Meritage Group as of June 30, 2026
Portfolio Holdings for Meritage Group
Meritage Group holds 12 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 18.4 | $477M | 1.3M | 373.02 | |
| Amazon (AMZN) | 14.2 | $368M | 1.5M | 238.34 | |
| Capital One Financial (COF) | 10.2 | $265M | 1.3M | 200.62 | |
| Transunion (TRU) | 10.2 | $264M | 3.7M | 72.14 | |
| Aon Shs Cl A (AON) | 8.7 | $227M | 685k | 331.69 | |
| S&p Global (SPGI) | 8.0 | $207M | 508k | 407.26 | |
| Workday Cl A (WDAY) | 7.7 | $200M | 1.6M | 122.42 | |
| Meta Platforms Cl A (META) | 6.2 | $161M | 286k | 563.29 | |
| Msci (MSCI) | 5.9 | $154M | 275k | 560.04 | |
| CoStar (CSGP) | 5.9 | $153M | 5.4M | 28.32 | |
| Toast Cl A (TOST) | 3.7 | $96M | 3.4M | 27.82 | |
| Equifax (EFX) | 0.9 | $25M | 155k | 158.72 |
