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13F-HR filed by Meritage Group LP

Meritage Group LP filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-13, with 10 holding rows worth $3,215,660,514.

Accession
0001427119-26-000002
Filed
2026-02-13
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 10 entries on the cover page, a total value of $3,215,660,514 stated on the cover page (in dollars after the unit check, H1), rows summing to $3,215,660,514 with VALUE read as dollars as filed, 13F file number 028-12802. The quarter's positions are built on this report. The resolved quarter.

Other managers

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Microsoft Corp594918104COM1,262,311$610,478,846dollars as filed
TRANSUNION COM89400J107Stock5,334,488$457,432,346dollars as filed
CAPITAL ONE FINL CORP14040H105COM1,837,016$445,219,198dollars as filed
Amazon.com, Inc023135106COM1,843,006$425,402,645dollars as filed
WORKDAY INC CL A98138H101Stock1,612,523$346,337,690dollars as filed
MSCI INC COM55354G100Stock466,617$267,712,171dollars as filed
RESTAURANT BRANDS INTL INC COM76131D103Stock3,200,731$218,385,876dollars as filed
SOMNIGROUP INTERNATIONAL INC COM88023U101Stock2,403,651$214,597,961dollars as filed
PROCORE TECHNOLOGIES INC COM74275K108Stock2,669,593$194,186,195dollars as filed
EQUIFAX INC COM294429105Stock165,488$35,907,586dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001427119-26-000002this filing2026-02-13acceptance time not in the bulk data set