SELECT EQUITY GROUP INC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q3 2013, the fund manages $7.4B in reported equity holdings across 85 positions. The largest holdings are HOG (4.3%), ORLY (4.2%), SHW (4.0%), XRAY (3.7%), KEX (3.6%). The portfolio is concentrated in Other (80.7%), Financial Services (8.4%), Consumer Cyclical (6.0%). Data sourced from SEC EDGAR 13F filings (CIK 1126116).