Select Equity’s Top Q3 Healthcare Stocks: PKI, XRAY, IDXX, PRGO, LH, TMO, SIRO, SYK

Wall St. Watchdog reveals information regarding Select Equity Group’s top holdings in the Healthcare sector for the quarter ending September 30th, 2011. The firm held 9 stocks in the Healthcare sector at the end of the quarter with an aggregate market value of $463.438 million.

  • Perkinelmer Inc. (NYSE:PKI): On 06/30/2011, Select Equity Group reported holding 4,904,673 shares with a market value of $131,984,750. This comprised 3% of the total portfolio. On 09/30/2011, Select Equity Group reported holding 4,783,524 shares with a market value of $91,891,492. This comprised 2.09% of the total portfolio. The net change in shares for this position over the two quarters is -121,149. About Company: PerkinElmer, Inc. provides technology, services and solutions to the diagnostics, academic research, environmental monitoring and safety and security markets. The Company’s products include equipment used for genetic screening and drug discovery, optoelectronics, analytical instruments, image detection systems, and fluid containment products.
  • Dentsply International Inc. (NASDAQ:XRAY): On 06/30/2011, Select Equity Group reported holding 4,122,307 shares with a market value of $156,977,458. This comprised 3.56% of the total portfolio. On 09/30/2011, Select Equity Group reported holding 2,988,674 shares with a market value of $91,722,407. This comprised 2.08% of the total portfolio. The net change in shares for this position over the two quarters is -1,133,633. About Company: DENTSPLY International Inc. manufactures and distributes dental supplies on a worldwide basis. The Company’s products include dental prosthetics, endodontic instruments, dental sealants, ultrasonic scalers, dental x-ray equipment, and intraoral cameras. DENTSPLY also provides impression materials, orthodontic appliances, and dental operatory software systems, and other dental products.
  • Idexx Laboratories Inc. (NASDAQ:IDXX): On 06/30/2011, Select Equity Group reported holding 1,162,543 shares with a market value of $90,166,832. This comprised 2.05% of the total portfolio. On 09/30/2011, Select Equity Group reported holding 1,153,706 shares with a market value of $79,571,104. This comprised 1.81% of the total portfolio. The net change in shares for this position over the two quarters is -8,837. About Company: IDEXX Laboratories, Inc. provides diagnostic, detection, and information systems for veterinary, food, and water testing applications. The Company also operates an international network of veterinary reference laboratories. IDEXX offers its products to customers worldwide.
  • Perrigo Co. (NASDAQ:PRGO): On 06/30/2011, Select Equity Group reported holding 1,338,259 shares with a market value of $117,592,822. This comprised 2.67% of the total portfolio. On 09/30/2011, Select Equity Group reported holding 815,102 shares with a market value of $79,154,556. This comprised 1.8% of the total portfolio. The net change in shares for this position over the two quarters is -523,157. About Company: Perrigo Company manufactures store brand over-the-counter pharmaceutical products and also manufactures store brand nutritional products. The Company’s customers include major national and regional retail drug, supermarket, and mass merchandise chains such as Albertson’s, CVS, and Target, and major wholesalers such as Super Valu and McKesson.
  • Laboratory Corp. Of America Holdings (NYSE:LH): On 06/30/2011, Select Equity Group reported holding 795,686 shares with a market value of $77,014,449. This comprised 1.75% of the total portfolio. On 09/30/2011, Select Equity Group reported holding 813,721 shares with a market value of $64,324,648. This comprised 1.46% of the total portfolio. The net change in shares for this position over the two quarters is 18,035. About Company: Laboratory Corporation of America Holdings is a clinical laboratory organization. The Company offers a wide range of clinical laboratory tests which are used by the medical profession in routine testing, patient diagnosis, and in the monitoring and treatment of disease. Laboratory Corporation operates a network of laboratories and service sites which serve clients across the United States.
  • Sirona Dental Systems Inc. (NASDAQ:SIRO): On 06/30/2011, Select Equity Group reported holding 894,261 shares with a market value of $47,485,258. This comprised 1.08% of the total portfolio. On 09/30/2011, Select Equity Group reported holding 626,880 shares with a market value of $26,585,981. This comprised 0.6% of the total portfolio. The net change in shares for this position over the two quarters is -267,381. About Company: Sirona Dental Systems, Inc. develops, manufactures, and markets a complete line of dental equipment. The Company’s products include CAD/CAM restoration equipment (CEREC), digital and film-based intra-oral, panoramic and cephalometric X-ray imaging systems, dental treatment centers and handpieces.
  • Thermo Fisher Scientific Inc. (NYSE:TMO): On 06/30/2011, Select Equity Group reported holding 180,198 shares with a market value of $11,602,949. This comprised 0.26% of the total portfolio. On 09/30/2011, Select Equity Group reported holding 459,484 shares with a market value of $23,268,269. This comprised 0.53% of the total portfolio. The net change in shares for this position over the two quarters is 279,286. About Company: Thermo Fisher Scientific, Inc. manufactures scientific instruments, consumables, and chemicals. The Company offers analytical instruments, laboratory equipment, software, services, consumables, reagents, chemicals, and supplies to pharmaceutical and biotech companies, hospitals and clinical diagnostic labs, universities, research institutions, and government agencies.
  • Stryker Corp. (NYSE:SYK): On 06/30/2011, Select Equity Group reported holding 340,243 shares with a market value of $19,968,861. This comprised 0.45% of the total portfolio. On 09/30/2011, Select Equity Group reported holding 140,694 shares with a market value of $6,630,908. This comprised 0.15% of the total portfolio. The net change in shares for this position over the two quarters is -199,549. About Company: Stryker Corporation develops, manufactures, and markets specialty surgical and medical products. The Company’s products include implants, biologics; surgical, neurologic, ear, nose & throat and interventional pain equipment; endoscopic, surgical navigation, communications and digital imaging systems; as well as patient handling and emergency medical equipment.
  • Covidien Plc (NYSE:COV): On 06/30/2011, Select Equity Group reported holding 0 shares. On 09/30/2011, Select Equity Group reported holding 6,546 shares with a market value of $288,679. This comprised 0.01% of the total portfolio. The net change in shares for this position over the two quarters is 6,546. About Company: Covidien PLC is a global healthcare products company. The Company develops, manufactures and distributes a diverse range of medical devices and supplies, diagnostics imaging agents, pharmaceuticals and other healthcare products for use in clinical and home settings.

(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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