Meritage Group LP

Q3 2026 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
13
Total value ($000)
$2,775,068
Net value change ($000)
+179,905 (6.9%)
New positions
3
Sold out positions
2
Turnover %
12.6%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 8/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
META 334,971 207.6%
MSFT 131,101 27.5%
ACM 104,000 NEW
CSGP 55,296 36.2%
SPY 21,121 NEW
TOST 5,940 6.2%
NEPH 643 NEW
Top Reduces (Value $000, Stocks/ETFs)
WDAY -199,961 -100.0%
COF -91,407 -34.5%
AON -56,011 -24.7%
TRU -35,968 -13.6%
SPGI -31,595 -15.3%
AMZN -30,568 -8.3%
EFX -24,648 -100.0%
MSCI -3,010 -2.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type