MERITAGE GROUP LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TRU | 5.33M | $457.43M |
 | QSR | 3.20M | $218.39M |
 | PCOR | 2.67M | $194.19M |
 | AMZN | 1.84M | $425.40M |
 | COF | 1.84M | $445.22M |
 | WDAY | 1.61M | $346.34M |
 | MSFT | 1.26M | $610.48M |
 | MSCI | 467K | $267.71M |
 | EFX | 165K | $35.91M |
TransUnion
TRU
Shares Held
5.33M
Value
$457.43M
Restaurant Brands International Inc.
QSR
Shares Held
3.20M
Value
$218.39M
Procore Technologies, Inc.
PCOR
Shares Held
2.67M
Value
$194.19M
Amazon.com, Inc.
AMZN
Shares Held
1.84M
Value
$425.40M
Capital One Financial Corporation
COF
Shares Held
1.84M
Value
$445.22M
Workday, Inc.
WDAY
Shares Held
1.61M
Value
$346.34M
Microsoft Corporation
MSFT
Shares Held
1.26M
Value
$610.48M
MSCI Inc.
MSCI
Shares Held
467K
Value
$267.71M
Equifax Inc.
EFX
Shares Held
165K
Value
$35.91M