Signet Jewelers (SIG): Select Equity reports 3.53M shares, 8.7% stake

Rhea-AI Filing Summary

Select Equity Group, L.P. has amended its ownership report on Signet Jewelers Ltd, disclosing beneficial ownership of 3,526,069 common shares, representing approximately 8.7% of Signet’s outstanding common shares. This percentage is based on 40,684,442 common shares outstanding as of November 28, 2025, as reported in Signet’s Form 10-Q filed on December 5, 2025. The same 3,526,069-share, 8.7% beneficial interest is reported for both Select Equity Group, L.P. and its managing member, George S. Loening, with shared voting and dispositive power and no sole voting or dispositive power. The amendment notes that recent transactions in Signet shares by funds and managed accounts advised by Select Equity were conducted in the open market, with prices reported excluding commissions.

Insights

Institutional ownership & disclosure analyst

Select Equity reports an 8.7% shared stake in Signet Jewelers.

The amended Schedule 13D shows Select Equity Group, L.P. and George S. Loening jointly reporting beneficial ownership of 3,526,069 Signet common shares, or about 8.7% of the class. All of this interest is reported with shared, not sole, voting and dispositive power, indicating the position is held across funds and managed accounts that Select Equity advises.

The ownership percentage is explicitly tied to 40,684,442 Signet common shares outstanding as of November 28, 2025, a figure taken from Signet’s Form 10-Q filed on December 5, 2025. The amendment also points to Exhibit 99.1 for details of all transactions in the past sixty days, stating these were open-market trades with per-share prices shown before commissions, which frames the stake as built or adjusted through market purchases.

Because this is an ownership disclosure rather than a corporate action by Signet Jewelers, the near-term effects depend on how a large outside holder with an investment adviser designation chooses to exercise its shared voting power. Subsequent regulatory filings may provide further detail if Select Equity’s ownership or intentions change.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13D

Under the Securities Exchange Act of 1934

(Amendment No. 1)

SIGNET JEWELERS LTD

(Name of Issuer)

Common Shares, par value $0.18 per share

(Title of Class of Securities)

G81276100

(CUSIP Number)

Select Equity Group, L.P.
Attn: Tracy Thomas, 380 Lafayette Street
New York, NY, 10003
(212) 475-8335

Willkie Farr & Gallagher LLP
Attn: Michael E. Brandt, 787 Seventh Avenue
New York, NY, 10019
(212) 728-8000

(Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications)

01/02/2026

(Date of Event Which Requires Filing of This Statement)

If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of §§ 240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following box.

The information required on the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).

SCHEDULE 13D

CUSIP No. G81276100

1

Name of reporting person

Select Equity Group, L.P.

2

Check the appropriate box if a member of a Group (See Instructions)

(a)
(b)

3

SEC use only

4

Source of funds (See Instructions)

OO

5

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)

6

Citizenship or place of organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

7	Sole Voting Power 0.00
8	Shared Voting Power 3,526,069.00
9	Sole Dispositive Power 0.00
10	Shared Dispositive Power 3,526,069.00

11

Aggregate amount beneficially owned by each reporting person

3,526,069.00

12

Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)

13

Percent of class represented by amount in Row (11)

8.7 %

14

Type of Reporting Person (See Instructions)

IA

Comment for Type of Reporting Person:

Beneficial ownership based on 40,684,442 Common Shares outstanding as of November 28, 2025, as reported on the Issuer's Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on December 5, 2025.

SCHEDULE 13D

CUSIP No. G81276100

1

Name of reporting person

George S. Loening

2

Check the appropriate box if a member of a Group (See Instructions)

(a)
(b)

3

SEC use only

4

Source of funds (See Instructions)

OO

5

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)

6

Citizenship or place of organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

7	Sole Voting Power 0.00
8	Shared Voting Power 3,526,069.00
9	Sole Dispositive Power 0.00
10	Shared Dispositive Power 3,526,069.00

11

Aggregate amount beneficially owned by each reporting person

3,526,069.00

12

Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)

13

Percent of class represented by amount in Row (11)

8.7 %

14

Type of Reporting Person (See Instructions)

IN, HC

Comment for Type of Reporting Person:

Beneficial ownership based on 40,684,442 Common Shares outstanding as of November 28, 2025, as reported on the Issuer's Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on December 5, 2025.

SCHEDULE 13D

Item 1.	Security and Issuer
(a)	Title of Class of Securities: Common Shares, par value $0.18 per share
(b)	Name of Issuer: SIGNET JEWELERS LTD
(c)	Address of Issuer's Principal Executive Offices: Clarendon House, 2 Church Street, Hamilton, BERMUDA , HM11.
Item 1 Comment: This Amendment No. 1 to Schedule 13D (this "Amendment No. 1") is being filed with respect to the Common Shares, par value $0.18 per share (the "Common Shares"), of Signet Jewelers Limited, Inc., a Bermuda limited company (the "Issuer"), to amend the Schedule 13D filed on February 27, 2025 (as amended by this Amendment No. 1, the "Schedule 13D"). Capitalized terms used but not otherwise defined herein shall have the meanings ascribed to them in the Schedule 13D.
Item 5.	Interest in Securities of the Issuer
(a)	Item 5(a) of the Schedule 13D is hereby amended and restated as follows: On the date of this Schedule 13D, the Reporting Persons beneficially own an aggregate of 3,526,069 Common Shares held by Select Equity. The Common Shares represent approximately 8.7% of the Issuer's Common Shares outstanding. Calculations of the percentage of Common Shares beneficially owned assumes 40,684,442 Common Shares outstanding as reported in the Issuer's Quarterly Report on Form 10-Q filed on December 5, 2025.
(c)	Item 5(c) of the Schedule 13D is hereby amended and restated as follows: Exhibit 99.1 hereto sets forth all transactions with respect to the Common Shares effected by the funds and managed accounts for which Select Equity is the investment adviser during the past sixty (60) days. All such transactions were effected in the open market, and per share prices exclude any commissions paid in connection with such transactions.
Item 7.	Material to be Filed as Exhibits.
	Item 7 of the Schedule 13D is amended to reflect the following: 99.1 Transactions of Common Shares.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Select Equity Group, L.P.

Signature:	By: Select Equity GP, LLC, its GeneralPartner, By: /s/ George S. Loening
Name/Title:	George S. Loening, Managing Member
Date:	01/06/2026

George S. Loening

Signature:	/s/ George S. Loening
Name/Title:	George S. Loening, an individual
Date:	01/06/2026

FAQ

How many Signet Jewelers (SIG) shares does Select Equity Group, L.P. report owning?

Select Equity Group, L.P. reports beneficial ownership of 3,526,069 Signet Jewelers common shares. This entire amount is reported with shared voting and shared dispositive power, and no sole voting or dispositive power.

What percentage of Signet Jewelers (SIG) does Select Equity’s 3,526,069 shares represent?

The 3,526,069 common shares beneficially owned by the reporting persons represent approximately 8.7% of Signet Jewelers’ outstanding common shares, based on 40,684,442 shares outstanding as of November 28, 2025.

Who are the reporting persons in this Schedule 13D/A for Signet Jewelers (SIG)?

The reporting persons are Select Equity Group, L.P., an investment adviser organized in Delaware, and George S. Loening, a United States individual described as IN, HC (individual, holding company/control person). Both report the same 3,526,069-share, 8.7% beneficial interest.

How was the 8.7% ownership in Signet Jewelers (SIG) calculated?

The 8.7% figure is calculated using 40,684,442 Signet common shares outstanding as of November 28, 2025, a number taken from Signet’s Quarterly Report on Form 10-Q filed with the SEC on December 5, 2025. The 3,526,069 beneficially owned shares are divided by this outstanding share count.

What does the filing say about recent Select Equity transactions in Signet Jewelers (SIG) stock?

The amendment states that Exhibit 99.1 lists all transactions in Signet common shares during the past sixty days by funds and managed accounts for which Select Equity is the investment adviser. It notes that all such transactions were carried out in the open market and that the per-share prices reported exclude any commissions.

Does George S. Loening report separate ownership from Select Equity in Signet Jewelers (SIG)?

No. George S. Loening reports the same aggregate beneficial ownership as Select Equity Group, L.P.—3,526,069 Signet common shares, representing 8.7% of the class—with shared voting and dispositive power and no sole voting or dispositive power.