MERITAGE GROUP LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TRU | 5.47M | $458.11M |
 | QSR | 3.28M | $210.44M |
 | PCOR | 2.73M | $198.91M |
 | COF | 2.32M | $492.94M |
 | AMZN | 2.26M | $495.87M |
 | WDAY | 1.49M | $358.51M |
 | A | 1.33M | $170.19M |
 | MSFT | 1.12M | $582.54M |
 | MSCI | 415K | $235.65M |
 | EFX | 170K | $43.52M |
TransUnion
TRU
Shares Held
5.47M
Value
$458.11M
Restaurant Brands International Inc.
QSR
Shares Held
3.28M
Value
$210.44M
Procore Technologies, Inc.
PCOR
Shares Held
2.73M
Value
$198.91M
Capital One Financial Corporation
COF
Shares Held
2.32M
Value
$492.94M
Amazon.com, Inc.
AMZN
Shares Held
2.26M
Value
$495.87M
Workday, Inc.
WDAY
Shares Held
1.49M
Value
$358.51M
Agilent Technologies, Inc.
A
Shares Held
1.33M
Value
$170.19M
Microsoft Corporation
MSFT
Shares Held
1.12M
Value
$582.54M
MSCI Inc.
MSCI
Shares Held
415K
Value
$235.65M
Equifax Inc.
EFX
Shares Held
170K
Value
$43.52M