UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F
FORM 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: December 31, 1999
Check here if Amendment [ ]; Amendment Number:
The Amendment (check only one): [ ] is a restatement.
[ ] adds new holdings entries.
Institutional Investment manager Filing this Report:
Name: Select Equity Group, Inc.
Address: 380 Lafayette St., 6th Floor
New York, NY 10003
13F File Number: 28-
The institutional investment manager filing this report and the person by whom
it is signed hereby represent that the person signing the report is authorized
to submit it, that all information contained herein is true, correct and
complete, and that it is understood that all required items, statements,
schedules, lists, and tables, are considered integral parts of this form.
Person signing this report on behalf of Reporting Manager:
Name: George S. Loening
Title: President
Phone: 212-475-8335
Signature, place and date of signing:
/s/ George S. Loening New York, New York February 14, 1999
George S. Loening
Report Type (check only one):
[X] 13F HOLDINGS REPORT
[ ] 13F NOTICE
[ ] 13F COMBINATION REPORT
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FORM 13F SUMMARY PAGE
Reporting Manager: Select Equity Group, Inc.
Report Summary:
Number of Other Included managers: 0
Form 13F Information Table Entry Total: 47
Form 13F Information Table Value Total: $123,979 (thousands)
List of Other Included Managers:
None
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FORM 13F INFORMATION TABLE
Reporting Manager: Select Equity Group, Inc.
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COL 6 COLUMN 7 COLUMN 8
- ------------------------------ ---------------- --------- -------- ----------------- ------- ------------ --------------------------
VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE
- ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- --------
AIR EXPRESS INTL CORP COM 009104100 3,298 79,558 SH SOLE 79558
BARRA INC COM 068313105 5,221 164,450 SH SOLE 164450
BERKSHIRE HATHAWAY INC CL A 084670108 337 60 SH SOLE 60
BIOSOURCE INTL INC COM 09066H104 437 55,000 SH SOLE 55000
CAREY INTERNATIONAL INC COM 141750109 1,417 58,125 SH SOLE 58125
CEDAR FAIR LP DEPOSITORY UNIT 150185106 1,162 59,990 SH SOLE 59990
CHEMED CORP COM 163596109 9,226 322,292 SH SOLE 322292
COMPX INTERNATIONAL INC CL A 20563P101 5,277 287,205 SH SOLE 287205
CORVEL CORP COM 221006109 2,086 88,780 SH SOLE 88780
DUFF & PHELPS CR RATING CO COM 26432F109 9,210 103,555 SH SOLE 103555
FAIR ISAAC & CO INC COM 303250104 7,586 143,130 SH SOLE 143130
FOREMOST CORP OF AMERICA COM 345469100 9,751 343,665 SH SOLE 343665
FRANKLIN ELECTRIC INC COM 353514102 3,829 54,560 SH SOLE 54560
HUB GROUP INC CL A 443320106 7,361 368,050 SH SOLE 368050
INVESTMENT TECHNOLOGY CORP COM 46145F105 8,733 303,750 SH SOLE 303750
M&F WORLDWIDE CORP COM 552541104 811 160,291 SH SOLE 160291
MATTHEWS INTERNATIONAL CORP CL A 577128101 4,103 149,195 SH SOLE 149195
NEW HORIZONS WORLDWIDE INC COM 645526104 10,250 863,156 SH SOLE 863156
NOVAMETRIX MED SYS INC COM 669870107 295 59,734 SH SOLE 59734
PENTON MEDIA INC COM 709668107 7,772 323,815 SH SOLE 323815
SCOTT TECHNOLOGIES INC COM 810022301 5,596 315,560 SH SOLE 315560
STRAYER EDUCATION INC COM 863236105 7,475 378,475 SH SOLE 378475
WATTS INDUSTRIES INC CL A 942749102 314 21,275 SH SOLE 21275
BULL RUN CORP GA COM 120182100 264 45,000 SH SOLE 45000
CLAYTON HOMES INC COM 184190106 331 36,000 SH SOLE 36000
FIRST AMERICAN FIN CORP COM 318522307 136 10,900 SH SOLE 10900
L B FOSTER CO COM 350060109 112 23,000 SH SOLE 23000
JEFFRIES GROUP INC COM 472319102 550 25,000 SH SOLE 25000
KIRBY CORP COM 497266106 451 22,000 SH SOLE 22000
TOOTSIE ROLL INDUSTRIES INC COM 890516107 395 12,000 SH SOLE 12000
VELCRO INDUSTRIES NV COM 922571104 392 32,500 SH SOLE 32500
AMERICAN GREETINGS COM 026375955 260 11,000 SH PUT SOLE
GATEWAY INC COM 367626958 360 5,000 SH PUT SOLE
GENERAL ELECTRIC CO COM 369604953 1,702 11,000 SH PUT SOLE
INTEL CORP COM 458140950 823 10,000 SH PUT SOLE
KLA-TENCOR COM 482480950 390 7,000 SH PUT SOLE
LSI LOGIC COM 502161952 709 10,500 SH PUT SOLE
LUCENT TECHNOLOGIES COM 549463957 600 8,000 SH PUT SOLE
MCI WORLD COM COM 55268B956 218 4,100 SH PUT SOLE
MOTOROLA INC COM 620076959 368 2,500 SH PUT SOLE
SOLECTRON CP COM 834182957 381 4,000 SH PUT SOLE
CITIGROUP INC COM 172967951 446 8,000 SH PUT SOLE
XILINX INC COM 983919951 1,591 35,000 SH PUT SOLE
KRONOS INC COM 501052104 480 8,000 SH SOLE 8000
MICROS SYSTEMS INC COM 594901100 592 8,000 SH SOLE 8000
ALTERA CORP COM 021441950 248 5,000 SH PUT SOLE
APPLIED MATLS COM 038222955 633 5,000 SH PUT SOLE
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