SELECT EQUITY GROUP, L.P.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BMI | 83K | $14.86M |
 | ROST | 82K | $12.46M |
 | GFS | 70K | $2.50M |
 | MTN | 69K | $10.27M |
 | SPSC | 66K | $6.89M |
 | GSHD | 66K | $4.90M |
 | KAI | 61K | $18.11M |
 | MYRG | 58K | $11.99M |
 | CASY | 56K | $31.51M |
 | ITRI | 53K | $6.54M |
 | PRLB | 52K | $2.62M |
 | MCO | 52K | $24.97M |
 | TENB | 52K | $1.53M |
 | HGV | 52K | $2.17M |
 | UBER | 52K | $5.07M |
 | SPGI | 50K | $24.27M |
 | FNV | 44K | $9.70M |
 | MSCI | 42K | $23.67M |
 | GE | 39K | $11.63M |
 | MTD | 38K | $47.01M |
Badger Meter, Inc.
BMI
Shares Held
83K
Value
$14.86M
Ross Stores, Inc.
ROST
Shares Held
82K
Value
$12.46M
GLOBALFOUNDRIES Inc.
GFS
Shares Held
70K
Value
$2.50M
Vail Resorts, Inc.
MTN
Shares Held
69K
Value
$10.27M
SPS Commerce, Inc.
SPSC
Shares Held
66K
Value
$6.89M
Goosehead Insurance, Inc
GSHD
Shares Held
66K
Value
$4.90M
Kadant Inc.
KAI
Shares Held
61K
Value
$18.11M
MYR Group Inc.
MYRG
Shares Held
58K
Value
$11.99M
Casey's General Stores, Inc.
CASY
Shares Held
56K
Value
$31.51M
Itron, Inc.
ITRI
Shares Held
53K
Value
$6.54M
Proto Labs, Inc.
PRLB
Shares Held
52K
Value
$2.62M
Moody's Corporation
MCO
Shares Held
52K
Value
$24.97M
Tenable Holdings, Inc.
TENB
Shares Held
52K
Value
$1.53M
Hilton Grand Vacations Inc.
HGV
Shares Held
52K
Value
$2.17M
Uber Technologies, Inc.
UBER
Shares Held
52K
Value
$5.07M
S&P Global Inc.
SPGI
Shares Held
50K
Value
$24.27M
Franco-Nevada Corporation
FNV
Shares Held
44K
Value
$9.70M
MSCI Inc.
MSCI
Shares Held
42K
Value
$23.67M
GE Aerospace
GE
Shares Held
39K
Value
$11.63M
Mettler-Toledo International Inc.
MTD
Shares Held
38K
Value
$47.01M