Meritage Group Lp Top Holdings and 13F Report (2024) About Meritage Group LpInvestment ActivityMeritage Group Lp has $4.28 billion in total holdings as of September 30, 2024.Meritage Group Lp owns shares of 22 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 9.43% of the portfolio was purchased this quarter.About 13.33% of the portfolio was sold this quarter.This quarter, Meritage Group Lp has purchased 60 new stocks and bought additional shares in 7 stocks.Meritage Group Lp sold shares of 9 stocks and completely divested from 42 stocks this quarter.Largest Holdings TransUnion $447,945,653Autodesk $360,271,918AON $344,679,044General Electric $326,213,604Canadian Pacific Kansas City $322,803,435 Largest New Holdings this Quarter Airbnb $160,985,168 HoldingHCA Healthcare $150,548,175 HoldingUnitedHealth Group $17,540,400 HoldingRestaurant Brands International $4,038,720 Holding Largest Purchases this Quarter Airbnb 1,269,499 shares (about $160.99M)HCA Healthcare 370,416 shares (about $150.55M)Procore Technologies 1,098,019 shares (about $67.77M)UnitedHealth Group 30,000 shares (about $17.54M)Restaurant Brands International 56,000 shares (about $4.04M) Largest Sales this Quarter General Electric 932,893 shares (about $175.92M)TransUnion 913,601 shares (about $95.65M)Agilent Technologies 639,068 shares (about $94.89M)TransDigm Group 51,688 shares (about $73.77M)AON 95,837 shares (about $33.16M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMeritage Group Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTRUTransUnion$447,945,653$95,654,025 ▼-17.6%4,278,37310.5%Business ServicesADSKAutodesk$360,271,918$30,475,251 ▼-7.8%1,307,7978.4%Computer and TechnologyAONAON$344,679,044$33,158,644 ▼-8.8%996,2118.1%FinanceGEGeneral Electric$326,213,604$175,924,962 ▼-35.0%1,729,8427.6%TransportationCPCanadian Pacific Kansas City$322,803,435$683,678 ▲0.2%3,773,4827.5%TransportationWDAYWorkday$315,565,572$668,461 ▲0.2%1,291,1327.4%Computer and TechnologyAMZNAmazon.com$276,883,399$30,852,149 ▼-10.0%1,485,9846.5%Retail/WholesaleUNPUnion Pacific$276,746,265$10,973,783 ▼-3.8%1,122,7946.5%TransportationCRLCharles River Laboratories International$233,442,344$494,395 ▲0.2%1,185,1675.5%MedicalAAgilent Technologies$198,214,564$94,888,817 ▼-32.4%1,334,9584.6%Computer and TechnologyADIAnalog Devices$173,829,908$368,042 ▲0.2%755,2244.1%Computer and TechnologyPCORProcore Technologies$169,452,507$67,769,733 ▲66.6%2,745,5044.0%Business ServicesABNBAirbnb$160,985,168$160,985,168 ▲New Holding1,269,4993.8%Consumer DiscretionaryCRH PLC$151,453,230$320,788 ▲0.2%1,633,0953.5%ORDHCAHCA Healthcare$150,548,175$150,548,175 ▲New Holding370,4163.5%MedicalTDGTransDigm Group$134,832,388$73,765,495 ▼-35.4%94,4783.2%AerospacePRMPerimeter Solutions$107,600,0000.0%8,000,0002.5%Basic MaterialsTOSTToast$78,364,571$165,982 ▲0.2%2,768,0881.8%Computer and TechnologyDLTRDollar Tree$22,870,9470.0%325,2410.5%Retail/WholesaleUNHUnitedHealth Group$17,540,400$17,540,400 ▲New Holding30,0000.4%MedicalSPYSPDR S&P 500 ETF Trust$5,348,591$13,428,280 ▼-71.5%9,3220.1%FinanceQSRRestaurant Brands International$4,038,720$4,038,720 ▲New Holding56,0000.1%Retail/WholesaleDOWDOW$0$352,252 ▼-100.0%00.0%Basic MaterialsRSGRepublic Services$0$351,172 ▼-100.0%00.0%Business ServicesTSNTyson Foods$0$348,954 ▼-100.0%00.0%Consumer StaplesALLAllstate$0$348,697 ▼-100.0%00.0%FinanceSWKStanley Black & Decker$0$343,926 ▼-100.0%00.0%Industrial ProductsHASHasbro$0$333,626 ▼-100.0%00.0%Consumer DiscretionaryBRK.BBerkshire Hathaway$0$329,101 ▼-100.0%00.0%FinanceWMWaste Management$0$325,344 ▼-100.0%00.0%Business ServicesORLYO'Reilly Automotive$0$323,154 ▼-100.0%00.0%Retail/WholesaleBIOBio-Rad Laboratories$0$322,270 ▼-100.0%00.0%MedicalMKCMcCormick & Company, Incorporated$0$320,791 ▼-100.0%00.0%Consumer StaplesITGartner$0$319,731 ▼-100.0%00.0%Business ServicesCRMSalesforce$0$319,575 ▼-100.0%00.0%Computer and TechnologyVRSKVerisk Analytics$0$317,530 ▼-100.0%00.0%Business ServicesROPRoper Technologies$0$315,650 ▼-100.0%00.0%Computer and TechnologyDVADaVita$0$309,011 ▼-100.0%00.0%MedicalVRSNVeriSign$0$301,015 ▼-100.0%00.0%Computer and TechnologyCDWCDW$0$292,111 ▼-100.0%00.0%Computer and TechnologyCHDChurch & Dwight$0$290,408 ▼-100.0%00.0%Consumer StaplesWMTWalmart$0$284,585 ▼-100.0%00.0%Retail/WholesaleTYLTyler Technologies$0$284,573 ▼-100.0%00.0%Computer and TechnologyMRKMerck & Co., Inc.$0$283,750 ▼-100.0%00.0%MedicalRLRalph Lauren$0$277,995 ▼-100.0%00.0%Consumer DiscretionaryKMBKimberly-Clark$0$275,985 ▼-100.0%00.0%Consumer StaplesBXBlackstone$0$269,017 ▼-100.0%00.0%FinanceVMCVulcan Materials$0$266,336 ▼-100.0%00.0%ConstructionEXPDExpeditors International of Washington$0$263,556 ▼-100.0%00.0%TransportationCINFCincinnati Financial$0$262,891 ▼-100.0%00.0%FinanceQRVOQorvo$0$261,322 ▼-100.0%00.0%Computer and TechnologyHWMHowmet Aerospace$0$248,338 ▼-100.0%00.0%AerospaceFASTFastenal$0$246,521 ▼-100.0%00.0%Retail/WholesaleMETAMeta Platforms$0$241,017 ▼-100.0%00.0%Computer and TechnologySCHWCharles Schwab$0$234,334 ▼-100.0%00.0%FinanceCCLCarnival Co. &$0$229,283 ▼-100.0%00.0%Consumer DiscretionaryHUMHumana$0$223,443 ▼-100.0%00.0%MedicalFICOFair Isaac$0$221,810 ▼-100.0%00.0%Computer and TechnologyCHRWC.H. Robinson Worldwide$0$206,906 ▼-100.0%00.0%TransportationGOOGAlphabet$0$155,724 ▼-100.0%00.0%Computer and TechnologyNWSNews$0$149,530 ▼-100.0%00.0%Consumer DiscretionaryWBDWarner Bros. Discovery$0$106,161 ▼-100.0%00.0%Consumer DiscretionaryNWSANews$0$82,379 ▼-100.0%00.0%Consumer DiscretionaryGOOGLAlphabet$0$63,935 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. 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