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Meritage Group LP 13F holdings, Q3 2025

Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →

Meritage Group LP disclosed 11 US equity positions worth $3.5bn in its Q3 2025 13F filing. The largest position was MSFT at 16.6% of the reported book, followed by AMZN and COF. Against the Q2 2025 filing, it opened 1 new position, added to 2 and reduced 1 among the top 11 holdings.

← Q2 2025 · Q4 2025 →

What did Meritage Group LP own in Q3 2025? Top 11 positions

#StockSectorWeightValueSharesΔ sharesvs Q2 2025
1 MSFT MICROSOFT CORP Technology 16.6%$582.5m1,124,698 0% held
2 AMZN AMAZON COM INC Consumer Cyclical 14.2%$495.9m2,258,356 0% held
3 COF CAPITAL ONE FINL CORP Financial Services 14.1%$492.9m2,318,833 0% held
4 TRU TRANSUNION Financial Services 13.1%$458.1m5,468,063 -8% reduced
5 WDAY WORKDAY INC Technology 10.2%$358.5m1,489,253 16% added
6 SGI SOMNIGROUP INTERNATIONAL INC Consumer Cyclical 7.3%$256.0m3,036,205 0% held
7 MSCI MSCI INC Financial Services 6.7%$235.6m415,308 33% added
8 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 6.0%$210.4m3,280,877 0% held
9 PCOR PROCORE TECHNOLOGIES INC Technology 5.7%$198.9m2,727,718 0% held
10 A AGILENT TECHNOLOGIES INC Healthcare 4.9%$170.2m1,325,963 0% held
11 EFX EQUIFAX INC Industrials 1.2%$43.5m169,633 – new

Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.