Meritage Group as of Dec. 31, 2017
Portfolio Holdings for Meritage Group
Meritage Group holds 18 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf (SPY) | 28.2 | $1.7B | 6.3M | 266.86 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 17.9 | $1.1B | 3.2M | 335.96 | |
| Fidelity National Information Services (FIS) | 5.4 | $319M | 3.4M | 94.09 | |
| Sherwin-Williams Company (SHW) | 5.2 | $310M | 757k | 410.04 | |
| Amazon (AMZN) | 5.2 | $308M | 264k | 1169.47 | |
| Visa (V) | 5.0 | $297M | 2.6M | 114.02 | |
| Autodesk (ADSK) | 3.8 | $229M | 2.2M | 104.83 | |
| Thermo Fisher Scientific (TMO) | 3.4 | $204M | 1.1M | 189.88 | |
| Sba Communications Corp (SBAC) | 3.4 | $204M | 1.2M | 163.36 | |
| S&p Global (SPGI) | 3.2 | $192M | 1.1M | 169.40 | |
| Altaba | 3.2 | $193M | 2.8M | 69.85 | |
| Alphabet Inc Class C cs (GOOG) | 3.2 | $189M | 181k | 1046.40 | |
| Moody's Corporation (MCO) | 3.0 | $180M | 1.2M | 147.61 | |
| TransDigm Group Incorporated (TDG) | 2.5 | $148M | 538k | 274.62 | |
| priceline.com Incorporated | 2.4 | $145M | 84k | 1737.73 | |
| Alphabet Inc Class A cs (GOOGL) | 2.4 | $140M | 133k | 1053.40 | |
| Equifax (EFX) | 1.8 | $107M | 908k | 117.92 | |
| Ellie Mae | 0.7 | $43M | 478k | 89.40 |
