Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Meritage Group LP (CIK 1427119) reported $2.65B across 13 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MSFT ($470.3M, 17.75%), AMZN ($386.3M, 14.58%), TRU ($251.4M, 9.48%), COF ($239.5M, 9.04%), AON ($219.5M, 8.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $470.3M | 17.75% | 1.3M | Added |
| 2 | AMZN | AMAZON COM INC | $386.3M | 14.58% | 1.9M | Added |
| 3 | TRU | TRANSUNION | $251.4M | 9.48% | 3.6M | Trimmed |
| 4 | COF | CAPITAL ONE FINL CORP | $239.5M | 9.04% | 1.3M | Trimmed |
| 5 | AON | AON PLC | $219.5M | 8.28% | 680,169 | New |
| 6 | MSCI | MSCI INC | $218.9M | 8.26% | 406,084 | Trimmed |
| 7 | SPGI | S&P GLOBAL INC | $214.5M | 8.10% | 504,410 | New |
| 8 | WDAY | WORKDAY INC | $210.9M | 7.96% | 1.6M | Added |
| 9 | PCOR | PROCORE TECHNOLOGIES INC | $152.7M | 5.76% | 2.7M | Added |
| 10 | CSGP | COSTAR GROUP INC | $134.3M | 5.07% | 3.3M | New |
| 11 | TOST | TOAST INC | $90.4M | 3.41% | 3.4M | New |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $33.5M | 1.27% | 51,554 | New |
| 13 | EFX | EQUIFAX INC | $27.8M | 1.05% | 154,308 | Trimmed |
| 14 | QSR | RESTAURANT BRANDS INTL INC | $0 | 0.00% | 0 | Exited |
| 15 | TPX | SOMNIGROUP INTERNATIONAL INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31