Meritage Group as of March 31, 2019
Portfolio Holdings for Meritage Group
Meritage Group holds 18 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charter Communications Inc New Cl A cl a (CHTR) | 22.4 | $1.1B | 3.0M | 346.91 | |
| Sherwin-Williams Company (SHW) | 9.0 | $425M | 986k | 430.71 | |
| Fidelity National Information Services (FIS) | 6.5 | $308M | 2.7M | 113.10 | |
| TransDigm Group Incorporated (TDG) | 6.5 | $308M | 677k | 453.99 | |
| Microsoft Corporation (MSFT) | 6.4 | $303M | 2.6M | 117.94 | |
| Amazon (AMZN) | 5.8 | $271M | 152k | 1780.75 | |
| Autodesk (ADSK) | 5.3 | $249M | 1.6M | 155.82 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 5.0 | $233M | 3.6M | 65.11 | |
| Sba Communications Corp (SBAC) | 4.8 | $229M | 1.1M | 199.66 | |
| Thermo Fisher Scientific (TMO) | 4.2 | $197M | 721k | 273.72 | |
| S&p Global (SPGI) | 4.2 | $197M | 936k | 210.55 | |
| Moody's Corporation (MCO) | 4.0 | $190M | 1.0M | 181.09 | |
| Alphabet Inc Class A cs (GOOGL) | 4.0 | $187M | 159k | 1176.89 | |
| Alphabet Inc Class C cs (GOOG) | 4.0 | $186M | 158k | 1173.31 | |
| Electronic Arts (EA) | 2.9 | $135M | 1.3M | 100.00 | |
| Guidewire Software (GWRE) | 2.3 | $109M | 1.1M | 97.16 | |
| United Technologies Corporation | 2.1 | $99M | 770k | 128.89 | |
| Verizon Communications (VZ) | 0.6 | $30M | 500k | 59.13 |
