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Disclosery

Meritage Group LP: MSCI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Meritage Group LP on MSCI, newest first. How the timeline and the estimate are built.

Meritage Group LP held 274,569 MSCI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 274,569 shares
    Change vs previous 13F -131,515 shares

    5.93% of the 13F portfolio, value $153,769,623.

    13F-HR 0001427119-26-000007 filed by Meritage Group LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 406,084 shares
    Change vs previous 13F -60,533 shares

    8.26% of the 13F portfolio, value $218,883,337.

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

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 466,617 shares
    Change vs previous 13F +51,309 shares

    8.33% of the 13F portfolio, value $267,712,171.

    13F-HR 0001427119-26-000002 filed by Meritage Group LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 415,308 shares
    Change vs previous 13F +103,993 shares

    6.73% of the 13F portfolio, value $235,649,912.

    13F-HR 0001427119-25-000013 filed by Meritage Group LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 311,315 shares
    Change vs previous 13F not available

    4.92% of the 13F portfolio, value $179,547,813.

    13F-HR 0001427119-25-000011 filed by Meritage Group LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).