Select Equity Group, L.P. Buys Martin Marietta Materials Inc, Service Corp International, PerkinElme

New York, NY, based Investment company Select Equity Group, L.P. buys Martin Marietta Materials Inc, Service Corp International, PerkinElmer Inc, GoDaddy Inc, Grupo Televisa SAB, Hyatt Hotels Corp, Welbilt Inc, Cincinnati Financial Corp, Expeditors International of Washington Inc, A.O. Smith Corp, sells Vanguard FTSEEuropean, iShares MSCI Japan Index Fund, Dentsply Sirona Inc, Autohome Inc, IHS Markit during the 3-months ended 2017-09-30, according to the most recent filings of the investment company, Select Equity Group, L.P.. As of 2017-09-30, Select Equity Group, L.P. owns 85 stocks with a total value of $13.2 billion. These are the details of the buys and sells.

New Purchases: H, GRMN, LULU, CMD, SERV, Added Positions: MLM, SCI, PKI, GDDY, TV, WBT, CINF, EXPD, AOS, IT, Reduced Positions: XRAY, INFO, AME, FDS, BIDU, MTD, BRO, BAM, ROL, MCO, Sold Out: VGK, EWJ, ATHM, WFM, SHW, TSCO, CCI, CSGP, CHRW, WTS,

For the details of Select Equity Group, L.P.’s stock buys and sells, go to www.gurufocus.com/StockBuy.php?GuruName=Select+Equity+Group%2C+L.P.

These are the top 5 holdings of Select Equity Group, L.P.Signet Jewelers Ltd (SIG) – 11,352,448 shares, 5.73% of the total portfolio. Shares reduced by 1.44%Gartner Inc (IT) – 4,395,530 shares, 4.15% of the total portfolio. Shares added by 10.34%SS&C Technologies Holdings Inc (SSNC) – 13,446,616 shares, 4.1% of the total portfolio. Shares added by 1.37%Mohawk Industries Inc (MHK) – 2,147,101 shares, 4.03% of the total portfolio. Shares reduced by 2.66%Paychex Inc (PAYX) – 8,631,584 shares, 3.93% of the total portfolio. Shares added by 3.43%New Purchase: Hyatt Hotels Corp (H)

Select Equity Group, L.P. initiated holdings in Hyatt Hotels Corp. The purchase prices were between $54.62 and $61.83, with an estimated average price of $57.71. The stock is now traded at around $71.25. The impact to the portfolio due to this purchase was 0.8%. The holdings were 1,708,390 shares as of 2017-09-30.

New Purchase: Garmin Ltd (GRMN)

Select Equity Group, L.P. initiated holdings in Garmin Ltd. The purchase prices were between $49.99 and $54.04, with an estimated average price of $51.74. The stock is now traded at around $58.36. The impact to the portfolio due to this purchase was 0.29%. The holdings were 706,161 shares as of 2017-09-30.

New Purchase: Lululemon Athletica Inc (LULU)

Select Equity Group, L.P. initiated holdings in Lululemon Athletica Inc. The purchase prices were between $57.39 and $62.53, with an estimated average price of $60.21. The stock is now traded at around $75.82. The impact to the portfolio due to this purchase was 0.25%. The holdings were 518,856 shares as of 2017-09-30.

New Purchase: Cantel Medical Corp (CMD)

Select Equity Group, L.P. initiated holdings in Cantel Medical Corp. The purchase prices were between $73.3 and $90.95, with an estimated average price of $78.66. The stock is now traded at around $99.56. The impact to the portfolio due to this purchase was 0.1%. The holdings were 144,409 shares as of 2017-09-30.

New Purchase: ServiceMaster Global Holdings Inc (SERV)

Select Equity Group, L.P. initiated holdings in ServiceMaster Global Holdings Inc. The purchase prices were between $38.95 and $48.33, with an estimated average price of $43.94. The stock is now traded at around $52.13. The impact to the portfolio due to this purchase was 0.1%. The holdings were 283,025 shares as of 2017-09-30.

Added: Martin Marietta Materials Inc (MLM)

Select Equity Group, L.P. added to the holdings in Martin Marietta Materials Inc by 171.45%. The purchase prices were between $195.54 and $228.1, with an estimated average price of $211.64. The stock is now traded at around $204.44. The impact to the portfolio due to this purchase was 1.96%. The holdings were 1,988,985 shares as of 2017-09-30.

Added: Service Corp International (SCI)

Select Equity Group, L.P. added to the holdings in Service Corp International by 279.59%. The purchase prices were between $32.99 and $35.8, with an estimated average price of $34.69. The stock is now traded at around $36.83. The impact to the portfolio due to this purchase was 1.44%. The holdings were 7,439,968 shares as of 2017-09-30.

Added: PerkinElmer Inc (PKI)

Select Equity Group, L.P. added to the holdings in PerkinElmer Inc by 44.99%. The purchase prices were between $62.95 and $69.94, with an estimated average price of $67.06. The stock is now traded at around $72.13. The impact to the portfolio due to this purchase was 1.18%. The holdings were 7,246,577 shares as of 2017-09-30.

Added: GoDaddy Inc (GDDY)

Select Equity Group, L.P. added to the holdings in GoDaddy Inc by 284.19%. The purchase prices were between $41.19 and $45.3, with an estimated average price of $43.1. The stock is now traded at around $48.97. The impact to the portfolio due to this purchase was 1.12%. The holdings were 4,593,887 shares as of 2017-09-30.

Added: Grupo Televisa SAB (TV)

Select Equity Group, L.P. added to the holdings in Grupo Televisa SAB by 120.76%. The purchase prices were between $24.47 and $27.27, with an estimated average price of $25.71. The stock is now traded at around $19.23. The impact to the portfolio due to this purchase was 1.07%. The holdings were 10,479,683 shares as of 2017-09-30.

Added: Welbilt Inc (WBT)

Select Equity Group, L.P. added to the holdings in Welbilt Inc by 59.07%. The purchase prices were between $18.68 and $23.09, with an estimated average price of $20.16. The stock is now traded at around $22.35. The impact to the portfolio due to this purchase was 0.63%. The holdings were 9,647,724 shares as of 2017-09-30.

Sold Out: Vanguard FTSEEuropean (VGK)

Select Equity Group, L.P. sold out the holdings in Vanguard FTSEEuropean. The sale prices were between $54.93 and $58.43, with an estimated average price of $56.72.

Sold Out: iShares MSCI Japan Index Fund (EWJ)

Select Equity Group, L.P. sold out the holdings in iShares MSCI Japan Index Fund. The sale prices were between $52.84 and $55.71, with an estimated average price of $54.51.

Sold Out: Autohome Inc (ATHM)

Select Equity Group, L.P. sold out the holdings in Autohome Inc. The sale prices were between $45.61 and $67.05, with an estimated average price of $57.19.

Sold Out: Whole Foods Market Inc (WFM)

Select Equity Group, L.P. sold out the holdings in Whole Foods Market Inc. The sale prices were between $41.67 and $42.1, with an estimated average price of $41.83.

Sold Out: Sherwin-Williams Co (SHW)

Select Equity Group, L.P. sold out the holdings in Sherwin-Williams Co. The sale prices were between $328.97 and $359.72, with an estimated average price of $344.34.

Sold Out: Tractor Supply Co (TSCO)

Select Equity Group, L.P. sold out the holdings in Tractor Supply Co. The sale prices were between $49.99 and $63.16, with an estimated average price of $56.59.

Here is the complete portfolio of Select Equity Group, L.P.. Also check out:

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3. Select Equity Group, L.P.’s High Yield stocks
4. Stocks that Select Equity Group, L.P. keeps buying

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