0001592643-19-000008.txt : 20191114
0001592643-19-000008.hdr.sgml : 20191114
20191114160337
ACCESSION NUMBER: 0001592643-19-000008
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190930
FILED AS OF DATE: 20191114
DATE AS OF CHANGE: 20191114
EFFECTIVENESS DATE: 20191114
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Select Equity Group, L.P.
CENTRAL INDEX KEY: 0001592643
IRS NUMBER: 463465710
STATE OF INCORPORATION: DE
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-16000
FILM NUMBER: 191219936
BUSINESS ADDRESS:
STREET 1: 380 LAFAYETTE STREET
STREET 2: 6TH FLOOR
CITY: NEW YORK
STATE: NY
ZIP: 10003
BUSINESS PHONE: 212 475-8335
MAIL ADDRESS:
STREET 1: 380 LAFAYETTE STREET
STREET 2: 6TH FLOOR
CITY: NEW YORK
STATE: NY
ZIP: 10003
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001592643
XXXXXXXX
09-30-2019
09-30-2019
Select Equity Group, L.P.
380 LAFAYETTE STREET
6TH FLOOR
NEW YORK
NY
10003
13F HOLDINGS REPORT
028-16000
N
James R. Berman
Executive Vice President
212-475-8335
James R. Berman
New York
NY
11-14-2019
0
105
14774684
false
INFORMATION TABLE
2
eis13finfo_0919.xml
ASGN Inc
COM
00191U102
60056507
955401
SH
SOLE
955401
0
0
AGILENT TECHNOLOGIES INC
COM
00846U101
35308499
460766
SH
SOLE
460766
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
417992890
2499509
SH
SOLE
2275170
0
224339
ALIGN TECHNOLOGY INC
COM
016255101
49760056
275039
SH
SOLE
275039
0
0
ALLEGHANY CORP DEL
COM
017175100
9640930
12085
SH
SOLE
12085
0
0
ALPHABET INC
CAP STK CL C
02079K107
29721658
24382
SH
SOLE
24382
0
0
AMPHENOL CORP NEW
CL A
032095101
415863662
4309468
SH
SOLE
4231333
0
78135
ANSYS INC
COM
03662Q105
355452140
1605765
SH
SOLE
1579905
0
25860
APOLLO GLOBAL MGMT INC
COM CL A
03768E105
32407769
856895
SH
SOLE
856895
0
0
AUTODESK INC
COM
052769106
18144207
122845
SH
SOLE
122845
0
0
AUTOHOME INC
SP ADR RP CL A
05278C107
171342651
2061141
SH
SOLE
1904672
0
156469
AVANOS MED INC
COM
05350V106
3541843
94550
SH
SOLE
94550
0
0
BECTON DICKINSON & CO
COM
075887109
17564025
69434
SH
SOLE
69434
0
0
BHP Group Ltd
SPONSORED ADS
088606108
44935800
910000
SH
Put
SOLE
910000
0
0
BLACKSTONE GROUP INC
COM CL A
09260D107
70205791
1437465
SH
SOLE
1115418
0
322047
BOSTON PRIVATE FINL HLDGS IN
COM
101119105
17698700
1518550
SH
SOLE
1518550
0
0
BRIGHT HORIZONS FAM SOL IN D
COM
109194100
34929515
229046
SH
SOLE
219205
0
9841
BROOKFIELD ASSET MGMT INC
CL A LTD VT SH
112585104
88402389
1665142
SH
SOLE
1665142
0
0
BROWN & BROWN INC
COM
115236101
356164656
9877001
SH
SOLE
9652466
0
224535
CBRE GROUP INC
CL A
12504L109
197727300
3730000
SH
Put
SOLE
3730000
0
0
CDW CORP
COM
12514G108
480498218
3898882
SH
SOLE
3819684
0
79198
Canada Goose Holdings Inc
SHS SUB VTG
135086106
185127507
4210314
SH
SOLE
4025548
0
184766
CANTEL MEDICAL CORP
COM
138098108
30192197
403639
SH
SOLE
403639
0
0
CERIDIAN HCM HLDG INC
COM
15677J108
416396405
8434199
SH
SOLE
8266185
0
168014
CINCINNATI FINL CORP
COM
172062101
442086664
3789206
SH
SOLE
3712097
0
77109
CINTAS CORP
COM
172908105
112333900
419000
SH
SOLE
419000
0
0
COMCAST CORP NEW
CL A
20030N101
147862400
3280000
SH
Put
SOLE
3280000
0
0
CORNERSTONE ONDEMAND INC
COM
21925Y103
21506708
392315
SH
SOLE
392315
0
0
COSTAR GROUP INC
COM
22160N109
223195059
376256
SH
SOLE
366942
0
9314
DANAHER CORPORATION
COM
235851102
89524502
619847
SH
SOLE
472252
0
147595
DENTSPLY SIRONA INC
COM
24906P109
396576182
7439058
SH
SOLE
6627122
0
811936
EVO PMTS INC
CL A COM
26927E104
4750087
168922
SH
SOLE
168922
0
0
EMERALD EXPOSITIONS EVENTS I
COM
29103B100
3501788
359896
SH
SOLE
359896
0
0
ENVESTNET INC
COM
29404K106
13595016
239771
SH
SOLE
239771
0
0
EVERBRIDGE INC
COM
29978A104
164735215
2669506
SH
SOLE
2620272
0
49234
EXPEDITORS INTL WASH INC
COM
302130109
53648226
722146
SH
SOLE
703993
0
18153
FACEBOOK INC
CL A
30303M102
17876739
100386
SH
SOLE
100386
0
0
FIDELITY NATL INFORMATION SV
COM
31620M106
196841393
1482686
SH
SOLE
1363668
0
119018
FIRST REP BK SAN FRANCISCO C
COM
33616C100
416296498
4305031
SH
SOLE
4218088
0
86943
FOMENTO ECONOMICO MEXICANO S
SPON ADR UNITS
344419106
16501709
180189
SH
SOLE
180189
0
0
FORTIVE CORP
COM
34959J108
48104164
701636
SH
SOLE
514344
0
187292
GARTNER INC
COM
366651107
113848495
796199
SH
SOLE
777548
0
18651
GODADDY INC
CL A
380237107
384760852
5831477
SH
SOLE
5707898
0
123579
HEICO CORP NEW
COM
422806109
71076076
569155
SH
SOLE
538519
0
30636
HEICO CORP NEW
CL A
422806208
33760926
346942
SH
SOLE
346942
0
0
HILL ROM HLDGS INC
COM
431475102
268987768
2556189
SH
SOLE
2498540
0
57649
HYATT HOTELS CORP
COM CL A
448579102
372324865
5053955
SH
SOLE
4946491
0
107464
IDEXX LABS INC
COM
45168D104
8473883
31162
SH
SOLE
31162
0
0
INTERACTIVE BROKERS GROUP IN
COM CL A
45841N107
103125516
1917544
SH
SOLE
1516964
0
400580
IRIDIUM COMMUNICATIONS INC
COM
46269C102
28731830
1350180
SH
SOLE
1350180
0
0
JACOBS ENGR GROUP INC
COM
469814107
510211778
5576085
SH
SOLE
5576085
0
0
LAUREATE EDUCATION INC
CL A
518613203
67377310
4064996
SH
SOLE
4064996
0
0
LINDBLAD EXPEDITIONS HLDGS I
COM
535219109
13502074
805613
SH
SOLE
805613
0
0
LIVE NATION ENTERTAINMENT IN
COM
538034109
523628785
7893108
SH
SOLE
7740382
0
152726
LIVE OAK BANCSHARES INC
COM
53803X105
2104740
116284
SH
SOLE
116284
0
0
MGIC INVT CORP WIS
COM
552848103
18971244
1508048
SH
SOLE
1508048
0
0
MARKEL CORP
COM
570535104
45644978
38620
SH
SOLE
38620
0
0
MARTIN MARIETTA MATLS INC
COM
573284106
770480025
2810945
SH
SOLE
2753099
0
57846
MICROSOFT CORP
COM
594918104
12902401
92803
SH
SOLE
92803
0
0
MONSTER BEVERAGE CORP NEW
COM
61174X109
191598000
3300000
SH
Put
SOLE
3300000
0
0
Morgan Stanley
COM NEW
617446448
81926400
1920000
SH
Call
SOLE
1920000
0
0
MORNINGSTAR INC
COM
617700109
20736097
141892
SH
SOLE
141892
0
0
NATIONAL VISION HLDGS INC
COM
63845R107
68482424
2845136
SH
SOLE
2726849
0
118287
NUANCE COMMUNICATIONS INC
COM
67020Y100
27824942
1706005
SH
SOLE
1706005
0
0
OSI SYSTEMS INC
COM
671044105
19216777
189216
SH
SOLE
189216
0
0
OMEGA HEALTHCARE INVS INC
COM
681936100
41790000
1000000
SH
Put
SOLE
1000000
0
0
OUTFRONT MEDIA INC
COM
69007J106
118206984
4255111
SH
SOLE
4255111
0
0
PTC INC
COM
69370C100
123707156
1814420
SH
SOLE
1764806
0
49614
PATTERSON COMPANIES INC
COM
703395103
30680801
1721706
SH
SOLE
1262579
0
459127
PAYCHEX INC
COM
704326107
279723367
3379526
SH
SOLE
3307153
0
72373
PERKINELMER INC
COM
714046109
608862785
7148794
SH
SOLE
7148794
0
0
PROCTER & GAMBLE CO
COM
742718109
196694532
1581400
SH
Put
SOLE
1581400
0
0
ROLLINS INC
COM
775711104
32723928
960491
SH
SOLE
960491
0
0
SS&C TECHNOLOGIES HLDGS INC
COM
78467J100
181530422
3520078
SH
SOLE
3438529
0
81549
HENRY SCHEIN INC
COM
806407102
311998678
4913365
SH
SOLE
4035290
0
878075
SERVICE CORP INTL
COM
817565104
260838738
5455736
SH
SOLE
5345297
0
110439
SERVICEMASTER GLOBAL HLDGS I
COM
81761R109
488064912
8731036
SH
SOLE
8553491
0
177545
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
9925246
213538
SH
SOLE
213538
0
0
TELEDYNE TECHNOLOGIES INC
COM
879360105
36180084
112364
SH
SOLE
112364
0
0
TELEFLEX INC
COM
879369106
220373401
648634
SH
SOLE
633441
0
15193
THERMO FISHER SCIENTIFIC INC
COM
883556102
138275190
474732
SH
SOLE
379984
0
94748
TORO CO
COM
891092108
363989255
4965747
SH
SOLE
4864691
0
101056
TRANSDIGM GROUP INC
COM
893641100
309988174
595364
SH
SOLE
582057
0
13307
Trimble Inc
COM
896239100
168639308
4345254
SH
SOLE
4254229
0
91025
TRIPADVISOR INC
COM
896945201
14863332
384264
SH
SOLE
384264
0
0
Ulta Beauty Inc
COM
90384S303
94563477
377273
SH
SOLE
364161
0
13112
VAIL RESORTS INC
COM
91879Q109
68504662
301040
SH
SOLE
301040
0
0
VISA INC
COM CL A
92826C839
3944877
22934
SH
SOLE
22934
0
0
VONAGE HLDGS CORP
COM
92886T201
28683061
2538324
SH
SOLE
2538324
0
0
WATERS CORP
COM
941848103
96470407
432157
SH
SOLE
396361
0
35796
Welbilt Inc
COM
949090104
58729062
3483337
SH
SOLE
3344851
0
138486
WILLIAMS SONOMA INC
COM
969904101
52959071
779039
SH
SOLE
749485
0
29554
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
22785589
118459
SH
SOLE
118459
0
0
BROOKFIELD INFRAST PARTNERS
LP INT UNIT
G16252101
33477324
674810
SH
SOLE
674810
0
0
CLARIVATE ANALYTICS PLC
COM
G21810109
152156671
9019364
SH
SOLE
8869420
0
149944
IHS MARKIT LTD
SHS
G47567105
230156686
3441338
SH
SOLE
3361376
0
79962
SIGNET JEWELERS LIMITED
SHS
G81276100
35814343
2136894
SH
SOLE
2136894
0
0
SIGNET JEWELERS LIMITED
SHS
G81276100
17765600
1060000
SH
Call
SOLE
1060000
0
0
SIGNET JEWELERS LIMITED
SHS
G81276100
30000400
1790000
SH
Call
SOLE
1790000
0
0
STERIS PLC
SHS USD
G8473T100
19564379
135403
SH
SOLE
135403
0
0
WHITE MTNS INS GROUP LTD
COM
G9618E107
8579520
7944
SH
SOLE
7944
0
0
GARMIN LTD
SHS
H2906T109
121721973
1437265
SH
SOLE
1437265
0
0
SPOTIFY TECHNOLOGY S A
SHS
L8681T102
19487502
170943
SH
SOLE
170943
0
0
CORE LABORATORIES N V
COM
N22717107
71908553
1542440
SH
SOLE
1131030
0
411410
ONESPAWORLD HOLDINGS LIMITED
COM
P73684113
2644868
170307
SH
SOLE
170307
0
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