Meritage Group LP

13F Filings History

Latest 13F report
Q4 2024 - Feb 13, 2025
Value $
$4.19B
Signature - Title
Laura Baxter-Simons - Chief Compliance Officer
Location
San Francisco, CA
Summary
This page shows a list of all the recent 13F filings made by Meritage Group LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Meritage Group LP reported 20 stock holdings with total value $4.19B as of Q4 2024. Top holdings included TRU, AON, ADSK, WDAY, and AMZN.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 20 $4.19B +$771M -$802M -$30.6M TRU, AON, ADSK, WDAY, AMZN 13F-HR 2/13/2025, 04:14 PM
Q3 2024 22 $4.28B +$404M -$570M -$167M TRU, ADSK, AON, GE, CP 13F-HR 11/15/2024, 10:21 AM
Q2 2024 60 $3.94B +$370M -$354M +$15.8M GE, TRU, ADSK, AON, AMZN 13F-HR 8/13/2024, 06:08 AM
Q1 2024 57 $4.25B +$687M -$1.32B -$630M GE, TRU, WDAY, CRL, A 13F-HR 5/13/2024, 04:01 PM
Q4 2023 55 $4.34B +$699M -$590M +$110M GE, SHW, TRU, A, TDG 13F-HR 2/12/2024, 04:06 PM
Q3 2023 64 $4.21B +$1.38B -$659M +$723M SPY, GE, SHW, PGR, WDAY 13F-HR 11/13/2023, 04:12 PM
Q2 2023 51 $3.59B +$1.3B -$998M +$304M SHW, GE, CRM, WDAY, TDG 13F-HR 8/11/2023, 04:04 PM
Q1 2023 51 $3.31B +$441M -$177M +$264M CRM, WDAY, CHTR, AMZN, SHW 13F-HR 5/12/2023, 04:04 PM
Q4 2022 40 $2.9B +$132M -$139M -$6.97M TDG, CHTR, SHW, WDAY, CRM 13F-HR 2/13/2023, 03:21 PM
Q3 2022 35 $3.34B +$1.11B -$30.9M +$1.08B SPY, WDAY, AMZN, TDG, CHTR 13F-HR 11/14/2022, 06:42 AM
Q2 2022 36 $3.46B +$814M -$533M +$281M CHTR, AMZN, TDG, GOOG, CRM 13F-HR 8/12/2022, 04:04 PM
Q1 2022 33 $6.43B +$1.57B -$429M +$1.14B SPY, CRM, CHTR, GOOG, AMZN 13F-HR 5/13/2022, 04:11 PM
Q4 2021 32 $5.9B +$1.32B -$538M +$785M SPY, CRM, GOOG, CHTR, QSR Restatement 5/12/2022, 12:14 PM
Q3 2021 35 $5.08B +$398M -$726M -$328M CRM, GOOG, CHTR, QSR, FIS 13F-HR 11/15/2021, 06:36 AM
Q2 2021 34 $5.33B +$533M -$909M -$376M CHTR, GOOG, CRM, FIS, QSR 13F-HR 8/13/2021, 04:17 PM
Q1 2021 35 $5.22B +$658M -$652M +$5.45M CHTR, GOOG, QSR, FIS, CRM 13F-HR 5/14/2021, 04:04 PM
Q4 2020 37 $5.11B +$329M -$908M -$579M CHTR, QSR, FIS, GOOG, STZ 13F-HR 2/12/2021, 03:33 PM
Q3 2020 30 $5.26B +$388M -$377M +$11.1M CHTR, QSR, FIS, GOOG, CRM 13F-HR 11/13/2020, 03:04 PM
Q2 2020 29 $4.73B +$1.04B -$242M +$803M CHTR, QSR, FIS, GOOG, STZ 13F-HR 8/13/2020, 04:09 PM
Q1 2020 36 $3.68B +$616M -$406M +$210M CHTR, FIS, AMZN, MSFT, QSR 13F-HR 5/14/2020, 04:08 PM
Q4 2019 37 $5.7B +$848M -$959M -$111M SPY, CHTR, FIS, MSFT, TDG 13F-HR 2/14/2020, 07:39 AM
Q3 2019 19 $5.35B +$219M -$544M -$325M CHTR, SPY, SHW, FIS, MSFT 13F-HR 11/14/2019, 07:58 AM
Q2 2019 21 $5.72B +$1.02B -$338M +$684M CHTR, SPY, SHW, FIS, MSFT 13F-HR 8/12/2019, 04:04 PM
Q1 2019 19 $4.71B +$338M -$305M +$33.1M CHTR, SHW, TDG, FIS, MSFT 13F-HR 5/13/2019, 04:25 PM
Q4 2018 20 $4.23B +$489M -$1.21B -$723M CHTR, SHW, FIS, GOOG, SPY 13F-HR 2/13/2019, 03:05 PM
Q3 2018 24 $6.43B +$895M -$246M +$649M SPY, CHTR, SHW, AMZN, FIS 13F-HR 11/13/2018, 03:13 PM
Q2 2018 25 $5.97B +$771M -$677M +$93.9M SPY, CHTR, SHW, AMZN, FIS 13F-HR 8/13/2018, 04:06 PM
Q1 2018 21 $5.74B +$318M -$506M -$187M SPY, CHTR, FIS, SHW, AMZN 13F-HR 5/14/2018, 04:04 PM
Q4 2017 18 $5.95B +$611M -$212M +$399M SPY, CHTR, FIS, SHW, AMZN 13F-HR 2/14/2018, 07:02 AM
Q3 2017 17 $5.51B +$1.79B -$60.1M +$1.73B SPY, CHTR, FIS, AMZN, SHW 13F-HR 11/13/2017, 06:40 AM
Q2 2017 17 $4.08B +$508M -$364M +$143M CHTR, SPY, SBAC, SHW, V 13F-HR 8/11/2017, 04:07 PM
Q1 2017 20 $3.85B +$950M -$66.9M +$883M SPY, CHTR, SBAC, SHW, INFO 13F-HR 5/12/2017, 04:26 PM
Q4 2016 80 $3.72B +$1.22B -$304M +$914M SPY, CHTR, SBACXXXX, DNKN, SHW 13F-HR 2/13/2017, 03:02 PM
Q3 2016 26 $3.82B +$394M -$409M -$14.9M SPY, CHTR, SBACXXXX, FOXA, DNKN 13F-HR 11/14/2016, 09:31 AM
Q2 2016 25 $3.84B +$989M -$190M +$799M SPY, CHTR, FOXA, UTX, SBACXXXX 13F-HR 8/12/2016, 04:09 PM
Q1 2016 28 $4.43B +$1.18B -$449M +$728M SPY, CHTRXXXX, FOXA, UTX, MSFT 13F-HR 5/13/2016, 04:30 PM
Q4 2015 27 $4B +$841M -$411M +$431M CHTRXXXX, FOXA, UTX, AXTA, SPY 13F-HR 2/12/2016, 08:54 AM
Q3 2015 30 $4.42B +$1.15B -$149M +$999M SPY, CHTRXXXX, FOXA, AMT, AXTA 13F-HR 11/13/2015, 09:10 AM
Q2 2015 31 $4.46B +$913M -$483M +$430M CHTRXXXX, AMT, VRX, AXTA, MHFI 13F-HR 7/14/2015, 04:04 PM
Q1 2015 27 $4.12B +$822M -$718M +$104M SPY, MHFI, VRX, DG, DISCK 13F-HR 5/8/2015, 04:07 PM
Q4 2014 31 $4.78B +$783M -$946M -$162M SPY, AAPL, DG, SBH, MHFI 13F-HR 2/13/2015, 02:58 PM
Q3 2014 34 $5.21B +$1.36B -$643M +$714M SPY, SPY, AAPL, CPXXXX, DISCK 13F-HR 10/16/2014, 04:17 PM
Q2 2014 31 $4.9B +$1.51B -$94.7M +$1.42B SPY, CPXXXX, AAPL, DG, V 13F-HR 8/8/2014, 04:04 PM
Q1 2014 25 $4.27B +$1.07B -$177M +$892M SPY, CPXXXX, DISCK, DG, AAPL 13F-HR 5/9/2014, 04:07 PM
Q4 2013 29 $3.87B SPY, SBH, CPXXXX, PM, QRTEAXXXX 13F-HR 2/7/2014, 04:18 PM