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MERITAGE GROUP LP

AUM: $13.85 B

13-F Portfolio Value: $3.50 B

Last 13-F Filed: Q3 2025

Concentration in top 10: 98.77%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
WDAY	WORKDAY INC	10.24%	1,489,253	$358,507,875	206,821	16.13%	$240.73	13F
MSCI	MSCI INC	6.73%	415,308	$235,649,912	103,993	33.4%	$567.41	13F