SELECT EQUITY GROUP, L.P.

WWW.SELECTEQUITY.COM NEW YORK, NY Investment Advisor Hedge Fund How do I update this listing?

Select Equity Group is based out of New York. Select Equity Group is a hedge fund with discretionary assets under management (AUM) of $5,521,129,984 (Form ADV from 2012-11-01). Their last reported 13F filing for Q2 2019 included $14,685,264,851 in managed 13F securities and a top 10 holdings concentration of 35.01%. Select Equity Group's largest holding is Martin Marietta Materials Inc. with shares held of 2,982,801. Select Equity Group has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 78 13F filings, 16 13D filings, 223 13G filings, and 11 Form 4 filings

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68

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06/30/2019

13F Sector Allocation Over Time

06/30/2019

13F Activity

  • Market Value $14.685 Billion
  • Prior Market Value $14.766 Billion
  • New Purchases16 stocks
  • Additional Purchases31 stocks
  • Sold out of9 stocks
  • Reduced holdings in51 stocks
  • Top 10 Holdings % 35.01 %
  • Turnover % [1]:24.75%
  • Turnover Alt % [2]: 17.81 %
  • Time Held Top20:4.35 quarters
  • Time Held Top10:2.50 quarters
  • Time Held All:9.48 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -0.65%
Performance Last 4 Quarters: 3.81%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
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Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
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13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
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View Last Form Adv Compilation Report on Record

SELECT EQUITY GROUP, INC.
Classified as Hedge Fund
380 LAFAYETTE ST 6TH FLOOR
NEW YORK NY    10003
Country: UNITED STATES

Business Phone: 212-475-8335
Fax: 212-475-1786
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: NY
Number of employees: 80
Other Business Activities: commodity pool operator or commodity trading advisor
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 2,104,430,000
Total Number of Clients: 0
Amount of client funds and securities by related persons: 3,572,320,000
Total Number of clients from related persons: 600
Disclosures:
Data above was derived from SEC filings.

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SELECT EQUITY GROUP, L.P.

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
LOENING, GEORGE, STABLER CHAIRMAN 01/01/1990 Direct less than 5%
Fund Name Position direct/indirect start date end date
SELECT EQUITY GROUP, INC. CHAIRMAN OF THE BOARD AND TREASURER direct 1990-01-01
SELECT EQUITY GROUP, L.P. CHAIRMAN direct 1990-01-01
SELECT OFFSHORE ADVISORS, LLC MANAGING MEMBER direct 2001-08-01
SELECT EQUITY GROUP, L.P. SHAREHOLDER AND DIRECTOR indirect 2013-11-01
SELECT EQUITY GROUP, L.P. MANAGING MEMBER indirect 2013-11-01
SELECT EQUITY GROUP, L.P. LIMITED PARTNER indirect 2013-11-01
SELECT EQUITY GROUP INC PRESIDENT AND TREASURER direct 1990-06-01 2002-03-28
SELECT EQUITY GROUP INC PRESIDENT AND TREASURER direct 1990-01-01 2008-03-31
SELECT EQUITY GROUP, L.P. CHAIRMAN AND TREASURER direct 1990-01-01 2016-03-30
BERMAN, JAMES, ROBERT EXECUTIVE VICE PRESIDENT 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
SELECT EQUITY GROUP INC CHIEF COMPLIANCE OFFICER direct 2004-10-01
SELECT EQUITY GROUP, INC. CHIEF LEGAL OFFICER direct 2004-10-01
SELECT OFFSHORE ADVISORS, LLC CHIEF LEGAL OFFICER direct 2004-10-01
SELECT OFFSHORE ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2004-10-01
SELECT EQUITY GROUP, L.P. CHIEF OPERATING OFFICER direct 2013-03-01
SELECT EQUITY GROUP, L.P. EXECUTIVE VICE PRESIDENT direct 2017-01-01
LIANG, EDWARD, PAUL CHIEF LEGAL OFFICER 07/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
SELECT EQUITY GROUP INC CHIEF COMPLIANCE OFFICER direct 2009-11-01
SELECT OFFSHORE ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2009-11-01
SELECT EQUITY GROUP, L.P. CHIEF LEGAL OFFICER direct 2013-07-01
VINSONHALER, JENNIFER CHIEF COMPLIANCE OFFICER 10/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
SELECT EQUITY GROUP INC CHIEF OPERATING OFFICER direct 2007-04-01
SELECT EQUITY GROUP INC CHIEF ADMINISTRATIVE OFFICER direct 2007-04-01
SELECT EQUITY GROUP, INC. CHIEF COMPLIANCE OFFICER direct 2010-10-01
SELECT OFFSHORE ADVISORS, LLC CHIEF OPERATING OFFICER direct 2007-04-01
SELECT OFFSHORE ADVISORS, LLC CHIEF ADMINISTRATIVE OFFICER direct 2007-04-01
SELECT OFFSHORE ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2010-10-01
SELECT EQUITY GROUP, L.P. CHIEF COMPLIANCE OFFICER direct 2010-10-01
CONOVER, DAVID CHIEF FINANCIAL OFFICER 10/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
SELECT EQUITY GROUP, INC. CHIEF FINANCIAL OFFICER direct 2010-10-01
SELECT OFFSHORE ADVISORS, LLC CHIEF FINANCIAL OFFICER direct 2010-10-01
SELECT EQUITY GROUP, L.P. CHIEF FINANCIAL OFFICER direct 2010-10-01
SEG LEGACY S CORP. LIMITED PARTNER 11/01/2013 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SELECT EQUITY GROUP, L.P. LIMITED PARTNER direct 2013-11-01
SELECT EQUITY PARTNERS, L.P. LIMITED PARTNER 11/01/2013 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SELECT EQUITY GROUP, L.P. LIMITED PARTNER direct 2013-11-01
SELECT EQUITY GP, LLC GENERAL PARTNER 11/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
SELECT EQUITY GROUP, L.P. GENERAL PARTNER direct 2013-11-01
LOENING, GEORGE, STABLER LIMITED PARTNER SELECT EQUITY PARTNERS, L.P. 11/01/2013 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
SELECT EQUITY GROUP, INC. CHAIRMAN OF THE BOARD AND TREASURER direct 1990-01-01
SELECT EQUITY GROUP, L.P. CHAIRMAN direct 1990-01-01
SELECT OFFSHORE ADVISORS, LLC MANAGING MEMBER direct 2001-08-01
SELECT EQUITY GROUP, L.P. SHAREHOLDER AND DIRECTOR indirect 2013-11-01
SELECT EQUITY GROUP, L.P. MANAGING MEMBER indirect 2013-11-01
SELECT EQUITY GROUP, L.P. LIMITED PARTNER indirect 2013-11-01
SELECT EQUITY GROUP INC PRESIDENT AND TREASURER direct 1990-06-01 2002-03-28
SELECT EQUITY GROUP INC PRESIDENT AND TREASURER direct 1990-01-01 2008-03-31
SELECT EQUITY GROUP, L.P. CHAIRMAN AND TREASURER direct 1990-01-01 2016-03-30
LOENING, GEORGE, STABLER SHAREHOLDER AND DIRECTOR SEG LEGACY S CORP. 11/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
SELECT EQUITY GROUP, INC. CHAIRMAN OF THE BOARD AND TREASURER direct 1990-01-01
SELECT EQUITY GROUP, L.P. CHAIRMAN direct 1990-01-01
SELECT OFFSHORE ADVISORS, LLC MANAGING MEMBER direct 2001-08-01
SELECT EQUITY GROUP, L.P. SHAREHOLDER AND DIRECTOR indirect 2013-11-01
SELECT EQUITY GROUP, L.P. MANAGING MEMBER indirect 2013-11-01
SELECT EQUITY GROUP, L.P. LIMITED PARTNER indirect 2013-11-01
SELECT EQUITY GROUP INC PRESIDENT AND TREASURER direct 1990-06-01 2002-03-28
SELECT EQUITY GROUP INC PRESIDENT AND TREASURER direct 1990-01-01 2008-03-31
SELECT EQUITY GROUP, L.P. CHAIRMAN AND TREASURER direct 1990-01-01 2016-03-30
LOENING, GEORGE, STABLER MANAGING MEMBER SELECT EQUITY GP, LLC 11/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
SELECT EQUITY GROUP, INC. CHAIRMAN OF THE BOARD AND TREASURER direct 1990-01-01
SELECT EQUITY GROUP, L.P. CHAIRMAN direct 1990-01-01
SELECT OFFSHORE ADVISORS, LLC MANAGING MEMBER direct 2001-08-01
SELECT EQUITY GROUP, L.P. SHAREHOLDER AND DIRECTOR indirect 2013-11-01
SELECT EQUITY GROUP, L.P. MANAGING MEMBER indirect 2013-11-01
SELECT EQUITY GROUP, L.P. LIMITED PARTNER indirect 2013-11-01
SELECT EQUITY GROUP INC PRESIDENT AND TREASURER direct 1990-06-01 2002-03-28
SELECT EQUITY GROUP INC PRESIDENT AND TREASURER direct 1990-01-01 2008-03-31
SELECT EQUITY GROUP, L.P. CHAIRMAN AND TREASURER direct 1990-01-01 2016-03-30

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
SHERIDAN SQUARE FUND, L.P. United States 805-9711578828 Hedge Fund 3,316,228 1,000,000
ASTOR PLACE SPECIAL INVESTORS, L.P. Cayman Islands 805-7812074903 Private Equity Fund 101,950,749 50,000 Master Fund
ASTOR PLACE DIRECT INVESTORS I, L.P. Cayman Islands 805-7912449857 Private Equity Fund 12,102,475 50,000
COOPER SQUARE FUND II, L.P. United States 805-6278287999 Hedge Fund 97,797,660 1,000,000
GREAT JONES OFFSHORE MASTER FUND, LTD. Cayman Islands 805-5265734342 Hedge Fund 327,144,994 500,000 Master Fund
SELECT INTERNATIONAL ELS MASTER FUND, LTD. Cayman Islands 805-6295359607 Hedge Fund 39,113,523 100,000 Master Fund
BAXTER STREET FUND II, L.P. United States 805-2752860945 Hedge Fund 873,412,314 1,000,000
SEG PARTNERS OFFSHORE MASTER FUND, LTD. Cayman Islands 805-6874359752 Hedge Fund 1,867,551,939 5,000,000 Master Fund
SELECT EQUITY OFFSHORE MASTER FUND, LTD. Cayman Islands 805-8980889463 Hedge Fund 304,322,983 500,000 Master Fund
SELECT PARTNERS ELS MASTER FUND, LTD. Cayman Islands 805-5829117100 Hedge Fund 254,241,438 100,000 Master Fund
COOPER SQUARE OFFSHORE MASTER FUND, LTD. Cayman Islands 805-1738114353 Hedge Fund 82,488,292 1,000,000 Master Fund
BAXTER STREET FUND, L.P. United States 805-1940392561 Hedge Fund 739,514,227 1,000,000
VANDAM STREET FUND, L.P. United States 805-6310671105 Hedge Fund 3,953,975 1,000,000
BAXTER STREET OFFSHORE MASTER FUND, LTD Cayman Islands 805-5433918128 Hedge Fund 1,408,936,385 1,000,000 Master Fund
HELLCAT ACQUISITIONS, L.P. United States 805-6302556205 Private Equity Fund 18,478,096 0
GREAT JONES FUND, L.P. United States 805-1207206343 Hedge Fund 224,795,246 1,000,000
SEG BLACKWALL FUND, L.P. United States 805-5471815152 Hedge Fund 111,577,679 1,000,000
SEG PARTNERS L.P. United States 805-9669418948 Hedge Fund 353,467,779 1,000,000
SELECT EQUITY FUND, L.P. United States 805-6789350804 Hedge Fund 571,510,513 500,000
SEG PARTNERS II, L.P. United States 805-5790367444 Hedge Fund 2,106,514,512 5,000,000
COOPER SQUARE FUND, L.P. United States 805-2102996998 Hedge Fund 814,367,755 1,000,000
BBH SELECT EQUITY MASTER FUND, L.P. Cayman Islands 805-2092302338 Other Private Fund LONG ONLY EQUITY FUND 121,268,193 250,000 Master Fund
CROSBY STREET FUND, L.P. United States 805-5631797232 Hedge Fund 6,844,479 1,000,000

SELECT EQUITY GROUP, L.P.

ownership team - last updated 2018-05-15
Name Title Start Date Direct/Indirect % Ownership
LOENING, GEORGE, STABLER CHAIRMAN 01/01/1990 Direct less than 5%
Fund Name Position direct/indirect start date end date
SELECT EQUITY GROUP, INC. CHAIRMAN OF THE BOARD AND TREASURER direct 1990-01-01
SELECT EQUITY GROUP, L.P. CHAIRMAN direct 1990-01-01
SELECT OFFSHORE ADVISORS, LLC MANAGING MEMBER direct 2001-08-01
SELECT EQUITY GROUP, L.P. SHAREHOLDER AND DIRECTOR indirect 2013-11-01
SELECT EQUITY GROUP, L.P. MANAGING MEMBER indirect 2013-11-01
SELECT EQUITY GROUP, L.P. LIMITED PARTNER indirect 2013-11-01
SELECT EQUITY GROUP INC PRESIDENT AND TREASURER direct 1990-06-01 2002-03-28
SELECT EQUITY GROUP INC PRESIDENT AND TREASURER direct 1990-01-01 2008-03-31
SELECT EQUITY GROUP, L.P. CHAIRMAN AND TREASURER direct 1990-01-01 2016-03-30
BERMAN, JAMES, ROBERT EXECUTIVE VICE PRESIDENT 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
SELECT EQUITY GROUP INC CHIEF COMPLIANCE OFFICER direct 2004-10-01
SELECT EQUITY GROUP, INC. CHIEF LEGAL OFFICER direct 2004-10-01
SELECT OFFSHORE ADVISORS, LLC CHIEF LEGAL OFFICER direct 2004-10-01
SELECT OFFSHORE ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2004-10-01
SELECT EQUITY GROUP, L.P. CHIEF OPERATING OFFICER direct 2013-03-01
SELECT EQUITY GROUP, L.P. EXECUTIVE VICE PRESIDENT direct 2017-01-01
LIANG, EDWARD, PAUL CHIEF LEGAL OFFICER 07/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
SELECT EQUITY GROUP INC CHIEF COMPLIANCE OFFICER direct 2009-11-01
SELECT OFFSHORE ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2009-11-01
SELECT EQUITY GROUP, L.P. CHIEF LEGAL OFFICER direct 2013-07-01
VINSONHALER, JENNIFER CHIEF COMPLIANCE OFFICER 10/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
SELECT EQUITY GROUP INC CHIEF OPERATING OFFICER direct 2007-04-01
SELECT EQUITY GROUP INC CHIEF ADMINISTRATIVE OFFICER direct 2007-04-01
SELECT EQUITY GROUP, INC. CHIEF COMPLIANCE OFFICER direct 2010-10-01
SELECT OFFSHORE ADVISORS, LLC CHIEF OPERATING OFFICER direct 2007-04-01
SELECT OFFSHORE ADVISORS, LLC CHIEF ADMINISTRATIVE OFFICER direct 2007-04-01
SELECT OFFSHORE ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2010-10-01
SELECT EQUITY GROUP, L.P. CHIEF COMPLIANCE OFFICER direct 2010-10-01
CONOVER, DAVID CHIEF FINANCIAL OFFICER 10/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
SELECT EQUITY GROUP, INC. CHIEF FINANCIAL OFFICER direct 2010-10-01
SELECT OFFSHORE ADVISORS, LLC CHIEF FINANCIAL OFFICER direct 2010-10-01
SELECT EQUITY GROUP, L.P. CHIEF FINANCIAL OFFICER direct 2010-10-01
SEG LEGACY S CORP. LIMITED PARTNER 11/01/2013 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SELECT EQUITY GROUP, L.P. LIMITED PARTNER direct 2013-11-01
SELECT EQUITY PARTNERS, L.P. LIMITED PARTNER 11/01/2013 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SELECT EQUITY GROUP, L.P. LIMITED PARTNER direct 2013-11-01
SELECT EQUITY GP, LLC GENERAL PARTNER 11/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
SELECT EQUITY GROUP, L.P. GENERAL PARTNER direct 2013-11-01
LOENING, GEORGE, STABLER LIMITED PARTNER SELECT EQUITY PARTNERS, L.P. 11/01/2013 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
SELECT EQUITY GROUP, INC. CHAIRMAN OF THE BOARD AND TREASURER direct 1990-01-01
SELECT EQUITY GROUP, L.P. CHAIRMAN direct 1990-01-01
SELECT OFFSHORE ADVISORS, LLC MANAGING MEMBER direct 2001-08-01
SELECT EQUITY GROUP, L.P. SHAREHOLDER AND DIRECTOR indirect 2013-11-01
SELECT EQUITY GROUP, L.P. MANAGING MEMBER indirect 2013-11-01
SELECT EQUITY GROUP, L.P. LIMITED PARTNER indirect 2013-11-01
SELECT EQUITY GROUP INC PRESIDENT AND TREASURER direct 1990-06-01 2002-03-28
SELECT EQUITY GROUP INC PRESIDENT AND TREASURER direct 1990-01-01 2008-03-31
SELECT EQUITY GROUP, L.P. CHAIRMAN AND TREASURER direct 1990-01-01 2016-03-30
LOENING, GEORGE, STABLER SHAREHOLDER AND DIRECTOR SEG LEGACY S CORP. 11/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
SELECT EQUITY GROUP, INC. CHAIRMAN OF THE BOARD AND TREASURER direct 1990-01-01
SELECT EQUITY GROUP, L.P. CHAIRMAN direct 1990-01-01
SELECT OFFSHORE ADVISORS, LLC MANAGING MEMBER direct 2001-08-01
SELECT EQUITY GROUP, L.P. SHAREHOLDER AND DIRECTOR indirect 2013-11-01
SELECT EQUITY GROUP, L.P. MANAGING MEMBER indirect 2013-11-01
SELECT EQUITY GROUP, L.P. LIMITED PARTNER indirect 2013-11-01
SELECT EQUITY GROUP INC PRESIDENT AND TREASURER direct 1990-06-01 2002-03-28
SELECT EQUITY GROUP INC PRESIDENT AND TREASURER direct 1990-01-01 2008-03-31
SELECT EQUITY GROUP, L.P. CHAIRMAN AND TREASURER direct 1990-01-01 2016-03-30
LOENING, GEORGE, STABLER MANAGING MEMBER SELECT EQUITY GP, LLC 11/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
SELECT EQUITY GROUP, INC. CHAIRMAN OF THE BOARD AND TREASURER direct 1990-01-01
SELECT EQUITY GROUP, L.P. CHAIRMAN direct 1990-01-01
SELECT OFFSHORE ADVISORS, LLC MANAGING MEMBER direct 2001-08-01
SELECT EQUITY GROUP, L.P. SHAREHOLDER AND DIRECTOR indirect 2013-11-01
SELECT EQUITY GROUP, L.P. MANAGING MEMBER indirect 2013-11-01
SELECT EQUITY GROUP, L.P. LIMITED PARTNER indirect 2013-11-01
SELECT EQUITY GROUP INC PRESIDENT AND TREASURER direct 1990-06-01 2002-03-28
SELECT EQUITY GROUP INC PRESIDENT AND TREASURER direct 1990-01-01 2008-03-31
SELECT EQUITY GROUP, L.P. CHAIRMAN AND TREASURER direct 1990-01-01 2016-03-30

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
COOPER SQUARE FUND II, L.P. United States 805-6278287999 Hedge Fund 73,756,507 1,000,000
GREAT JONES OFFSHORE MASTER FUND, LTD. Cayman Islands 805-5265734342 Hedge Fund 328,302,491 500,000 Master Fund
SELECT INTERNATIONAL ELS MASTER FUND, LTD. Cayman Islands 805-6295359607 Hedge Fund 47,907,329 100,000 Master Fund
BAXTER STREET FUND II, L.P. United States 805-2752860945 Hedge Fund 910,665,152 1,000,000
PARTNERS SELECT OFFSHORE MASTER FUND, LTD Cayman Islands 805-1701474634 Hedge Fund 67,415,707 500,000 Master Fund
SEG PARTNERS OFFSHORE MASTER FUND, LTD. Cayman Islands 805-6874359752 Hedge Fund 1,968,574,870 500,000 Master Fund
SELECT EQUITY OFFSHORE MASTER FUND, LTD. Cayman Islands 805-8980889463 Hedge Fund 315,252,699 500,000 Master Fund
SELECT PARTNERS ELS MASTER FUND, LTD. Cayman Islands 805-5829117100 Hedge Fund 341,398,719 100,000 Master Fund
COOPER SQUARE OFFSHORE MASTER FUND, LTD. Cayman Islands 805-1738114353 Hedge Fund 261,600,860 1,000,000 Master Fund
BAXTER STREET FUND, L.P. United States 805-1940392561 Hedge Fund 747,704,555 1,000,000
VANDAM STREET FUND, L.P. United States 805-6310671105 Hedge Fund 4,459,822 1,000,000
BAXTER STREET OFFSHORE MASTER FUND, LTD Cayman Islands 805-5433918128 Hedge Fund 1,764,537,210 1,000,000 Master Fund
HELLCAT ACQUISITIONS, L.P. United States 805-6302556205 Private Equity Fund 13,080,438 0
GREAT JONES FUND, L.P. United States 805-1207206343 Hedge Fund 257,522,873 1,000,000
SEG BLACKWALL FUND, L.P. United States 805-5471815152 Hedge Fund 124,426,828 1,000,000
SEG PARTNERS L.P. United States 805-9669418948 Hedge Fund 365,742,549 1,000,000
SELECT EQUITY FUND, L.P. United States 805-6789350804 Hedge Fund 563,254,511 500,000
SEG PARTNERS II, L.P. United States 805-5790367444 Hedge Fund 1,272,533,187 1,000,000
COOPER SQUARE FUND, L.P. United States 805-2102996998 Hedge Fund 849,365,384 1,000,000
BBH SELECT EQUITY MASTER FUND, L.P. Cayman Islands 805-2092302338 Other Private Fund LONG ONLY EQUITY FUND 1,578,765,562 250,000 Master Fund
CROSBY STREET FUND, L.P. United States 805-5631797232 Hedge Fund 4,315,710 1,000,000

SELECT EQUITY GROUP, INC.

ownership team - last updated 2013-04-01
Name Title Start Date Direct/Indirect % Ownership
LOENING, GEORGE, STABLER CHAIRMAN OF THE BOARD AND TREASURER 01/01/1990 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SELECT EQUITY GROUP, INC. CHAIRMAN OF THE BOARD AND TREASURER direct 1990-01-01
SELECT EQUITY GROUP, L.P. CHAIRMAN direct 1990-01-01
SELECT OFFSHORE ADVISORS, LLC MANAGING MEMBER direct 2001-08-01
SELECT EQUITY GROUP, L.P. SHAREHOLDER AND DIRECTOR indirect 2013-11-01
SELECT EQUITY GROUP, L.P. MANAGING MEMBER indirect 2013-11-01
SELECT EQUITY GROUP, L.P. LIMITED PARTNER indirect 2013-11-01
SELECT EQUITY GROUP INC PRESIDENT AND TREASURER direct 1990-06-01 2002-03-28
SELECT EQUITY GROUP INC PRESIDENT AND TREASURER direct 1990-01-01 2008-03-31
SELECT EQUITY GROUP, L.P. CHAIRMAN AND TREASURER direct 1990-01-01 2016-03-30
BRITTON, JOHN, DELAPLAINE PORTFOLIO MANAGER 04/01/1998 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SELECT EQUITY GROUP INC PORTFOLIO MANAGER direct 1998-04-01
SELECT OFFSHORE ADVISORS, LLC MEMBER direct 2001-08-01
SELECT EQUITY GROUP, L.P. PORTFOLIO MANAGER direct 1998-04-01
BERMAN, JAMES, ROBERT CHIEF LEGAL OFFICER 10/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
SELECT EQUITY GROUP INC CHIEF COMPLIANCE OFFICER direct 2004-10-01
SELECT EQUITY GROUP, INC. CHIEF LEGAL OFFICER direct 2004-10-01
SELECT OFFSHORE ADVISORS, LLC CHIEF LEGAL OFFICER direct 2004-10-01
SELECT OFFSHORE ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2004-10-01
SELECT EQUITY GROUP, L.P. CHIEF OPERATING OFFICER direct 2013-03-01
SELECT EQUITY GROUP, L.P. EXECUTIVE VICE PRESIDENT direct 2017-01-01
SEIRER, DARREN PORTFOLIO MANAGER 10/01/1998 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SELECT EQUITY GROUP INC PORTFOLIO MANAGER direct 1998-10-01
SELECT OFFSHORE ADVISORS, LLC PORTFOLIO MANAGER direct 2001-08-01
SELECT EQUITY GROUP, L.P. PORTFOLIO MANAGER direct 1998-10-01
VINSONHALER, JENNIFER CHIEF COMPLIANCE OFFICER 10/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
SELECT EQUITY GROUP INC CHIEF OPERATING OFFICER direct 2007-04-01
SELECT EQUITY GROUP INC CHIEF ADMINISTRATIVE OFFICER direct 2007-04-01
SELECT EQUITY GROUP, INC. CHIEF COMPLIANCE OFFICER direct 2010-10-01
SELECT OFFSHORE ADVISORS, LLC CHIEF OPERATING OFFICER direct 2007-04-01
SELECT OFFSHORE ADVISORS, LLC CHIEF ADMINISTRATIVE OFFICER direct 2007-04-01
SELECT OFFSHORE ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2010-10-01
SELECT EQUITY GROUP, L.P. CHIEF COMPLIANCE OFFICER direct 2010-10-01
CONOVER, DAVID CHIEF FINANCIAL OFFICER 10/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
SELECT EQUITY GROUP, INC. CHIEF FINANCIAL OFFICER direct 2010-10-01
SELECT OFFSHORE ADVISORS, LLC CHIEF FINANCIAL OFFICER direct 2010-10-01
SELECT EQUITY GROUP, L.P. CHIEF FINANCIAL OFFICER direct 2010-10-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
SEG PARTNERS L.P. UNITED STATES 805-9669418948 Hedge Fund 248,516,787 1,000,000
SEG PARTNERS II, L.P. UNITED STATES 805-5790367444 Hedge Fund 788,477,014 1,000,000
GREAT JONES FUND, L.P. UNITED STATES 805-1207206343 Hedge Fund 25,561,361 1,000,000
SEG BLACKWALL FUND, L.P. UNITED STATES 805-5471815152 Hedge Fund 103,495,712 1,000,000
LAFAYETTE STREET FUND L.P. UNITED STATES 805-4803749216 Hedge Fund 283,488,943 1,000,000
LAFAYETTE STREET FUND II, L.P. UNITED STATES 805-2556820099 Hedge Fund 386,048,055 1,000,000
COOPER SQUARE FUND, L.P. UNITED STATES 805-2102996998 Hedge Fund 54,345,074 1,000,000
SELECT EQUITY FUND, L.P. UNITED STATES 805-6789350804 Hedge Fund 48,974,922 500,000
LSLO PARTNERS FUND L.P. UNITED STATES 805-4182640427 Hedge Fund 116,290,333 5,000,000
BAXTER STREET FUND , L.P. UNITED STATES 805-1940392561 Hedge Fund 18,430,946 1,000,000
SELECT PARTNERS ELS, L.P. UNITED STATES 805-1714656642 Hedge Fund 7,948,905 1,000,000

WhaleScore history for SELECT EQUITY GROUP, L.P.

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**EXPERIMENTAL** Current International Short Positions

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Holder Issuer Net Short Position Position Date Origin

Short Position History (last 100)

Holder Net Short Position Position Date Origin
Select Equity Group, L.P. BOOHOO.COM PLC 0.62% 2019-03-11 UK
Select Equity Group, L.P. BOOHOO.COM PLC 0.55% 2019-02-26 UK
Select Equity Group, L.P. MARSHALLS 0.5% 2018-08-10 UK
Select Equity Group, L.P. OKAMOTO INDUSTRIES,INC. 0.44% 2017-10-18 Japan
Select Equity Group, L.P. OKAMOTO INDUSTRIES,INC. 0.632% 2017-05-29 Japan
Select Equity Group, L.P. Software Aktiengesellschaft 0.54% 2015-12-09 GERMANY

**EXPERIMENTAL** Current UK Positions

Updated daily

Contains transactions from January 1st, 2015 on.

Holder Issuer Transaction Date Number of Voting Rights % of Voting Rights
SELECT EQUITY GROUP, L.P. FOXTONS GROUP PLC ORDINARY 2016-11-24 32,964,682 11.98%
SELECT EQUITY GROUP, L.P. Aveva Group plc Ordinary 2016-09-15 3,186,414 4.981%

Position History

Holder Issuer Transaction Date Number of Voting Rights % of Voting Rights
SELECT EQUITY GROUP, L.P. FOXTONS GROUP PLC ORDINARY 2016-10-11 35,738,922 12.991%
SELECT EQUITY GROUP, L.P. FOXTONS GROUP PLC ORDINARY 2016-06-30 36,915,129 13.419%
SELECT EQUITY GROUP, L.P. Aveva Group plc Ordinary 2016-05-19 3,238,857 5.06%
SELECT EQUITY GROUP, L.P. FOXTONS GROUP PLC ORDINARY 2016-03-04 33,165,896 12.056%
SELECT EQUITY GROUP, L.P. FOXTONS GROUP PLC ORDINARY 2015-12-01 31,717,442 11.26%
SELECT EQUITY GROUP, L.P. FOXTONS GROUP PLC ORDINARY 2015-10-30 28,831,387 10.22%

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