
Value
$3.36M
Loar Holdings Inc.
LOAR
Shares Held
168K
Value
$13.43M
Thermo Fisher Scientific Inc.
TMO
Shares Held
161K
Value
$78.32M
BRP Inc.
DOOO
Shares Held
160K
Value
$9.73M
Clearfield, Inc.
CLFD
Shares Held
154K
Value
$5.30M
Intuit Inc.
INTU
Shares Held
150K
Value
$102.29M
Everus Construction Group, Inc.
ECG
Shares Held
149K
Value
$12.74M
Meta Platforms, Inc.
META
Shares Held
145K
Value
$106.55M
Cincinnati Financial Corporation
CINF
Shares Held
142K
Value
$22.51M
Franklin Electric Co., Inc.
FELE
Shares Held
142K
Value
$13.49M
Kirby Corporation
KEX
Shares Held
137K
Value
$11.44M
Mesa Laboratories, Inc.
MLAB
Shares Held
127K
Value
$8.49M
Coherent, Inc.
COHR
Shares Held
114K
Value
$12.25M
Arcosa, Inc.
ACA
Shares Held
105K
Value
$9.81M
Mercury Systems, Inc.
MRCY
Shares Held
104K
Value
$8.04M
Boot Barn Holdings, Inc.
BOOT
Shares Held
86K
Value
$14.31M
Ciena Corporation
CIEN
Shares Held
84K
Value
$12.17M