The Analysis of Meritage Group LP's Holdings

Currently, Meritage Group LP holds 11 types of securities in its portfolio with a total value $3.5B. In the most recent quarter, they have increased their positions in MSCI (+104.0K shares, valued at $59.0M), WDAY (+206.8K shares, valued at $49.8M), EFX (+169.6K shares, valued at $43.5M); decreased their positions in TRU (-450.3K shares, valued at $37.7M); initiated new positions in EFX (+169.6K shares, valued at $43.5M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP1.1M shares0.00%2025-09-302025-11-13

AMZN AMAZON COM INC2.3M shares0.00%2025-09-302025-11-13

COF CAPITAL ONE FINL CORP2.3M shares0.00%2025-09-302025-11-13

TRU TRANSUNION5.5M shares-7.61%2025-09-302025-11-13

WDAY WORKDAY INC1.5M shares16.13%2025-09-302025-11-13

SGI SOMNIGROUP INTERNATIONAL INC3.0M shares0.00%2025-09-302025-11-13

MSCI MSCI INC415.3K shares33.40%2025-09-302025-11-13

QSR RESTAURANT BRANDS INTL INC3.3M shares0.00%2025-09-302025-11-13

Sponsored

PCOR PROCORE TECHNOLOGIES INC2.7M shares0.00%2025-09-302025-11-13

A AGILENT TECHNOLOGIES INC1.3M shares0.00%2025-09-302025-11-13

EFX EQUIFAX INC169.6K sharesnew addition2025-09-302025-11-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available