Fund HoldingsMeritage Group LP

Total Portfolio Value
$3.94B
Total Bought
$2.91B
Total Sold
$923.87M
Net Transaction
+$1.99B
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
GE AEROSPACE(GE)3,184,7092,662,735-521,974559423,29510.76%+422,736
TRANSUNION(TRU)5,147,5105,191,974+44,464411385,0379.78%+384,626
AUTODESK INC849,5931,418,423+568,830221350,9898.92%+350,768
AON PLC(AON)774,5141,092,048+317,534258320,6038.15%+320,345
AMAZON COM INC(AMZN)1,636,9841,651,562+14,578295319,1648.11%+318,869
CANADIAN PACIFIC KANSAS CITY(CP)2,685,6723,765,490+1,079,818237296,4087.53%+296,171
WORKDAY INC(WDAY)1,277,3591,288,397+11,038348288,0347.32%+287,686
UNION PAC CORP(UNP)1,157,3201,167,316+9,996285264,1176.71%+263,832
AGILENT TECHNOLOGIES INC(A)2,166,1341,974,026-192,108315255,8936.50%+255,578
CHARLES RIV LABS INTL INC(CRL)1,182,2681,182,657+389320244,3136.21%+243,993
TRANSDIGM GROUP INC(TDG)144,915146,166+1,251178186,7434.74%+186,565
ANALOG DEVICES INC(ADI)1,144,247753,625-390,622226172,0224.37%+171,796
CRH PLC
ORD
1,615,6641,629,636+13,972139122,1903.10%+122,051
PROCORE TECHNOLOGIES INC(PCOR)1,298,9851,647,485+348,500107109,2452.78%+109,138
TOAST INC(TOST)5,284,8112,762,225-2,522,58613271,1831.81%+71,051
PERIMETER SOLUTIONS SA(PRM)8,000,0008,000,00005962,6401.59%+62,581
DOLLAR TREE INC(DLTR)325,241325,24104334,7260.88%+34,683
SPDR S&P 500 ETF TR(SPY)16,55532,726+16,171917,8100.45%+17,801
DOW INC(DOW)4,6366,640+2,00403520.01%+352
REPUBLIC SVCS INC(RSG)01,807+1,80703510.01%+351
TYSON FOODS INC(TSN)4,8116,107+1,29603490.01%+349
ALLSTATE CORP(ALL)1,5802,184+60403490.01%+348
STANLEY BLACK & DECKER INC(SWK)3,3124,305+99303440.01%+344
HASBRO INC(HAS)05,703+5,70303340.01%+334
BERKSHIRE HATHAWAY INC DEL0809+80903290.01%+329
WASTE MGMT INC DEL(WM)01,525+1,52503250.01%+325
OREILLY AUTOMOTIVE INC(ORLY)0306+30603230.01%+323
BIO RAD LABS INC7561,180+42403220.01%+322
MCCORMICK & CO INC(MKC)4,2374,522+28503210.01%+320
GARTNER INC(IT)579712+13303200.01%+319
VERISK ANALYTICS INC(VRSK)1,3871,178-20903180.01%+317
ROPER TECHNOLOGIES INC(ROP)0560+56003160.01%+316
DAVITA INC(DVA)2,0072,230+22303090.01%+309
VERISIGN INC1,6151,693+7803010.01%+301
SALESFORCE INC(CRM)87,3371,243-86,094263200.01%+293
CDW CORP(CDW)01,305+1,30502920.01%+292
CHURCH & DWIGHT CO INC(CHD)3,1072,801-30602900.01%+290
WALMART INC(WMT)04,203+4,20302850.01%+285
TYLER TECHNOLOGIES INC(TYL)655566-8902850.01%+284
MERCK & CO INC(MRK)2,1332,292+15902840.01%+283
RALPH LAUREN CORP(RL)01,588+1,58802780.01%+278
KIMBERLY-CLARK CORP(KMB)2,1131,997-11602760.01%+276
BLACKSTONE INC(BX)02,173+2,17302690.01%+269
VULCAN MATLS CO(VMC)01,071+1,07102660.01%+266
EXPEDITORS INTL WASH INC(EXPD)2,6012,112-48902640.01%+263
CINCINNATI FINL CORP(CINF)2,2802,226-5402630.01%+263
QORVO INC(QRVO)2,2442,252+802610.01%+261
HOWMET AEROSPACE INC(HWM)03,199+3,19902480.01%+248
FASTENAL CO(FAST)03,923+3,92302470.01%+247
META PLATFORMS INC(META)0478+47802410.01%+241
SCHWAB CHARLES CORP(SCHW)03,180+3,18002340.01%+234
CARNIVAL CORP012,248+12,24802290.01%+229
HUMANA INC(HUM)860598-26202230.01%+223
FAIR ISAAC CORP(FICO)0149+14902220.01%+222
C H ROBINSON WORLDWIDE INC(CHRW)4,3272,348-1,97902070.01%+207
ALPHABET INC(GOOG)1,427849-57801560.00%+156
NEWS CORP NEW(NWS)05,267+5,26701500.00%+150
WARNER BROS DISCOVERY INC(WBD)12,91114,269+1,35801060.00%+106
NEWS CORP NEW(NWS)02,988+2,9880820.00%+82
ALPHABET INC(GOOG)607351-2560640.00%+64
INVESCO LTD(IVZ)10,6010-10,60100-0
HERSHEY CO(HSY)1,0810-1,08100-0
MSCI INC(MSCI)3790-37900-0
SOUTHWEST AIRLS CO(LUV)8,1060-8,10600-0
HEALTHPEAK PROPERTIES INC(DOC)12,9490-12,94900-0
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)1,6460-1,64600-0
KIMCO RLTY CORP(KIM)13,7520-13,75200-0
BANK NEW YORK MELLON CORP4,7260-4,72600-0
ROYAL CARIBBEAN GROUP
COM
2,0270-2,02700-0
INTEL CORP(INTC)6,7030-6,70300-0
NEWMONT CORP(NEM)8,4080-8,40800-0
XCEL ENERGY INC(XEL)5,6660-5,66600-0
ATMOS ENERGY CORP(ATO)2,7400-2,74000-0
MGM RESORTS INTERNATIONAL(MGM)6,9300-6,93000-0
NORTHERN TR CORP(NTRS)3,6780-3,67800-0
NCINO INC(NCNO)1,750,9540-1,750,954650-65
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