Meritage Group Lp Top Holdings and 13F Report (2025) About Meritage Group LpInvestment ActivityMeritage Group Lp has $4.19 billion in total holdings as of December 31, 2024.Meritage Group Lp owns shares of 20 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 18.39% of the portfolio was purchased this quarter.About 19.12% of the portfolio was sold this quarter.This quarter, Meritage Group Lp has purchased 22 new stocks and bought additional shares in 2 stocks.Meritage Group Lp sold shares of 5 stocks and completely divested from 5 stocks this quarter.Largest Holdings TransUnion $396,647,961AON $357,799,143Autodesk $336,382,897Workday $333,150,790Amazon.com $326,010,030 Largest New Holdings this Quarter Capital One Financial $227,662,392 HoldingMicrochip Technology $145,032,931 HoldingPERIMETER SOLUTIONS INC $50,049,956 Holding Largest Purchases this Quarter Capital One Financial 1,276,707 shares (about $227.66M)Restaurant Brands International 3,245,689 shares (about $211.55M)Microchip Technology 2,528,909 shares (about $145.03M)UnitedHealth Group 270,755 shares (about $136.96M)PERIMETER SOLUTIONS INC 3,916,272 shares (about $50.05M) Largest Sales this Quarter General Electric 498,134 shares (about $83.08M)Autodesk 169,715 shares (about $50.16M)Analog Devices 134,780 shares (about $28.64M)Charles River Laboratories International 111,047 shares (about $20.50M)Dollar Tree 11,735 shares (about $879.42K) 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$396,647,9610.0%4,278,3739.5%Business ServicesAONAON$357,799,1430.0%996,2118.5%FinanceADSKAutodesk$336,382,897$50,162,663 ▼-13.0%1,138,0828.0%Computer and TechnologyWDAYWorkday$333,150,7900.0%1,291,1327.9%Computer and TechnologyAMZNAmazon.com$326,010,0300.0%1,485,9847.8%Retail/WholesaleCPCanadian Pacific Kansas City$273,061,2560.0%3,773,4826.5%TransportationCOFCapital One Financial$227,662,392$227,662,392 ▲New Holding1,276,7075.4%FinanceQSRRestaurant Brands International$215,204,089$211,554,009 ▲5,795.9%3,301,6895.1%Retail/WholesalePCORProcore Technologies$205,720,6150.0%2,745,5044.9%Computer and TechnologyGEGeneral Electric$205,436,578$83,083,770 ▼-28.8%1,231,7084.9%TransportationCRLCharles River Laboratories International$198,282,552$20,499,276 ▼-9.4%1,074,1204.7%MedicalAAgilent Technologies$179,338,2570.0%1,334,9584.3%MedicalABNBAirbnb$166,824,8640.0%1,269,4994.0%Consumer DiscretionaryUNHUnitedHealth Group$152,139,924$136,964,124 ▲902.5%300,7553.6%MedicalCRH PLC$151,093,9500.0%1,633,0953.6%ORDMCHPMicrochip Technology$145,032,931$145,032,931 ▲New Holding2,528,9093.5%Computer and TechnologyADIAnalog Devices$131,819,532$28,635,359 ▼-17.8%620,4443.1%Computer and TechnologyTDGTransDigm Group$119,730,0800.0%94,4782.9%AerospacePERIMETER SOLUTIONS INC$50,049,956$50,049,956 ▲New Holding3,916,2721.2%COMMON STOCKDLTRDollar Tree$23,494,140$879,421 ▼-3.6%313,5060.6%Retail/WholesaleUNPUnion Pacific$0$276,746,265 ▼-100.0%00.0%TransportationHCAHCA Healthcare$0$150,548,175 ▼-100.0%00.0%MedicalPRMPerimeter Solutions$0$107,600,000 ▼-100.0%00.0%Basic MaterialsTOSTToast$0$78,364,571 ▼-100.0%00.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$0$5,348,591 ▼-100.0%00.0%FinanceShowing 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. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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