0001592643-20-000002.txt : 20200214
0001592643-20-000002.hdr.sgml : 20200214
20200214160039
ACCESSION NUMBER: 0001592643-20-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20191231
FILED AS OF DATE: 20200214
DATE AS OF CHANGE: 20200214
EFFECTIVENESS DATE: 20200214
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: 20619152
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
12-31-2019
12-31-2019
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
02-14-2020
0
105
15854690
false
INFORMATION TABLE
2
eis13finfo_1219.xml
ASGN Inc
COM
00191U102
10258004
144540
SH
SOLE
144540
0
0
ADOBE INC
COM
00724F101
23700476
71861
SH
SOLE
71861
0
0
AGILENT TECHNOLOGIES INC
COM
00846U101
17493925
205063
SH
SOLE
205063
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
135152665
637212
SH
SOLE
537909
0
99303
ALPHABET INC
CAP STK CL C
02079K107
26931594
20143
SH
SOLE
20143
0
0
AMPHENOL CORP NEW
CL A
032095101
461210673
4261394
SH
SOLE
4183906
0
77488
ANSYS INC
COM
03662Q105
416048179
1616286
SH
SOLE
1586512
0
29774
APOLLO GLOBAL MGMT INC
COM CL A
03768E105
46473405
974081
SH
SOLE
974081
0
0
AUTODESK INC
COM
052769106
27707964
151030
SH
SOLE
151030
0
0
BECTON DICKINSON & CO
COM
075887109
14785649
54365
SH
SOLE
54365
0
0
BLACKSTONE GROUP INC
COM CL A
09260D107
59517195
1063947
SH
SOLE
826507
0
237440
BOSTON PRIVATE FINL HLDGS IN
COM
101119105
16821501
1398296
SH
SOLE
1398296
0
0
BRIGHT HORIZONS FAM SOL IN D
COM
109194100
136895855
910878
SH
SOLE
882372
0
28506
BROOKFIELD ASSET MGMT INC
CL A LTD VT SH
112585104
130275420
2253900
SH
SOLE
2194598
0
59302
BROWN & BROWN INC
COM
115236101
430580211
10906287
SH
SOLE
10667936
0
238351
CDW CORP
COM
12514G108
511156654
3578526
SH
SOLE
3509998
0
68528
CABOT MICROELECTRONICS CORP
COM
12709P103
46086427
319335
SH
SOLE
319335
0
0
Canada Goose Holdings Inc
SHS SUB VTG
135086106
157663171
4350529
SH
SOLE
4115539
0
234990
CANTEL MEDICAL CORP
COM
138098108
10180106
143584
SH
SOLE
143584
0
0
CERIDIAN HCM HLDG INC
COM
15677J108
792856660
11680269
SH
SOLE
11468620
0
211649
CINCINNATI FINL CORP
COM
172062101
382611829
3638724
SH
SOLE
3563338
0
75386
CINTAS CORP
COM
172908105
100219922
372454
SH
SOLE
372454
0
0
COMCAST CORP NEW
CL A
20030N101
159643500
3550000
SH
Put
SOLE
3550000
0
0
CORNERSTONE ONDEMAND INC
COM
21925Y103
24906643
425391
SH
SOLE
425391
0
0
COSTAR GROUP INC
COM
22160N109
449498602
751293
SH
SOLE
733768
0
17525
DANAHER CORPORATION
COM
235851102
85646137
558028
SH
SOLE
410433
0
147595
DENTSPLY SIRONA INC
COM
24906P109
256333290
4529657
SH
SOLE
3818315
0
711342
EMERALD EXPOSITIONS EVENTS I
COM
29103B100
4023928
381415
SH
SOLE
381415
0
0
ENVESTNET INC
COM
29404K106
15039105
215986
SH
SOLE
215986
0
0
ESCO TECHNOLOGIES INC
COM
296315104
6668880
72096
SH
SOLE
72096
0
0
EVERBRIDGE INC
COM
29978A104
209265722
2680145
SH
SOLE
2630748
0
49397
EXPEDITORS INTL WASH INC
COM
302130109
51339969
658036
SH
SOLE
640254
0
17782
FACEBOOK INC
CL A
30303M102
21552276
105005
SH
SOLE
105005
0
0
FIDELITY NATL INFORMATION SV
COM
31620M106
225305215
1619852
SH
SOLE
1485414
0
134438
FIRST REP BK SAN FRANCISCO C
COM
33616C100
503221572
4284560
SH
SOLE
4201612
0
82948
FOMENTO ECONOMICO MEXICANO S
SPON ADR UNITS
344419106
17255069
182574
SH
SOLE
182574
0
0
FORTIVE CORP
COM
34959J108
53932791
706019
SH
SOLE
506920
0
199099
GODADDY INC
CL A
380237107
413033881
6081182
SH
SOLE
5982842
0
98340
HEICO CORP NEW
COM
422806109
59236545
518936
SH
SOLE
496601
0
22335
HEICO CORP NEW
CL A
422806208
28346272
316612
SH
SOLE
316612
0
0
HILL ROM HLDGS INC
COM
431475102
319173928
2811362
SH
SOLE
2755002
0
56360
HYATT HOTELS CORP
COM CL A
448579102
482748259
5381209
SH
SOLE
5276128
0
105081
ILLUMINA INC
COM
452327109
24022289
72413
SH
SOLE
51840
0
20573
INTERACTIVE BROKERS GROUP IN
COM CL A
45841N107
100452720
2154713
SH
SOLE
1737726
0
416987
IRIDIUM COMMUNICATIONS INC
COM
46269C102
79889853
3242283
SH
SOLE
3242283
0
0
JACOBS ENGR GROUP INC
COM
469814107
527334259
5870358
SH
SOLE
5870358
0
0
LAUREATE EDUCATION INC
CL A
518613203
26777942
1520610
SH
SOLE
1520610
0
0
LINDBLAD EXPEDITIONS HLDGS I
COM
535219109
21880600
1338263
SH
SOLE
1338263
0
0
LIVE NATION ENTERTAINMENT IN
COM
538034109
630579810
8823000
SH
SOLE
8656327
0
166673
LIVE OAK BANCSHARES INC
COM
53803X105
2380546
125226
SH
SOLE
125226
0
0
MGIC INVT CORP WIS
COM
552848103
23834918
1682069
SH
SOLE
1682069
0
0
MARKEL CORP
COM
570535104
62186162
54398
SH
SOLE
54398
0
0
MARTIN MARIETTA MATLS INC
COM
573284106
731647300
2616390
SH
SOLE
2567580
0
48810
MICROSOFT CORP
COM
594918104
23955892
151908
SH
SOLE
151908
0
0
Morgan Stanley
COM NEW
617446448
34056246
666202
SH
SOLE
666202
0
0
Morgan Stanley
COM NEW
617446448
69702120
1363500
SH
Call
SOLE
1363500
0
0
MORNINGSTAR INC
COM
617700109
35592803
235231
SH
SOLE
235231
0
0
NATIONAL VISION HLDGS INC
COM
63845R107
86202669
2658115
SH
SOLE
2542453
0
115662
OSI SYSTEMS INC
COM
671044105
17785345
176547
SH
SOLE
176547
0
0
OMEGA HEALTHCARE INVS INC
COM
681936100
42350000
1000000
SH
Put
SOLE
1000000
0
0
OUTFRONT MEDIA INC
COM
69007J106
134883600
5029217
SH
SOLE
5029217
0
0
PTC INC
COM
69370C100
195417067
2609388
SH
SOLE
2545220
0
64168
PATTERSON COMPANIES INC
COM
703395103
47526420
2320626
SH
SOLE
1662284
0
658342
PAYCHEX INC
COM
704326107
278324996
3272102
SH
SOLE
3204051
0
68051
PAYPAL HLDGS INC
COM
70450Y103
369725
3418
SH
SOLE
3418
0
0
PERKINELMER INC
COM
714046109
552390345
5688881
SH
SOLE
5688881
0
0
RALPH LAUREN CORP
CL A
751212101
36338200
310000
SH
Put
SOLE
310000
0
0
ROLLINS INC
COM
775711104
29782356
898141
SH
SOLE
898141
0
0
SPDR SERIES TRUST
S&P OILGAS EXP
78464A730
57093300
2409000
SH
Put
SOLE
2409000
0
0
SS&C TECHNOLOGIES HLDGS INC
COM
78467J100
170608926
2778647
SH
SOLE
2703381
0
75266
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
777787
2072
SH
SOLE
2072
0
0
SALESFORCE COM INC
COM
79466L302
417009
2564
SH
SOLE
2564
0
0
HENRY SCHEIN INC
COM
806407102
248335043
3722048
SH
SOLE
2867094
0
854954
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
135983100
1335000
SH
Put
SOLE
1335000
0
0
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
193773900
1545000
SH
Put
SOLE
1545000
0
0
SELECT SECTOR SPDR TR
ENERGY
81369Y506
4202800
70000
SH
Put
SOLE
70000
0
0
SELECT SECTOR SPDR TR
SBI INT-FINL
81369Y605
91262700
2965000
SH
Put
SOLE
2965000
0
0
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
140128400
1720000
SH
Put
SOLE
1720000
0
0
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
152172200
1660000
SH
Put
SOLE
1660000
0
0
SERVICE CORP INTL
COM
817565104
242607467
5270638
SH
SOLE
5162645
0
107993
SERVICEMASTER GLOBAL HLDGS I
COM
81761R109
343301882
8880028
SH
SOLE
8683934
0
196094
SOUTH ST CORP
COM
840441109
47132576
543315
SH
SOLE
543315
0
0
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
12899827
222028
SH
SOLE
222028
0
0
TELEDYNE TECHNOLOGIES INC
COM
879360105
32390747
93469
SH
SOLE
93469
0
0
TELEFLEX INC
COM
879369106
226817899
602534
SH
SOLE
587674
0
14860
THERMO FISHER SCIENTIFIC INC
COM
883556102
155276165
477964
SH
SOLE
380448
0
97516
TORO CO
COM
891092108
415634327
5216949
SH
SOLE
5108577
0
108372
TRANSDIGM GROUP INC
COM
893641100
333463760
595471
SH
SOLE
582458
0
13013
Trimble Inc
COM
896239100
196014999
4701727
SH
SOLE
4606475
0
95252
Ulta Beauty Inc
COM
90384S303
205674478
812493
SH
SOLE
766364
0
46129
VAIL RESORTS INC
COM
91879Q109
284778459
1187418
SH
SOLE
1158095
0
29323
VISA INC
COM CL A
92826C839
4389344
23360
SH
SOLE
23360
0
0
WATERS CORP
COM
941848103
81807407
350128
SH
SOLE
314252
0
35876
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
24917801
118335
SH
SOLE
118335
0
0
BROOKFIELD INFRAST PARTNERS
LP INT UNIT
G16252101
31108727
622299
SH
SOLE
622299
0
0
BROOKFIELD RENEWABLE PARTNER
PARTNERSHIP UNIT
G16258108
3322900
71261
SH
SOLE
71261
0
0
CLARIVATE ANALYTICS PLC
COM
G21810109
149258239
8884419
SH
SOLE
8737743
0
146676
IHS MARKIT LTD
SHS
G47567105
215292507
2857233
SH
SOLE
2798406
0
58827
SIGNET JEWELERS LIMITED
SHS
G81276100
41525704
1910106
SH
SOLE
1910106
0
0
SIGNET JEWELERS LIMITED
SHS
G81276100
32175200
1480000
SH
Call
SOLE
1480000
0
0
STERIS PLC
SHS USD
G8473T100
206537940
1355058
SH
SOLE
1316862
0
38196
GARMIN LTD
SHS
H2906T109
120969717
1239952
SH
SOLE
1239952
0
0
SPOTIFY TECHNOLOGY S A
SHS
L8681T102
28479405
190434
SH
SOLE
190434
0
0
CORE LABORATORIES N V
COM
N22717107
54725130
1452751
SH
SOLE
1041341
0
411410
ONESPAWORLD HOLDINGS LIMITED
COM
P73684113
12969343
770151
SH
SOLE
770151
0
0