Select Equity’s $229 Million Q3 Consumer Goods Share Position Changes

Wall St. Watchdog reveals information regarding Select Equity Group’s top holdings in the Consumer Goods sector for the quarter ending September 30th, 2011. The firm held 6 stocks in the Consumer Goods sector at the end of the quarter with an aggregate market value of $229.979 million.

  • Ecolab Inc. (NYSE:ECL): On 06/30/2011, Select Equity Group reported holding 394,745 shares with a market value of $22,255,724. This comprised 0.51% of the total portfolio. On 09/30/2011, Select Equity Group reported holding 2,351,189 shares with a market value of $114,949,629. This comprised 2.61% of the total portfolio. The net change in shares for this position over the two quarters is 1,956,444. About Company: Ecolab Inc. develops and markets products and services for the hospitality, institutional, and industrial markets. The Company provides cleaning, sanitizing, pest elimination, and maintenance products, systems, and services. Ecolab provides its services to hotels and restaurants, healthcare and educational facilities, light industry, and other customers located worldwide.
  • Blount International Inc. (NYSE:BLT): On 06/30/2011, Select Equity Group reported holding 4,392,697 shares with a market value of $76,740,414. This comprised 1.74% of the total portfolio. On 09/30/2011, Select Equity Group reported holding 4,623,707 shares with a market value of $61,772,724. This comprised 1.4% of the total portfolio. The net change in shares for this position over the two quarters is 231,010. About Company: Blount International, Inc. manufactures outdoor products and industrial and power equipment. The Company’s products include lawn mowers and related accessories, timber harvesting and processing equipment, and stacked material loaders. Blount sells its products around the world.
  • Polo Ralph Lauren Corp. (NYSE:RL): On 06/30/2011, Select Equity Group reported holding 956,391 shares with a market value of $126,827,011. This comprised 2.88% of the total portfolio. On 09/30/2011, Select Equity Group reported holding 312,193 shares with a market value of $40,491,431. This comprised 0.92% of the total portfolio. The net change in shares for this position over the two quarters is -644,198. About Company: Polo Ralph Lauren Corporation designs, markets, and distributes men’s, women’s and children’s apparel, accessories, fragrances, and home furnishings. The Company’s products are sold under a wide range of brands. Polo’s operations include Wholesale, Retail and Licensing.
  • Polaris Industries Inc. (NYSE:PII): On 06/30/2011, Select Equity Group reported holding 0 shares. On 09/30/2011, Select Equity Group reported holding 224,284 shares with a market value of $11,207,472. This comprised 0.25% of the total portfolio. The net change in shares for this position over the two quarters is 224,284. About Company: Polaris Industries Inc. designs, engineers, and manufactures snowmobiles, all terrain vehicles, motorcycles, and personal watercraft. The Company markets its products, together with related replacement parts, garments, and accessories through dealers and distributors located in the United States, Canada, and Europe.
  • K-swiss Inc. (NASDAQ:KSWS): On 06/30/2011, Select Equity Group reported holding 0 shares. On 09/30/2011, Select Equity Group reported holding 281,469 shares with a market value of $1,196,243. This comprised 0.03% of the total portfolio. The net change in shares for this position over the two quarters is 281,469. About Company: K-Swiss Inc. designs, develops, and markets athletic footwear for sports use, fitness activities, and casual wear. The Company sells its products in the United States through independent sales representatives primarily to specialty athletic footwear stores, pro shops, sporting good stores, and department stores. K-Swiss also sells its products through international distributors.
  • Anheuser-busch Inbev (NYSE:BUD): On 06/30/2011, Select Equity Group reported holding 0 shares. On 09/30/2011, Select Equity Group reported holding 6,820 shares with a market value of $361,324. This comprised 0.01% of the total portfolio. The net change in shares for this position over the two quarters is 6,820. About Company: Anheuser-Busch InBev NV brews beer. The Company manufactures ale, lager, stout, and bitter beer. Anheuser-Busch InBev owns brands that are both nationally and internationally prominent. The Company has production plants in Europe, the Americas, and Asia.

(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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