Fund HoldingsMeritage Group LP

Total Portfolio Value
$4.25M
Total Bought
$905.3K
Total Sold
$1.17M
Net Transaction
-$262.6K
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
AON PLC(AON)0774,514+774,51402586.09%+258
CRH PLC
ORD
01,615,664+1,615,66401393.28%+139
PROCORE TECHNOLOGIES INC(PCOR)01,298,985+1,298,98501072.51%+107
WORKDAY INC(WDAY)1,001,4761,277,359+275,8832763488.21%+72
GENERAL ELECTRIC CO(GE)3,823,3363,184,709-638,62748855913.17%+71
TRANSUNION(TRU)5,030,4245,147,510+117,0863464119.67%+65
TOAST INC(TOST)3,848,3175,284,811+1,436,494701323.10%+61
AMAZON COM INC(AMZN)1,599,7481,636,984+37,2362432956.95%+52
CHARLES RIV LABS INTL INC(CRL)1,155,3761,182,268+26,8922733207.54%+47
CANADIAN PACIFIC KANSAS CITY(CP)2,624,5902,685,672+61,0822082375.58%+29
PERIMETER SOLUTIONS SA(PRM)8,000,0008,000,000037591.40%+23
AGILENT TECHNOLOGIES INC(A)2,116,8622,166,134+49,2722943157.42%+21
AUTODESK INC830,268849,593+19,3252022215.21%+19
DOLLAR TREE INC(DLTR)226,106325,241+99,13532431.02%+11
NCINO INC(NCNO)1,711,1261,750,954+39,82858651.54%+8
UNION PAC CORP(UNP)1,130,9951,157,320+26,3252782856.70%+7
ANALOG DEVICES INC(ADI)1,118,2191,144,247+26,0282222265.33%+4
MGM RESORTS INTERNATIONAL(MGM)06,930+6,930000.01%0
EXPEDITORS INTL WASH INC(EXPD)02,601+2,601000.01%0
HUMANA INC(HUM)0860+860000.01%0
INTEL CORP(INTC)06,703+6,703000.01%0
TYSON FOODS INC(TSN)04,811+4,811000.01%0
ROYAL CARIBBEAN GROUP
COM
02,027+2,027000.01%0
DAVITA INC(DVA)02,007+2,007000.01%0
GARTNER INC(IT)0579+579000.01%0
ALLSTATE CORP(ALL)01,580+1,580000.01%0
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)01,646+1,646000.01%0
HEALTHPEAK PROPERTIES INC(DOC)012,949+12,949000.01%0
WARNER BROS DISCOVERY INC(WBD)012,911+12,911000.00%0
STANLEY BLACK & DECKER INC(SWK)2,6773,312+635000.01%0
KIMBERLY-CLARK CORP(KMB)1,8612,113+252000.01%0
NORTHERN TR CORP(NTRS)3,3223,678+356000.01%0
XCEL ENERGY INC(XEL)4,2695,666+1,397000.01%0
VERISIGN INC1,3011,615+314000.01%0
CINCINNATI FINL CORP(CINF)2,4762,280-196000.01%0
ALPHABET INC(GOOG)491607+116000.00%0
NEWMONT CORP(NEM)6,7978,408+1,611000.01%0
C H ROBINSON WORLDWIDE INC(CHRW)3,6234,327+704000.01%0
ATMOS ENERGY CORP(ATO)2,7332,740+7000.01%0
BANK NEW YORK MELLON CORP5,0804,726-354000.01%0
MCCORMICK & CO INC(MKC)4,6344,237-397000.01%0
VERISK ANALYTICS INC(VRSK)1,3341,387+53000.01%0
CHURCH & DWIGHT CO INC(CHD)3,4273,107-320000.01%0
KIMCO RLTY CORP(KIM)12,76913,752+983000.01%-0
BIO RAD LABS INC817756-61000.01%-0
TYLER TECHNOLOGIES INC(TYL)675655-20000.01%-0
HERSHEY CO(HSY)1,1541,081-73000.00%-0
QORVO INC(QRVO)2,3622,244-118000.01%-0
ALPHABET INC(GOOG)1,6191,427-192000.01%-0
DOW INC(DOW)5,2564,636-620000.01%-0
INVESCO LTD(IVZ)11,23810,601-637000.00%-0
MERCK & CO INC(MRK)2,8732,133-740000.01%-0
MSCI INC(MSCI)469379-90000.00%-0
SOUTHWEST AIRLS CO(LUV)10,7318,106-2,625000.01%-0
BAKER HUGHES COMPANY(BKR)6,9130-6,91300-0
WYNN RESORTS LTD(WYNN)2,5930-2,59300-0
TERADYNE INC(TER)2,2180-2,21800-0
MARKETAXESS HLDGS INC(MKTX)8620-86200-0
META PLATFORMS INC(META)7400-74000-0
CARMAX INC(KMX)3,4670-3,46700-0
LIVE NATION ENTERTAINMENT IN(LYV)2,9080-2,90800-0
CLOROX CO DEL(CLX)1,9320-1,93200-0
DUPONT DE NEMOURS INC(DD)3,6380-3,63800-0
BLACKLINE INC(BL)358,0000-358,000220-22
SPDR S&P 500 ETF TR(SPY)96,06916,555-79,5144690.20%-37
TRANSDIGM GROUP INC(TDG)288,314144,915-143,3992921784.20%-113
DANAHER CORPORATION(DHR)655,3790-655,3791520-152
PROGRESSIVE CORP(PGR)1,056,6310-1,056,6311680-168
SALESFORCE INC(CRM)1,043,28687,337-955,949275260.62%-248
SHERWIN WILLIAMS CO(SHW)1,133,3910-1,133,3913540-354
Page 1 of 1