Meritage Group LP - Q42025 Holdings

Meritage Group LP holds 10 stocks with a total portfolio value of $ 3.22B as of Q42025. In Q42025, Meritage Group LP added 0 new positions, increased stakes in 3 stocks, reduced 7 holdings, and fully exited 1 position. The largest holding is Microsoft Corp (MSFT), representing 18.98% of the total portfolio.