Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SELECT EQUITY GROUP INC (CIK 1126116) reported $7.39B across 78 reported positions in its SEC 13F filing for 2013-09-30. Largest positions: HOG ($318.2M, 4.31%), ORLY ($308.3M, 4.17%), SHW ($299.2M, 4.05%), XRAY ($276.1M, 3.74%), KEX ($268.5M, 3.63%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | HOG | HARLEY-DAVIDSON INC. HOG | $318.2M | 4.31% | 5.0M | Trimmed |
| 2 | ORLY | OREILLY AUTOMOTIVE ORLY | $308.3M | 4.17% | 2.4M | Added |
| 3 | SHW | SHERWIN WILLIAMS CO SHW | $299.2M | 4.05% | 1.6M | Added |
| 4 | XRAY | DENTSPLY INTERNATIONAL INC X | $276.1M | 3.74% | 6.4M | Added |
| 5 | KEX | KIRBY CORP KEX | $268.5M | 3.63% | 3.1M | Added |
| 6 | MHK | MOHAWK INDUSTRIES INC MHK | $243.1M | 3.29% | 1.9M | Added |
| 7 | WSM | WILLIAMS SONOMA INC WSM | $240.5M | 3.26% | 4.3M | Trimmed |
| 8 | SIG | SIGNET JEWLERS LTD SIG | $230.9M | 3.13% | 3.2M | Added |
| 9 | AMTD1 | TD AMERITRADE HOLDING CORP A | $224.2M | 3.03% | 8.6M | Trimmed |
| 10 | BN | BROOKFIELD ASSET MANAGEMENT | $206.4M | 2.79% | 5.5M | Added |
| 11 | MKL | MARKEL CORP MKL | $200.0M | 2.71% | 386,187 | Added |
| 12 | PLL1 | PALL CORP PLL | $195.8M | 2.65% | 2.5M | Trimmed |
| 13 | WWW | WOLVERINE WORLD WIDE, INC. WWW | $189.4M | 2.56% | 3.3M | Trimmed |
| 14 | BX | BLACKSTONE GROUP THE | $175.9M | 2.38% | 7.1M | Trimmed |
| 15 | IHS2 | IHS INC CLASS A IHS | $166.8M | 2.26% | 1.5M | Added |
| 16 | GRMN | GARMIN LTD GRMN | $166.0M | 2.25% | 3.7M | Added |
| 17 | MSM | MSC INDUSTRIAL DIRECT CO-A M | $164.9M | 2.23% | 2.0M | Added |
| 18 | MCRS | MICRO SYSTEMS MCRS | $159.7M | 2.16% | 3.2M | Added |
| 19 | ARG | AIRGAS INC ARG | $154.6M | 2.09% | 1.5M | Added |
| 20 | APH | AMPHENOL CORPORATION | $148.5M | 2.01% | 1.9M | Trimmed |
| 21 | CAB | CABELA'S INC CAB | $146.3M | 1.98% | 2.3M | Added |
| 22 | TDG | TRANSDIGM GROUP INC. TDG | $145.3M | 1.97% | 1.0M | Added |
| 23 | TPX | TEMPUR SEALY INTERNATIONAL INC | $136.8M | 1.85% | 3.1M | Added |
| 24 | FRCB | FIRST REPUBLIC BANK FRC | $135.4M | 1.83% | 2.9M | Trimmed |
| 25 | AXLL | AXIALL CORP AXLL | $127.8M | 1.73% | 3.4M | Added |
Source: SEC Form 13F filings · as of 2013-09-30