Funds › Meritage Group LP
Meritage Group LP
13F for Q3 2026, filed Nov 13, 2026. 13 positions worth $2.8B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | MSFT Microsoft Corporation | 1.19M | $608.1M | 21.9% | -7.3% | 13F ↗ |
| 2 | META Meta Platforms, Inc. | 684,371 | $496.3M | 17.9% | +139% | 13F ↗ |
| 3 | AMZN Amazon.com, Inc. | 1.35M | $337.0M | 12.1% | -12.3% | 13F ↗ |
| 4 | TRU TransUnion | 3.73M | $227.8M | 8.2% | +1.9% | 13F ↗ |
| 5 | CSGP CoStar Group, Inc. | 7.59M | $208.1M | 7.5% | +40.8% | 13F ↗ |
| 6 | SPGI S&P Global Inc. | 443,999 | $175.1M | 6.3% | -12.5% | 13F ↗ |
| 7 | COF Capital One Financial Corporation | 899,661 | $173.7M | 6.3% | -31.9% | 13F ↗ |
| 8 | AON Aon plc | 617,974 | $171.0M | 6.2% | -9.7% | 13F ↗ |
| 9 | MSCI MSCI Inc. | 279,880 | $150.8M | 5.4% | +1.9% | 13F ↗ |
| 10 | ACM Aecom | 1.76M | $104.0M | 3.7% | New | 13F ↗ |
| 11 | TOST Toast, Inc. | 3.50M | $101.4M | 3.7% | +1.9% | 13F ↗ |
| 12 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 27,695 | $21.1M | 0.8% | New | 13F ↗ |
| 13 | NEPH Nephros, Inc. | 173,407 | $643.3K | <0.1% | New | 13F ↗ |
Changes since Q2 2026
3 new, 5 added to, 5 trimmed, 2 exited, 0 unchanged. By estimated dollars.
New positions (3)
Added to (5)
Trimmed (5)
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 13 | $2.8B | Current | SEC ↗ |
| Q2 2026 | Aug 13, 2026 | 13F-HR | 12 | $2.6B | Current | SEC ↗ |
| Q1 2026 | May 14, 2026 | 13F-HR | 13 | $2.7B | Current | SEC ↗ |
| Q4 2025 | Feb 13, 2026 | 13F-HR | 10 | $3.2B | Current | SEC ↗ |
| Q3 2025 | Nov 13, 2025 | 13F-HR | 11 | $3.5B | Current | SEC ↗ |
| Q2 2025 | Aug 13, 2025 | 13F-HR | 13 | $3.7B | Current | SEC ↗ |
| Q1 2025 | May 14, 2025 | 13F-HR | 17 | $3.6B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer