Select Equity Reports New $382 Million Industrial Goods Stock Position Changes

Wall St. Watchdog reveals information regarding Select Equity Group’s top holdings in the Industrial Goods sector for the quarter ending September 30th, 2011. The firm held 7 stocks in the Industrial Goods sector at the end of the quarter with an aggregate market value of $382.957 million.

  • Ametek Inc. (NYSE:AME): On 06/30/2011, Select Equity Group reported holding 2,701,210 shares with a market value of $121,284,333. This comprised 2.75% of the total portfolio. On 09/30/2011, Select Equity Group reported holding 4,121,697 shares with a market value of $135,892,355. This comprised 3.09% of the total portfolio. The net change in shares for this position over the two quarters is 1,420,487. About Company: AMETEK, Inc. is a global manufacturer of electronic instruments and electromechanical devices. The Company manufactures advanced instruments for process, aerospace, power and industrial markets and is a supplier of electrical interconnects, specialty metals, technical motors and systems, and floor care and specialty motors.
  • Transdigm Group Incorporated (NYSE:TDG): On 06/30/2011, Select Equity Group reported holding 77,417 shares with a market value of $7,059,656. This comprised 0.16% of the total portfolio. On 09/30/2011, Select Equity Group reported holding 798,724 shares with a market value of $65,231,788. This comprised 1.48% of the total portfolio. The net change in shares for this position over the two quarters is 721,307. About Company: TransDigm Group, Inc., through subsidiaries, manufactures aircraft components. The Company produces ignition systems and components, gear pumps, mechanical/electromechanical actuators and controls, NiCad batteries/chargers, power conditioning devices, hold-open rods and locking devices, engineered connectors and latches, cockpit security devices, and AC/DC electric motors.
  • Interface Inc. (NASDAQ:IFSIA): On 06/30/2011, Select Equity Group reported holding 4,535,858 shares with a market value of $87,859,573. This comprised 1.99% of the total portfolio. On 09/30/2011, Select Equity Group reported holding 5,036,785 shares with a market value of $59,736,268. This comprised 1.36% of the total portfolio. The net change in shares for this position over the two quarters is 500,927. About Company: Interface, Inc. manufactures, markets, installs, and services products for the commercial and institutional interiors market. The Company provides modular carpet, panel fabrics for use in open plan office furniture systems, and complementary products, as well as carpet replacement, installation, and maintenance services. Interface markets its products around the world.
  • Graco Inc. (NYSE:GGG): On 06/30/2011, Select Equity Group reported holding 1,652,359 shares with a market value of $83,708,507. This comprised 1.9% of the total portfolio. On 09/30/2011, Select Equity Group reported holding 1,419,501 shares with a market value of $48,461,763. This comprised 1.1% of the total portfolio. The net change in shares for this position over the two quarters is -232,858. About Company: Graco Inc. supplies technology for the management of fluids in both industrial and commercial applications. The Company designs, manufactures, and markets systems to move, measure, control, dispense, and apply fluid materials. Graco’s products are used for applying paints and coatings, high-pressure cleaning of equipment, and lubricating and maintaining vehicles and other equipment.
  • Itt Corporation (NYSE:ITT): On 06/30/2011, Select Equity Group reported holding 1,971,487 shares with a market value of $116,179,730. This comprised 2.64% of the total portfolio. On 09/30/2011, Select Equity Group reported holding 995,542 shares with a market value of $41,812,764. This comprised 0.95% of the total portfolio. The net change in shares for this position over the two quarters is -975,945. About Company: ITT is a diversified leading manufacturer of highly engineered critical components and customized technology solutions for growing industrial end-markets in energy infrastructure, electronics, aerospace and transportation.
  • Snap-on Inc. (NYSE:SNA): On 06/30/2011, Select Equity Group reported holding 250,110 shares with a market value of $15,626,873. This comprised 0.35% of the total portfolio. On 09/30/2011, Select Equity Group reported holding 708,082 shares with a market value of $31,438,842. This comprised 0.71% of the total portfolio. The net change in shares for this position over the two quarters is 457,972. About Company: Snap-on Incorporated develops, manufactures, and distributes tool and equipment solutions worldwide. The Company’s products include hand and power tools, diagnostics and shop equipment, tool storage products, diagnostics software, and other solutions for the automotive service industry. Customers include professional service technicians and motor service shop owners, among others.
  • Tyco International Ltd. (NYSE:TYC): On 06/30/2011, Select Equity Group reported holding 6,071 shares with a market value of $300,090. This comprised 0.01% of the total portfolio. On 09/30/2011, Select Equity Group reported holding 9,411 shares with a market value of $383,498. This comprised 0.01% of the total portfolio. The net change in shares for this position over the two quarters is 3,340. About Company: Tyco International Ltd. provides security products and services, fire protection and detection products and services, valves and controls, and other industrial products.

(Note: Data regarding Select Equity Group’s stock holdings are sourced from whalewisdom.com. All data are assumed to be accurate.)

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