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Meritage Group LP

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13F filer, CIK 1427119, SAN FRANCISCO, CA

Meritage Group LP reported $2,650,066,274 across 13 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-14. Its ten largest share positions make up 94.27% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001427119-26-000004

Period
2026-03-31
Reported value
$2.65B
Holdings
13
Top 10 weight
94.27%
New
5
Sold out
2

Part of the filer group Meritage Group LP

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AONnew+680,169$220M
SPGInew+504,410$215M
CSGPnew+3,329,006$134M
TOSTnew+3,410,223$90.4M
SPYnew+51,554$33.5M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
QSRexited-3,200,731-$218M
SGIexited-2,403,651-$215M
TRUreduced-1,701,618-$118M
COFreduced-523,983-$95.6M
MSCIreduced-60,533-$32.6M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001427119-26-000004, largest first. % of portfolio is the value over $2,650,066,274, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,385,107 shares; 2025Q2: 1,124,698 shares; 2025Q3: 1,124,698 shares; 2025Q4: 1,262,311 shares; 2026Q1: 1,270,530 shares 1,270,530$470M17.75%+8,219Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,485,984 shares; 2024Q4: 1,485,984 shares; 2025Q1: 1,705,389 shares; 2025Q2: 2,258,356 shares; 2025Q3: 2,258,356 shares; 2025Q4: 1,843,006 shares; 2026Q1: 1,855,005 shares 1,855,005$386M14.58%+11,999Timeline
TRUTRANSUNIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,278,373 shares; 2024Q4: 4,278,373 shares; 2025Q1: 4,278,373 shares; 2025Q2: 5,918,322 shares; 2025Q3: 5,468,063 shares; 2025Q4: 5,334,488 shares; 2026Q1: 3,632,870 shares 3,632,870$251M9.48%-1,701,618Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,276,707 shares; 2025Q1: 2,065,594 shares; 2025Q2: 2,318,833 shares; 2025Q3: 2,318,833 shares; 2025Q4: 1,837,016 shares; 2026Q1: 1,313,033 shares 1,313,033$240M9.04%-523,983Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 996,211 shares; 2024Q4: 996,211 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 680,169 shares 680,169$220M8.28%newTimeline
MSCIMSCI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 311,315 shares; 2025Q3: 415,308 shares; 2025Q4: 466,617 shares; 2026Q1: 406,084 shares 406,084$219M8.26%-60,533Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 504,410 shares 504,410$215M8.1%newTimeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,291,132 shares; 2024Q4: 1,291,132 shares; 2025Q1: 1,291,132 shares; 2025Q2: 1,282,432 shares; 2025Q3: 1,489,253 shares; 2025Q4: 1,612,523 shares; 2026Q1: 1,623,022 shares 1,623,022$211M7.96%+10,499Timeline
PCORPROCORE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,745,504 shares; 2024Q4: 2,745,504 shares; 2025Q1: 2,745,504 shares; 2025Q2: 2,727,718 shares; 2025Q3: 2,727,718 shares; 2025Q4: 2,669,593 shares; 2026Q1: 2,678,410 shares 2,678,410$153M5.76%+8,817Timeline
CSGPCOSTAR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,329,006 shares 3,329,006$134M5.07%newTimeline
TOSTTOAST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,768,088 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,410,223 shares 3,410,223$90.4M3.41%newTimeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,322 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 106,022 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,554 shares 51,554$33.5M1.27%newTimeline
EFXEQUIFAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 402,901 shares; 2025Q2: not reported; 2025Q3: 169,633 shares; 2025Q4: 165,488 shares; 2026Q1: 154,308 shares 154,308$27.8M1.05%-11,180Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
QSRRESTAURANT BRANDS INTL INC3,200,731$218Mshares
SGISOMNIGROUP INTERNATIONAL INC2,403,651$215Mshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001427119-26-000004 base2026-05-14acceptance time not in the bulk data set