Meritage Group LP - Q12026 Holdings

Meritage Group LP holds 13 stocks with a total portfolio value of $ 2.65B as of Q12026. In Q12026, Meritage Group LP added 5 new positions, increased stakes in 4 stocks, reduced 4 holdings, and fully exited 2 positions. The largest holding is Microsoft Corp (MSFT), representing 17.75% of the total portfolio.