Fund HoldingsMeritage Group LP

Total Portfolio Value
$4.34M
Total Bought
$1.11M
Total Sold
$1.03M
Net Transaction
+$81.7K
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
CANADIAN PACIFIC KANSAS CITY(CP)02,624,590+2,624,59002084.79%+208
GENERAL ELECTRIC CO(GE)3,294,0443,823,336+529,29236448811.23%+124
TRANSUNION(TRU)3,214,8845,030,424+1,815,5402313467.96%+115
AGILENT TECHNOLOGIES INC(A)1,649,4112,116,862+467,4511842946.78%+110
CHARLES RIV LABS INTL INC(CRL)883,6331,155,376+271,7431732736.29%+100
TOAST INC(TOST)03,848,317+3,848,3170701.62%+70
SHERWIN WILLIAMS CO(SHW)1,127,9881,133,391+5,4032883548.14%+66
SALESFORCE INC(CRM)1,038,4931,043,286+4,7932112756.32%+64
TRANSDIGM GROUP INC(TDG)286,940288,314+1,3742422926.71%+50
UNION PAC CORP(UNP)1,125,6031,130,995+5,3922292786.40%+49
SPDR S&P 500 ETF TR(SPY)096,069+96,0690461.05%+46
DANAHER CORPORATION(DHR)473,031655,379+182,3481171523.49%+34
AUTODESK INC826,310830,268+3,9581712024.65%+31
ANALOG DEVICES INC(ADI)1,112,8891,118,219+5,3301952225.11%+27
WORKDAY INC(WDAY)1,172,4191,001,476-170,9432522766.36%+25
DOLLAR TREE INC(DLTR)216,722226,106+9,38423320.74%+9
NCINO INC(NCNO)1,702,9691,711,126+8,15754581.32%+3
PERIMETER SOLUTIONS SA(PRM)8,000,0008,000,000036370.85%0
ATMOS ENERGY CORP(ATO)02,733+2,733000.01%0
MERCK & CO INC(MRK)02,873+2,873000.01%0
DOW INC(DOW)05,256+5,256000.01%0
DUPONT DE NEMOURS INC(DD)03,638+3,638000.01%0
QORVO INC(QRVO)02,362+2,362000.01%0
BIO RAD LABS INC0817+817000.01%0
STANLEY BLACK & DECKER INC(SWK)02,677+2,677000.01%0
WYNN RESORTS LTD(WYNN)02,593+2,593000.01%0
INVESCO LTD(IVZ)011,238+11,238000.00%0
C H ROBINSON WORLDWIDE INC(CHRW)3,0183,623+605000.01%0
NEWMONT CORP(NEM)6,5176,797+280000.01%0
CARMAX INC(KMX)3,2433,467+224000.01%0
BANK NEW YORK MELLON CORP5,3985,080-318000.01%0
KIMCO RLTY CORP(KIM)13,64212,769-873000.01%0
MSCI INC(MSCI)454469+15000.01%0
ALPHABET INC(GOOG)302491+189000.00%0
TERADYNE INC(TER)2,1072,218+111000.01%0
CHURCH & DWIGHT CO INC(CHD)3,2883,427+139000.01%0
VERISK ANALYTICS INC(VRSK)1,2701,334+64000.01%0
SOUTHWEST AIRLS CO(LUV)10,94410,731-213000.01%0
MCCORMICK & CO INC(MKC)4,0554,634+579000.01%0
META PLATFORMS INC(META)863740-123000.01%0
ALPHABET INC(GOOG)1,7121,619-93000.01%0
NORTHERN TR CORP(NTRS)4,0013,322-679000.01%0
CINCINNATI FINL CORP(CINF)2,4902,476-14000.01%0
KIMBERLY-CLARK CORP(KMB)1,8881,861-27000.01%-0
TYLER TECHNOLOGIES INC(TYL)739675-64000.01%-0
XCEL ENERGY INC(XEL)4,6814,269-412000.01%-0
LIVE NATION ENTERTAINMENT IN(LYV)3,3382,908-430000.01%-0
BAKER HUGHES COMPANY(BKR)7,2386,913-325000.01%-0
HERSHEY CO(HSY)1,1761,154-22000.00%-0
CLOROX CO DEL(CLX)2,3171,932-385000.01%-0
MARKETAXESS HLDGS INC(MKTX)1,319862-457000.01%-0
VERISIGN INC1,4741,301-173000.01%-0
BATH & BODY WORKS INC6,7510-6,75100-0
FORTINET INC(FTNT)4,0140-4,01400-0
GARTNER INC(IT)6970-69700-0
ALLSTATE CORP(ALL)2,7450-2,74500-0
AMAZON COM INC(AMZN)1,966,0081,599,748-366,2602502435.60%-7
BLACKLINE INC(BL)1,073,201358,000-715,20160220.51%-37
PAYCOM SOFTWARE INC(PAYC)400,3560-400,3561040-104
PROGRESSIVE CORP(PGR)1,993,8331,056,631-937,2022781683.87%-109
AVANTOR INC(AVTR)8,897,7240-8,897,7241880-188
SPDR S&P 500 ETF TR(SPY)(Put)1,300,0000-1,300,0005560-556
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