Fund HoldingsMeritage Group LP

Total Portfolio Value
$4.21M
Total Bought
$1.38M
Total Sold
$752.5K
Net Transaction
+$630.3K
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)(Put)01,300,000+1,300,0000556+556
AGILENT TECHNOLOGIES INC(A)01,649,411+1,649,41101844.38%+184
CHARLES RIV LABS INTL INC(CRL)0883,633+883,63301734.11%+173
AUTODESK INC0826,310+826,31001714.06%+171
PAYCOM SOFTWARE INC(PAYC)0400,356+400,35601042.46%+104
ANALOG DEVICES INC(ADI)638,5031,112,889+474,3861241954.63%+70
BLACKLINE INC(BL)01,073,201+1,073,2010601.41%+60
PROGRESSIVE CORP(PGR)1,734,4571,993,833+259,3762302786.59%+48
GENERAL ELECTRIC CO(GE)3,184,0443,294,044+110,0003503648.65%+14
NCINO INC(NCNO)1,724,7751,702,969-21,80652541.29%+2
DANAHER CORPORATION(DHR)486,706473,031-13,6751171172.79%+1
CLOROX CO DEL(CLX)02,317+2,317000.01%0
CHURCH & DWIGHT CO INC(CHD)03,288+3,288000.01%0
C H ROBINSON WORLDWIDE INC(CHRW)03,018+3,018000.01%0
META PLATFORMS INC(META)0863+863000.01%0
HERSHEY CO(HSY)01,176+1,176000.01%0
BATH & BODY WORKS INC06,751+6,751000.01%0
KIMBERLY-CLARK CORP(KMB)01,888+1,888000.01%0
MCCORMICK & CO INC(MKC)2,6784,055+1,377000.01%0
XCEL ENERGY INC(XEL)3,4714,681+1,210000.01%0
ALLSTATE CORP(ALL)2,3392,745+406000.01%0
ALPHABET INC(GOOG)26302+276000.00%0
NEWMONT CORP(NEM)4,8276,517+1,690000.01%0
TYLER TECHNOLOGIES INC(TYL)604739+135000.01%0
VERISIGN INC1,2211,474+253000.01%0
MARKETAXESS HLDGS INC(MKTX)1,0071,319+312000.01%0
VERISK ANALYTICS INC(VRSK)1,3091,270-39000.01%0
LIVE NATION ENTERTAINMENT IN(LYV)3,0303,338+308000.01%0
SOUTHWEST AIRLS CO(LUV)8,22710,944+2,717000.01%-0
ALPHABET INC(GOOG)2,0051,712-293000.01%-0
NORTHERN TR CORP(NTRS)3,9764,001+25000.01%-0
FORTINET INC(FTNT)3,3594,014+655000.01%-0
CARMAX INC(KMX)2,9653,243+278000.01%-0
GARTNER INC(IT)761697-64000.01%-0
TERADYNE INC(TER)2,2432,107-136000.01%-0
BAKER HUGHES COMPANY(BKR)9,3727,238-2,134000.01%-0
CINCINNATI FINL CORP(CINF)3,0532,490-563000.01%-0
KIMCO RLTY CORP(KIM)14,29213,642-650000.01%-0
MSCI INC(MSCI)585454-131000.01%-0
BANK NEW YORK MELLON CORP6,4215,398-1,023000.01%-0
CERIDIAN HCM HLDG INC3,0950-3,09500-0
AMEREN CORP(AEE)2,5520-2,55200-0
DENTSPLY SIRONA INC(XRAY)5,7530-5,75300-0
NVIDIA CORPORATION(NVDA)5430-54300-0
RALPH LAUREN CORP(RL)1,8920-1,89200-0
BROWN FORMAN CORP(BF-A)3,5240-3,52400-0
XYLEM INC(XYL)2,2160-2,21600-0
DOMINOS PIZZA INC(DPZ)8260-82600-0
BIO RAD LABS INC7530-75300-0
CDW CORP(CDW)1,6230-1,62300-0
UNION PAC CORP(UNP)1,140,0171,125,603-14,4142332295.44%-4
PERIMETER SOLUTIONS SA(PRM)8,000,0008,000,000049360.86%-13
SPDR S&P 500 ETF TR(SPY)33,0590-33,059150-15
DOLLAR TREE INC(DLTR)277,770216,722-61,04840230.55%-17
BILL HOLDINGS INC167,5400-167,540200-20
TRANSUNION(TRU)3,256,0503,214,884-41,1662552315.48%-24
AMAZON COM INC(AMZN)2,248,3711,966,008-282,3632932505.93%-43
AVANTOR INC(AVTR)11,265,6748,897,724-2,367,9502311884.45%-44
FRESHWORKS INC(FRSH)3,090,5190-3,090,519540-54
TRANSDIGM GROUP INC(TDG)341,403286,940-54,4633052425.74%-63
WORKDAY INC(WDAY)1,396,5081,172,419-224,0893152525.98%-64
SHERWIN WILLIAMS CO(SHW)1,410,7011,127,988-282,7133752886.83%-87
SALESFORCE INC(CRM)1,609,8521,038,493-571,3593402115.00%-130
CHARTER COMMUNICATIONS INC N(CHTR)498,1560-498,1561830-183
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