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MERITAGE GROUP LP

AUM: $13.03 B
13-F Portfolio Value: $4.34 B
Last 13-F Filed: Q4 2023
Concentration in top 10: 71.79%
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Stock Company % Portfolio Shares Held Market Value Change in Shares % Change Quarter End Price Source
GEGENERAL ELECTRIC CO11.23%3,823,336$487,972,000529,29216.07%$127.6313F
SHWSHERWIN WILLIAMS CO8.14%1,133,391$353,505,0005,4030.48%$311.913F
TRUTRANSUNION7.96%5,030,424$345,640,0001,815,54056.47%$68.7113F
AAGILENT TECHNOLOGIES INC6.78%2,116,862$294,307,000467,45128.34%$139.0313F
TDGTRANSDIGM GROUP INC6.71%288,314$291,658,0001,3740.48%$1011.613F
UNPUNION PAC CORP6.4%1,130,995$277,795,0005,3920.48%$245.6213F
CRMSALESFORCE INC6.32%1,043,286$274,530,0004,7930.46%$263.1413F
CRLCHARLES RIV LABS INTL INC6.29%1,155,376$273,131,000271,74330.75%$236.413F
ADIANALOG DEVICES INC5.11%1,118,219$222,034,0005,3300.48%$198.5613F
ADSKAUTODESK INC4.65%830,268$202,154,0003,9580.48%$243.4813F
DHRDANAHER CORPORATION3.49%655,379$151,615,000182,34838.55%$231.3413F
NCNONCINO INC1.32%1,711,126$57,545,0008,1570.48%$33.6313F
DLTRDOLLAR TREE INC0.74%226,106$32,118,0009,3844.33%$142.0513F
CHDCHURCH & DWIGHT CO INC0.00746%3,427$324,0001394.23%$94.5413F
VRSKVERISK ANALYTICS INC0.00734%1,334$319,000645.04%$239.1313F
MKCMCCORMICK & CO INC0.0073%4,634$317,00057914.28%$68.4113F
CHRWC H ROBINSON WORLDWIDE INC0.00721%3,623$313,00060520.05%$86.3913F
NEMNEWMONT CORP0.00647%6,797$281,0002804.3%$41.3413F
KMXCARMAX INC0.00612%3,467$266,0002246.91%$76.7213F
MSCIMSCI INC0.0061%469$265,000153.3%$565.0313F
TERTERADYNE INC0.00555%2,218$241,0001115.27%$108.6613F
GOOGLALPHABET INC0.00159%491$69,00018962.58%$140.5313F