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CIK: 0001427119
Total reported value
$2.6B
$2.6B
10 檔
88.0%
At the close of Q4 2025, Meritage Group LP disclosed equity holdings valued at approximately $2.6B, spread across 10 reported holdings.
In Q4 2025, Meritage Group LP adopted a defensive or profit-taking posture, trimming 7 positions and completely liquidating 1 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, TRU, COF) accounted for 88.0% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 18.98% | +0.63% | +12.24% | |
| 2 | TRU | Transunion | Stock-Financials | 14.23% | +0.68% | -2.44% | |
| 3 | COF | Capital One Financial CORP | Stock-Financials | 13.85% | +1.18% | -20.78% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 13.23% | -0.41% | -18.39% | |
| 5 | WDAY | Workday Inc-class A | Stock-Tech | 10.77% | -0.25% | +8.28% | |
| 6 | MSCI | Msci Inc | Stock-Financials | 8.33% | -2.33% | +12.35% | |
| 7 | QSR | Restaurant Brands Intern | Stock-Consumer Disc | 6.79% | — | -2.44% | |
| 8 | SGI | Somnigroup International Inc | Stock-Consumer Disc | 6.67% | — | -20.83% | |
| 9 | PCOR | Procore Technologies Inc | Stock-Tech | 6.04% | -5.76% | EXIT | |
| 10 | EFX | Equifax Inc | Stock-Industrials | 1.12% | -0.10% | -2.44% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +2.4% | +12.24% | Add |
| 2 | MSCI | Msci Inc | +1.6% | +12.35% | Add |
| 3 | TRU | Transunion | +1.2% | -2.44% | Trim |
| 4 | QSR | Restaurant Brands Intern | +0.8% | -2.44% | Trim |
| 5 | WDAY | Workday Inc-class A | +0.5% | +8.28% | Add |
| 6 | PCOR | Procore Technologies Inc | +0.4% | -2.13% | Trim |
| 7 | EFX | Equifax Inc | -0.1% | -2.44% | Trim |
| 8 | COF | Capital One Financial CORP | -0.2% | -20.78% | Trim |
| 9 | SGI | Somnigroup International Inc | -0.6% | -20.83% | Trim |
| 10 | AMZN | Amazon.com Inc | -0.9% | -18.39% | Trim |
| 11 | A | Agilent Technologies Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Meritage Group LP reported a total U.S. public equity portfolio value of $2.6B across 10 disclosed positions in Q4 2025.
During Q4 2025, Meritage Group LP's top holdings by market value included MSFT (19.0%)、TRU (14.2%)、COF (13.8%). The largest single position, MSFT, represented 19.0% of total portfolio value.
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Top Position Liquidated / Trimmed
A
前期市值: $170.2M
In Q4 2025, Meritage Group LP made 11 total portfolio adjustments, initiating 0 new buys, adding to 3 positions, trimming 7 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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