Meritage Group as of March 31, 2018
Portfolio Holdings for Meritage Group
Meritage Group holds 20 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf (SPY) | 26.7 | $1.5B | 5.8M | 263.15 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 15.6 | $897M | 2.9M | 311.22 | |
| Fidelity National Information Services (FIS) | 5.7 | $326M | 3.4M | 96.30 | |
| Sherwin-Williams Company (SHW) | 5.2 | $297M | 757k | 392.12 | |
| Amazon (AMZN) | 4.9 | $280M | 193k | 1447.34 | |
| Autodesk (ADSK) | 4.6 | $265M | 2.1M | 125.58 | |
| Visa (V) | 4.5 | $260M | 2.2M | 119.62 | |
| Thermo Fisher Scientific (TMO) | 3.8 | $219M | 1.1M | 206.46 | |
| Altaba | 3.6 | $204M | 2.8M | 74.04 | |
| S&p Global (SPGI) | 3.3 | $191M | 1.0M | 191.06 | |
| Alphabet Inc Class C cs (GOOG) | 3.2 | $186M | 181k | 1031.79 | |
| Moody's Corporation (MCO) | 3.0 | $172M | 1.1M | 161.30 | |
| TransDigm Group Incorporated (TDG) | 2.9 | $165M | 539k | 306.94 | |
| Alphabet Inc Class A cs (GOOGL) | 2.8 | $158M | 153k | 1037.14 | |
| Sba Communications Corp (SBAC) | 2.5 | $146M | 853k | 170.92 | |
| Booking Holdings (BKNG) | 2.1 | $123M | 59k | 2080.40 | |
| Equifax (EFX) | 1.9 | $107M | 908k | 117.81 | |
| Ellie Mae | 1.4 | $81M | 877k | 91.94 | |
| American Tower Reit (AMT) | 1.4 | $80M | 552k | 145.34 | |
| Facebook Inc cl a (META) | 0.9 | $50M | 313k | 159.79 |
