Meritage Group LP

All 13F Filings

Location
San Francisco, CA
Most recent 13F
Q2 2026
Holdings value ($000)
2,595,163
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/13/2026 12 2,595,163 13F-HR Meritage Group LP
Q1 2026 5/14/2026 13 2,650,066 13F-HR Meritage Group LP
Q4 2025 2/13/2026 10 3,215,661 13F-HR Meritage Group LP
Q3 2025 11/13/2025 11 3,502,701 13F-HR Meritage Group LP
Q2 2025 8/13/2025 13 3,650,750 13F-HR Meritage Group LP
Q2 2014 8/8/2014 31 4,904,089 13F-HR Meritage Group LP
Q1 2014 5/9/2014 25 4,266,253 13F-HR Meritage Group LP
Q4 2013 2/7/2014 29 3,874,119 13F-HR Meritage Group LP
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 2.595 M 100.0% 0 21.38 K -21.38 K
ETFs 0 0.0% 0 33.53 K -33.53 K
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Fund Snapshot

Q2 2026
Latest filed
8/13/2026
Total value ($000)
2,595,163
Holdings
12
QoQ value change ($000)
-54,903 (-2.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.