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Institutional Investment Manager
Select Equity Group, L.P.
Select Equity Group, L.P. (CIK: 0001592643) incorporated in Delaware, located at 380 Lafayette Street, New York, NY. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q3)
Portfolio Summary: 95 holdings with a total value of $11,577,678,904.
#
Name
Shares
Value ($)
%
Options
Notes
51 CARLISLE COS INC 611,319 62,702,990 0.54%
52 SENSATA TECHNOLOGIES HLDG NV 1,497,085 58,056,956 0.50%
53 KIRBY CORP 918,325 57,083,082 0.49%
54 LULULEMON ATHLETICA INC 918,167 55,989,824 0.48%
55 AUTOHOME INC 2,163,130 52,455,903 0.45%
56 BLACKBAUD INC 762,851 50,607,535 0.44%
57 WOLVERINE WORLD WIDE INC COM 2,165,211 49,864,809 0.43%
58 HEICO CORP NEW 767,313 46,430,110 0.40%
59 BELMOND LTD 3,069,135 39,008,706 0.34%
60 VERISK ANALYTICS INC 479,843 39,001,639 0.34%
61 PRICE T ROWE GROUP INC 580,947 38,632,976 0.33%
62 BRIGHT HORIZONS FAM SOL IN DEL COM 535,918 35,847,555 0.31%
63 BROWN & BROWN INC 904,111 34,094,026 0.29%
64 REALPAGE INC COM 1,251,508 32,163,756 0.28%
65 SHAKE SHACK INC 885,116 30,686,972 0.27%
66 TD AMERITRADE HLDG CORP 850,174 29,960,132 0.26%
67 S&P GLOBAL INC 228,996 28,981,734 0.25%
68 ROSS STORES INC 387,448 24,912,906 0.22%
69 ECOLAB INC 202,236 24,616,166 0.21%
70 VISA INC 292,792 24,213,898 0.21%
71 MCKESSON CORP 144,553 24,104,213 0.21%
72 EQUIFAX INC 177,315 23,863,053 0.21%
73 PAYPAL HLDGS INC 576,446 23,616,993 0.20%
74 ALPHABET INC 30,283 23,538,673 0.20%
75 INTUIT 212,020 23,324,320 0.20%
76 GLOBAL PMTS INC 301,083 23,111,131 0.20%
77 UNITED TECHNOLOGIES CORP 227,374 23,101,198 0.20%
78 GLOBUS MED INC 1,023,238 23,094,482 0.20%
79 OMNICOM GROUP INC 270,810 23,018,850 0.20%
80 XYLEM INC 433,325 22,727,896 0.20%
81 NIKE INC 430,116 22,645,607 0.20%
82 BAIDU INC 119,261 21,713,850 0.19%
83 WALGREENS BOOTS ALLIANCE INC 262,037 21,125,423 0.18%
84 SENSIENT TECHNOLOGIES CORP 272,291 20,639,658 0.18%
85 MGIC INVT CORP WIS 2,148,579 17,188,632 0.15%
86 GRACO INC 191,813 14,194,162 0.12%
87 TEGNA INC 559,065 12,221,161 0.11%
88 VANTIV INC 196,082 11,033,534 0.10%
89 BIO RAD LABS INC 66,541 10,900,081 0.09%
90 NEOGEN CORP COM 191,114 10,690,917 0.09%
91 WEST MARINE INC COM 1,107,102 9,155,734 0.08%
92 ISHARES TR 40,860 5,075,221 0.04%
93 MCCORMICK & CO INC 23,134 2,311,549 0.02%
94 SYMANTEC CORP 58,247 1,462,000 0.01%
95 ESTERLINE TECHNOLOGIES CORP 13,700 1,041,748 0.01%
Page 2 of 2

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001592643-16-000017, filed 2016.11.14).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.