Fund HoldingsMeritage Group LP

Total Portfolio Value
$3.59M
Total Bought
$1.39M
Total Sold
$1.19M
Net Transaction
+$198.7K
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
TRANSUNION(TRU)03,256,050+3,256,05002557.11%+255
UNION PAC CORP(UNP)01,140,017+1,140,01702336.50%+233
PROGRESSIVE CORP(PGR)01,734,457+1,734,45702306.40%+230
GENERAL ELECTRIC CO(GE)1,307,1323,184,044+1,876,9121253509.74%+225
ANALOG DEVICES INC(ADI)0638,503+638,50301243.47%+124
AVANTOR INC(AVTR)5,142,42411,265,674+6,123,2501092316.45%+123
DANAHER CORPORATION(DHR)0486,706+486,70601173.25%+117
SHERWIN WILLIAMS CO(SHW)1,392,0741,410,701+18,62731337510.44%+62
TRANSDIGM GROUP INC(TDG)345,846341,403-4,4432553058.50%+50
NCINO INC(NCNO)1,702,0011,724,775+22,77442521.45%+10
FRESHWORKS INC(FRSH)3,049,7113,090,519+40,80847541.51%+7
DOLLAR TREE INC(DLTR)268,543277,770+9,22739401.11%+1
CDW CORP(CDW)01,623+1,623000.01%0
CINCINNATI FINL CORP(CINF)03,053+3,053000.01%0
NORTHERN TR CORP(NTRS)03,976+3,976000.01%0
BANK NEW YORK MELLON CORP06,421+6,421000.01%0
BIO RAD LABS INC0753+753000.01%0
LIVE NATION ENTERTAINMENT IN(LYV)03,030+3,030000.01%0
MSCI INC(MSCI)0585+585000.01%0
TERADYNE INC(TER)02,243+2,243000.01%0
CARMAX INC(KMX)02,965+2,965000.01%0
NVIDIA CORPORATION(NVDA)0543+543000.01%0
NEWMONT CORP(NEM)04,827+4,827000.01%0
VERISK ANALYTICS INC(VRSK)1,3951,309-86000.01%0
VERISIGN INC1,1771,221+44000.01%0
MARKETAXESS HLDGS INC(MKTX)6101,007+397000.01%0
SOUTHWEST AIRLS CO(LUV)8,4358,227-208000.01%0
BAKER HUGHES COMPANY(BKR)9,5209,372-148000.01%0
GARTNER INC(IT)772761-11000.01%0
DOMINOS PIZZA INC(DPZ)815826+11000.01%0
FORTINET INC(FTNT)3,7663,359-407000.01%0
BROWN FORMAN CORP(BF-A)3,6153,524-91000.01%0
ALPHABET INC(GOOG)2526+1000.00%0
XCEL ENERGY INC(XEL)3,2493,471+222000.01%-0
AMEREN CORP(AEE)2,5252,552+27000.01%-0
TYLER TECHNOLOGIES INC(TYL)752604-148000.01%-0
RALPH LAUREN CORP(RL)2,1381,892-246000.01%-0
DENTSPLY SIRONA INC(XRAY)6,2945,753-541000.01%-0
KIMCO RLTY CORP(KIM)15,29714,292-1,005000.01%-0
XYLEM INC(XYL)2,5582,216-342000.01%-0
MCCORMICK & CO INC(MKC)3,0842,678-406000.01%-0
ALLSTATE CORP(ALL)2,5302,339-191000.01%-0
CERIDIAN HCM HLDG INC3,4223,095-327000.01%-0
AMERICAN AIRLS GROUP INC12,2920-12,29200-0
MATCH GROUP INC NEW5,3010-5,30100-0
EQT CORP6,4580-6,45800-0
STERIS PLC1,0780-1,07800-0
CORNING INC5,9610-5,96100-0
WEC ENERGY GROUP INC2,3280-2,32800-0
MASTERCARD INCORPORATED6120-61200-0
PRINCIPAL FINANCIAL GROUP IN3,0630-3,06300-0
BLACKROCK INC3470-34700-0
PAYCHEX INC2,0700-2,07000-0
PAYCOM SOFTWARE INC8080-80800-0
BATH & BODY WORKS INC7,1050-7,10500-0
ENPHASE ENERGY INC1,2350-1,23500-0
SPDR S&P 500 ETF TR(SPY)37,56133,059-4,50215150.41%-1
PERIMETER SOLUTIONS SA(PRM)8,000,0008,000,000065491.37%-15
AMAZON COM INC(AMZN)3,129,1692,248,371-880,7983232938.17%-30
BILL HOLDINGS INC672,341167,540-504,80155200.55%-35
WORKDAY INC(WDAY)1,939,8191,396,508-543,3114013158.79%-85
ENDEAVOR GROUP HLDGS INC3,733,5220-3,733,522890-89
MICROSOFT CORP448,3140-448,3141290-129
SALESFORCE INC(CRM)2,406,3881,609,852-796,5364813409.48%-141
MOODYS CORP520,8860-520,8861590-159
CHARTER COMMUNICATIONS INC N(CHTR)987,984498,156-489,8283531835.10%-170
ALPHABET INC(GOOG)2,864,8132,005-2,862,80829800.01%-298
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