GDDY β€” GODADDY INC

Ownership history in Select Equity Group, L.P.  Β·  26 quarters on record

This page tracks every 13F SEC filing in which Select Equity Group, L.P. reported a position in GODADDY INC (GDDY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
3.88% (2020 Q2)
πŸ“Š Avg. % of fund
2.06%
πŸ“… First filed
2017 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
26

Position Intelligence

Select Equity Group, L.P. Γ— GDDY AI Analytics

πŸ“ˆ Select Equity Group, L.P. outperformed the S&P 500 by +8.5% annually on this GDDY position. Timing score: 56% (14/25 decisions correct). Average cost basis: $60.13. Maximum drawdown during holding period: –31.5%.

πŸ“ˆ Position Alpha vs SPY
+8.5%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 8.5% per year on this position.
25 quarters analyzed

⏱️ Timing Score
56%

βœ… Decent timing β€” more right than wrong on entries and exits.
14 of 25 add/trim decisions correct

πŸ’° Entry Quality
$60.13
+127.6% vs current ($136.83)

Best entry: $42.42 (2017 Q2)  Β·  Worst: $82.95 (2020 Q4)

πŸ›‘οΈ Drawdown Resilience
–31.5%
max drawdown while held

πŸ’ͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.

πŸ’ͺ Fund Conviction
50%
buy-side decisions

13 adds Β· 13 trims. Bought during 4 of 9 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.02% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    GDDY price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 34,716 -108,376 -75.7% 0.02% $4.8M $136.83
2025 Q2 REDUCED 143,092 -1,284,692 -90.0% 0.11% $25.8M $180.06
2023 Q1 REDUCED 1,427,784 -594,587 -29.4% 0.39% $111.0M $77.72
2022 Q4 REDUCED 2,022,371 -183,838 -8.3% 0.57% $151.3M $74.82
2022 Q3 REDUCED 2,206,209 -618,202 -21.9% 0.55% $156.4M $70.88
2022 Q2 REDUCED 2,824,411 -330,109 -10.5% 0.63% $196.5M $69.56
2022 Q1 REDUCED 3,154,520 -4,652,188 -59.6% 0.86% $264.0M $83.70
2021 Q4 REDUCED 7,806,708 -2,346,905 -23.1% 1.81% $662.5M $84.86
2021 Q3 REDUCED 10,153,613 -1,611,704 -13.7% 2.38% $707.7M $69.70
2021 Q2 REDUCED 11,765,317 -9,280 -0.1% 3.50% $1.02B $86.96
16 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding GDDY

As of 2025 Q4 β€” sorted by position size

Keenan Capital, LLC 3Y 7Y 12.32% GOODNOW INVESTMENT GROUP, LLC 3Y 7Y 8.59% Sea Cliff Partners Management, LP 7.27% Freshford Capital Management, LLC 3Y 7Y 7.06% Diversified Investment Strategies, LLC 3Y 7Y 6.75% Crescent Park Management, L.P. 3Y 7Y 3.83% Ararat Capital Management LP 3Y 2.51% CORSAIR CAPITAL MANAGEMENT, L.P. 3Y 7Y 1.8% Hedeker Wealth, LLC 3Y 7Y 1.44% SOROS CAPITAL MANAGEMENT LLC 3Y 1.37%
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