13F Filings History of Meritage Group LP

Latest 13F report
Q3 2025 - 13 Nov 2025
Value $
$3,502,701,300
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 11 stock holdings with total value $3,502,701,300 as of Q3 2025. Top holdings included MSFT, AMZN, COF, TRU, and WDAY.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 11 $3,502,701,300 +$152,310,640 -$364,866,334 -$212,555,694 MSFT, AMZN, COF, TRU, WDAY 13F-HR 13 Nov 2025, 16:22
Q2 2025 13 $3,650,749,574 +$642,264,973 -$1,000,717,163 -$358,452,190 MSFT, TRU, AMZN, COF, WDAY 13F-HR 13 Aug 2025, 16:13
Q1 2025 17 $3,638,409,700 +$937,478,288 -$1,256,014,807 -$318,536,519 MSFT, COF, TRU, AMZN, WDAY 13F-HR 14 May 2025, 16:26
Q4 2024 20 $4,194,881,937 +$771,263,412 -$801,868,091 -$30,604,679 TRU, AON, ADSK, WDAY, AMZN 13F-HR 13 Feb 2025, 16:14
Q3 2024 22 $4,279,630,403 +$403,583,540 -$570,425,113 -$166,841,573 TRU, ADSK, AON, GE, CP 13F-HR 15 Nov 2024, 10:21
Q2 2024 60 $3,935,716,568 +$370,107,229 -$354,306,506 +$15,800,723 GE, TRU, ADSK, AON, AMZN 13F-HR 13 Aug 2024, 06:08
Q1 2024 57 $4,245,916,000 +$686,518,174 -$1,316,768,594 -$630,250,420 GE, TRU, WDAY, CRL, A 13F-HR 13 May 2024, 16:01
Q4 2023 55 $4,343,758,000 +$699,409,326 -$589,640,082 +$109,769,244 GE, SHW, TRU, A, TDG 13F-HR 12 Feb 2024, 16:06
Q3 2023 49 $3,656,508,000 +$825,726,809 -$658,679,641 +$167,047,168 GE, SHW, PGR, WDAY, AMZN 13F-HR 13 Nov 2023, 16:12
Q2 2023 51 $3,589,361,000 +$1,301,804,957 -$1,378,921,592 -$77,116,635 SHW, GE, CRM, WDAY, TDG 13F-HR 11 Aug 2023, 16:04
Q1 2023 51 $3,305,251,000 +$440,842,473 -$468,536,010 -$27,693,537 CRM, WDAY, CHTR, AMZN, SHW 13F-HR 12 May 2023, 16:04
Q4 2022 41 $2,899,634,000 +$131,579,891 -$216,466,840 -$84,886,949 TDG, CHTR, SHW, WDAY, CRM 13F-HR 13 Feb 2023, 16:21
Q3 2022 34 $2,811,441,000 +$584,270,051 -$697,255,327 -$112,985,276 WDAY, AMZN, TDG, CHTR, SHW 13F-HR 14 Nov 2022, 07:42
Q2 2022 36 $3,464,728,000 +$813,894,294 -$655,097,511 +$158,796,783 CHTR, AMZN, TDG, GOOG, CRM 13F-HR 12 Aug 2022, 16:04
Q1 2022 32 $4,664,115,000 +$642,313,251 -$654,298,324 -$11,985,073 CRM, CHTR, GOOG, AMZN, TDG 13F-HR 13 May 2022, 16:11
Q4 2021 31 $5,017,174,000 +$445,017,013 -$547,915,343 -$102,898,330 CRM, GOOG, CHTR, QSR, TDG Restatement 12 May 2022, 12:14
Q3 2021 35 $5,075,112,000 +$397,996,227 -$726,076,603 -$328,080,376 CRM, GOOG, CHTR, QSR, FIS 13F-HR 15 Nov 2021, 06:36
Q2 2021 34 $5,332,988,000 +$533,103,205 -$908,949,561 -$375,846,356 CHTR, GOOG, CRM, FIS, QSR 13F-HR 13 Aug 2021, 16:17
Q1 2021 35 $5,217,055,000 +$657,783,265 -$652,334,281 +$5,448,984 CHTR, GOOG, QSR, FIS, CRM 13F-HR 14 May 2021, 16:04
Q4 2020 37 $5,106,782,000 +$328,504,128 -$909,404,272 -$580,900,144 CHTR, QSR, FIS, GOOG, STZ 13F-HR 12 Feb 2021, 16:33
Q3 2020 30 $5,256,565,000 +$388,333,351 -$481,403,439 -$93,070,088 CHTR, QSR, FIS, GOOG, CRM 13F-HR 13 Nov 2020, 16:04
Q2 2020 29 $4,734,271,000 +$1,044,529,722 -$698,518,001 +$346,011,721 CHTR, QSR, FIS, GOOG, STZ 13F-HR 13 Aug 2020, 16:09
Q1 2020 36 $3,678,885,000 +$616,290,880 -$1,263,182,992 -$646,892,112 CHTR, FIS, AMZN, MSFT, QSR 13F-HR 14 May 2020, 16:08
Q4 2019 35 $4,891,092,000 +$847,500,767 -$1,078,128,090 -$230,627,323 CHTR, FIS, MSFT, TDG, AMZN 13F-HR 14 Feb 2020, 08:39
Q3 2019 17 $4,603,845,000 +$219,249,881 -$674,972,965 -$455,723,084 CHTR, SHW, FIS, MSFT, TDG 13F-HR 14 Nov 2019, 08:58
Q2 2019 19 $4,839,297,000 +$143,118,681 -$338,441,657 -$195,322,976 CHTR, SHW, FIS, MSFT, TDG 13F-HR 12 Aug 2019, 16:04
Q1 2019 17 $4,679,177,000 +$338,120,226 -$382,669,027 -$44,548,801 CHTR, SHW, TDG, FIS, MSFT 13F-HR 13 May 2019, 16:25
Q4 2018 17 $3,949,959,000 +$460,441,464 -$773,291,771 -$312,850,307 CHTR, SHW, FIS, GOOG, TDG 13F-HR 13 Feb 2019, 16:05
Q3 2018 21 $4,849,303,000 +$574,780,866 -$815,004,246 -$240,223,380 CHTR, SHW, AMZN, FIS, ADSK 13F-HR 13 Nov 2018, 16:13
Q2 2018 22 $4,798,246,000 +$749,247,969 -$337,014,584 +$412,233,385 CHTR, SHW, AMZN, FIS, ADSK 13F-HR 13 Aug 2018, 16:06
Q1 2018 20 $4,214,142,000 +$318,397,243 -$519,285,984 -$200,888,741 CHTR, FIS, SHW, AMZN, ADSK 13F-HR 14 May 2018, 16:04
Q4 2017 17 $4,272,515,000 +$610,933,147 -$399,342,131 +$211,591,016 CHTR, FIS, SHW, AMZN, V 13F-HR 14 Feb 2018, 08:02
Q3 2017 16 $3,919,932,000 +$974,958,884 -$539,897,776 +$435,061,108 CHTR, FIS, AMZN, SHW, SBAC 13F-HR 13 Nov 2017, 07:40
Q2 2017 16 $3,329,687,000 +$507,651,440 -$216,968,983 +$290,682,457 CHTR, SBAC, SHW, V, AMZN 13F-HR 11 Aug 2017, 16:07
Q1 2017 17 $2,829,878,000 +$738,104,998 -$852,669,477 -$114,564,479 CHTR, SBAC, SHW, INFO, V 13F-HR 12 May 2017, 16:26
Q4 2016 72 $2,741,649,000 +$857,001,344 -$1,066,936,761 -$209,935,417 CHTR, SBAC, DNKN, SHW, INFO 13F-HR 13 Feb 2017, 16:02
Q3 2016 19 $3,131,651,000 +$294,476,865 -$389,216,299 -$94,739,434 CHTR, SBAC, FOXA, DNKN, UTX 13F-HR 14 Nov 2016, 10:31
Q2 2016 20 $3,100,349,000 +$929,287,538 -$1,436,098,729 -$506,811,191 CHTR, FOXA, UTX, SBAC, DNKN 13F-HR 12 Aug 2016, 16:09
Q1 2016 24 $3,610,596,000 +$645,308,206 -$793,737,814 -$148,429,608 CHTR, FOXA, UTX, MSFT, SBAC 13F-HR 13 May 2016, 16:30
Q4 2015 24 $3,652,561,000 +$556,052,446 -$982,929,573 -$426,877,127 CHTR, FOXA, UTX, AXTA, MHFI 13F-HR 12 Feb 2016, 09:54
Q3 2015 25 $3,788,720,000 +$584,419,651 -$628,021,067 -$43,601,416 CHTR, FOXA, AMT, AXTA, UTX 13F-HR 13 Nov 2015, 10:10
Q2 2015 27 $4,269,336,000 +$890,336,481 -$309,838,951 +$580,497,530 CHTR, AMT, VRX, AXTA, MHFI 13F-HR 14 Jul 2015, 16:04
Q1 2015 24 $3,703,634,000 +$821,971,571 -$826,751,015 -$4,779,444 MHFI, VRX, DG, DISCK, SBH 13F-HR 08 May 2015, 16:07
Q4 2014 25 $3,666,933,000 +$665,343,867 -$886,223,610 -$220,879,743 AAPL, DG, SBH, MHFI, V 13F-HR 13 Feb 2015, 15:58
Q3 2014 26 $3,675,245,000 +$656,330,453 -$517,483,041 +$138,847,412 AAPL, CP, DISCK, DG, SBH 13F-HR 16 Oct 2014, 16:17
Q2 2014 23 $3,558,658,000 +$778,575,532 -$708,380,895 +$70,194,637 CP, AAPL, DG, V, MCO 13F-HR 08 Aug 2014, 16:04
Q1 2014 22 $3,548,524,000 +$914,141,345 -$402,224,274 +$511,917,071 CP, DISCK, DG, AAPL, SBH 13F-HR 09 May 2014, 16:07
Q4 2013 22 $3,200,337,000 $0 $0 $0 SBH, CP, PM, QRTEA, ICE 13F-HR 07 Feb 2014, 17:18