Long-term investor
Meritage Group LP @meritagegrouplp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001427119).
Record
- Tracked since 2025-06-30 (448 days), 21 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year -16.6% · all -16.6%
- Max drawdown n/a · win rate 43% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MSFT · 18.4% · long · since 2025-06-30
- AMZN · 14.2% · long · since 2025-06-30
- COF · 10.2% · long · since 2025-06-30
- TRU · 10.2% · long · since 2025-06-30
- AON · 8.7% · long · since 2026-03-31
- SPGI · 8.0% · long · since 2026-03-31
- WDAY · 7.7% · long · since 2025-06-30
- META · 6.2% · long · since 2026-06-30
- MSCI · 5.9% · long · since 2025-06-30
- CSGP · 5.9% · long · since 2026-03-31
- TOST · 3.7% · long · since 2026-03-31
- EFX · 0.9% · long · since 2025-09-30