Select Equity’s Biggest Basic Materials Sector Stock Positions

Wall St. Watchdog reveals information regarding Select Equity Group’s top holdings in the Basic Materials sector for the quarter ending September 30th, 2011. The firm held 3 stocks in the Basic Materials sector at the end of the quarter with an aggregate market value of $251.143 million.

  • Sigma-aldrich Corporation (NASDAQ:SIAL): On 06/30/2011, Select Equity Group reported holding 2,549,345 shares with a market value of $187,070,929. This comprised 4.25% of the total portfolio. On 09/30/2011, Select Equity Group reported holding 3,151,904 shares with a market value of $194,756,151. This comprised 4.43% of the total portfolio. The net change in shares for this position over the two quarters is 602,559. About Company: Sigma-Aldrich Corporation develops, manufactures, purchases and distributes a broad range of chemicals, biochemicals and equipment. The Company’s chemical products and kits are used in scientific research, including genomic and proteomic, biotechnology, pharmaceutical development and as key components in pharmaceutical, diagnostic and other high technology manufacturing.
  • Harry Winston Diamond Corporation (NYSE:HWD): On 06/30/2011, Select Equity Group reported holding 3,383,085 shares with a market value of $56,226,876. This comprised 1.28% of the total portfolio. On 09/30/2011, Select Equity Group reported holding 3,354,853 shares with a market value of $34,051,757. This comprised 0.77% of the total portfolio. The net change in shares for this position over the two quarters is -28,232. About Company: Harry Winston Diamond Corporation explores and develops diamond properties. The Company mines for diamonds in the Northwest Territories, Canada. Harry Winston also retails fine jewelry and watches.
  • Compass Minerals International Inc. (NYSE:CMP): On 06/30/2011, Select Equity Group reported holding 0 shares. On 09/30/2011, Select Equity Group reported holding 334,462 shares with a market value of $22,335,372. This comprised 0.51% of the total portfolio. The net change in shares for this position over the two quarters is 334,462. About Company: Compass Minerals International, Inc. produces highway deicing salt in North America and the United Kingdom. The Company also produces general trade salt and sulfate of potash. Compass Minerals sells its highway deicing salt primarily to state, provincial, county, and municipal highway departments for deicing applications.

(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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