MERITAGE GROUP LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TRU | 3.63M | $251.36M |
 | TOST | 3.41M | $90.41M |
 | CSGP | 3.33M | $134.29M |
 | PCOR | 2.68M | $152.67M |
 | AMZN | 1.86M | $386.34M |
 | WDAY | 1.62M | $210.86M |
 | COF | 1.31M | $239.54M |
 | MSFT | 1.27M | $470.31M |
 | AON | 680K | $219.54M |
 | SPGI | 504K | $214.55M |
 | MSCI | 406K | $218.88M |
 | EFX | 154K | $27.79M |
TransUnion
TRU
Shares Held
3.63M
Value
$251.36M
Toast, Inc.
TOST
Shares Held
3.41M
Value
$90.41M
CoStar Group, Inc.
CSGP
Shares Held
3.33M
Value
$134.29M
Procore Technologies, Inc.
PCOR
Shares Held
2.68M
Value
$152.67M
Amazon.com, Inc.
AMZN
Shares Held
1.86M
Value
$386.34M
Workday, Inc.
WDAY
Shares Held
1.62M
Value
$210.86M
Capital One Financial Corporation
COF
Shares Held
1.31M
Value
$239.54M
Microsoft Corporation
MSFT
Shares Held
1.27M
Value
$470.31M
Aon plc
AON
Shares Held
680K
Value
$219.54M
S&P Global Inc.
SPGI
Shares Held
504K
Value
$214.55M
MSCI Inc.
MSCI
Shares Held
406K
Value
$218.88M
Equifax Inc.
EFX
Shares Held
154K
Value
$27.79M