13F HOLDINGS REPORT
Meritage Group LP
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001427119-26-000002
Total Value
$3.22B
Positions
10
Other Managers
1
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 1,262,311 | $610.5M | 18.98% |
| 2 | TRANSUNION | TRU | 5,334,488 | $457.4M | 14.23% |
| 3 | CAPITAL ONE FINL CORP | 14040H105 | 1,837,016 | $445.2M | 13.85% |
| 4 | AMAZON COM INC | AMZN | 1,843,006 | $425.4M | 13.23% |
| 5 | WORKDAY INC | WDAY | 1,612,523 | $346.3M | 10.77% |
| 6 | MSCI INC | MSCI | 466,617 | $267.7M | 8.33% |
| 7 | RESTAURANT BRANDS INTL INC | 76131D103 | 3,200,731 | $218.4M | 6.79% |
| 8 | SOMNIGROUP INTERNATIONAL INC | SGI | 2,403,651 | $214.6M | 6.67% |
| 9 | PROCORE TECHNOLOGIES INC | PCOR | 2,669,593 | $194.2M | 6.04% |
| 10 | EQUIFAX INC | EFX | 165,488 | $35.9M | 1.12% |