SELECT EQUITY GROUP INC 13F Holdings

CIK 0001126116 · NEW YORK, NY

As of Sep 30, 2013, SELECT EQUITY GROUP INC reported 85 positions worth $7.4B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
HARLEY-DAVIDSON INCHOGConsumer Cyclical4,952,539$318.2M4.31%
O REILLY AUTOMOTIVE INCORLYConsumer Cyclical2,416,674$308.3M4.17%
SHERWIN WILLIAMS COSHWBasic Materials1,642,595$299.2M4.05%
DENTSPLY INTL INC NEWXRAYHealthcare6,359,460$276.1M3.74%
KIRBY CORPKEXIndustrials3,102,597$268.5M3.63%
MOHAWK INDUSTRIES INCMHKConsumer Cyclical1,866,029$243.1M3.29%
WILLIAMS SONOMA INCWSMConsumer Cyclical4,279,687$240.5M3.26%
SIGNET JEWELERS LTDSIGConsumer Cyclical3,223,187$230.9M3.13%
TD AMERITRADE HLDG CORP——8,564,860$224.2M3.03%
BROOKFIELD CORP CL A LTD VT SHBNFinancial Services5,517,864$206.4M2.79%
MARKEL GROUP INCMKLFinancial Services386,187$200.0M2.71%
PALL CORP——2,541,403 95.8M2.65%
WOLVERINE WORLD WIDE INCWWWConsumer Cyclical3,252,025 89.4M2.56%
The Blackstone Group Inc.BXFinancial Services7,065,229 75.9M2.38%
IHS CL AIHS2Communication Services1,460,559 66.8M2.26%
GARMIN LTD SHSGRMNTechnology3,674,463 66.0M2.25%
MSC INDUSTRIAL DIRECT CO INCMSMIndustrials2,027,398 64.9M2.23%
MICROS SYS INC——3,198,453 59.7M2.16%
AIRGAS INCARGIndustrials1,457,823 54.6M2.09%
AMPHENOL CORP-CL AAPHTechnology1,919,740 48.5M2.01%
CABELAS INCCABConsumer Cyclical2,321,061 46.3M1.98%
TRANSDIGM GROUP INCTDGIndustrials1,047,879 45.3M1.97%
SOMNIGROUP INTERNATIONAL INCSGIConsumer Cyclical3,111,990 36.8M1.85%
FIRST REP BK SAN FRANCISCO CAL COM——2,903,344 35.4M1.83%
AXIALL CORP COMAXLLBasic Materials3,382,983 27.8M1.73%