Investments: Select Equity Group, L.P.

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
23.103.241.225 $-1.093.019.407 $24.272.430.802 $+295.130.578 $23.862.889.621 $+1.399.831.710 $23.175.346.517 $+23.175.346.517 $
BANK OF AMERICA CORP /DE/BAC15.786.298.030 $-1.056.095.758 $16.842.393.788 $+522.326.142 $16.320.067.646 $+1.218.224.421 $15.101.843.225 $+15.101.843.225 $
Viking Holdings LtdVIK993.090.087 $+40.856.634 $952.233.453 $-640.774 $952.874.227 $+211.266.030 $741.608.197 $+741.608.197 $
MIDDLEBY CorpMIDD475.697.764 $-82.129.555 $557.827.319 $-122.933.257 $680.760.576 $-157.266.719 $838.027.295 $+838.027.295 $
BROWN & BROWN, INC.BRO751.953.719 $+182.048.257 $569.905.462 $-67.120.851 $637.026.313 $-143.505.564 $780.531.877 $+780.531.877 $
CDW CorpCDW310.194.819 $-351.713.768 $661.908.587 $-61.864.892 $723.773.479 $+131.462.615 $592.310.864 $+592.310.864 $
PAYCHEX INCPAYX641.247.467 $+88.872.894 $552.374.573 $-36.943.962 $589.318.535 $+50.216.080 $539.102.455 $+539.102.455 $
ALCON INCALC496.679.429 $-4.398.226 $501.077.655 $-95.305.386 $596.383.041 $+81.079.534 $515.303.507 $+515.303.507 $
STERIS plcSTE488.794.926 $-340.507 $489.135.433 $-3.900.022 $493.035.455 $-9.037.359 $502.072.814 $+502.072.814 $
NASDAQ, INC.NDAQ364.505.287 $+101.751.118 $262.754.169 $+152.495.375 $110.258.794 $+110.258.794 $
ENTEGRIS INCENTG114.313.939 $-14.443.546 $128.757.485 $-106.694.948 $235.452.433 $-120.961.382 $356.413.815 $+356.413.815 $
JONES LANG LASALLE INCJLL306.767.438 $-33.888.008 $340.655.446 $+101.887.374 $238.768.072 $-24.529.454 $263.297.526 $+263.297.526 $
Fortive CorpFTV213.246.637 $+83.111.463 $130.135.174 $+48.420.826 $81.714.348 $-248.298.034 $330.012.382 $+330.012.382 $
BIO-TECHNE CorpTECH166.852.321 $+41.596.202 $125.256.119 $-24.951.899 $150.208.018 $-164.400.738 $314.608.756 $+314.608.756 $
NVIDIA CORPNVDA130.712.255 $-159.278.031 $289.990.286 $+117.162.813 $172.827.473 $+172.827.473 $
KIRBY CORPKEX18.039.882 $+6.603.310 $11.436.572 $-234.201.436 $245.638.008 $+48.193.963 $197.444.045 $+197.444.045 $
CAE INCCAE231.018.042 $+25.721.959 $205.296.083 $-26.054.334 $231.350.417 $+38.036.015 $193.314.402 $+193.314.402 $
TELEDYNE TECHNOLOGIES INCTDY101.221.068 $-127.847.903 $229.068.971 $+10.396.108 $218.672.863 $+20.350.857 $198.322.006 $+198.322.006 $
CLEAN HARBORS INCCLH199.190.526 $+19.596.222 $179.594.304 $-39.323.446 $218.917.750 $+3.653.211 $215.264.539 $+215.264.539 $
TORO COTTC169.308.456 $+169.308.456 $
SAIA INCSAIA7.092.736 $-160.807.680 $167.900.416 $+167.900.416 $
APi Group CorpAPG66.110.372 $-18.369.060 $84.479.432 $-10.683.486 $95.162.918 $-66.520.630 $161.683.548 $+161.683.548 $
ALPHA PRO TECH LTDAPT149.644.316 $-10.835.894 $160.480.210 $+38.652.306 $121.827.904 $+57.561.287 $64.266.617 $+64.266.617 $
CSX CORPCSX135.740.526 $+135.740.526 $
AMAZON COM INCAMZN130.481.854 $+32.044.012 $98.437.842 $+3.220.169 $95.217.673 $+18.507.505 $76.710.168 $+76.710.168 $
MCCORMICK & CO INCMKC31.337.820 $-97.137.307 $128.475.127 $+128.475.127 $
MICROSOFT CORPMSFT102.707.347 $-21.171.272 $123.878.619 $+2.582.703 $121.295.916 $+61.643.817 $59.652.099 $+59.652.099 $
GARMIN LTDGRMN108.333.260 $-6.957.778 $115.291.038 $+24.619.522 $90.671.516 $-33.032.873 $123.704.389 $+123.704.389 $
NICOLET BANKSHARES INCNIC116.864.336 $+102.001.573 $14.862.763 $+14.862.763 $
Zoetis Inc.ZTS41.252.437 $-66.941.930 $108.194.367 $+49.689.118 $58.505.249 $+58.505.249 $
RESMED INCRMD97.240.440 $+97.240.440 $
ROLLINS INCROL89.710.754 $+19.877.353 $69.833.401 $-1.568.535 $71.401.936 $+44.004.350 $27.397.586 $+27.397.586 $
ST JOE CoJOE70.142.805 $+19.495.077 $50.647.728 $+44.300.814 $6.346.914 $+6.346.914 $
Owens CorningOC43.170.066 $-23.669.077 $66.839.143 $+66.839.143 $
FASTENAL COFAST19.820.556 $-39.687.204 $59.507.760 $+59.507.760 $
SMITH A O CORPAOS52.906.371 $+52.906.371 $
WILLIAMS SONOMA INCWSM41.487.707 $-7.965.247 $49.452.954 $+5.875.640 $43.577.314 $-1.405.930 $44.983.244 $+44.983.244 $
BlackRock, Inc.BLK40.296.058 $+40.296.058 $
Bloom Energy CorpBE38.370.624 $+36.182.545 $2.188.079 $+2.188.079 $
Hyatt Hotels CorpH37.219.298 $+37.219.298 $
NIQ Global Intelligence plcNIQ31.396.663 $+4.872.031 $26.524.632 $+26.524.632 $
Hamilton Lane INCHLNE29.457.138 $+29.457.138 $
FMC CORPFMC27.344.553 $+2.582.628 $24.761.925 $+291.725 $24.470.200 $+24.470.200 $
KADANT INCKAI21.711.399 $+3.605.739 $18.105.660 $+3.931.835 $14.173.825 $-13.007.063 $27.180.888 $+27.180.888 $
Simpson Manufacturing Co., Inc.SSD25.762.377 $+25.762.377 $
FORMFACTOR INCFORM23.807.964 $-499.181 $24.307.145 $+3.057.525 $21.249.620 $+11.467.447 $9.782.173 $+9.782.173 $
Ralliant CorpRAL23.665.350 $+23.665.350 $
TYLER TECHNOLOGIES INCTYL19.003.895 $+19.003.895 $
BADGER METER INCBMI18.813.607 $+3.958.251 $14.855.356 $+2.822.432 $12.032.924 $+4.891.129 $7.141.795 $+7.141.795 $
LIQUIDITY SERVICES INCLQDT17.198.925 $-657.621 $17.856.546 $+17.856.546 $
Amrize LtdAMRZ15.035.321 $-1.454.309 $16.489.630 $-690.278 $17.179.908 $+17.179.908 $
VERRA MOBILITY CorpVRRM16.348.722 $+3.976.344 $12.372.378 $+1.976.671 $10.395.707 $-1.595.460 $11.991.167 $+11.991.167 $
WINMARK CORPWINA12.291.954 $-3.348.975 $15.640.929 $+5.368.427 $10.272.502 $+2.818.450 $7.454.052 $+7.454.052 $
Strategy IncMSTR13.690.695 $+13.690.695 $
ELI LILLY & CoLLY3.546.444 $+723.344 $2.823.100 $-10.740.722 $13.563.822 $+6.873.951 $6.689.871 $+6.689.871 $
CIENA CORPCIEN3.530.969 $-8.638.011 $12.168.980 $+6.486.209 $5.682.771 $+1.335.316 $4.347.455 $+4.347.455 $
GENERAL ELECTRIC COGE12.076.316 $+450.225 $11.626.091 $+753.937 $10.872.154 $+10.872.154 $
POOL CORPPOOL11.852.171 $+11.852.171 $
VAIL RESORTS INCMTN10.265.887 $+10.265.887 $
Aon plcAON10.003.907 $+10.003.907 $
NEOGEN CORPNEOG9.712.099 $+9.712.099 $
FRANCO NEVADA CorpFNV8.795.681 $-902.609 $9.698.290 $+2.036.450 $7.661.840 $+7.661.840 $
Huntsman CORPHUN7.726.850 $+7.726.850 $
SPS COMMERCE INCSPSC5.969.214 $-917.044 $6.886.258 $-641.969 $7.528.227 $+1.159.178 $6.369.049 $+6.369.049 $
INTEL CORPINTC6.192.447 $+274.864 $5.917.583 $+5.340.581 $577.002 $+577.002 $
ESCO TECHNOLOGIES INCESE5.789.210 $+5.789.210 $
V F CORPVFC5.015.392 $+1.318.426 $3.696.966 $+993.291 $2.703.675 $+960.779 $1.742.896 $+1.742.896 $
Proto Labs IncPRLB602.982 $-2.020.891 $2.623.873 $+2.623.873 $
ADVANCED MICRO DEVICES INCAMD1.619.491 $+1.619.491 $
23.103.241.225 $-1.093.019.407 $24.272.430.802 $+295.130.578 $23.862.889.621 $+1.399.831.710 $23.175.346.517 $+23.175.346.517 $
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